Joel Bowlby is a Series 66-licensed advisor with D.A. Davidson & Co., based in Coeur D'Alene, ID, with 19 years of industry experience. He has been with D.A. Davidson & Co. for 17 years. Outside of his advisory role, Bowlby serves as President of the Board of Directors for Summit Christian Academy. 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 a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients.

Anthony George is a financial advisor with D.A. Davidson & Co. in Long Beach, CA. He holds Series 63 and Series 65 credentials and has 54 years of industry experience. He has been with D.A. Davidson & Co. since 2013. 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, including ERISA retirement plan advisory, modular and comprehensive financial planning, and a Private Wealth program for high-net-worth clients.

Michael Creamer is a CFA® charterholder with 16 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2022. His prior roles include positions at Truist Advisory Services, Truist Investment Services, BB&T Securities, and Scott & Stringfellow. Creamer serves as Treasurer for Special Olympics Area 9 in Virginia and is the Regional Board Chair for Young Life in Blacksburg. 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 offers various advisory services under the Advisers Act fiduciary standard, including retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with significant net worth.

Edward Kulow is a CFP® with 15 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2013. He holds Series 63 and Series 65 licenses. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm operates under fiduciary standards, offering a range of services from retirement plan advisory to comprehensive financial planning and private wealth management for clients with significant assets.

Erika Dorrington is a Series 66 licensed advisor with D.A. Davidson & Co. in Kalispell, Montana, where she has worked since 2007, accumulating 19 years of industry experience. She serves as Vice President of the Sweetgrass Homeowners Association, a role she has held since 2023, involving bill payment duties outside of securities trading hours. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers various advisory programs and financial planning services under fiduciary standards, with additional capabilities in municipal advising and trust services.

Benjamin Bishop is a Series 65 licensed financial advisor with 13 years of industry experience. He is currently with D.A. Davidson & Co., where he has worked since 2024, following roles at Davidson Investment Advisors, Inc. and Caprin Asset Management, 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 operates under the Advisers Act fiduciary standard and ERISA fiduciary duties for retirement accounts, offering a range of services such as retirement plan advisory, equity research, comprehensive financial planning, and a dedicated private wealth program for clients with over $20 million in net worth.

Brandon King is a financial advisor at D.A. Davidson & Co. with one year of industry experience. He holds a Series 66 designation and has previous work experience at Amazon and Harry & David. 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 from retirement plan advisory to comprehensive financial planning and private wealth management, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Charlene Ciandella is a financial advisor with D.A. Davidson & Co. in Beachwood, NJ, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She previously worked at RBC Wealth Management from 2015 to 2019 before joining D.A. Davidson & Co. in 2019. D.A. Davidson & Co. offers 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 provides a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients.

Brian Buehring is a financial advisor with D.A. Davidson & Co. in Carlsbad, CA, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with D.A. Davidson & Co. since 2017. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, high-net-worth individuals, charitable organizations, and corporations. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

Buddy Honshell is a financial advisor with D.A. Davidson & Co. in Spokane, WA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with D.A. Davidson & Co. since 2011. Outside of his advisory role, he serves on the board of directors for the Brickert Country Estates Homeowners' Association in Post Falls, ID. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm provides a range of services such as ERISA retirement plan advisory, equity research, comprehensive financial planning, and a specialized Private Wealth program for clients with more than $20 million in net worth.

Nicole Burczyk is a financial advisor at D.A. Davidson & Co. with nine years of industry experience. She holds a Series 66 designation and has worked previously at Janney Montgomery Scott LLC, Crossfirst Bank, Money Concepts Capital Corp, and Country Club Bank. D.A. Davidson & Co. provides investment advisory and brokerage services to diverse clients, including employer-sponsored retirement plans, individuals, charitable organizations, and corporate clients. The firm offers 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.

Candice Nelson is a financial advisor at D.A. Davidson & Co. with 21 years of industry experience. She holds a Series 66 designation and has been with D.A. Davidson since 2006. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides advisory services under the Advisers Act fiduciary standard and ERISA fiduciary duties, with specialized offerings such as retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients.

Steven Alvord is a financial advisor with D.A. Davidson & Co. in Bellingham, WA. He holds Series 63 and Series 65 licenses and has 33 years of industry experience, including 20 years with D.A. Davidson. 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, equity research, and a private wealth program for high-net-worth clients.

Patric Mclaughlin is a CFA® charterholder with 27 years of industry experience, currently serving at D.A. Davidson & Co. in Denver, Colorado, where he has worked since 2007. He holds a passive partnership interest in Bigelow Asset Management, LLC, from which he receives distributions but is not actively involved. D.A. Davidson & Co. offers investment advisory and brokerage services to a broad client base, including retirement plans, individuals, charitable organizations, and corporations. The firm operates under fiduciary standards and provides services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients.

Matthew Jones is a financial advisor at D.A. Davidson & Co. in Bend, Oregon. He holds a Series 66 designation and has one year of industry experience, having previously worked at BarkBox and Ruffwear Inc. before joining D.A. Davidson. 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 corporations. The firm offers various advisory programs and financial planning services, operating under fiduciary standards and distinguishing itself through municipal advisory roles and affiliated custodial services.

Brian Sunderman is a financial advisor with D.A. Davidson & Co., holding a Series 66 designation and 13 years of industry experience. He has been with D.A. Davidson & Co. since 2016. Outside of his advisory role, he volunteers with Junior Achievement, teaching classes on investing basics. 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 a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a specialized Private Wealth program for clients with significant assets.

Emma Melone is a financial advisor with D.A. Davidson & Co. in Austin, TX. She holds the Series 66 designation and has less than one year of industry experience. Her prior work experience includes roles at Equitable Advisors, LLC, Cintas Corporation, and Illinois State University. D.A. Davidson & Co. serves a diverse client base including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of advisory and brokerage services under fiduciary standards, including retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

Jacob Werner is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2007. He holds Series 63 and Series 65 licenses and is based in Bozeman, MT. Outside of his advisory role, Werner is a board member and the finance committee chair for the Bridger Bowl Association, a ski resort in Bozeman. 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 a range of services such as ERISA retirement plan advisory, equity research, modular and comprehensive financial planning, and a Private Wealth program for clients with assets exceeding $20 million.

Brynn Buswell is a financial advisor with D.A. Davidson & Co. in Lake Oswego, OR, holding Series 63 and Series 65 credentials and 16 years of industry experience. She has been with D.A. Davidson & Co. since 2013. 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 ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under the Advisers Act fiduciary standard and utilizing both qualitative and quantitative analysis.

Patrick Oleary is a CFP®-certified financial advisor with 30 years of experience at D.A. Davidson & Co. in Billings, MT, where he has worked since 1996. He serves on the board and committees of the Billings Catholic Schools Foundation, a nonprofit organization. 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, equity research, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards with a focus on both qualitative and quantitative investment analysis.