CFP®-certified financial advisors in Great Falls, MT

Niki Harris is a financial advisor at D.A. Davidson & Co. with 24 years of industry experience and holds Series 63 and Series 66 credentials. She previously worked at TJ Maxx for one year and has been with D.A. Davidson & Co. for over two decades. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers various services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth individuals, operating under the Advisers Act fiduciary standard and ERISA fiduciary duties.

Corry Prestidge is a CFP® and ChFC® affiliated with First Command Advisory Services, where he has worked for 11 years. He is based in Great Falls, MT, and holds Series 63 and Series 65 licenses. Outside of his advisory role, Prestidge serves as secretary on the board of a family cattle business, Canyon Cattle Company. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, managing portfolios through a centralized team and approved third-party managers.

Eric Borggard is a financial advisor with Edward Jones in Great Falls, Montana, holding CFP®, Series 63, and Series 65 credentials and 34 years of industry experience. He has worked with Edward Jones since 2017 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his financial advisory work, he has been involved with Eagle Mount Great Falls since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs and investment strategies that include discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds.

Jake Olsen is a financial advisor with Valic Financial Advisors in Great Falls, MT. He holds the Series 66 designation and has been in the industry since 2025. Prior to his advisory role, he worked at the University of Providence and Charles M Russell High School. Outside of his advisory work, he is also an agent selling non-securities insurance products for AGIA. Valic Financial Advisors serves primarily U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models and operating at scale with over 1,200 advisors.

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.

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.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

Ethan Siekkinen is a CFP® and holds a Series 65 license with Plante Moran Financial Advisors. He has one year of industry experience and previously worked at J Wilson Wealth Management. Outside of financial advising, he has experience in the lawn care business with Rizzo Lawn Care. Plante Moran Financial Advisors serves a diverse client base including individuals, institutions, trusts, estates, and charitable organizations. The firm provides investment advisory, financial planning, and estate-planning services, utilizing a range of investment strategies and managing both discretionary and non-discretionary assets.

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

Jeffrey Macdonald is a CFP® and ChFC® with 17 years of industry experience. He has been with Investment Management & Planning LLC since 2010 and is also affiliated with LPL Financial LLC. Investment Management & Planning LLC provides fee-based investment advisory and comprehensive financial planning primarily for individual and high-net-worth clients, offering portfolio management on both discretionary and non-discretionary bases. The firm emphasizes ongoing account supervision and individualized asset allocation, often utilizing LPL-sponsored platforms and model portfolios.