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Gary B

Series 63, Series 65

Billings, MT

MSH Capital Advisors LLC

Gary Buchanan is a financial advisor with MSH Capital Advisors LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked with Buchanan Capital Inc., M.S. Howells & Co., and Prospera Financial. Buchanan serves as an advisory board member for the Maureen and Mike Mansfield Center and has been involved in local political activities, including a campaign for Montana’s 2nd congressional district. MSH Capital Advisors LLC is an SEC-registered advisory firm managing approximately $1.09 billion across 11 investment adviser representatives. The firm serves individuals, retirement plans, trusts, foundations, small businesses, and governmental entities, offering portfolio management, retirement plan consulting, financial planning, securities-based lending, and access to third-party managers and model portfolios.

Options & derivatives strategies Active portfolio management Founder/Business Owner Retired
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Colton W

Series 66

Billings, MT

MSH Capital Advisors LLC

Colton Welhaven is a financial advisor with MSH Capital Advisors LLC in Billings, MT, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at First Interstate Bank and Wipfli LLP. Welhaven serves on the boards of the Billings Catholic Schools Foundation and Rocky Mountain College, where he chairs the finance committee, and he is also involved with the Billings Chamber of Commerce Finance Committee and Foundation Board. MSH Capital Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, retirement plans, trusts, estates, foundations, and government entities. The firm offers portfolio management, retirement plan consulting, securities-based lending, and tailored financial planning through a network of independent advisors using specialized strategies and third-party platforms.

Options & derivatives strategies Active portfolio management Founder/Business Owner Retired
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