Christian Chasey

Melissa Dehaan is a financial advisor at D.A. Davidson & Co. with 12 years of industry experience. She holds the Series 66 designation and has been with D.A. Davidson since 2013. Outside of her advisory role, she serves as treasurer on the board of directors for Big Bear High School PSA and chairs the Boy Scouts of America Troop 49 and Cub Scout Pack 49 committee. 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 for high-net-worth clients, operating under fiduciary standards with both qualitative and quantitative investment analysis.

Nichole Mayer is a CFP®-certified financial advisor with 11 years of industry experience, currently with Guardian Life. She has held roles at Guardian Life and Park Avenue Securities since 2014. Mayer serves as Professional Development Co-Chair for the Society of Women Engineers. She is part of Park Avenue Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, which provides brokerage and advisory services to individuals, corporations, and charitable organizations. The firm offers tailored financial planning and investment management through a combination of discretionary and model-based strategies supported by proprietary and third-party platforms.

Garrett Johnsen is a financial advisor with LPL Financial, holding a Series 66 designation. He has been with LPL Financial since 2020 and previously worked at Pechanga Resort & Casino from 2018 to 2020. Garrett’s industry experience includes six years in financial services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and various technological tools.

Maggie Lauer is a CFP® and holds a Series 66 license, currently serving as a financial advisor at LPL Financial with three years of industry experience. Her prior roles include positions at Ur Wealth Ur Freedom and Tri Star Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives.