Richard Westbrook is a Series 66-licensed financial advisor with D.A. Davidson & Co. in Lake Oswego, OR, where he has worked since 2021. He has five years of industry experience and previously worked for seven years at RedTail Golf Center. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm provides comprehensive financial planning, ERISA retirement plan advisory, equity research, and specialized private wealth programs, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Ashley Flynn is a financial advisor with D.A. Davidson & Co. in Denver, CO, holding Series 63 and Series 65 credentials and 25 years of industry experience. Prior to joining D.A. Davidson in 2019, Flynn worked at Charles Schwab from 2012 to 2019. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers various services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.

Dustin Hume is a CFP® and holds a Series 66 designation with 19 years of industry experience. He has been with D.A. Davidson & Co. since 2012. 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 comprehensive financial planning and specialized services such as ERISA retirement plan advisory and a Private Wealth program for clients with over $20 million in net worth, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Patrick Regan is a financial advisor with D.A. Davidson & Co. in Omaha, NE, holding a Series 66 designation and bringing 26 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC for 16 years and CapTrust Financial Advisors, LLC for one year. Regan serves on several finance and investment committees, including the St. Vincent de Paul Church of Omaha endowment committee and the Omaha Archdiocese Archbishop’s Committee for Development, and holds leadership roles with local organizations such as the Estates of Huntington Park HOA. D.A. Davidson & Co. provides advisory and brokerage services to a diverse client base, including retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm offers a range of services under fiduciary standards, combining qualitative and quantitative analysis to manage investments and financial plans, and distinguishes itself through municipal advisory activities and affiliated custodial services.

Wolfgang Hawlisch is a financial advisor at D.A. Davidson & Co. with 23 years of experience. He holds the Series 63 and Series 66 designations and has worked at notable firms including Morgan Stanley, Wells Fargo Clearing, and RBC Capital Markets. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with more than $20 million in net worth.

Leah Barrett is a financial advisor at D.A. Davidson & Co. in Austin, TX, holding a Series 66 designation with nine years of industry experience. She has been with D.A. Davidson & Co. since 2015. Outside of her advisory role, she owns a sole proprietorship related to investment activities in Bozeman, MT. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporations. The firm provides a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, with a fiduciary standard guiding its advisory work.

Tracy Keller is a financial advisor with D.A. Davidson & Co. in Lewiston, ID, holding the Series 66 designation and 11 years of experience with the firm. Outside of advisory work, Keller engages as an independent contractor providing store delivery services. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, and charitable organizations, delivering both qualitative and quantitative investment analysis under fiduciary standards.

Sarah Chilton is a financial advisor at D.A. Davidson & Co. with 24 years of industry experience. She holds a Series 66 designation and has been with D.A. Davidson since 2001. In addition to her advisory role, Chilton serves as Treasurer of the Uluniu Townhouse AOAO board of directors and owns a commercial fishing business in Kihei, HI. 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 operates under fiduciary standards and offers comprehensive planning, equity research, and private wealth services, with distinctive involvement in municipal advisory and underwriting activities.

Julie Schneider is a financial advisor at D.A. Davidson & Co. with 39 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked for Manning & Napier Investor Services, Inc. for nine years before joining D.A. Davidson in 2022. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm offers comprehensive financial planning, ERISA retirement plan advisory services, and specialized wealth management solutions under a fiduciary standard.

Eric Pedersen is a financial advisor with D.A. Davidson & Co. in Bellingham, WA, holding Series 63 and Series 65 licenses and with 20 years of industry experience. He has been with D.A. Davidson & Co. since 2006. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and provides services such as ERISA retirement plan advisory, financial planning, and private wealth management.

Stacey Loomis is a financial advisor at D.A. Davidson & Co. with one year of industry experience. She holds the Series 66 designation and has prior work experience with Truist Advisory Services and Truist Investment Services, as well as Truist Bank. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm offers various services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards and employing both qualitative and quantitative investment analyses.

Carlos Alcaine is a financial advisor at D.A. Davidson & Co. with 41 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at R W Baird & Co. for 11 years before joining D.A. Davidson in 2019. Outside of his advisory role, he serves as president of the Treelake Village Master Homeowners Association and vice president of the Wexford Homeowners Association, both nonprofit organizations. 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 operates under fiduciary standards and offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and private wealth programs tailored for high-net-worth individuals.

Michael Jaquez is a financial advisor at D.A. Davidson & Co. with credentials including the Series 66 designation. He began his advisory career in 2022 and has held positions at Edward Jones, New York Life, and Team Financial Partners. Outside of finance, he has worked in various roles including at Brookside Golf Course and in education at California State University of Los Angeles. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, offering ERISA retirement plan advisory, comprehensive financial planning, and wealth management programs. The firm operates under fiduciary standards and also serves as a municipal advisor, distinguishing it from many large enterprise advisers.

Angela Lam is a financial advisor at D.A. Davidson & Co. with three years of industry experience and holds a Series 66 designation. Her background includes roles at Innovation, Science and Economic Development Canada and involvement with the ConnecTra Society. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers a range of services such as ERISA retirement plan advisory, financial planning, equity research, and a private wealth program for high-net-worth clients.

Caterina Ferraro is a financial advisor at D.A. Davidson & Co. with 24 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Based in Seattle, WA, she joined D.A. Davidson in 2023. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program, operating under fiduciary standards and employing both qualitative and quantitative analysis in its investment recommendations.

Addison Vergara is a financial advisor at D.A. Davidson & Co. with eight years of industry experience and holds a Series 66 designation. His work history includes multiple terms at D.A. Davidson & Co. and a period focused on education. He serves on the boards of two nonprofit organizations: Dream Adaptive Recreation and Daybreak Rotary of Kalispell, where he also acts as treasurer. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporations. The firm operates under the Advisers Act fiduciary standard and ERISA duties for retirement accounts, offering services such as comprehensive financial planning, equity research, and specialized advisory programs.

Renee Barrett is a financial advisor at D.A. Davidson & Co. with 19 years of industry experience. She holds a Series 66 designation and previously worked at Janney Montgomery Scott for 13 years before joining D.A. Davidson in 2023. 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, wrap fee programs, equity research, and a Private Wealth program for clients with over $20 million in net worth.

Timothy Beczkowski is a financial advisor at D.A. Davidson & Co. with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Truist Advisory Services, Truist Investment Services, BB&T Securities, and Scott & Stringfellow. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad range of clients, 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 assets exceeding $20 million, operating under fiduciary standards and utilizing both qualitative and quantitative analysis.

Gregory Green is a financial advisor with D.A. Davidson & Co. He holds a Series 66 designation and has 12 years of industry experience, including 11 years at Edward Jones prior to joining his current firm. Outside of his advisory work, he is a musician and a member of El Camino Burnout, Ltd. 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, comprehensive financial planning, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards with both qualitative and quantitative investment analyses.

Rhonda Deitchler is a financial advisor with D.A. Davidson & Co. in Omaha, NE, holding Series 66 and Series 63 licenses and bringing 26 years of industry experience. She previously worked for 16 years at Wells Fargo Advisors Financial Network LLC. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.