Great Falls, MT Central Ave Office

Diana Whitaker is a financial advisor with LPL Financial in Great Falls, Montana, holding a Series 66 designation and totaling 23 years of industry experience. Her prior roles include positions at Sarah Benton, Candra Oakes-Niswanger, and Waddell & Reed, among others. She is involved in non-variable insurance activities alongside her advisory work. 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, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors.

Brenda Way Rubino is a financial advisor with LPL Financial in Great Falls, MT, holding Series 63 and Series 65 licenses and 23 years of industry experience. Her prior roles include positions at SuperTeam LLC, High Plains Team, LLC, and Waddell & Reed, Inc. She is involved with Associates of Clifton Park in an investment-related capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a broad platform of advisory and brokerage services.

Benjamin Kaul is an advisor with LPL Financial, holding a Series 66 designation and based in Great Falls, MT. He has been working with LPL Financial since 2022, with prior experience at firms including Super Team, DMW of the Falls LLC, and Front Range Financial Advisors. He previously held roles outside the financial industry at Meadowlark Country Club and Scheels, and has teaching experience at the University of Providence and Charles M Russel High School. 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, model portfolio programs, third-party asset management, and institutional platforms.

Rowena Milton is a Series 66-credentialed financial advisor with nine years of industry experience, currently practicing at LPL Financial in Great Falls, MT since 2021. She has prior experience with Waddell & Reed, Inc. and has been involved in several other financial-related roles since 2017. Outside of her advisory work, Milton coaches youth basketball for the Great Falls Blazers and provides bookkeeping support for a family transportation business. 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, utilizing both discretionary and non-discretionary investment strategies supported by research and technology tools.

Joshua Granger is a financial advisor with LPL Financial holding a Series 66 designation and 12 years of industry experience. His prior work includes roles at Waddell & Reed, Super Team LLC, and Front Range Group LLC. He has been involved in community organizations such as Special Olympics Montana and the Great Falls Chamber of Commerce. 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 variety of advisory services and platforms, combining a broad array of financial activities with oversight of substantial discretionary assets.