ADVISOR BIO

David Retzlaff is a financial advisor with World Equity Group, Inc., a firm specializing in financial planning, portfolio management, and other investment advisory services. David has over 10 years of experience in the financial services industry and is registered to provide investment advice in Colorado, Idaho, Montana, New Mexico, Utah, and Wyoming. David is a Series 7, 7TO, and Series 63 licensed professional.

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ADVISOR BIO

David Kliber is a financial professional with over 26 years of experience in the financial services industry. David has a strong background in investments, with expertise in various financial services. David is currently registered with Cetera Investment Advisers LLC, a firm that provides financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals. Prior to joining Cetera Investment Advisers LLC, David was a Financial Advisor at UBS Financial Services INC. David is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.

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ADVISOR BIO

David Meeks is a financial advisor with over 30 years of experience in the financial services industry. David is currently registered with Morgan Stanley, where he provides comprehensive financial advice to individuals, families, and institutions. David has a broad range of experience in investment management, financial planning, and retirement planning. He holds a Series 7, 8, 9, 10, 63, and 65 licenses, along with the SIE designation. He is also a Certified Financial Planner. Before joining Morgan Stanley, David was with UBS Financial Services Inc. David has a strong commitment to providing his clients with personalized service and helping them achieve their financial goals.

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ADVISOR BIO

David Garrett Cole is an Investment Advisor Representative at Raymond James Financial Services Advisors, Inc. David has been in the financial services industry since August 14, 2007. David is registered with the state of Montana and Texas. The advisor is also registered with FINRA. David has a total of 1 state exam, 2 principal exams, and 2 product exams.

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ADVISOR BIO

David Staton is a registered investment advisor representative with MML Investors Services, LLC, based in Billings, Montana. David has been in the financial industry since 1987. David is registered with the state of Montana and is also registered with the Financial Industry Regulatory Authority (FINRA). David has been with MML Investors Services, LLC since 2017 and previously worked at MSI Financial Services, Inc. and Metropolitan Life Insurance Company. David holds the Series 6, 7, 26, 51, 63 and 65 licenses. David provides financial planning, pension consulting, educational seminars, and portfolio management services. David also has experience in asset allocation programs. David has a strong commitment to providing quality investment advice and helping clients reach their financial goals.

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ADVISOR BIO

David Anthony Weber is a financial advisor with over 20 years of experience in the financial services industry. David has a proven track record of providing comprehensive financial planning and investment management services to individuals, families, and businesses. David is registered with Raymond James Financial Services Advisors, Inc. and is also a registered investment advisor in Montana, Texas, and Florida. David specializes in providing financial advice to a variety of client types, including high-net-worth individuals, corporations, and retirement plans. David is committed to providing his clients with personalized financial advice and investment strategies that are tailored to their specific needs and goals.

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David Kent Palagi is a financial advisor with Stifel, Nicolaus & Company, Inc. David has over 39 years of experience in the financial services industry and holds a variety of licenses and certifications. David is registered to provide investment advice and broker-dealer services in 17 states. David has a strong track record of helping clients reach their financial goals.

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ADVISOR BIO

Dean Paul Studer is an investment advisor representative with Ameriprise Financial Services, LLC. Dean has been in the financial industry since August 2020 and has experience in the banking and construction industries. Dean is licensed in Montana and Washington and holds the Series 66, 7TO, and SIE exams. Dean is registered with Ameriprise Financial Services, LLC and specializes in providing financial planning, asset allocation, and portfolio management services for both individuals and businesses.

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ADVISOR BIO

Debbie Leemckenna Cavanaugh is an investment advisor representative with Centaurus Financial, Inc., a firm that has been in business for over 40 years. Debbie has been in the financial industry since 1984 and has held various positions at firms such as Independent Financial Group, LLC and Securities America, Inc. Debbie holds the Series 6, 7, 24, 26, 27, 63 and 65 licenses. Debbie provides a range of services, including financial planning, pension consulting, educational seminars, market timing services, portfolio management for individuals and businesses, publication of periodicals, and selection of other advisors.

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ADVISOR BIO

Debra Jo Gyger is a financial professional with D.a. Davidson & Co. Debra Jo has been in the industry since August 2, 2018. Debra Jo holds the Series 99 and SIE licenses. Debra Jo works in the Great Falls, MT office of D.a. Davidson & Co. Debra Jo is registered with FINRA.

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