Seasoned financial advisors in Butte, MT

Kaylee Reynolds is a financial advisor with Osaic Wealth, Inc., holding a Series 66 designation and two years of industry experience. Her prior work includes roles at DA Davidson, Summit Financial Advisors, and Treasure State Hearing. OSAIC Wealth, Inc. serves a diverse client base, including individual investors, institutions, and charitable organizations, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers through multiple platforms. The firm employs asset-allocation tools and automated rebalancing to construct portfolios across a range of investment types, managing accounts on both discretionary and non-discretionary bases.

Jerald Campbell is a financial advisor with LPL Financial in Butte, MT, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior experience includes four years at National Planning Corporation before joining LPL Financial in 2017. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Vivienne Gustavsen is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and three years of industry experience. She has been with Wells Fargo Bank, N.A. since 2010. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and external sources.

Andrew Dowd is a financial advisor at RBC Capital Markets with five years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining RBC in 2024, he worked at Wells Fargo Bank and Wells Fargo Clearing Services from 2020 to 2024, among other roles. RBC Wealth Management serves a broad client base, including individuals, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies and access to both in-house and third-party managers.

Walter Mc Intosh Sr. is a financial advisor with Edward Jones in Butte, Montana, holding Series 63 and Series 66 licenses and with 26 years of industry experience. He has been with Edward Jones since 2005. 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 range of advisory solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

David Cade is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Next Financial Group, Inc. for 20 years before joining LPL Financial in 2025. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management, utilizing research and model portfolios to support diversified investment strategies.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.