Kelley Aline is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Edward Jones with nine years of industry experience. She has worked at Edward Jones since 2016 and previously was involved with the Great Falls Development Authority. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Sharon Nalivka Hancock is a financial advisor at Stifel with 34 years of industry experience. She has been with Stifel since 2009 and holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm utilizes a proprietary methodology developed by its Investment Strategy Group to provide investment analysis and allocation guidance.

Brit Kessner 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, Kessner worked at D A Davidson for two years and BP for seven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of approximately 23,701 financial advisors. The firm provides discretionary and non-discretionary solutions, including separately managed accounts, mutual funds, and tax-efficient services under a fiduciary standard.

Adam Blackwell is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors, offering discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Tawnie Aschim is a financial advisor with Edward Jones in Great Falls, MT, holding a Series 66 designation and seven years of experience in the industry. Prior to joining Edward Jones in 2019, she worked at Missouri River Center and several other companies including Cognitive Professional Services and City Brew Coffee. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Douglas Kuntz is a financial advisor with LPL Financial in Great Falls, MT, holding Series 63, 65, and 66 licenses and 16 years of industry experience. His prior roles include positions at Waddell & Reed, PRUCO Securities LLC, and The Prudential Insurance Company of America. He is also involved with Associates of Clifton Park as a non-variable insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofits through a national network of advisers. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and various portfolio management options.

Mary Bowe is a financial advisor with RBC Capital Markets in Great Falls, MT, holding a Series 66 designation and 13 years of industry experience. She has been with RBC Capital Markets since 2012. Outside of her advisory role, she serves on the board of the Ursuline Centre, a local preschool and ministry organization, and is treasurer and a volunteer instructor for the Great Falls Figure Skating Club. RBC Wealth Management serves a diverse client base including individual investors, institutions, and nonprofit organizations, offering tailored portfolio management and advisory programs through a combination of in-house and third-party investment managers.

Nathaniel Hoehn is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. Since 2023, he has served as an adjunct professor at the University of Providence, teaching investments and portfolio management. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products and acts as an ERISA fiduciary when providing investment advice.

Eric Borggard is a financial advisor with Edward Jones in Great Falls, Montana, holding CFP®, Series 63, and Series 65 credentials and 34 years of industry experience. He has worked with Edward Jones since 2017 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his financial advisory work, he has been involved with Eagle Mount Great Falls since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs and investment strategies that include discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds.

Christopher Smartt is a financial advisor at Edward Jones in Great Falls, MT, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2021, he worked at Bish's RV, Gardner's RV, and City Motor Company. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Libbey Winderl is a Series 66-licensed financial advisor at Edward Jones in Great Falls, Montana, with 10 years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

James Porter is a ChFC® and Series 66-registered financial advisor with Edward Jones in Great Falls, MT. He has 10 years of industry experience and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors and 15,100 branch offices.

Eric Dryden is a financial advisor with Ameriprise in Great Falls, MT, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1996. Outside of his advisory role, he serves on the Finance Committee for the American Legion Department of Montana. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Travis Harp is a financial advisor with Cetera, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Voya Financial Advisors and Cetera Wealth Services, LLC. Harp is also involved in independent insurance sales through his own entities in Great Falls, Montana. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and consulting services, operating a multi-manager platform with access to numerous program structures and third-party managers.

Scott Smartt is a financial advisor with Edward Jones in Great Falls, MT, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and maintaining a large network of financial advisors and branch offices nationwide.

Stephen Blanchard is a financial advisor at RBC Capital Markets with two years of industry experience. He holds the Series 66 designation and has worked previously at Thrivent Financial, Thrivent Investment Management, Humana, PayneWest Insurance, and AT&T. Blanchard serves as a board member and committee participant for Friends In Fellowship Great Falls, Inc., a nonprofit organization. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, tailored strategies based on client risk profiles, and access to multiple investment managers and alternative investments.

Christina Walter is a financial advisor at Stifel with 17 years of experience at the firm and holds a Series 66 designation. She is based in Great Falls, MT. Outside of her advisory role, she serves as Secretary for the Gore Hill County Water District. Stifel serves a broad client base, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is guided by a proprietary methodology from its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Thomas Katz is a financial advisor with Edward Jones in Great Falls, MT, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 advisors.

Brenda Way Rubino is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She previously worked with Waddell & Reed, INC. for 19 years and has held roles at several other firms, including SuperTeam LLC and High Plains Team, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm offers diverse advisory programs and financial planning services, utilizing both discretionary and non-discretionary management alongside research and model portfolios.

Brenda Robertson is a financial advisor at Stifel with 32 years of industry experience. She previously worked at D.A. Davidson & Co. for 21 years before joining Stifel in 2021. Outside of her advisory work, she serves as treasurer for Farm in the Dell Great Falls, a home for disabled adults. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.