Adrian Matosich is a financial advisor at D.A. Davidson & Co. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at D.A. Davidson since 2016, following seven years at Morgan Stanley. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individuals, charitable organizations, and corporate clients. The firm offers services such as ERISA retirement plan advisory, wrap fee programs, equity research, comprehensive financial planning, and a private wealth program for clients with more than $20 million in net worth.

Justin Riekenberg is a financial advisor at D.A. Davidson & Co. in Bozeman, MT, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Amatics CPA and Montana State University. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm operates under fiduciary standards and offers a range of services such as retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with significant net worth.

Michael Augustine is a financial advisor at D.A. Davidson & Co. with 32 years of industry experience and holds Series 63 and Series 65 credentials. He has been with D.A. Davidson since 2016. Augustine serves as a board member of the American Red Cross Montana Region and as treasurer for the Stonegate Homeowners Association in Bozeman, MT. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base including retirement plans, individual investors, charitable organizations, and corporate clients. The firm emphasizes fiduciary standards and offers a range of advisory services including retirement plan advisory, financial planning, and private wealth management.

Johnathan Taylor is a financial advisor with D.A. Davidson & Co., holding a Series 66 designation and 11 years of industry experience. Prior to joining D.A. Davidson in 2021, he worked at Edward Jones from 2015 to 2021. He has been involved with Montana State University since 2006. Outside of his advisory role, Taylor serves on the boards of local nonprofit organizations, including Headwaters Community Housing Trust as vice president and the Gallatin Valley YMCA. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, high-net-worth individuals, and charitable organizations. The firm operates under fiduciary standards and offers specialized services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with significant net worth.

Lauren Fordham is a financial advisor at D.A. Davidson & Co. with two years of industry experience. She holds a Series 66 designation and is based in Bozeman, MT. Prior to her current role, her work history includes positions outside the financial industry such as at Jake's Bar & Grill and Starbucks. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, and charitable organizations. The firm offers a range of advisory solutions under fiduciary standards, including ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients.

Neil Sexton is a CFP® professional with 25 years of industry experience, all with D.A. Davidson & Co. in Bozeman, MT. He holds the Series 66 designation and has been with the firm since 2001. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporations. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, equity research, and a private wealth program for clients with over $20 million in net worth, operating under the Advisers Act fiduciary standard and ERISA fiduciary duties for retirement accounts.

Paula Stocker is a financial advisor at D.A. Davidson & Co. with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with D.A. Davidson & Co. since 2000. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers services ranging from ERISA retirement plan advisory to comprehensive financial planning and a private wealth program for high-net-worth clients.

Alexander Dabney is a CFP® with 10 years of experience in the financial services industry, currently serving at D.A. Davidson & Co. since 2015. He is a board member and finance committee member of the nonprofit THRIVE in Bozeman, MT. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporations. The firm operates under fiduciary standards and offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with more than $20 million in net worth.

Jacob Werner is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2007. He holds Series 63 and Series 65 licenses and is based in Bozeman, MT. Outside of his advisory role, Werner is a board member and the finance committee chair for the Bridger Bowl Association, a ski resort in Bozeman. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, equity research, modular and comprehensive financial planning, and a Private Wealth program for clients with assets exceeding $20 million.

Carrie Mcaleer is a financial advisor with D.A. Davidson & Co. in Bozeman, MT, holding a Series 66 designation and 13 years of industry experience. She has been with D.A. Davidson & Co. since 2013. Outside of her advisory role, she serves as a notary public for the state of Montana. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, high-net-worth individuals, and charitable organizations. The firm offers comprehensive financial planning and specialized programs such as ERISA retirement plan advisory and a private wealth program for clients with significant assets.

Anne Ashton is a financial advisor at D.A. Davidson & Co. with 17 years of industry experience. She holds the CFP® designation and Series 66 license, and has been with D.A. Davidson & Co. since 2010. Outside of her advisory role, she is a member of Owen Family Cabin, LLC. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm emphasizes a fiduciary standard and offers services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth individuals.

Ryan Meeks is a CFP® with 13 years of industry experience, currently with D.A. Davidson & Co. in Bozeman, MT. He has been with the firm since 2013. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides services under fiduciary standards with a focus on retirement plan advisory, financial planning, and wealth management for high-net-worth clients.

Joseph Dahinden is a financial advisor with D.A. Davidson & Co., holding a Series 66 credential and 14 years of industry experience. He has been with D.A. Davidson & Co. since 2016. Outside of his advisory role, Dahinden serves as vice president of Dahinden Farms, Inc., and is active on the boards of several nonprofit organizations, including the Belgrade Community Foundation, Special Olympics of Montana, St. Catherine Health Care, where he serves as president, and ZoeCare. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm provides fiduciary-adherent investment advice, retirement plan management, and financial planning, with additional capabilities in municipal advisory services and affiliated trust services.

