Francesco Giovanni Dangelo

John Passuccio is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with 22 years of industry experience. He has been with D.A. Davidson & Co. since 2004. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, equity research, comprehensive financial planning, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards.

James Moerkerke is a CFP® professional with 45 years of experience at D.A. Davidson & Co., where he has worked since 1981. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Moerkerke serves as chairman and trustee of the Stevensville Rural Fire District and manages a light industrial rental and RV storage business as a managing partner. D.A. Davidson & Co. provides investment advisory and brokerage services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of advisory solutions, including ERISA plan services, comprehensive financial planning, and a private wealth program for clients with significant assets, operating under fiduciary standards and incorporating both qualitative and quantitative investment analysis.

Trevor Morton is a CFP®-certified financial advisor with D.A. Davidson & Co. in Hamilton, Montana, bringing five years of industry experience. Prior to joining D.A. Davidson in 2021, he worked eight years at Hess Corporation. Outside of his advisory role, he is involved in buying, selling, and collecting sports trading memorabilia as a sole proprietor. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individuals, 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 fiduciary standards and using both qualitative and quantitative analysis.

Carrie Long is a financial advisor with D.A. Davidson & Co. in Hamilton, MT, holding Series 63 and Series 65 licenses and with 14 years of industry experience. She has been with D.A. Davidson & Co. since 2008. Outside of her advisory work, she serves as a notary public for the state of Montana. 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 including ERISA retirement plan advisory, comprehensive financial planning, equity research, and a private wealth program for high-net-worth clients, operating under fiduciary standards with both qualitative and quantitative investment analysis.

Janet Acheatel is a CFP® certificant with 20 years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, HoyleCohen, LLC, Raymond James Financial, Brandes Investment Partners, LP, and Nicholas-Applegate Capital Management LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with comprehensive wealth management and advisory services. The firm employs an investment approach that combines active and passive strategies within an enhanced open architecture framework, integrating a variety of portfolio management tools and legacy strategies.

Willa Lande is a financial advisor at Edward Jones in Hamilton, MT, holding Series 63 and Series 65 licenses with 33 years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.