ADVISOR BIO

Ivy Scull Burford is a Registered Representative and Investment Advisor Representative with D.a. Davidson & Co. Ivy has been working in the financial services industry since June 2017 and is registered with the state of Montana and Texas. Ivy provides financial planning and portfolio management services to individuals, businesses, and charitable organizations.

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Jack Ryan Lee is a registered representative with World Equity Group, Inc., a firm based in Schaumburg, IL. Jack is licensed to conduct business in Montana. Previously, Jack worked at THE LEADERS GROUP, INC. in Littleton, CO. Jack has over 2 years of experience in the financial services industry. Jack has passed the Series 7TO, Series 63, and SIE exams. Jack's areas of expertise include Financial Planning, Pension Consulting, Educational Seminars, Publication of Periodicals, Selection of Other Advisors, Portfolio Management for Businesses, and Portfolio Management for Individuals.

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ADVISOR BIO

Jack Gerard Burke is an investment advisor with over 40 years of experience. Jack is currently registered with Morgan Stanley and has been with the firm since 2009. Previously, Jack worked with CITIGROUP GLOBAL MARKETS INC. and Lehman Brothers Inc. Jack is also registered as an investment advisor in Montana, Idaho, and Texas. Jack is committed to providing personalized financial advice to help clients reach their financial goals.

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ADVISOR BIO

Jack Clayton Murray is a financial advisor in Bozeman, Montana. Jack is a registered representative with LPL Financial LLC and has been in the industry since 1999. Jack has experience in providing financial planning, investment management, and consulting services. Jack is also registered in other states, including Texas, Colorado, Hawaii, Maine, Nevada, Oregon, South Dakota, Washington, and Wyoming.

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ADVISOR BIO

Jackson David Cobb is a registered representative with UBS Financial Services Inc. based in Billings, Montana. Jackson Cobb has been in the financial services industry for over 4 years and has a Series 7TO, Series 66 and SIE licenses. Jackson Cobb is registered with the Financial Industry Regulatory Authority (FINRA) as a broker, and holds a state securities license for Montana. Jackson Cobb also has a state investment advisor representative license for Montana. Jackson Cobb is active in the community and serves as a referee for high school basketball.

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Jacob Balyeat is a financial advisor registered with LPL Financial LLC, with experience in the financial services industry since 2013. Jacob is licensed to conduct business in various states, including Montana, Arizona, California, Colorado, Florida, Hawaii, Idaho, Illinois, Indiana, Kentucky, Minnesota, Nebraska, Oklahoma, South Dakota, Utah, and Washington. Jacob also holds the Series 6, 7, 63, and 66 securities licenses.

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ADVISOR BIO

Jacob Aaron Halsey is a financial advisor currently registered with D.a. Davidson & Co. Jacob has been in the financial industry since 2023 and has experience working with various clients, including individuals, corporations, and charitable organizations. Jacob has a Series 7TO, Series 63, Series 65 and Series 24 licenses. Jacob specializes in financial planning, pension consulting, and portfolio management. Jacob works in both Greenville, NC and Great Falls, MT.

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Jacob Joel Turley is a financial advisor who has been in the industry since 2014. Jacob is a registered representative with Cetera Investment Advisers LLC and is also an Investment Advisor Representative. Jacob has a Series 7, Series 63 and SIE. Jacob holds a Certified Financial Planner designation. Jacob works in the Kalispell, MT office of Cetera Investment Advisers LLC. Prior to joining Cetera Investment Advisers LLC, Jacob worked for Avantax Investment Services, Inc., Avantax Advisory Services and AMERICAN FINANCIAL SERVICES, INC.. Jacob is currently registered in 16 states including Montana, Texas, California, Arizona, Colorado, Idaho, Massachusetts, Missouri, North Dakota, Tennessee, Utah, Virginia, Washington and Wisconsin. Jacob primarily serves individuals, corporations, and other businesses.

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ADVISOR BIO

Jacob Frank Lorang is a financial advisor at D.A. Davidson & Co. He is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 66, Series 7 and SIE licenses. He has been a registered representative since 2006. Jacob Lorang is currently registered in 33 states for securities, and 2 states for investment advisor activities. Jacob Lorang is also a member of the Eagle Creek Ski Patrol, a non-profit organization in Montana. He has been a member since 2017.

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Jacob Anderson is a financial advisor with World Equity Group, Inc. based in Bozeman, MT. Jacob is registered in Minnesota, North Dakota, South Dakota, and Wisconsin. Jacob has been in the industry since November 22, 2014, and specializes in investments, insurance, and financial planning.

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