Curtis Lineweaver is a financial advisor with D.A. Davidson & Co. in Havre, Montana. He holds the Series 66 designation and has 10 years of industry experience, all with D.A. Davidson. Outside of his advisory role, he serves as vice-president of the Havre Youth Hockey Association and is a committee member of Bear Paw Development Corporation, a nonprofit reviewing loan applications for small and startup businesses. 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 and offers a range of services including retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning.

Richard Brown is a financial advisor at D.A. Davidson & Co. with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has been with D.A. Davidson & Co. since 2010. Brown serves on the boards of the Montana State Northern Finance Board and two local non-profits, including The Natalie Patrick Foundation and the Montana State Northern Foundation, where he is involved in fundraising and financial oversight. 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 operates under fiduciary standards and offers ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with substantial assets.

Jacob Lorang is a financial advisor with D.A. Davidson & Co. in Havre, Montana, holding a Series 66 designation and 20 years of industry experience. He has been with D.A. Davidson since 2007. Outside of his advisory role, Lorang is a member of the Eagle Creek Ski Patrol, a nonprofit organization at Bear Paw Ski Bowl in Montana, and he is also the owner of County 12 Spirits LLC, a state liquor store. D.A. Davidson & Co. provides investment advisory and brokerage services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers a range of services including 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 with a focus on both qualitative and quantitative investment analysis.

Charles Klimas is a financial advisor with GWN Securities Inc. in Havre, Montana, holding Series 63 and Series 65 licenses and over 25 years of industry experience. He has been with GWN Securities since 2014 and concurrently operates American Independent Marketing, focusing primarily on insurance sales. Klimas serves as Board Chair for Aurora Pregnancy Support. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers. The firm offers a variety of managed-account programs and model portfolios, including both traditional asset-allocation and legacy momentum-based strategies.

Jeremy Jensen is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Biz to Biz Network, Bear Paw Credit Union, various insurance carriers, and Waddell & Reed, Inc. He is also involved with Associates of Clifton Parks as a financial advisor in non-variable insurance. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Charles Mack is a financial advisor with LPL Financial based in Havre, Montana, holding a Series 66 designation and three years of industry experience. He is also the owner of C Mack, Inc., a business separate from his advisory work. Mack has experience managing High Plains Wealth Management and has previously worked at Montana State University - Northern. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services and investment solutions supported by extensive platforms and technology tools.

Shari Baltrusch is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Her prior experience includes roles at D.A. Davidson & Co., Waddell & Reed, and Willard Fladager. She has also served on the board of the MSUN Alumni Foundation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Gregory Dugdale is a financial advisor with Raymond James Financial Services Advisors Inc., holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. He has been with Raymond James since 2001 and also owns Dugdale Financial Services Group, Inc. in Havre, MT. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Matthew Curtis is a financial advisor at Cetera with Series 66 credentials and three years of industry experience. He has served in the United States Navy and currently holds the position of Petty Officer 2nd Class as a cryptologic technician in the Navy Reserves. Curtis is also involved with Sharp Financial Services, performing office assistant duties. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers.

Parker Bernhardt is a Series 66-licensed financial advisor with LPL Financial, based in Havre, MT, and has five years of industry experience. Prior to joining LPL in 2021, he worked with various insurance carriers through W&R Insurance Agencies and held roles at Waddell & Reed Inc. He has experience in insurance sales alongside his advisory duties. 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, with a wide variety of investment strategies supported by technology and extensive operational resources.

Willard Fladager is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. Prior to joining LPL Financial in 2021, he held roles with Waddell & Reed, Inc. and has been involved with various business entities including High Plains Team LLC and Bee & Me Enterprises. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors utilizing both proprietary and third-party strategies.

Thomas Tilleman is a CFP® professional with 29 years of experience, currently serving as a financial advisor at LPL Financial since 2021. His prior work includes roles at Prairie Contractors LLC, OT Enterprises LLC, and Petemoss Grain LLC, among others. Outside of advisory services, he has business interests in agriculture and operates Hi Line Septic Service. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors and employs various portfolio strategies supported by research and technology tools.

Gus Sharp is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at VOYA Financial Advisors and Cetera Wealth Services, LLC. Outside of financial advising, Sharp manages a ranch raising cattle and horses and serves on the finance committee of the Assembly of God Church. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a multi-manager platform with a wide range of portfolio management and financial planning services, supported by extensive resources and affiliations.

Jennifer Tilleman is a ChFC® with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. Prior to her current role, she worked at U.S. Bancorp Investments, Inc. and U.S. Bank. She is also a volunteer committee member of the Havre Area Chamber Ambassadors. Edward Jones is a wealth management firm serving over four million clients, including individual and institutional accounts. The firm offers a broad range of advisory services and investment strategies, supported by a large network of advisors and branch offices nationwide.

Kevin O Connell is a financial advisor with LPL Financial in Havre, Montana, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His prior roles include positions at Waddell & Reed, Inc., D.A. Davidson & Co., and various insurance agencies. He serves as a board member for the Johnson Hotel Condo Association, a nonprofit organization in Great Falls, Montana. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, combining a broad range of investment options with technology-driven operational support.

Darren Overlie is a financial advisor with LPL Financial based in Havre, Montana, holding a Series 66 credential and over 28 years of industry experience. He has previously worked at Waddell & Reed, Inc. and has held various roles in insurance and credit union settings. Outside of his advisory work, he has been involved with Montana Actors Theater and the Northern Lights Athletic Scholarship Foundation. 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 and model portfolio programs, supported by a large network of advisors and operational tools.