Melanie Johnson is a CFP® with 18 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2016. She is also a notary public, providing notary services for existing clients and colleagues in her office. 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 a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.

Dustan Allred is a financial advisor at D.A. Davidson & Co. in Kennewick, WA, with 12 years of industry experience. He holds the Series 66 designation and has worked at D.A. Davidson & Co. since 2014. D.A. Davidson & Co. provides investment advisory and brokerage services to employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services including ERISA retirement plan advisory, equity research, and comprehensive financial planning, adhering to a fiduciary standard in its advisory work.

Kelli Jensen is a financial advisor at D.A. Davidson & Co. with 30 years of industry experience. She holds Series 63 and Series 65 credentials and has been with D.A. Davidson since 2009. Outside of her advisory role, she is a notary public for the state of 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 offers a range of services such as ERISA retirement plan advisory, financial planning, and a Private Wealth program for clients with over $20 million in net worth, operating under fiduciary standards and utilizing both qualitative and quantitative analyses.

Bridget Boyd is a financial advisor at D.A. Davidson & Co. in Minneapolis, MN, with 10 years of industry experience. She holds the Series 66 designation and has been with D.A. Davidson since 2014. 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 services such as ERISA retirement plan advisory, wrap fee programs, equity research, and a private wealth program for high-net-worth clients.

Carrie Mcaleer is a financial advisor with D.A. Davidson & Co. in Bozeman, MT, holding a Series 66 designation and 13 years of industry experience. She has been with D.A. Davidson & Co. since 2013. Outside of her advisory role, she serves as a notary public for the state of Montana. 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 offers comprehensive financial planning and specialized programs such as ERISA retirement plan advisory and a private wealth program for clients with significant assets.

Ryan Riedel is a financial advisor at D.A. Davidson & Co. in Farmville, NC, with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Truist Advisory Services, Santander Securities, and Bass Pro Shops. D.A. Davidson & Co. offers 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 provides fiduciary advisory services, ERISA-compliant retirement plan advice, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.

Andrew Crowell is a financial advisor with D.A. Davidson & Co. in Pasadena, CA, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. He has been with D.A. Davidson since 2016. Outside of his advisory role, he serves on the boards of several nonprofit organizations, including the YMCA and the California Vintage Wine Society, where he is board chair. 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 emphasizes fiduciary standards and employs both qualitative and quantitative methods to provide advisory, retirement plan services, and wealth management, with additional capabilities in municipal advising and custodial services.

Lisa Smith is a financial advisor with D.A. Davidson & Co. in Lincoln, Nebraska, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She worked at Smith Hayes Advisers Inc. for 16 years before joining D.A. Davidson in 2016. Outside of her advisory role, Smith serves on several nonprofit and educational boards, including the University of Nebraska Foundation, Joslyn Art Museum, Child Advocacy Center, and Bryan Medical Center. 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 offers comprehensive financial planning and advisory services under fiduciary standards, with specialized programs for high-net-worth clients and unique capabilities such as municipal advisory and custodial services.

Carolyn Poling is a financial advisor at D.A. Davidson & Co. with one year of industry experience. She holds the Series 66 designation and previously worked at Truist Bank for 15 years. 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 ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative analysis in its investment recommendations.

Mark Hales is a financial advisor with D.A. Davidson & Co. in Pendleton, OR, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has been with D.A. Davidson since 2008. Outside of his advisory role, he serves as president of Hales Farming, Inc., a family farm corporation where he oversees crop and management decisions. 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 corporate clients. The firm offers a range of services from ERISA retirement plan advisory to comprehensive financial planning and operates under fiduciary standards.

Jared Mccubbin is a financial advisor at D.A. Davidson & Co. with 19 years of industry experience and holds a Series 66 designation. Prior to joining D.A. Davidson in 2023, he worked at Robert Baird & Co. and JJB Hilliard WL Lyons LLC. Outside of his advisory work, he serves as the head baseball coach at Kentucky Country Day School and acts as a non-public arbitrator for FINRA Dispute Resolution Services. 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 corporate clients. The firm offers ERISA retirement plan advisory, comprehensive financial planning, and specialized wealth management programs while operating under fiduciary standards and utilizing both qualitative and quantitative analysis.

Sasha Schrage is a financial advisor at D.A. Davidson & Co. with eight years of industry experience and a Series 66 designation. Prior to joining D.A. Davidson & Co. in 2017, Schrage worked at Stortz Financial Group for 16 years. Outside of advising, Schrage is a commissioned notary public in Virginia. 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, and a private wealth program for high-net-worth individuals, operating under the Advisers Act fiduciary standard.

Nadine Ibrahim is a financial advisor at D.A. Davidson & Co. with one year of industry experience. She previously worked at UBS Financial Services, Inc. and Advantage Xpo. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers a range of services under fiduciary standards, including retirement plan advisory, financial planning, and a Private Wealth program for clients with significant net worth.

Daniel Baker is a financial advisor at D.A. Davidson & Co. with three years of industry experience. He holds a Series 66 designation and has previously worked at Albertsons for 30 years. Baker serves as a finance council member for Our Lady of Lourdes Parish, a nonprofit organization in Great Falls, MT. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers various advisory services under the Advisers Act fiduciary standard and ERISA fiduciary duties, incorporating both qualitative and quantitative investment analysis.

Ivy Burford is a Series 66-licensed financial advisor with D.A. Davidson & Co., where she has worked since 2015. She has nine years of industry experience. Outside of her advisory role, Ivy serves as the secretary on the board of directors for the Livingston Baseball and Softball Association, a local nonprofit organization. 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 incorporates both qualitative and quantitative analysis under the Advisers Act fiduciary standard and provides specialized services such as ERISA retirement plan advisory and a Private Wealth program for high-net-worth clients.

Theodore Rich is a financial advisor with D.A. Davidson & Co. in Minden, NV, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Wells Fargo Clearing for 29 years before joining D.A. Davidson in 2020. 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 offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards.

Michael Jackson is a financial advisor at D.A. Davidson & Co. with 21 years of industry experience and holds the Series 66 designation. He has been with D.A. Davidson & Co. since 2012. Outside of his advisory work, he runs a youth sports organization called Spokane Bison Baseball. 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 a variety 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 a range of qualitative and quantitative investment approaches.

Scott Cornett is a CFP® professional at D.A. Davidson & Co. with 25 years of industry experience. His prior roles include positions at Ameriprise and Wells Fargo Advisors. He is based in Vancouver, WA. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individuals, charitable organizations, and corporations. The firm applies fiduciary standards and utilizes both qualitative and quantitative analysis in its advisory processes.

Bryce Widhalm is a Series 66-licensed financial advisor at D.A. Davidson & Co. in Great Falls, MT, with six years of industry experience. He has worked at D.A. Davidson & Co. since 2020 and previously held positions at Aflac, C.E.D, Northwestern Mutual, Enterprise Rent-A-Car, and Herberger's. 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 offers comprehensive financial planning, equity research, ERISA-compliant retirement plan advisory, and a private wealth program for clients with more than $20 million in net worth, operating under fiduciary standards.

Anna Bush is a financial advisor with D.A. Davidson & Co. in Bellevue, WA, holding a Series 66 designation and two years of industry experience. She has worked at D.A. Davidson since 2022 and previously at Halfon Candy Company and Bartell Drugs. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individuals, charitable organizations, and corporations. The firm provides fiduciary advisory services under the Advisers Act and ERISA standards, utilizing qualitative and quantitative analysis to manage investments and financial plans.