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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 at MSH Capital Advisors LLC with six years of industry experience. He holds the Series 66 designation and has worked previously 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. MSH Capital Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, retirement plans, trusts, estates, foundations, and state or municipal entities. The firm offers portfolio management, retirement plan consulting, securities-based lending, and ongoing financial planning through a network of independent advisors, utilizing third-party custodians and unaffiliated sub-advisers for specialized strategies.

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