Carrie Long

Catherine Kipling is a CFP® professional with 20 years of industry experience. She founded and has operated Kipling & Co. since 2015, serving clients from Hamilton, MT. Kipling & Co. is an independent, fee-only firm serving individual households and small businesses with financial planning and portfolio management focused on retirement, insurance, tax planning, and estate considerations. The firm emphasizes tailored advice through client conversations, minimal trading, and low-cost securities, and it does not accept commissions or sell investment products.

John Passuccio is a financial advisor at D.A. Davidson & Co. with 21 years of industry experience. He holds the CFP® and Series 66 designations and has been with D.A. Davidson since 2004. 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 a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under the Advisers Act fiduciary standard and employing both qualitative and quantitative analysis.

James Moerkerke is a CFP® professional with 44 years of industry experience, serving at D.A. Davidson & Co. since 1981. He holds Series 63 and Series 65 licenses and is based in Hamilton, Montana. Outside of his advisory role, Moerkerke is involved in local community activities, including serving as trustee and board chairman of the Stevensville Rural Fire District, and he manages a light industrial and RV storage rental business. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad spectrum of clients, including employer-sponsored retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm offers services framed under fiduciary standards, including ERISA-compliant retirement plan advice and comprehensive financial planning, and it distinguishes itself by participating in municipal advisory and underwriting activities.

Trevor Morton is a CFP® and Series 66 credentialed advisor at D.A. Davidson & Co. with four years of industry experience. He previously worked for Hess Corporation for eight years before joining D.A. Davidson in 2021. Outside of his advisory role, he buys, sells, and collects sports trading memorabilia. 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 ERISA retirement plan advisory, comprehensive financial planning, and specialized wealth management programs while operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Francesco Dangelo is a financial advisor with D.A. Davidson & Co. in Hamilton, MT, holding Series 63 and Series 65 designations and 31 years of industry experience. He has been with D.A. Davidson & Co. since 1995. Outside of his advisory role, he serves as a director for The Roxy Theater, a nonprofit organization in Missoula, MT, and is a finance committee member for the Bear Harbor Homeowners Association in Polson, 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 offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and private wealth management, operating under fiduciary standards and employing both qualitative and quantitative investment analyses.

Janet Acheatel is a CFP® professional with 19 years of industry experience, currently serving at Focus Partners Wealth, LLC. She has held positions at The Colony Group, LLC and HoyleCohen, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse clientele, including individuals, high-net-worth families, and institutions. The firm employs a long-term investment approach focused on tax- and fee-sensitivity within an enhanced open architecture framework that integrates various active and passive strategies.