Diana Whitaker is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of industry experience. She has worked at multiple firms, including Sarah Benton, Candra Oakes-Niswanger, and Waddell & Reed, with tenures ranging from seven to eighteen years. Her other business activities include managing a non-variable insurance practice and involvement with her own business entity, DMW of the Falls. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management supported by extensive research and model portfolios.

Brenda Way Rubino is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She previously worked with Waddell & Reed, INC. for 19 years and has held roles at several other firms, including SuperTeam LLC and High Plains Team, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm offers diverse advisory programs and financial planning services, utilizing both discretionary and non-discretionary management alongside research and model portfolios.

Benjamin Kaul is a financial advisor at LPL Financial with a Series 66 designation. He has been in the financial industry since 2022, with prior roles at Super Team, DMW of the Falls LLC, Front Range Financial Advisors, and other organizations. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources.

Rowena Milton is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. She has worked at LPL Financial since 2018 and previously was associated with Waddell & Reed, Inc. Milton is also involved in her community as a youth basketball coach. LPL Financial serves a diverse client base including individuals, retirement plans, and institutions, offering a wide range of financial planning and advisory programs supported by research and model portfolios.

Joshua Granger is a financial advisor at LPL Financial with 12 years of industry experience and holds the Series 66 designation. His previous roles include positions at Waddell & Reed, Inc., various insurance carriers, and community involvement with organizations such as Special Olympics Montana and the Great Falls Chamber of Commerce. He has also served as a soccer coach and participated in local advisory commissions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of advisers. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and a variety of investment strategies.