Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Keaton J

Series 66

Kalispell, MT

STIFEL

Keaton Johnson is a financial advisor with Stifel, holding a Series 66 designation and one year of industry experience. Prior to joining Stifel, he worked at Jordahl & Sliter, PLLC, Ernst & Young, and has diverse experience including roles outside finance. He serves as Treasurer and board member of the Miracle League of Northwest Montana, a non-profit special-needs baseball program. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning guidance.

General retirement planning Income planning
user avatar
firm logo

Douglas H

Series 63, Series 65

Kalispell, MT

STIFEL

Douglas Houtz is a financial advisor at Stifel with 36 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stifel Nicolaus & Co Inc since 2010. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
user avatar
firm logo

Mark J

Series 66

Kalispell, MT

STIFEL

Mark Johnson is a Series 66 credentialed financial advisor at Stifel with 17 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2015. Outside of his advisory role, Johnson serves on several nonprofit boards, including the Flathead Valley Community College Foundation, Orphan's Lifeline International, and Lighthouse Christian Home, and he is a board member of FinMed ASI, a company focused on improving hospital claims processes through AI technology. Stifel serves a broad range of clients, including individuals, institutional entities, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
user avatar
firm logo

Anna S

Series 63, Series 65

Kalispell, MT

STIFEL

Anna Steblina is a financial advisor with Stifel in Kalispell, MT, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with Stifel since 2010. Outside of her advisory work, she owns Thunderwind, a business focused on handmade crafts, sustainable living products, and agriculture and gardening education. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is supported by proprietary analysis and allocation guidance developed by its Investment Strategy Group.

General retirement planning Income planning
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)