ADVISOR BIO

Abigail Kanning is a financial advisor with Stifel, Nicolaus & Company, Inc. in Billings, Montana. Abigail has been working in the financial services industry since June 2020 and has extensive experience in financial planning and portfolio management. Abigail offers a range of financial services including portfolio management for individuals, businesses, and pooled investment vehicles. Abigail is registered with the Financial Industry Regulatory Authority (FINRA) and is a licensed investment advisor representative in Montana and Texas.

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Adam Gross is a financial advisor with Eagle Strategies LLC. Adam is a licensed Investment Advisor Representative and a registered representative with FINRA. He has been in the financial services industry since October 2014. Adam holds Series 6, 7, 63, and 65 licenses. He has worked with clients in Arizona, Colorado, Minnesota, Missouri, Montana, New Mexico, North Dakota, Oklahoma, Oregon, South Carolina, Texas, Utah, Washington, Wisconsin, and Wyoming. Adam has experience providing financial planning, portfolio management, and pension consulting services to individuals and businesses. He has a strong understanding of the financial services industry and is committed to providing his clients with personalized service and guidance.

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Adam Sloan is a financial professional with over 7 years of experience in the financial services industry. Adam is currently registered with Osaic Wealth, Inc. and holds a Series 66, Series 7 and SIE licenses. Adam has previously worked with Securities America, Inc. and has also experience in construction and road maintenance, insurance sales and real estate. Adam provides financial planning, pension consulting, educational seminars, portfolio management for businesses and individuals and selection of other advisors.

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Adam Zwemke is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. in Billings, MT. Adam Zwemke has been in the industry since May 25, 2021. Adam Zwemke holds Series 66, 7TO and SIE licenses. Adam Zwemke is registered in 38 states. Adam Zwemke's firm, Merrill Lynch, Pierce, Fenner & Smith Inc., is a large firm with over $1 trillion in assets under management. The firm offers a wide range of investment products and services, including financial planning, portfolio management, and retirement planning.

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Addison Vergara is a financial advisor with D.a. Davidson & Co. based in Kalispell, Montana. Addison has been working in the industry since 2018 and is registered with the state of Montana and Texas. Addison holds several licenses, including Series 66, Series 7, and the SIE. Addison has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Addison is also an active board member with Dream Adaptive Recreation in Whitefish, Montana.

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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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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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Aimee Schreiber Weller is an Investment Advisor Representative with Stack Financial Management Inc., a registered investment advisor located in WHITEFISH, MT. Aimee Schreiber Weller is licensed to provide advisory services in Montana and Texas. Aimee Schreiber Weller has been in the financial services industry since July 2008. Aimee Schreiber Weller specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars.

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Alan Bendix Jensen is a financial advisor with LPL Financial LLC. Alan has been in the industry since 1994 and holds the Series 6, 7, 63, 66 and 72 licenses. Alan has worked at various firms including Wells Fargo Clearing Services, LLC and A. G. Edwards & Sons, Inc. Alan specializes in providing financial planning, portfolio management and other advisory services to individuals, businesses, and charitable organizations. Alan is a Certified Financial Planner and holds a Registered Representative designation.

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ADVISOR BIO

Alec Lindenauer is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Alec has been in the financial services industry since June 28, 2005. Alec has passed the Series 66, Series 7 and SIE exams. Alec is registered in 28 states for securities and investment advisory services. In addition to his securities and investment advisory registration, Alec has experience working with high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Alec is also registered with UBS Financial Services Inc. in Florida.

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