Kimberly Harris is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. Her background includes work with Lincoln Financial Securities and managing her own business, Kimberly James, for seven years. Outside of her advisory role, she is involved in providing insurance products beyond those offered by Guardian and supports a union member benefit program offering disability coverage to firefighters. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with a range of brokerage, financial planning, and investment advisory services. The firm integrates proprietary and third-party portfolio models and offers both discretionary and non-discretionary advisory options.

Katherine Foreman is a financial advisor with D.A. Davidson & Co. in Kalispell, MT, holding Series 63 and Series 65 licenses and with 28 years of industry experience. She has been with D.A. Davidson & Co. since 1996. Outside of her advisory role, she serves on the board of Freedom 400, a nonprofit organization, assisting with fundraising and budgeting, and is a sales consultant for Norwex, a company selling environmentally friendly cleaning products. D.A. Davidson & Co. provides investment advisory and brokerage services to employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers a range of services including retirement plan advisory, comprehensive financial planning, and a specialized Private Wealth program for high-net-worth individuals.

Cody Buck is a CFP® professional with 10 years of experience, currently serving at D.A. Davidson & Co. since 2016 in Kalispell, MT. He holds the Series 66 designation and has spent his entire industry career with D.A. Davidson. 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 offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Jason Eckerman is a financial advisor with &PARTNERS in Kalispell, MT, holding a Series 66 designation and 19 years of industry experience. Before joining &PARTNERS in 2026, he spent a decade at Wells Fargo Clearing and Wells Fargo Advisors, LLC. &PARTNERS serves a diverse client base, including high-net-worth individuals, institutions, and retirement plans. The firm offers a range of investment management and financial planning services using both discretionary and non-discretionary approaches, combining fundamental, technical, and quantitative analysis with proprietary and third-party strategies.

Addison Vergara is a financial advisor at D.A. Davidson & Co. with eight years of industry experience and holds a Series 66 designation. His work history includes multiple terms at D.A. Davidson & Co. and a period focused on education. He serves on the boards of two nonprofit organizations: Dream Adaptive Recreation and Daybreak Rotary of Kalispell, where he also acts as treasurer. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporations. The firm operates under the Advisers Act fiduciary standard and ERISA duties for retirement accounts, offering services such as comprehensive financial planning, equity research, and specialized advisory programs.

David Curtin is a financial advisor with Equity Services, Inc. holding a Series 65 designation and two years of industry experience. He has also worked with Mountain Peak Wealth Solutions, where he focuses on life insurance and fixed annuity sales. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm provides multiple advisory platforms and frequently utilizes third-party asset managers and model portfolios to deliver both long-term and specialized investment strategies.

Joshua Boyce is a financial advisor with D.A. Davidson & Co. in Kalispell, MT, holding a Series 66 designation and 11 years of industry experience. He has been with D.A. Davidson & Co. since 2014. Outside of his advisory role, Boyce serves as vice president of his local homeowners association and officiates high school football games in Montana. 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 offers a range of services under fiduciary standards, including retirement plan advisory, wealth management, and financial planning, supported by qualitative and quantitative analyses.

Erika Dorrington is a Series 66 licensed advisor with D.A. Davidson & Co. in Kalispell, Montana, where she has worked since 2007, accumulating 19 years of industry experience. She serves as Vice President of the Sweetgrass Homeowners Association, a role she has held since 2023, involving bill payment duties outside of securities trading hours. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers various advisory programs and financial planning services under fiduciary standards, with additional capabilities in municipal advising and trust services.

Chad Faul is a financial advisor at Private Advisor Group, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked with Mariner Independent Advisor Network, LLC and LPL Financial, LLC. Outside of his advisory role, he is involved in Effie Communications and Mercer Partners, LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement consulting. The firm employs a fiduciary-based advisory model and integrates a range of investment strategies through proprietary and third-party platforms.

Dylan Leese is a financial advisor with D.A. Davidson & Co. in Kalispell, MT, holding a Series 66 designation and two years of industry experience. He serves on the board of Glacier Lacrosse, a nonprofit organization, where he assists with fundraising efforts. 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, offering comprehensive financial planning and specialized wealth management programs.

