Bianca Moore is a financial advisor at D.A. Davidson & Co. with four years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at MassMutual of South Carolina and the Surgical Center of Burlington County. 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, operating under fiduciary standards with a range of advisory and wealth management programs.

Martin Ledgerwood is a CFP® professional with 30 years of industry experience, currently serving at D.A. Davidson & Co. since 2012. He is based in Klamath Falls, OR, and holds Series 63 and Series 65 licenses. Ledgerwood serves on multiple nonprofit boards, including Klamath Lakes Cares, the Rotary Club Foundation of Klamath County, and Sky Lakes Medical Center Foundation, where he holds leadership roles. D.A. Davidson & Co. provides 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 offers comprehensive financial planning, discretionary and nondiscretionary retirement plan advisory, and specialized wealth management programs.

Klindt Ginsberg is a financial advisor with D.A. Davidson & Co. in Carlsbad, CA, holding Series 63 and Series 66 credentials and offering 33 years of industry experience. He has been with D.A. Davidson since 2013. Ginsberg occasionally refers clients to his wife, a residential real estate agent. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, high-net-worth individuals, and charitable organizations. The firm follows fiduciary standards and offers services such as ERISA plan advisory, equity research, comprehensive financial planning, and a private wealth program for clients with significant net worth.

Robert Vorbeck is a financial advisor at D.A. Davidson & Co. with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at UBS Financial Services and Piper Jaffray Inc. Vorbeck serves on the board of directors for the Bronco Athletic Association at Boise State University and the Arid Club, a nonprofit social club in Boise. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, and charitable organizations. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards with both qualitative and quantitative investment analysis.

Tyler Pettit is a financial advisor at D.A. Davidson & Co. with 19 years of industry experience. He has been with D.A. Davidson since 2010 and holds the Series 66 designation. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individuals, charitable organizations, and corporations. The firm operates under fiduciary standards and offers a range of services such as retirement plan advisory, financial planning, equity research, and a Private Wealth program for high-net-worth clients.

Nancy Hadley is a CFP® professional with 25 years of experience at D.A. Davidson & Co., where she has worked since 2001. She serves as finance chair for the Rocky Mountain Elk Foundation and is involved in local community activities including serving as president of the Culver’s Crossing Homeowner’s Association and as a member of the board of directors and treasurer for Hunt to Conserve, Inc. Additionally, she manages residential real estate development and a workforce housing project in Sandpoint, Idaho. 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 with a focus on both qualitative and quantitative investment analysis and offers specialized wealth management and retirement plan services.

Tyler Thompson is a Series 66-licensed financial advisor at D.A. Davidson & Co. in Boise, ID, with six years at the firm and five years of industry experience. His career includes roles at Fuel Fitness, Montana State University, TKT LLC, and Cottonwood Camp. He serves on the board of the Idaho Shakespeare Festival, a nonprofit organization, where he contributes high-level market commentary. 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 offers comprehensive financial planning and wealth management under fiduciary standards, along with specialized municipal advisory and custodial services.

Fred Krepps Jr. is a financial advisor at D.A. Davidson & Co. with 25 years of industry experience. He holds a Series 66 designation and has been with D.A. Davidson since 2013. Outside of his advisory work, he serves as treasurer for two local Helena non-profits, the Capital High Booster Club and Keystone Wellness. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, and charitable organizations. The firm operates under the Advisers Act fiduciary standard and offers specialized services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

Joshua Boyce is a financial advisor with D.A. Davidson & Co. in Kalispell, MT, holding a Series 66 designation and 11 years of industry experience. He has been with D.A. Davidson & Co. since 2014. Outside of his advisory role, Boyce serves as vice president of his local homeowners association and officiates high school football games in 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 under fiduciary standards, including retirement plan advisory, wealth management, and financial planning, supported by qualitative and quantitative analyses.

Danielle Thies is a CFP® with 11 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2014. Her prior work experience includes a five-year period at Lyft. 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 offers a range of services such as retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards and incorporating both qualitative and quantitative analysis in its investment recommendations.

Keith Malek is a financial advisor at D.A. Davidson & Co. in Seattle, WA, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with D.A. Davidson since 2012. 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 services under the Advisers Act fiduciary standard and ERISA fiduciary duties, with a focus on both qualitative and quantitative investment analysis.

Dennis Meadors is a financial advisor with D.A. Davidson & Co. in Dublin, Ohio. He holds the Series 63 designation and has 40 years of industry experience. Meadors has been with D.A. Davidson & Co. since 2013. D.A. Davidson & Co. offers investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides ERISA retirement plan advisory services, 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.

Rachel Geringer is a financial advisor at D.A. Davidson & Co. with eight years of industry experience. She holds a Series 66 designation and previously worked at Securities America, Inc., KMS Financial, The Veritas Forum, and Green Lake Presbyterian Church. 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 provides fiduciary investment advice, retirement plan services, comprehensive financial planning, and a private wealth program for high-net-worth clients.

Daniel Leach is a CFA® charterholder with over 21 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2006. He holds a Series 66 license and is based in Everett, Washington. Outside of his advisory role, he contributes to several community and nonprofit organizations, including serving on the advisory board for the City of Everett's New Markets Tax Credit Program and on the board of Providence Regional Medical Center Everett. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of services from ERISA retirement plan advisory to comprehensive financial planning, incorporating both qualitative and quantitative analysis under a fiduciary standard.

Lydia Dupont is a financial advisor at D.A. Davidson & Co. in Newport Beach, CA, with 23 years of industry experience. She holds Series 66 and Series 63 licenses and has been with D.A. Davidson since 2016. 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, offering retirement plan advisory services, comprehensive financial planning, and a private wealth program for clients with net worth exceeding $20 million.

Nichole Whatley is a financial advisor at D.A. Davidson & Co. with 19 years of industry experience. She holds the Series 63 and Series 65 licenses and previously worked at Truist Investment Services and Bb&T Securities. Nichole serves as the president of the board of directors for Blue Ridge Christian School, a nonprofit organization. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, and charitable organizations. The firm offers various advisory programs under fiduciary standards and distinguishes itself by serving as a municipal advisor and operating affiliated custodial entities.

Reese Lawrence is a CFP® and Series 66-licensed financial advisor at D.A. Davidson & Co. with three years of industry experience. He has been with D.A. Davidson since 2022, following roles at E.K. Riley Investments and Harnish Auto Family. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers various advisory and planning services under fiduciary standards, employing both qualitative and quantitative analysis to recommend and monitor investments.

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.

Sean Doyel is a financial advisor at D.A. Davidson & Co. He holds a Series 66 designation and joined the firm in 2025. Prior to his career in financial advising, he worked for over a decade at In-N-Out Burger. 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 the Advisers Act fiduciary standard and offers both discretionary and non-discretionary investment advisory services, as well as comprehensive financial planning and a Private Wealth program for high-net-worth clients.

Cheryl Squier is a financial advisor with D.A. Davidson & Co. in Grand Junction, Colorado, holding Series 63, 65, and 66 licenses and totaling 34 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she owns and manages several real estate-related LLCs. D.A. Davidson & Co. offers investment advisory and brokerage services to a broad client base, including retirement plans, individual and high-net-worth investors, and charitable and corporate clients. The firm provides comprehensive financial planning and retirement plan advisory services under fiduciary standards, distinguishing itself with municipal advisory and underwriting activities as well as affiliated custodial entities.