William Davis is a financial advisor with D.A. Davidson & Co. in Winston Salem, NC, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Truist Investment Services, The Vanguard Group, and BB&T. Outside of his advisory work, he is the owner of Buried Secrets, LLC, where he writes books and short stories. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse clientele, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers comprehensive financial planning, ERISA-compliant retirement plan advisory, and a Private Wealth program for clients with assets over $20 million.

Anne Ashton is a financial advisor at D.A. Davidson & Co. with 17 years of industry experience. She holds the CFP® designation and Series 66 license, and has been with D.A. Davidson & Co. since 2010. Outside of her advisory role, she is a member of Owen Family Cabin, LLC. 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 emphasizes a fiduciary standard and offers services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth individuals.

Eli Sanders is a CFA® charterholder with 11 years of industry experience currently serving as a financial advisor at D.A. Davidson & Co. He worked at Robert Baird & Co. from 2014 to 2020 before joining D.A. Davidson & Co. in 2020. 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 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 clients with net worth over $20 million.

Ryan Meeks is a CFP® with 13 years of industry experience, currently with D.A. Davidson & Co. in Bozeman, MT. He has been with the firm since 2013. 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 services under fiduciary standards with a focus on retirement plan advisory, financial planning, and wealth management for high-net-worth clients.

Shawn Molloy is a financial advisor at D.A. Davidson & Co. with 24 years of industry experience and holds Series 63 and Series 65 designations. He has been with D.A. Davidson & Co. since 2009. 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, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards and engaging in unique municipal advisory and underwriting activities.

Ashley Reckinger is a financial advisor with D.A. Davidson & Co. in Omaha, NE, holding a Series 66 designation and 10 years of industry experience. She has been with D.A. Davidson & Co. since 2015. 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 such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards with both qualitative and quantitative investment analysis.

Michael Shelton is a financial advisor at D.A. Davidson & Co. in Pasadena, CA, holding a Series 66 designation and 15 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 employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers services under the Advisers Act fiduciary standard, including retirement plan advisory and comprehensive financial planning, and is also active in municipal advising and underwriting.

Elen Arakelyan is a financial advisor at D.A. Davidson & Co. holding a Series 66 designation, with one year of industry experience. Prior to joining D.A. Davidson, she worked in various roles including positions at BPS Bioscience, the University of California, San Diego, and involvement with Youth League Tennis. 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 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 clients with significant assets.

Kallie Tinsen is a financial advisor at D.A. Davidson & Co. with 14 years of industry experience and holds a Series 66 designation. She has worked at D.A. Davidson & Co. across multiple periods since 2014, with brief intervals outside the industry. 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 services, comprehensive financial planning, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards and incorporating both qualitative and quantitative investment analyses.

Christopher Codd is a financial advisor with D.A. Davidson & Co. in Spokane, WA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He previously worked at MERCER Investments, LLC for 17 years and at MGI Funds Distributors, LLC for 2 years. Outside of his advisory role, Mr. Codd serves on the housing board of Catholic Charities of Spokane and holds board positions with the Catholic Diocese of Spokane Foundation and other local 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 emphasizes fiduciary standards and offers a range of services such as ERISA plan advisory, financial planning, and a private wealth program for high-net-worth clients.

Edward Stark is a financial advisor with D.A. Davidson & Co. in Scottsdale, AZ, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. Prior to joining D.A. Davidson in 2019, he worked for RBC Capital Markets LLC for 11 years. Outside of his advisory role, he manages a vacation rental property when not in Arizona. 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 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 approaches.

Susan Koesters is a financial advisor at D.A. Davidson & Co. with 16 years of industry experience. She holds a Series 66 designation and has been with D.A. Davidson since 2016. Outside of her advisory role, she serves on the board of directors for the Gretna Community Foundation and is involved in bookkeeping and administrative duties for a construction company. 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 ERISA fiduciary duties, offering a range of services such as retirement plan advisory, financial planning, equity research, and wealth management for high-net-worth clients.

Eric Guillot II is a financial advisor at D.A. Davidson & Co. with two years of industry experience. He holds a Series 66 designation and previously worked at KeyBank and was involved with the Permission to Start Dreaming Foundation. Guillot also has a background in education and briefly worked in the hospitality sector at Morso Bistro. 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 comprehensive financial planning, ERISA retirement plan advisory services, and a specialized Private Wealth program, operating under fiduciary standards and employing both qualitative and quantitative investment analyses.

Miguel Jacobo is a financial advisor at D.A. Davidson & Co. with six years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial, Partners Federal Credit Union, JPMorgan Chase Bank, Ameriprise Financial Services, Kinecta Federal Credit Union, Wells Fargo Bank, and Learn4Life. 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 comprehensive financial planning, and operates under fiduciary standards defined by the Advisers Act and ERISA.

Evan Doyel is a financial advisor at D.A. Davidson & Co. in Claremont, CA, holding a Series 66 designation with 10 years of industry experience. He has been with D.A. Davidson & Co. since 2016. 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 ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for clients with assets over $20 million, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Jordan Stevick is a financial advisor at D.A. Davidson & Co. with 12 years at the firm and 7 years of industry experience. He holds a Series 66 designation. Outside of his advisory role, Stevick 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 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 clients with significant net worth.

Dylan Leese is a financial advisor with D.A. Davidson & Co. in Kalispell, MT, holding a Series 66 designation and two years of industry experience. He serves on the board of Glacier Lacrosse, a nonprofit organization, where he assists with fundraising efforts. 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, offering comprehensive financial planning and specialized wealth management programs.

Summer Odin is a CFP® with 11 years of industry experience currently with D.A. Davidson & Co. She has held prior roles at Wells Fargo Bank NA and its affiliates, as well as the Small Business Administration in the US Federal Government. 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 specialized services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients.

Marcus Nield is a financial advisor at D.A. Davidson & Co. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked primarily at D.A. Davidson & Co. since 2015, with a brief tenure at Moreton Asset Management and Brean Capital, LLC. 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 serves under the Advisers Act fiduciary standard and ERISA fiduciary duties.

Scott Buchanan is a financial advisor at D.A. Davidson & Co. with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Fidelity Insurance Agency and Fidelity Brokerage Services LLC. 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, equity research, and a private wealth program for high-net-worth clients.