Steven Maurice Daniel

Christopher Connors is a financial advisor with D.A. Davidson & Co., holding a Series 66 designation and 17 years of industry experience. He has been with D.A. Davidson & Co. since 2011. Outside of his advisory role, he serves as a brand ambassador for FNX FITNESS. 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 ERISA retirement plan advisory services, comprehensive financial planning, and a Private Wealth program for clients with net worth exceeding $20 million.

Ashley Bonifer is a financial advisor with D.A. Davidson & Co. in Butte, MT, holding a Series 66 designation and three years of industry experience. Before joining D.A. Davidson, she worked for Pacific Steel and Recycling for 12 years. Outside of advising, she provides notary services for D.A. Davidson clients and operates an online retail business, Bonnie Lou Boutique, LLC. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm adheres to the Advisers Act fiduciary standard and provides comprehensive financial planning and specialized wealth management programs.

Daniel Rosa is a financial advisor with D.A. Davidson & Co. in Butte, MT, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has been with D.A. Davidson & Co. since 2002. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm operates under fiduciary standards and provides both qualitative and quantitative investment analysis, along with specialized services such as municipal advisory and private wealth planning for high-net-worth clients.

Kaylee Reynolds is a financial advisor with Osaic Wealth, Inc., holding a Series 66 designation and two years of industry experience. Her prior work includes roles at DA Davidson, Summit Financial Advisors, and Treasure State Hearing. OSAIC Wealth, Inc. serves a diverse client base, including individual investors, institutions, and charitable organizations, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers through multiple platforms. The firm employs asset-allocation tools and automated rebalancing to construct portfolios across a range of investment types, managing accounts on both discretionary and non-discretionary bases.

Jerald Campbell is a financial advisor with LPL Financial in Butte, MT, holding Series 63 and Series 65 credentials and 30 years of industry experience. He previously worked at National Planning Corporation from 2013 to 2017 and has been with LPL Financial for a total of 20 years across two periods. 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 institutions. The firm offers a range of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Vivienne Gustavsen is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and three years of industry experience. She has been with Wells Fargo Bank, N.A. since 2010. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and external sources.