Matthew Boaz Curtis

Curtis Lineweaver is a financial advisor with D.A. Davidson & Co. in Havre, Montana. He holds the Series 66 designation and has 10 years of industry experience, all with D.A. Davidson. Outside of his advisory role, he serves as vice-president of the Havre Youth Hockey Association and is a committee member of Bear Paw Development Corporation, a nonprofit reviewing loan applications for small and startup businesses. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers a range of services including retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning.

Richard Brown is a financial advisor at D.A. Davidson & Co. with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has been with D.A. Davidson & Co. since 2010. Brown serves on the boards of the Montana State Northern Finance Board and two local non-profits, including The Natalie Patrick Foundation and the Montana State Northern Foundation, where he is involved in fundraising and financial oversight. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with substantial assets.

Jacob Lorang is a financial advisor with D.A. Davidson & Co. in Havre, Montana, holding a Series 66 designation and 20 years of industry experience. He has been with D.A. Davidson since 2007. Outside of his advisory role, Lorang is a member of the Eagle Creek Ski Patrol, a nonprofit organization at Bear Paw Ski Bowl in Montana, and he is also the owner of County 12 Spirits LLC, a state liquor store. D.A. Davidson & Co. provides investment advisory and brokerage services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers a range of services including ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with more than $20 million in net worth, operating under fiduciary standards with a focus on both qualitative and quantitative investment analysis.

Charles Klimas is a financial advisor with GWN Securities Inc. in Havre, Montana, holding Series 63 and Series 65 licenses and over 25 years of industry experience. He has been with GWN Securities since 2014 and concurrently operates American Independent Marketing, focusing primarily on insurance sales. Klimas serves as Board Chair for Aurora Pregnancy Support. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers. The firm offers a variety of managed-account programs and model portfolios, including both traditional asset-allocation and legacy momentum-based strategies.

Jeremy Jensen is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Biz to Biz Network, Bear Paw Credit Union, various insurance carriers, and Waddell & Reed, Inc. He is also involved with Associates of Clifton Parks as a financial advisor in non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Charles Mack is a financial advisor with LPL Financial based in Havre, Montana, holding a Series 66 designation and three years of industry experience. He is also the owner of C Mack, Inc., a business separate from his advisory work. Mack has experience managing High Plains Wealth Management and has previously worked at Montana State University - Northern. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services and investment solutions supported by extensive platforms and technology tools.