ADVISOR BIO

Shawna Marion is a financial advisor with over 17 years of experience in the financial industry. Shawna has a wide range of experience, having worked for several firms including LPL Financial LLC, Wachovia Securities, LLC, National Securities Corporation, and Quick & Reilly, Inc. Shawna is currently registered with D.a. Davidson & Co. and holds various licenses including Series 4, Series 7, Series 9, Series 10, Series 31, Series 52, Series 53, Series 66, Series 79, Series 99 and SIE. Shawna provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.

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ADVISOR BIO

Shay Smithwick-hann is an Ameriprise Financial Services, LLC registered representative, with over 8 years of experience in the financial services industry. Shay holds a Series 66 license and is a licensed investment advisor representative in Montana. Shay has also passed the Series 7 and SIE exams. Shay is currently registered with Ameriprise Financial Services, LLC and is registered in 17 states. Shay's office is located in Kalispell, Montana.

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ADVISOR BIO

Shirley Ruth Keil is a financial professional at D.A. Davidson & Co. Keil is registered with the Financial Industry Regulatory Authority (FINRA). Keil has been in the financial services industry for over ten years. Keil has passed the Securities Industry Essentials Examination (SIE) and the Operations Professional Examination (Series 99) as part of her FINRA licensing requirements. The D.A. Davidson & Co. office in Great Falls, MT is located at 8 Third Street North and provides financial services for individuals, corporations and institutions. D.A. Davidson & Co. has over $36 billion in assets under management and a strong track record of providing comprehensive financial planning and investment advice.

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ADVISOR BIO

Shyloh Suzanne Jones is a registered representative with D.a. Davidson & Co. Shyloh has been in the industry since December 2020. Shyloh holds the Series 99TO and SIE licenses. D.a. Davidson & Co. is a financial firm with a focus on providing financial planning, pension consulting, and portfolio management services. They serve a variety of clients including individuals, corporations, charitable organizations, and pension and profit sharing plans.

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ADVISOR BIO

Siama Grison is a financial professional registered with the state of Montana. Siama has been in the financial services industry since October 30, 2000, working with D.a. Davidson & Co.. Siama holds the Series 63, Series 99TO, SIE, and Series 7 licenses. The firm has a presence in GREAT FALLS, MT and is located at 8 THIRD STREET NORTH. Siama's current firm has a broad range of clientele and specializes in portfolio management for individuals, businesses, and investment companies. They also offer financial planning services.

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ADVISOR BIO

Sierra Elizabeth Futch is a financial advisor with LPL Financial LLC. Sierra has been in the financial services industry since 2011. Sierra is registered with FINRA, the MSRB and the states of Arizona, California, Colorado, Idaho, Minnesota, Montana, Oregon, Washington, and Wisconsin. Sierra has passed the Series 66, Series 7, and SIE exams. Sierra provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and consulting and other non-discretionary advisory services to individuals and families.

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ADVISOR BIO

Solon Burgess Linton has been a registered investment advisor since 2005. Solon is associated with Merrill Lynch, Pierce, Fenner & Smith Inc. Solon has Series 66, 31, 7, and SIE licenses. Solon has been registered with the Securities and Exchange Commission since 2005. The advisor has a background in both securities and investment advisory services.

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ADVISOR BIO

Sonya Marie Spangelo is a registered representative with D.a. Davidson & Co. in Great Falls, MT. Sonya has been in the securities industry since September 7, 2018. Sonya is a Series 99 and SIE licensed professional. Sonya is registered in Montana. D.a. Davidson & Co. offers a wide range of financial services to individuals, corporations, and institutions.

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ADVISOR BIO

Spencer L Larsen is a financial advisor at Morgan Stanley. Spencer has been in the financial services industry since October 24, 2011. Spencer is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed in multiple states to provide securities and investment advisory services. Spencer has experience providing financial planning, pension consulting, and portfolio management services.

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Stacey Jo Otterstrom is a financial advisor at LPL Financial LLC in Helena, Montana. Stacey is a registered representative and investment advisor representative with a Series 66, Series 7TO and SIE licenses. Stacey has been in the financial industry since 2022. Stacey holds a Series 66 license that was granted in Montana in 2024. Stacey holds a Series 7TO license that was granted in Mississippi in 2024. Stacey is also an investment advisor representative in Montana. Prior to joining LPL Financial LLC, Stacey worked at Securities America, Inc. in Helena, Montana. Stacey is also the owner of Beaver Creek Investments, PLucK! Coaching and The Virago Collaborative, LLP.

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