Francesco Giovanni Dangelo

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.

Carrie Long is a financial advisor at D.A. Davidson & Co. with 14 years of industry experience. She holds Series 63 and Series 65 designations and has been with D.A. Davidson & Co. since 2008. In addition to her advisory role, she is a commissioned 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 such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.

Janet Acheatel is a CFP® professional with 20 years of industry experience. She is currently with Focus Partners Wealth, LLC and has prior experience at The Colony Group, LLC and HoyleCohen, LLC. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach featuring enhanced open architecture, combining fundamental and quantitative analysis alongside third-party managers and alternative 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.