Garrett David Johnsen

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® professional with 11 years of industry experience, currently affiliated with Primerica Advisors. She has held roles at Guardian Life Insurance Company and Park Avenue Securities since 2014. Mayer also serves as Professional Development Co-Chair for the Society of Women Engineers. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, utilizing a mix of proprietary and third-party investment strategies across various account types.

Christian Chasey is a CERTIFIED FINANCIAL PLANNER™ professional with 21 years of industry experience. He is currently affiliated with LPL Financial, where he has worked since 2019. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, Chase Investment Services Corp., Wamu Investments, Inc., and Ameriprise. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies, supported by technology for operational and research purposes.

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.