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.

David Dahl is a CFP® certificant with four years of industry experience, currently serving as a financial advisor at Osaic Wealth, Inc. in Great Falls, MT. His prior experience includes roles at Integrated Wealth Concepts LLC and IPI Wealth Management. Outside of his advisory work, he is co-owner of DahlHoops, an athletic training business. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services. The firm employs a variety of asset-allocation tools and automated portfolio management techniques to construct diversified portfolios across multiple asset classes.

Amy Flynn is a financial advisor at Edward Jones in Great Falls, MT, holding a Series 66 designation with 15 years of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supporting over 23,700 financial advisors across the United States.

Douglas Jergenson is a financial advisor with LPL Financial in Great Falls, MT, holding a Series 66 designation and nine years of industry experience. His prior experience includes roles at Waddell & Reed, OSAIC, and operating the Castner Falls Group LLC, which provides insurance sales and service. Outside of advisory work, he owns an LLC that manages the leasing of office space. LPL Financial serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of advisers. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Joshua Granger is a financial advisor at LPL Financial with 12 years of industry experience and holds the Series 66 designation. His previous roles include positions at Waddell & Reed, Inc., various insurance carriers, and community involvement with organizations such as Special Olympics Montana and the Great Falls Chamber of Commerce. He has also served as a soccer coach and participated in local advisory commissions. 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 advisers. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and a variety of investment strategies.

Patricia Groshelle is a financial advisor at RBC Capital Markets with 17 years of industry experience. She holds Series 63 and Series 65 designations and has worked at RBC Capital Markets since 2021 following eleven years at Davidson Investment Advisors, Inc. and fifteen years at D.A. Davidson & Co. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by RBC’s broad capital-markets capabilities.

Amanda Maher is a financial advisor at Edward Jones in Great Falls, MT, holding the ChFC® designation and Series 66 license with nine years of industry experience. She has been with Edward Jones since 2016 and previously worked at Stockman Bank of Montana. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across the United States. The firm offers a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Candra Oakes Niswanger is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and over 25 years of industry experience. She has worked at LPL Financial since 2021 and previously spent 21 years at Waddell & Reed, Inc. Outside of her advisory work, she has been involved in various business ventures, including ownership roles in organizations such as Warrior X Kingdom Academy and T&C Higher Development LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, supporting diversified and alternative investment strategies with research and model portfolios.

Kayla Olson is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and has prior involvement with Regal Accounting Services, LLC, where she provides medical billing services. Additionally, she works as a domestic employee assisting a member with daily living tasks. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors.

Janella Jones is a financial advisor at LPL Enterprise with 40 years of industry experience. She holds Series 63 and Series 65 designations. Her prior experience includes 38 years at Pruco Securities, LLC and 13 years serving the Gore Hill County Water District. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and access to a broad range of financial products.

Karl Dorr is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with Thrivent Investment Management and its predecessor, Thrivent Financial for Lutherans, since 2002. Outside of his advisory role, he owns farmland in Iowa that is managed by family members. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across a range of financial planning topics. The firm offers these planning services separately from managed-account programs and does not provide discretionary portfolio management for institutional clients.

Karrie Risko is a financial advisor with RBC Capital Markets in Great Falls, MT, holding a Series 66 designation and 23 years of industry experience. She has been with RBC Capital Markets since 2012. Outside of her advisory work, Karrie serves on the board of the Boys and Girls Club of Cascade County, where she helps oversee financials and leads fundraising efforts. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored strategies implemented through in-house and third-party managers, supported by RBC’s capital markets capabilities and affiliated asset management firms.

Elizabeth Ostwald is a financial advisor with Ameriprise, holding a Series 66 designation and 20 years of industry experience. She has been with Ameriprise since 2005, including her current role at the firm since 2020. Outside of her advisory work, she is a co-owner of Scenic Solutions Group, LLC, a real estate business based in Thompson Falls, MT. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm offers a combination of advisory, brokerage, and insurance solutions supported by a centralized retirement-income consulting team that uses research and modeling to deliver tailored, non-discretionary recommendations.

Kari Miller is a financial advisor with Edward Jones in Great Falls, MT, holding a Series 66 designation and 12 years of industry experience. Her career includes multiple roles at Edward Jones and Wells Fargo Advisors. Edward Jones is a full-service wealth management firm serving a wide range of clients, including high-net-worth households and institutional investors, supported by a large network of advisors and offices nationwide. The firm offers various advisory strategies, access to separately managed accounts, and operates under a fiduciary standard.

Amy Strom is a financial advisor at RBC Capital Markets with 19 years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management and financial planning services, utilizing both in-house and third-party investment managers.