Jason Kiser is a financial advisor at D.A. Davidson & Co. with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with D.A. Davidson since 2011. Prior to this, he worked with Parker Players for 18 years. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides ERISA retirement plan advisory services, modular and comprehensive financial planning, and a Private Wealth program for clients with assets over $20 million, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Courtney Ellis is a financial advisor at D.A. Davidson & Co. with 24 years of industry experience. She holds Series 63 and Series 66 credentials and has been with the firm since 2002. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm offers a range of advisory services under fiduciary standards, including retirement plan advice, financial planning, and private wealth management for clients with over $20 million in net worth.

John Huber Jr. is a financial advisor with D.A. Davidson & Co. in Great Falls, MT, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with D.A. Davidson & Co. for 28 years. Outside of his advisory role, he serves as a trustee for the Animal Foundation of Great Falls/MacLean Animal Adoption Center, where he helps with policy decisions, fundraising, and managing the center’s brokerage account. 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 operates under the Advisers Act fiduciary standard and offers specialized services such as ERISA retirement plan advisory, equity research, comprehensive financial planning, and a private wealth program for high-net-worth clients.

Kassie Longfellow is a CFP® with 15 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2014. She holds Series 63 and Series 65 licenses. Longfellow is a board member of the Benefis Foundation and serves as treasurer for PEO Chapter Q, a nonprofit organization. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base that includes employer-sponsored retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, equity research, and a specialized Private Wealth program for clients with net worth exceeding $20 million.

Lynda Morin is a financial advisor with D.A. Davidson & Co. in Great Falls, MT, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with D.A. Davidson & Co. since 2008. 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 corporate clients. The firm offers comprehensive financial planning and fiduciary advisory services, distinguishing itself by serving as a municipal advisor and operating affiliated custodial entities.

Kirklen Meyer is a financial advisor at D.A. Davidson & Co. with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has been with the firm since 2005. Outside of his advisory role, he is a partner in a home decor and boutique business but does not participate in its daily operations. D.A. Davidson & Co. offers investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards and employing a combination of qualitative and quantitative investment analysis.

Kelly Eppard is a financial advisor at D.A. Davidson & Co. with four years of industry experience. She holds a Series 66 designation and has worked at several firms, including First Interstate Bank, LPL Financial, and New York Life Insurance Agency. She is also a notary public providing document notarization services for D.A. Davidson clients. D.A. Davidson & Co. offers investment advisory and brokerage services to diverse clients, including retirement plans, high-net-worth individuals, charitable organizations, and corporations. The firm provides advisory services under fiduciary standards and features municipal advisory and underwriting activities alongside comprehensive wealth management solutions.

Michael Martin is a CFP® professional with 13 years of industry experience, currently serving at D.A. Davidson & Co. He has worked at several firms, including Basecamp Wealth Advisors, The Clarius Group, Pathstone, Cornerstone Advisors, and Miller Advisors. 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 advisory and planning services under fiduciary standards, distinguishing itself in the industry through its municipal advisory activities and affiliated custodial entities.

Jason Purpura is a financial advisor with D.A. Davidson & Co. in Great Falls, MT, holding Series 63 and Series 65 licenses and with 29 years of industry experience. He has been with D.A. Davidson & Co. since 2000. 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 corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Amy Buffington is a financial advisor with D.A. Davidson & Co. in Great Falls, MT, holding CFP® and Series 66 designations and bringing 11 years of industry experience. She has worked with D.A. Davidson & Co. and its affiliated firms since 2014. In addition to her advisory role, she serves as a notary public for the state of 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 such as ERISA retirement plan advisory, financial planning, equity research, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Gregory Ferriter is a CFP® and holds a Series 66 license with nine years of industry experience. He has been with Edward Jones in Great Falls, MT since 2016. Outside of his advisory role, he is involved with GMF Properties and a freelance court reporting business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated services. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Diana Whitaker is a financial advisor at LPL Financial with 22 years of industry experience and holds a Series 66 designation. Her prior roles include positions at Sarah Benton, Candra Oakes-Niswanger, BWR of Montana Inc, and Waddell & Reed, Inc. She also maintains involvement with non-variable insurance and business entities related to her investment practice in Great Falls, Montana. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and a large network of over 22,800 advisors.

Kayci Edwards is a financial advisor at Edward Jones in Great Falls, MT, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked at HUB International and Aflac and operated the Enbar Craft Cocktail Lounge. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and has a nationwide network of financial advisors and branch offices.

Daniel Morris is a financial advisor with RBC Capital Markets in Great Falls, MT. He holds the Series 66 designation and has one year of industry experience. Prior to joining RBC Capital Markets and City National Bank in 2025, he worked for ten years at Facility Improvement Corporation. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Mark Finnicum is a financial advisor at Stifel with 25 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. In addition to his advisory role, he serves as a board member of the Great Falls Police Foundation and participates on the executive committee of the Great Falls Chamber of Commerce Military Affairs Committee. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Keith Duncan is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Securities America Advisors, Inc. and Investacorp Advisory Services. He serves as an adjunct professor at Helena College University of Montana, where he teaches financial literacy courses covering Social Security, retirement income, Medicare, estate planning, and financial recordkeeping. Duncan is also involved as a board member and chair of the Communication and Engagement Committee for an independent political committee focused on voter engagement. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations via a large network of affiliated advisers and platforms. The firm employs various investment tools and offers integrated brokerage and advisory services, along with access to third-party managers and unified managed accounts.

Douglas Sexe is a financial advisor with RBC Capital Markets in Great Falls, MT, holding Series 63 and Series 65 designations and 34 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Sexe serves on the Board of Directors for the Great Falls Public School Foundation and holds an elected non-political oversight role at Bethel Church. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs tailored to clients’ risk profiles, utilizing a blend of in-house and third-party investment managers, with options for tax management and responsible investing.

Steven Mc Gregor is a financial advisor with Edward Jones in Great Falls, MT, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Rocky Mountain Metalworks and General Distributing Company. Outside of his advisory role, Mc Gregor designs custom metal art through his business, McGregor Metals. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and supports its services through a nationwide network of over 23,700 financial advisors.

Gavin McCluey is a financial advisor with RBC Capital Markets in Great Falls, MT, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with RBC Capital Markets since 2013. Outside of his advisory role, McCluey serves on the board of the Herb Waltermire Community Enhancement Foundation, which focuses on scholarship and community funding. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and customizes investment strategies based on clients’ risk profiles, utilizing both in-house and third-party investment managers.

Kelley Aline is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. She holds the Series 66 designation and is based in Great Falls, MT. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.