ADVISOR BIO

Adrian Matosich is a financial advisor registered with D.a. Davidson & Co. Adrian has been in the securities industry since August 1996 and has a long history of experience with several well-known firms, including Morgan Stanley. Adrian has been a registered representative with D.a. Davidson & Co. since December 2016. Adrian is also a Registered Investment Advisor, and holds a Series 63, Series 65, Series 7, Series 9, Series 10, Series 31, and SIE. Adrian is based in Bozeman, Montana.

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ADVISOR BIO

Afton Nicole O'Meara is a financial advisor registered with Raymond James Financial Services Advisors, Inc. based in Bozeman, Montana. Afton has been in the financial services industry since March 2014. Afton is also registered as an Investment Advisor Representative (IAR) with the state of Montana. Prior to joining Raymond James, Afton was employed by Wells Fargo Advisors Financial Network, LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Afton has a wide range of experience in the financial services industry and specializes in providing comprehensive financial planning services to individuals, families, and businesses.

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ADVISOR BIO

Alec John Bouchee is a registered representative with Wells Fargo Clearing Services, LLC. Alec John Bouchee has been in the industry since June 24, 2021. Alec John Bouchee holds the following licenses: Series 66, Series 7TO and SIE. Alec John Bouchee is registered with the state of Montana. Alec John Bouchee is also registered with the states of Arizona, California, Colorado, Florida, Idaho, Michigan, Minnesota, Mississippi, North Dakota, Oregon, Texas, Utah, Washington and Wyoming. Alec John Bouchee has experience with individuals, corporations, high net worth individuals, charitable organizations, pension and profit sharing plans and insurance companies.

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ADVISOR BIO

Alex Joseph Hudak has been a registered professional in the financial services industry since 1984. Alex is currently registered with Raymond James Financial Services Advisors, Inc. Alex is a licensed investment advisor and securities representative in the state of Montana, as well as a licensed securities representative in the state of Texas. Alex has a comprehensive understanding of the financial markets and provides customized investment advice and financial planning services to individuals and families. Alex is committed to providing clients with the highest level of personalized service and guidance.

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ADVISOR BIO

Alex Buell is a financial advisor with Edward Jones. Alex is a CERTIFIED FINANCIAL PLANNER™ professional and is registered to provide investment advice in Montana and Texas. Alex has been in the financial services industry since 2016 and has a strong track record of helping clients achieve their financial goals. Alex is committed to providing personalized financial advice to help clients make informed decisions about their financial future.

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ADVISOR BIO

Alexander Dabney is a financial advisor with D.a. Davidson & Co. He is registered with the Securities and Exchange Commission and has been in the financial services industry since 2016. Alexander has been with D.a. Davidson & Co. since 2015. He has a Series 7, Series 66, and SIE. Alexander is also a Certified Financial Planner.

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ADVISOR BIO

Alexandra Soltero is a financial professional registered with World Equity Group, Inc. Alexandra is licensed to provide securities and investment advisory services in Montana. Alexandra has been in the financial industry since July 8, 2024. Alexandra has passed the Uniform Securities Agent State Law Examination (Series 63), Investment Company Products/Variable Contracts Representative Examination (Series 6TO), and Securities Industry Essentials Examination (SIE). Alexandra specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services to individuals and businesses.

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ADVISOR BIO

Alexandru Samoila is a financial professional who has been working in the industry since 2009. Currently, Alexandru is a registered representative with World Equity Group, Inc. in Bozeman, Montana. Alexandru is also registered with the state of Pennsylvania. Alexandru is a Series 6, 7 and 63 licensed financial professional with experience in various financial services, including financial planning, pension consulting, and portfolio management. Alexandru has previously worked with The Leaders Group, Inc., Pacer Financial, Inc., Guardian Investor Services LLC, Hartford Life Distributors, LLC and Planco Financial Services, LLC.

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ADVISOR BIO

Allegra Caroline Mohr is a registered representative with D.a. Davidson & Co. and has been in the securities industry since June 3, 2024. Allegra is also a sole proprietor of Montana Building Maintenance, Inc. Allegra's office is located at 1101 E MAIN ST, SUITE 301, BOZEMAN, MT 59715. Allegra is registered in Montana and Texas.

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ADVISOR BIO

Ana Aroche is a registered representative with World Equity Group, Inc., a firm based in Schaumburg, Illinois. Ana has been in the securities industry since March 3, 2023. Ana holds Series 7TO, SIE, and Series 63 licenses and is registered in Florida. Ana has previously worked for THE LEADERS GROUP, INC. in Littleton, Colorado. Ana specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services.

SPECIALIZATIONS