Curtis Finnicum is a financial advisor at Stifel with 12 years of industry experience. He holds the Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2020, following roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he serves as a board member for United Way of Cascade County. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach incorporates proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Brett Stene is a Series 66-credentialed financial advisor at RBC Capital Markets with 20 years of industry experience. He has been with RBC Capital Markets since 2008, based in Great Falls, Montana. 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 provides tailored investment strategies through a variety of advisory programs and offers discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Jeff Jaraczeski is a financial advisor with RBC Capital Markets in Great Falls, MT, holding a Series 66 designation and bringing 24 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Jaraczeski serves on the board of directors for the local Lions Club, a nonprofit organization. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

David Foscue is a Series 66-registered financial advisor with Edward Jones in Great Falls, MT, with 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than 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.

Rhad Keel is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 21 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, he serves on the board of directors for Cascade Farmers Mutual Insurance, a small mutual home and auto insurance company. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs and portfolio management services, utilizing both in-house and third-party investment managers to tailor strategies according to clients’ risk profiles.

Jordan Husted is a CFP® professional with 14 years of experience in the financial industry and has been with Edward Jones since 2007. He is based in Great Falls, MT. Outside of his advisory role, he is the owner of a rental property in Great Falls. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a comprehensive range of investment advisory programs and affiliated financial services, supported by a large nationwide network of advisors and branch offices.

Sarah Moldan is a financial advisor at LPL Financial with 18 years of industry experience. She holds the Series 66 designation and has held leadership roles at Cascade Farmers Mutual Insurance Company and operated multiple business entities since 2011. Moldan serves as a board member of Cascade Farmers Mutual Insurance Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and corporations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Dennis Lester is a financial advisor with RBC Capital Markets in Great Falls, MT, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers to tailor strategies to clients’ risk profiles.

Daniel Ball is a financial advisor with RBC Capital Markets in Great Falls, MT, holding Series 63 and Series 65 licenses. He has 33 years of industry experience and has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, he serves on the boards of the Boys and Girls Club Metro Denver and the Food Bank of Wyoming, where he participates in strategic and financial oversight. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment strategies through various advisory programs, combining in-house and third-party managers with flexible portfolio management and integrated capital-markets capabilities.

Ashley Parks is a financial advisor at LPL Financial with six years of industry experience. She holds a Series 66 designation and has worked at Raymond James Financial Services and Willow Creek Capital Management, among other firms. Parks is also associated with Horizon Credit Union and has involvement with ClearWater Partners, LLP, a business entity used for tax and investment purposes. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Aaron Stucker is a financial advisor at Edward Jones in Great Falls, MT, holding a Series 66 designation. He has experience working at Edward Jones since 2024, following roles at Target and several colleges. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,700 financial advisors. The firm 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.

Brian Connors is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He has worked at LPL Financial since 2016 and previously at Cetera and First Interstate Bank, where he continues to serve as an investment specialist. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by research and model portfolios.

Xavier Marshall is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has worked in financial advisory services as well as in social media marketing for an auto dealership. Outside of his advisory role, he is involved in managing digital marketing content for Taylor's Auto Max. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary account structures.

Patrick Winderl is a financial advisor at Edward Jones with 17 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2009. Outside of his advisory role, he is affiliated with the Idaho Community Foundation in Boise, ID. 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 under management and offers a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Benjamin Kaul is a financial advisor at LPL Financial with a Series 66 designation. He has been in the financial industry since 2022, with prior roles at Super Team, DMW of the Falls LLC, Front Range Financial Advisors, and other organizations. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources.

Brandon Costley is a financial advisor at RBC Capital Markets with 23 years of industry experience. He holds a Series 66 designation and has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, he is the president of the board for the Great Falls Soccer Association and serves on the boards of the Heisey Foundation and Meadowlark Country Club in Great Falls, MT. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs with tailored investment strategies implemented through in-house and third-party managers.

Rowena Milton is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. She has worked at LPL Financial since 2018 and previously was associated with Waddell & Reed, Inc. Milton is also involved in her community as a youth basketball coach. LPL Financial serves a diverse client base including individuals, retirement plans, and institutions, offering a wide range of financial planning and advisory programs supported by research and model portfolios.

Michelle Dowling is a Series 66-licensed financial advisor at Robert W. Baird & Co. with nine years of industry experience. She has worked at firms including Raymond James & Associates, First Command Financial Planning, and Morgan Stanley Private Bank. Dowling has been with Robert W. Baird since 2020. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning, portfolio management, and a variety of investment strategies utilizing both in-house and third-party managers.

Holly Estes is a CFP® certified financial advisor at Edward Jones with nine years of industry experience. She previously worked at CNL Financial Group for six years before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and maintains a large network of financial advisors and branch offices across the United States.

Allen Bloomgren is a financial advisor with Cetera and holds the PFS™ and Series 66 designations. He has 20 years of industry experience and a background that includes roles at Avantax and ownership of CPA firms focused on tax and accounting services. Bloomgren is also a partner in Bloomgren Rivera & Co., PLLC, where he continues to provide accounting and tax preparation services. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform that supports discretionary and non-discretionary portfolio management through various program structures and access to third-party money managers.