Austin Marx is a financial advisor with IFG Advisory, LLC, holding a Series 66 designation and three years of industry experience. His prior work includes roles at LPL Financial, Gunther Wealth, and Watchtower. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm provides comprehensive portfolio management and financial planning services, utilizing a combination of fundamental, technical, and cyclical analysis across various investment strategies.

Kenneth Barkus is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at D.A. Davidson & Co. for 27 years before joining his current firm in 2025. Outside of his advisory role, Barkus referees youth soccer games for the Montana Youth Soccer Association and the Montana Officials Association. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, and plan sponsors, offering portfolio management, financial planning, and capital markets services. The firm is known for its international investing strategies and active brokerage and product-distribution activities beyond standard advisory offerings.

Kristen Kline is a financial advisor at NewEdge Advisors with 11 years of industry experience. She previously worked at Southern Style Financial, Inc. dba Mission Trails Financial, and BWK, Inc. Ms. Kline holds Series 63 and Series 65 licenses. NewEdge Advisors serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

Timothy Schnee is a financial advisor with D.A. Davidson & Co. in Kalispell, MT, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has been with D.A. Davidson since 1992. Outside of his advisory role, he serves as treasurer for a family corporation, 5-H Cattle Co. 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 offers a range of services such as retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, adhering to fiduciary standards and employing both qualitative and quantitative methods in its investment recommendations.

Hillary Willett is a financial advisor at D.A. Davidson & Co. in Kalispell, MT, holding a Series 66 credential and beginning her advisory career in 2023. Prior to joining D.A. Davidson, she spent nine years at A Plus HealthCare. She serves as Treasurer and Secretary of the Christ Church Episcopal Foundation in Kalispell, managing financial records and overseeing budgeting and financial decisions. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm provides fiduciary advisory services with both qualitative and quantitative investment analysis, along with specialized wealth management programs for high-net-worth clients.

Brian Boyden is a financial advisor at D.A. Davidson & Co. with 23 years of industry experience. He holds the Series 66 designation and has been with D.A. Davidson since 2017, following a brief tenure at Charles Schwab & Co., Inc. Outside of his advisory work, he owns a rental property in Issaquah, Washington. 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 offers comprehensive financial planning and wealth management, operating under fiduciary standards and utilizing both qualitative and quantitative analysis to guide investment decisions.

Terry Judd is a financial advisor at D.A. Davidson & Co. with 38 years of industry experience. He has been with the firm since 1990 and holds Series 63 and Series 65 licenses. 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, while operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Katherine Foreman is a financial advisor with D.A. Davidson & Co. in Kalispell, MT, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with D.A. Davidson & Co. since 1996. Outside of her advisory role, she serves as a board member for Freedom 400, a nonprofit organization, and works as a sales consultant for Norwex, a company selling environmentally friendly cleaning products. 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 corporations. The firm offers a range of services under the Advisers Act fiduciary standard, including retirement plan advisory, financial planning, and a Private Wealth program for high-net-worth clients.

Cody Buck is a CFP® professional with 10 years of experience at D.A. Davidson & Co. He has been with the firm since 2016. 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 offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

Jason Eckerman is a financial advisor with &PARTNERS in Kalispell, MT, holding a Series 66 credential and 19 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC from 2016 to 2026. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm combines roles as both a broker-dealer and registered investment adviser, offering discretionary and non-discretionary portfolio management with proprietary and third-party strategies, and provides a range of services including financial planning, ERISA consulting, and investment banking.

Addison Vergara is a financial advisor at D.A. Davidson & Co. with eight years of industry experience and a Series 66 designation. He has been with D.A. Davidson since 2018, with some intermittent periods away. Outside of his advisory role, he serves on the boards of two local nonprofits, including Dream Adaptive Recreation and the Daybreak Rotary of Kalispell, where he also holds the position of 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, and charitable organizations. The firm offers a range of services from financial planning to equity research and operates under fiduciary standards, with notable involvement in municipal advisory and underwriting activities.

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 at D.A. Davidson & Co. with 11 years of industry experience. He has been with D.A. Davidson since 2014 and holds a Series 66 designation. 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. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, and charitable and corporate clients. The firm operates under fiduciary standards and provides a range of services such as retirement plan advisory, financial planning, equity research, and wealth management for clients with substantial net worth.

Erika Dorrington is a financial advisor at D.A. Davidson & Co. with 10 years of industry experience. She holds a Series 66 designation and has been with D.A. Davidson since 2007. Outside of her advisory role, she serves as vice president of the Sweetgrass Homeowners Association in Kalispell, MT. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm emphasizes fiduciary standards under the Advisers Act and ERISA and offers a range of services such as retirement plan advisory, comprehensive financial planning, and private wealth management.

Chad Faul is a Series 66-licensed financial advisor with six years of industry experience. He is currently with Private Advisor Group, LLC and has previously worked at Mariner Independent Advisor Network, LLC and LPL Financial, LLC. Outside of his advisory roles, he is involved with Effie Communications, a business entity he manages for tax and investment purposes. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a variety of programs and third-party asset managers. The firm supports its advisors with a range of analytical approaches and trading strategies, as well as access to model portfolios from notable strategists such as Fidelity, BlackRock, and Goldman Sachs.

Dylan Leese is a financial advisor at D.A. Davidson & Co. based in Kalispell, MT, holding a Series 66 designation with two years of industry experience. He has been with D.A. Davidson & Co. since 2021 and has previous roles in diverse fields including law enforcement and education. Outside of his advisory work, he serves on the board of Glacier Lacrosse, a nonprofit organization, where he helps raise funds. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including individual investors, employer-sponsored retirement plans, and charitable organizations. The firm offers services under fiduciary standards and provides both qualitative and quantitative investment recommendations, with specialized programs for high-net-worth clients.

Payton Boyce is a financial advisor at D.A. Davidson & Co. with five years of industry experience. He holds a Series 66 designation and has worked at D.A. Davidson since 2021. His prior experience includes roles at DoorDash, Brigham Young University-Idaho, and TL Custom Homes. 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 offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards and employing both qualitative and quantitative analyses.

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.

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 with D.A. Davidson & Co. He holds a Series 66 designation and has 9 years of industry experience, including prior roles at Citi and a brief tenure outside the financial sector. 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, wrap fee programs, equity research, modular and comprehensive financial planning, and a private wealth program for high-net-worth clients.