ADVISOR BIO

John Gideon has been active in the financial services industry since 1990. John is currently registered with Wells Fargo Advisors Financial Network, LLC and is a registered representative in Florida, Maryland and Texas. John has a strong background in financial services, having held previous positions with Merrill Lynch, Pierce, Fenner & Smith Incorporated. John has experience in providing investment consulting services to institutional clients, financial planning, pension consulting and portfolio management for individuals and businesses. John is a strong advocate for his clients and works diligently to provide them with the best possible financial advice.

SPECIALIZATIONS

ADVISOR BIO

John Devlin has been in the financial services industry since 1993. John has a Series 6 license and is currently registered as an Investment Advisor Representative with World Equity Group, Inc. John has been registered with this firm since January 4th, 2024. Previously, John was employed by THE LEADERS GROUP, INC. and Global Atlantic Distributors, LLC.

SPECIALIZATIONS

ADVISOR BIO

John Bratton Dubose is a financial advisor with Ashton Thomas Private Wealth. John has been in the financial services industry since 1994. John's experience includes working with individuals, families, and businesses. John is registered as an Investment Advisor Representative in Arizona, Florida, Georgia, Montana, Oregon, South Carolina and Texas. John holds the Series 7, Series 31, Series 63, and Series 65 licenses and is also a Certified Financial Planner. John is committed to providing clients with personalized financial advice and guidance. John works with clients on a variety of financial planning needs, including retirement planning, college savings, investment management, and estate planning.

SPECIALIZATIONS

ADVISOR BIO

Johnathan Taylor is a financial advisor with D.A. Davidson & Co. in Bozeman, Montana. Johnathan is licensed in 17 states and has been in the securities industry since 2015. Johnathan has a Series 7, Series 66, and SIE license and specializes in providing investment advice to individuals, businesses, and institutions. Johnathan has experience in various areas, including financial planning, pension consulting, and portfolio management.

SPECIALIZATIONS

ADVISOR BIO

Jon C. Goodman is an investment advisor representative with JCG Advisory Group, LLC, located in Bozeman, MT. Jon has been in the industry since 2006 and has experience working with various firms such as LPL Financial LLC and UBS Financial Services Inc. His expertise lies in providing financial planning and portfolio management services for individuals and businesses. Jon is registered in Idaho and Montana. He holds a Series 3, 7, and 66 license, and has a SIE designation.

SPECIALIZATIONS

ADVISOR BIO

Jon Torrey Bicknell is a financial professional with over 25 years of experience in the financial services industry. Jon has a strong track record of helping clients achieve their financial goals. Jon is a Certified Financial Planner™ and holds both Series 7 and 63 licenses. Jon is currently registered with Cetera Investment Advisers LLC in Massachusetts and Montana. Previously, Jon was registered with Investors Capital Corp., Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, VeraVest Investments, Inc., 1717 Capital Management Company, Linsco/Private Ledger Corp., and American Express Financial Advisors Inc. Jon specializes in helping clients with financial planning, portfolio management, and retirement planning. Jon works with a variety of clients, including individuals, families, businesses, and trusts.

SPECIALIZATIONS

ADVISOR BIO

Jonas Bieliauskas is an Investment Advisor Representative with Stifel, Nicolaus & Company, Inc. Jonas has been in the financial services industry since March 30, 2016. Jonas is registered with the Securities and Exchange Commission as an investment adviser representative and is licensed in 26 states. Jonas holds the Series 66, Series 10, Series 9, SIE, and Series 7 licenses. Jonas has experience working at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors, LLC. Jonas is a member of the finance committee for Cancer Support Community Montana. Jonas is also a registered investment advisor representative in Montana and Texas.

SPECIALIZATIONS

ADVISOR BIO

Jonathan Del Herz is a financial advisor with over 15 years of experience in the industry. Jonathan is currently registered with LPL Financial LLC and holds Series 66, SIE, and Series 7 licenses. Previously, Jonathan was associated with CETERA INVESTMENT SERVICES LLC, PRINCOR FINANCIAL SERVICES CORPORATION, FINANCIAL NETWORK INVESTMENT CORPORATION, and THRIVENT INVESTMENT MANAGEMENT INC. Jonathan has a proven track record of providing investment advice to individuals, families, and businesses. Jonathan has a strong understanding of financial markets and investment strategies. Jonathan is committed to providing personalized service to clients and helping them achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Jonathan Clark is a financial advisor who has been in the industry since 2021. Jonathan is currently registered with World Equity Group, Inc. and is licensed in Montana. Jonathan has experience with investment company products/variable contracts, securities industry essentials and has obtained his Series 63 license. Before working with World Equity Group, Inc., Jonathan was an advisor with NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC. Jonathan has extensive experience with providing financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses and portfolio management for individuals.

SPECIALIZATIONS

ADVISOR BIO

Jonathon Kent Stites is a financial advisor with Edward Jones. He has been in the financial services industry since 2009 and is registered to provide securities and investment advisory services in 31 states and the District of Columbia. Jonathon holds the Series 7, Series 66, and SIE licenses and has a background in real estate and ranching.

SPECIALIZATIONS