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Christina I

Series 66

Helena, MT

LPL Financial

Christina Irey is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at The Investment Group LLC and Greenfield Environmental Trust Group, Inc. She is based in Helena, Montana. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered by investment adviser representatives using a mix of discretionary and non-discretionary strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Matthew M

CFP®, Series 66

Helena, MT

LPL Financial

Matthew Maloy is a CFP® professional affiliated with LPL Financial who has nine years of industry experience. His career includes roles at Cetera and the U.S. Department of State. He is also involved with The Investment Group, LLC, which operates as a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management options, supported by advanced research tools and serving a large network of over 22,800 advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Steven M

Series 63, Series 66

Helena, MT

LPL Financial

Steven Miles is a financial advisor with LPL Financial in Helena, Montana, holding Series 63 and Series 66 licenses and having 31 years of industry experience. Prior to joining LPL Financial in 2023, he spent significant time at Cetera and its affiliated entities. Outside of his advisory role, he has been involved as a sales representative for the Montana Boat Show since 2003. 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 and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive advisor-facing technology and a broad array of non-advisory financial products.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Jock B

Series 63, Series 66

Helena, MT

LPL Financial

Jock Bovington is a financial advisor with LPL Financial who holds Series 63 and Series 66 credentials and has 43 years of industry experience. His career includes roles at Cetera and The Investment Group LLC. Bovington is also involved with two business entities, J & T Cabin LLC and The January Corporation, which are used for tax and investment purposes unrelated to his advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning, asset management, and retirement advisory services through a large network of investment adviser representatives using various investment models and strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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