ADVISOR BIO

Patricia Matthew is a financial advisor with LPL Financial LLC, located in BIG SANDY, MT. Patricia has been in the financial services industry since January 1993, and has held previous roles with WADDELL & REED. Patricia is registered with the state of Montana as both a broker-dealer and an investment advisor representative. Patricia holds several professional designations, including Chartered Financial Consultant.

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ADVISOR BIO

Patrick Larkin is a financial professional with experience in the financial services industry. Patrick is currently registered with World Equity Group, Inc. and is licensed in Florida. Prior to their current role, Patrick held a position with Prudential Annuities Distributors, Inc in Shelton, CT. Patrick has a broad range of experience in financial services, including working with individuals, businesses, and corporations. Patrick is dedicated to providing clients with personalized financial guidance and solutions to help them achieve their financial goals.

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ADVISOR BIO

Patrick Robert Dittmar is a financial advisor who has been in the industry for over 2 years. He has a Series 66, 63, 7TO, and SIE license. Currently, Patrick Robert Dittmar works for Empower Advisory Group, LLC. He is registered in 51 states and the District of Columbia for securities and 4 states and the District of Columbia for investment advice. Prior to Empower Advisory Group, LLC, he was an investment professional at T. Rowe Price Investment Services, INC. Patrick Robert Dittmar has a wide range of experience in financial planning, portfolio management for individuals, educational seminars, and working with various client types, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, and state or municipal government entities.

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ADVISOR BIO

Patrick Houghton is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., registered with the state of Montana since 2004 and Texas since 2010. Patrick has worked in the financial services industry since 1998. Patrick has passed several professional exams including the Series 7, Series 9, Series 10, Series 63, and Series 66. Patrick offers services such as performance measurement reports, allocation modeling, IPS, research reports, and services, portfolio management for businesses, and portfolio management for individuals.

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ADVISOR BIO

Patrick Connors is a registered representative with D.a. Davidson & Co.. Patrick has been in the industry since 1969 and is licensed in 39 states. Patrick holds Series 1, 4, 7TO, 40, 63, and 65 licenses and has extensive experience in portfolio management for businesses and individuals, as well as financial planning.

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ADVISOR BIO

Patrick Harold Oleary is a financial advisor in BILLINGS, MT. Patrick has been in the industry since 1996 and is currently registered with D.A. Davidson & Co.. Patrick has a strong background in providing financial planning, pension consulting and portfolio management services to individuals, businesses and investment companies.

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ADVISOR BIO

Patrick Glenn Lewis is a financial advisor with over 30 years of experience in the financial services industry. Patrick is currently registered with Morgan Stanley. Patrick has experience with a variety of firms including Merrill Lynch and American Express Financial Advisors. Patrick has also held the Series 7, Series 63, and Series 65 licenses, and he is a registered Investment Advisor in Montana and Texas. Patrick works with clients to develop personalized financial plans that help them reach their goals.

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ADVISOR BIO

Paul Glidewell is a financial advisor at LPL Financial LLC. Paul has been in the financial services industry since 2005. Paul has a Series 6, Series 63, and SIE licenses and is registered to offer financial services in Montana. Prior to joining LPL Financial LLC, Paul was associated with Investment Centers of America, Inc., Signator Financial Services, Inc. and Symetra Investment Services, Inc.

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ADVISOR BIO

Paul Jones is a financial advisor at LPL Financial LLC. Paul has been in the financial services industry since January 2005. Paul is registered to offer securities in 25 states and is also a Registered Investment Advisor in 20 states. Paul holds the Series 6, 7, 63, and 65 licenses as well as the SIE exam. Paul specializes in providing financial planning, investment management, and other advisory services to individuals and businesses.

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ADVISOR BIO

Paul Stein has been in the financial services industry since December 18, 1989. Paul is currently registered with Ameriprise Financial Services, LLC and is licensed to offer securities and investment advice in 11 states. Paul Stein has a proven track record of success in the financial services industry and is dedicated to providing clients with personalized financial advice. Paul has over 33 years of experience in the financial services industry and is committed to helping clients achieve their financial goals.

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