Bozeman, MT E Main St Office

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.