ADVISOR BIO

Lynn Marie Caraveau is a financial advisor with over 20 years of experience in the financial services industry. Lynn is currently registered with LPL Financial LLC in Billings, Montana. Lynn has previously worked at CETERA INVESTMENT SERVICES LLC and WELLS FARGO INVESTMENTS, LLC. Lynn has a wide range of experience and expertise in providing financial advice to individuals, families, and businesses. Lynn holds a Series 7, Series 66, and SIE licenses and is also registered with the state of Montana and Texas as an Investment Advisor Representative. Lynn's primary area of focus is helping clients achieve their financial goals through comprehensive financial planning, investment management, and retirement planning.

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ADVISOR BIO

Madison Peterson is a registered representative and investment advisor representative with Stifel, Nicolaus & Company, Inc. in the Billings, Montana branch office. Madison Peterson has a Series 7TO General Securities Representative Examination, Series 66 Uniform Combined State Law Examination, and Securities Industry Essentials Examination licenses. Madison Peterson has been active in the securities industry since May 7, 2023. Stifel, Nicolaus & Company, Inc. provides a wide range of investment services for individuals, businesses, and institutions.

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ADVISOR BIO

Malia Brock is a financial professional with experience in the securities industry. Malia is currently registered with World Equity Group, Inc. and has been in the industry since September 2022. Malia holds the Series 63, Series 7TO, and SIE licenses. Malia's previous employer was THE LEADERS GROUP, INC.. Malia specializes in providing financial planning services to individuals.

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ADVISOR BIO

Marci C. Funk is an investment advisor representative at D.A. Davidson & Co. based in Billings, Montana. Marci has over 15 years of experience in the financial services industry. She is registered with both FINRA and the state of Montana. Marci specializes in providing financial planning and investment management services for individuals, families, and businesses. She also offers portfolio management services for businesses. Marci holds the Series 7, 10, 9, 63, and 65 licenses, as well as the SIE exam certification.

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ADVISOR BIO

Marice Alouette Chicoine is a financial professional with over 30 years of experience in the securities industry. Marice is a registered representative with D.a. Davidson & Co. in GREAT FALLS, MT. Marice has a broad range of experience and specializes in a variety of areas, including portfolio management for individuals and businesses, financial planning, and pension consulting. Marice has a deep understanding of the financial markets and is committed to providing her clients with personalized service and investment advice.

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ADVISOR BIO

Marissa Jacobs is a financial professional registered with D.a. Davidson & Co., a firm with over 600 investment advisors. Marissa has been working in the financial services industry since 2024 and has earned both the Securities Industry Essentials Examination (SIE) and the Operations Professional Examination (Series 99TO) certifications. D.a. Davidson & Co. offers a variety of financial advisory services, including financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. The firm has a strong track record of providing comprehensive financial advice to clients of all sizes.

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ADVISOR BIO

Marissa Michele Jones is a financial advisor at RBC Capital Markets, LLC and has been in the industry since January 29, 2020. Marissa is registered with FINRA and holds Series 66, 7TO and SIE licenses. Marissa is registered to provide investment advisory services in 41 states and is also an investment advisor representative in Montana and Texas. Marissa has a background in finance and has worked in the industry for several years. Marissa's experience includes providing financial planning, portfolio management, and other investment advisory services to a variety of clients, including individuals, families, businesses, and institutions. Marissa is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.

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ADVISOR BIO

Mark Debourg is a financial professional who has been in the industry since 1999. Mark is currently registered with Osaic Wealth, Inc. and is located in Billings, MT. Mark has experience in several areas including portfolio management, financial planning and pension consulting. Mark previously worked with First Financial Equity Corporation and Invesco Distributors, Inc.

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ADVISOR BIO

Mark O'Loughlin is a financial advisor at Stifel, Nicolaus & Company, Inc. Mark has been in the securities industry since February 2015 and has extensive experience in providing financial planning and portfolio management services to individuals, businesses, and investment companies. Mark holds the Series 7, Series 66, and SIE licenses and is registered with the Financial Industry Regulatory Authority (FINRA).

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ADVISOR BIO

Mark Lopez is a financial advisor at Avantax Advisory Services, a registered investment advisor with offices in Missoula, Montana and Dallas, Texas. Mark has over 30 years of experience in the financial services industry and holds the Series 6, 7, 63, and 66 securities licenses. Mark is also registered as an Investment Advisor Representative in Montana and Texas. He has a focus on providing investment advisory services to individuals, corporations, and trusts. Mark's expertise is in retirement planning, wealth management, and insurance products. In addition to his work at Avantax Advisory Services, Mark is also a registered agent for Avantax Planning Partners, Inc. Mark's clients appreciate his personalized approach and commitment to helping them achieve their financial goals.

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