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Jonathan S
CFP®, Series 65
Sidney, MT
Investment Management Group
Jonathan Skinner is a CFP® and Series 65 holder with two years of experience in financial advising. He is currently affiliated with Investment Management Group and has previously worked at Stockman Wealth Management for three years. Before entering financial services, Skinner spent a combined sixteen years in education with Sidney Public Schools and Fairview Schools. Investment Management Group provides advisory services primarily to financial institutions and institutional clients, including banks and a municipality, while also offering individual portfolio management and financial planning. The firm utilizes a combination of fundamental and qualitative investment analysis and manages most institutional accounts on a non-discretionary basis.
Matthew S
Series 66
Sidney, MT
Empower Advisory Group
Matthew Senn is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds a Series 66 designation and has previously worked at New Century Gold and Thrivent Investment Management Inc. Before entering financial services, he was employed at Blarney Stone Pub. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns, annual rebalancing, and clients’ savings rates.
Elizabeth V
Series 66
Sidney, MT
Edward Jones
Elizabeth Verhasselt is a financial advisor at Edward Jones with a Series 66 credential and two years of industry experience. Her prior experience includes roles at Supporting Strategies and Kringen Construction. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management and a network of more than 23,000 financial advisors. The firm offers a range of advisory programs and affiliated investment products, operating under a fiduciary standard.
Gerald H
Series 63, Series 66
Sidney, MT
Edward Jones
Gerald Hughes is a financial advisor with Edward Jones in Sidney, Montana, holding Series 63 and Series 66 licenses and 31 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he serves as a trustee for an inheritance trust, involved in managing land leasing decisions. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts.
Tamra M
CFP®, Series 66
Sidney, MT
Cetera
Tamra Maltese is a CFP® and Series 66-registered advisor with 24 years of industry experience, currently affiliated with Cetera. She has held positions at several firms, including Fiduciary Trust and Avantax, and owns Maltese Financial Services LLC. Outside of her advisory work, she serves as president of the Shinnick Memorial Charitable Foundation and is active on the finance council at St. Matthew's Church in Sidney, MT. 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 portfolio management, financial planning, and access to a variety of third-party money managers across multiple program platforms.
Nicholas L
Series 63, Series 66
Sidney, MT
Edward Jones
Nicholas Lonski is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with Edward Jones since 2000. Outside of advising, he serves as president of the Bishop of Myra Foundation, a personal foundation he co-manages with his wife, and is an assistant wrestling coach at Sidney High School. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors.
Jamie M
Series 66
Sidney, MT
Edward Jones
Jamie Malsam is a financial advisor at Edward Jones with eight years of industry experience. Prior to joining Edward Jones in 2018, Jamie worked for six years at the Sidney Police Department. Jamie holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a nationwide network of financial advisors. The firm provides affiliated mutual funds, tax-efficient services, and operates under a fiduciary standard.
Lauren S
CFP®, Series 66
Sidney, MT
Edward Jones
Lauren Sukut is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. She holds the Series 66 designation and is based in Sidney, MT. Outside of her advisory work, she serves as secretary for the Sidney Gymnastics Club, where she manages meeting minutes and coordinates gymnast competition registrations. 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 advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.
Jace J
Series 66
Sidney, MT
Edward Jones
Jace Johnson is a financial advisor with Edward Jones in Sidney, Montana, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked at Brady Martz and has experience in education and hospitality. He serves as a director of the Eagle Foundation, which raises funds and approves grants for local schools. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 advisors.
Garrison H
Series 66
Sidney, MT
Edward Jones
Garrison Hughes is a financial advisor at Edward Jones in Sidney, Montana, holding a Series 66 designation with two years of industry experience. He previously worked at Edward Jones from 2018 to 2023 and has experience with Lulubee Artisanal Chocolates. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory strategies and services supported by a nationwide network of over 23,000 financial advisors.
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