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 with LPL Financial, holding a Series 66 designation and 18 years of industry experience. She has a diverse professional background including roles at Waddell & Reed, Inc. and multiple business entities she owns. Moldan serves as a board member for Cascade Farmers Mutual Insurance Company, reflecting her involvement in the local community. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

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 the Series 66 designation and has worked previously at Raymond James Financial Services and Willow Creek Capital Management. Outside of her advisory work, she has a long-standing involvement with ClearWater Partners, LLP, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions with a broad range of financial planning and asset management offerings.

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 bringing 22 years of industry experience. His career includes roles at Cetera, U.S. Bancorp Investments, and First Interstate Bank, where he continues to serve as an investment specialist. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement participants, and institutions. The firm supports its network of over 22,800 advisors with diverse investment strategies, including model portfolios and third-party management, and integrates various financial services alongside its advisory platform.

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 an advisor with LPL Financial, holding a Series 66 designation and based in Great Falls, MT. He has been working with LPL Financial since 2022, with prior experience at firms including Super Team, DMW of the Falls LLC, and Front Range Financial Advisors. He previously held roles outside the financial industry at Meadowlark Country Club and Scheels, and has teaching experience at the University of Providence and Charles M Russel High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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 Series 66-credentialed financial advisor with nine years of industry experience, currently practicing at LPL Financial in Great Falls, MT since 2021. She has prior experience with Waddell & Reed, Inc. and has been involved in several other financial-related roles since 2017. Outside of her advisory work, Milton coaches youth basketball for the Great Falls Blazers and provides bookkeeping support for a family transportation business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, utilizing both discretionary and non-discretionary investment strategies supported by research and technology tools.

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.

Mark O'loughlin is a financial advisor with Stifel in Great Falls, MT, holding a Series 66 designation and 11 years of industry experience, all with Stifel since 2015. He is the owner and photographer of Mark O Imagery, a landscape photography business, and serves on the board of Friends of the Montana Constitution, a nonprofit supporting the state's 1972 constitution. 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.