Great Falls, MT Office

Mark Finnicum is a financial advisor at Stifel with 25 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. In addition to his advisory role, he serves as a board member of the Great Falls Police Foundation and participates on the executive committee of the Great Falls Chamber of Commerce Military Affairs Committee. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Sharon Nalivka Hancock is a financial advisor at Stifel with 34 years of industry experience. She has been with Stifel since 2009 and holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm utilizes a proprietary methodology developed by its Investment Strategy Group to provide investment analysis and allocation guidance.

Christina Walter is a financial advisor at Stifel with 17 years of experience at the firm and holds a Series 66 designation. She is based in Great Falls, MT. Outside of her advisory role, she serves as Secretary for the Gore Hill County Water District. Stifel serves a broad client base, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is guided by a proprietary methodology from its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Brenda Robertson is a financial advisor at Stifel with 32 years of industry experience. She previously worked at D.A. Davidson & Co. for 21 years before joining Stifel in 2021. Outside of her advisory work, she serves as treasurer for Farm in the Dell Great Falls, a home for disabled adults. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Curtis Finnicum is a financial advisor at Stifel with 12 years of industry experience. He holds the Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2020, following roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he serves as a board member for United Way of Cascade County. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach incorporates proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Mark O'loughlin is a financial advisor with Stifel in Great Falls, MT, holding a Series 66 designation and 11 years of industry experience, all with Stifel since 2015. He is the owner and photographer of Mark O Imagery, a landscape photography business, and serves on the board of Friends of the Montana Constitution, a nonprofit supporting the state's 1972 constitution. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.