Rebekka Starr is a financial advisor with D.A. Davidson & Co. in Bozeman, MT. She holds Series 63 and Series 65 licenses and has two years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank, NA. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individuals, charitable organizations, and corporations. The firm offers various services such as ERISA retirement plan advisory, financial planning, equity research, and a private wealth program for clients with over $20 million in net worth.

Sophie Millington is a financial advisor at D.A. Davidson & Co. with a Series 66 designation and one year of industry experience. Prior to joining D.A. Davidson, she held various roles in the hospitality and retail sectors, including positions at Altitude Gallery and Montana Ale Works. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm emphasizes fiduciary standards and employs both qualitative and quantitative analysis to recommend and monitor investments.

Allegra Mohr is a financial advisor with D.A. Davidson & Co. in Bozeman, MT, holding a Series 66 credential and two years of industry experience. Prior to joining D.A. Davidson, she worked in various roles including at Freebird Stores and Booksamillion. Mohr is also the sole proprietor of Montana Building Maintenance, Inc., a commercial cleaning business. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm provides a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth, operating under fiduciary standards.

Brian Brown is a CFP®-registered financial advisor with D.A. Davidson & Co. in Bozeman, MT, where he has worked for 32 years since 1994. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Brown serves as president of a local homeowners association, where he organizes meetings and manages fund allocations. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, financial planning, equity research, and a specialized Private Wealth program for clients with net worth exceeding $20 million.

Ethan Zwickey is a financial advisor at D.A. Davidson & Co. with two years of industry experience and holds the Series 66 designation. Prior to joining D.A. Davidson in 2023, he had roles at InterContinental Hotel Group - Kimpton and Montana State University. D.A. Davidson & Co. provides investment advisory and brokerage services to a range of clients, including retirement plans, individual investors, and charitable organizations. The firm offers ERISA retirement plan advisory, equity research, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Jack Murray is a financial advisor with D.A. Davidson & Co. in Bozeman, MT, holding Series 63 and Series 66 designations and possessing 26 years of industry experience. His prior roles include positions at LPL Financial, LLC and First Interstate Bank. He is the managing member of LJW Holdings LLC, a business entity for tax and investment purposes. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and provides a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, along with specialized wealth management for clients with net worth exceeding $20 million.

Eric Schneider is a financial advisor at D.A. Davidson & Co. in Bozeman, MT, holding Series 65 and Series 63 licenses with two years of industry experience. His prior work includes roles at Ausdal Financial Partners and various positions in the retail and food service sectors. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides services under fiduciary standards, utilizing both qualitative and quantitative analysis, and offers specialized programs such as ERISA retirement plan advisory and a Private Wealth program for high-net-worth clients.

Britton Mcmannis is a Series 66 licensed advisor with D.A. Davidson & Co. in Bozeman, MT, where he has worked since 2014. He has 13 years of industry experience. Outside of his advisory role, he serves as vice president of the non-profit Manhattan Baseball league in Manhattan, MT, assisting with league logistics. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, and charitable organizations. The firm offers a range of services from ERISA retirement plan advisory to comprehensive financial planning and manages a private wealth program for clients with over $20 million in net worth.

Morgan Owen is a CFP® with 18 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2010. He is the president of the Bridger Bowl Foundation, a nonprofit organization that provides funds for children’s ski lessons, rental tickets, and related activities in Bozeman, Montana. D.A. Davidson & Co. offers investment advisory and brokerage services to a broad client base, including retirement plans, individuals, charitable organizations, and corporations. The firm maintains fiduciary standards and provides both discretionary and non-discretionary investment management alongside comprehensive financial planning and specialized wealth management programs.

Jase Foster is a CFP® and holds the Series 66 designation with five years of industry experience. He has been with D.A. Davidson & Co. since 2020 and has previous work experience spanning various roles in healthcare, education, and retail. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a Private Wealth program for clients with more than $20 million in net worth, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Carl Nystuen is a CFP® with 15 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. in Bozeman, MT. He has worked at D.A. Davidson & Co. since 2011. Outside of his advisory role, he is a Board Member at Large and serves on the Finance and Development Committees of the Museum of the Rockies. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporations, with a focus on fiduciary standards and a range of planning and investment solutions.

Scott Haigh is a financial advisor with D.A. Davidson & Co. in Bozeman, MT, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. He has been with D.A. Davidson & Co. since 1998. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporations. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth, operating under fiduciary standards.

Brenda Kitto is a CFP® with 25 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. in Bozeman, MT. She has been with the firm for over 26 years combined. Outside of her advisory role, she is a co-founder of 100 Strong Gallatin Valley, a nonprofit organization. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporations. The firm’s offerings include ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with significant net worth, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Karla Wastcoat is a financial advisor at D.A. Davidson & Co. with 15 years of industry experience. She holds a Series 66 designation and has been with D.A. Davidson since 2011. The firm provides investment advisory and brokerage services to a diverse client base including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. D.A. Davidson emphasizes fiduciary standards and offers a range of services such as ERISA retirement plan advisory, financial planning, and a Private Wealth program for high-net-worth clients.