Jennifer Goss is a Series 66 registered advisor with D.A. Davidson & Co. in Great Falls, Montana, where she has worked since 2014. She has seven years of industry experience. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individuals, charitable organizations, and corporations. The firm operates under fiduciary standards and provides services ranging from retirement plan advice to comprehensive wealth management, with unique capabilities in municipal advising and affiliated custodial services.

Courtney Ellis is a financial advisor at D.A. Davidson & Co. with 23 years of industry experience. She has been with D.A. Davidson since 2002 and holds Series 63 and Series 66 credentials. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including individual investors, employer-sponsored retirement plans, 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 Private Wealth program for clients with over $20 million in stated 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 bringing 31 years of industry experience. He has been with D.A. Davidson & Co. since 1998. Outside of his advisory role, Huber serves as a trustee for the Animal Foundation of Great Falls/Maclean Animal Adoption Center, where he helps make policy decisions, assists with fundraising, and manages the center's brokerage account. 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 corporations. The firm operates under fiduciary standards and offers a range of services such as retirement plan advisory, comprehensive financial planning, equity research, and private wealth management.

Kassie Longfellow is a CFP®-designated financial advisor with 15 years of industry experience, currently practicing at D.A. Davidson & Co. since 2014. She serves as a board member of the Benefis Foundation and is the treasurer for PEO Chapter Q, a nonprofit organization. She is also a commissioned notary public for the state of Montana. 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 operates under fiduciary standards, offers both non-discretionary and discretionary retirement plan advice, and distinguishes itself by participating in municipal advisory and underwriting activities, as well as providing affiliated custodial services.

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 employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers services under fiduciary standards, including retirement plan advisory, financial planning, and a private wealth program for high-net-worth clients.

Kirklen Meyer is a financial advisor with D.A. Davidson & Co. in Great Falls, MT, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has been with D.A. Davidson & Co. since 2005. Outside of his advisory role, he is a partner in a home décor and boutique business, Motifs for the Home. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including 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 private wealth program for clients with over $20 million in net worth.

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 previously worked at First Interstate Bank, LPL Financial, and New York Life Insurance Agency, among other firms. In addition to her advisory work, she is a notary public providing document notarization services for D.A. Davidson clients. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, high-net-worth individuals, and charitable organizations. The firm provides ERISA retirement plan advisory services, comprehensive financial planning, and private wealth management, operating under fiduciary standards and employing both qualitative and quantitative analysis in its investment recommendations.

Michael Martin is a CFP® 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, LLC, Pathstone, Cornerstone Advisors, Inc., and Miller Advisors. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm offers a range of services from ERISA retirement plan advisory to comprehensive financial planning and operates under fiduciary standards while also participating in municipal advisory and underwriting activities.

Jason Purpura is a financial advisor at D.A. Davidson & Co. with 28 years of industry experience. He has been with D.A. Davidson & Co. since 2000. He holds the Series 63 and Series 65 designations. 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, comprehensive financial planning, and a private wealth program for clients with more than $20 million in net worth, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Amy Buffington is a CFP® with 11 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. in Great Falls, MT. She has been with D.A. Davidson & Co. and its affiliated entity, Davidson Investment Advisors, Inc., since 2014. In addition to her advisory role, she is a notary public for the state of Montana. 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, financial planning, and private wealth management for clients with over $20 million in net worth.

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 with LPL Financial, holding a Series 66 designation and 22 years of industry experience. She has worked at multiple firms, including Sarah Benton, Candra Oakes-Niswanger, and Waddell & Reed, with tenures ranging from seven to eighteen years. Her other business activities include managing a non-variable insurance practice and involvement with her own business entity, DMW of the Falls. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management supported by extensive research and model portfolios.

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.

Daniel Konen is a financial advisor at Cetera with 26 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Avantax Investment Services and 1st Global Advisors. Outside of his advisory work, he serves as a trustee for several trusts and is a member of Inspired Entertainment, LLC, which is involved in entertainment and talent management. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party model portfolios, accommodating diverse discretionary and non-discretionary strategies.

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.