Payton Boyce is a financial advisor at D.A. Davidson & Co. in Kalispell, MT, holding a Series 66 designation with five years of industry experience. Prior to joining D.A. Davidson in 2021, he worked at DoorDash and Brigham Young University-Idaho, and earlier held a role at TL Custom Homes. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, and charitable organizations. The firm provides ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, with specialized services for high-net-worth clients and municipal advisory activities.

Nikolas Killoran is a Series 65-licensed financial advisor with Equity Services, Inc. in Kalispell, MT. He has been active in the financial industry since 2022 and also engages in life and fixed annuity sales through Mountain Peak Wealth Solutions. Prior to his advisory roles, he has experience working in public health and hospitality. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a diverse client base including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms utilizing third-party asset managers and model portfolios, blending long-term strategies with options for shorter-term trading.

Eric Sandvig is a financial advisor with Cetera Planning Partners in Whitefish, MT. He holds a Series 66 designation and has five years of industry experience. His prior roles include positions at Avantax firms and Legacy Wealth Management, LLC. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with services such as investment management, financial planning, Social Security optimization, and retirement advice. The firm’s investment process emphasizes diversified allocations tailored to client objectives and risk tolerance, supported by a range of ancillary services including tax planning and estate strategies.

Debbie Cavanaugh is a financial advisor with Centaurus Financial, Inc. in Kalispell, MT, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. She has worked at Centaurus Financial since 2020 and previously spent seven years at Independent Financial Group and over three decades at West Coast Financial & Insurance Services Inc. Outside of her advisory role, she serves as a board member for Montana Bar Fairies, a nonprofit focused on public awareness of the hazards of impaired driving. Centaurus Financial, Inc. provides advisory and brokerage services to a wide range of clients including individuals, families, businesses, trusts, and foundations. The firm employs both discretionary and non-discretionary investment management strategies and offers various specialized financial planning and portfolio management services.

Anthony Massicci is a financial advisor at D.A. Davidson & Co. with a Series 66 designation and four years of industry experience. He previously worked at Citi for five years and has a background that includes a brief role at Pete's Cayuga Bar. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse clientele, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services from ERISA retirement plan advisory to comprehensive financial planning and a private wealth program for high-net-worth clients.

Scott Maitland is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) affiliated with Equity Services, Inc. in Kalispell, MT, with 30 years of industry experience. He has been with Equity Services since 1995 and also has a longstanding relationship with National Life of Vermont dating back to 1993. Outside of his advisory roles, he serves on the board of a homeowners association in Kalispell. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm utilizes multiple advisory platforms and third-party asset managers, combining long-term investment strategies with options for shorter-term trading and specialized instruments.

Leslie Mercord is a financial advisor at D.A. Davidson & Co. with 27 years of industry experience. She has held her current position since 2003 and previously worked at Merrill from 1999 to 2003. Mercord holds a Series 66 designation and is based in Kalispell, Montana. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers a range of services from retirement plan advisory to comprehensive financial planning and private wealth management.

Ellen Fitzgerald is a financial advisor at Steward Partners Investment Advisory, LLC with eight years of industry experience. She holds Series 63 and Series 65 licenses. Her prior experience includes roles at Three Rivers Bank of Montana, D.A. Davidson & Co., Wells Fargo Clearing, and Wells Fargo Bank, NA. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering services such as investment advisory, financial planning, pension consulting, and managed account programs.

Jasmine Minor is a financial advisor with Primerica Advisors and holds a Series 66 designation. She has professional experience in the financial industry dating back to 2011, including roles at Destination PROS, Guardian Life Insurance Company, and Park Avenue Securities. Outside of her advisory work, she is involved in a retail social media business. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs along with financial planning and consulting solutions.

Robert Schnee is a financial advisor with D.A. Davidson & Co. in Kalispell, MT, holding a Series 66 designation and six years of industry experience. He has been with D.A. Davidson since 2019 and worked in full-time education for ten years prior. 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 offers ERISA retirement plan advisory services, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.