Katelyn Cerullo is a financial advisor at D.A. Davidson & Co. with eight years of industry experience. She holds a Series 66 designation and has previously worked at several firms, including Securities America Advisors and KMS Financial Services. Outside of her financial advisory work, she participates in a product review program unrelated to investments. 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 clients with over $20 million in net worth.

David Bland is a financial advisor at D.A. Davidson & Co. with 43 years of industry experience. He has been with D.A. Davidson since 2013 and holds the Series 63 and Series 66 designations. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm provides various services such as ERISA retirement plan advisory, equity research, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

John Cameron is a CFP® with 30 years of industry experience and has been with D.A. Davidson & Co. since 2016. Based in Vancouver, WA, he assists clients through his role at the firm. Outside of his advisory work, he participates in a book publishing venture as an agent for his wife. D.A. Davidson & Co. offers investment advisory and brokerage services to various clients, including employer-sponsored 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 wealth management for high-net-worth clients, operating under fiduciary standards and utilizing both qualitative and quantitative analysis.

Payton Boyce is a financial advisor at D.A. Davidson & Co. in Kalispell, MT, holding a Series 66 designation with five years of industry experience. Prior to joining D.A. Davidson in 2021, he worked at DoorDash and Brigham Young University-Idaho, and earlier held a role at TL Custom Homes. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, and charitable organizations. The firm provides ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, with specialized services for high-net-worth clients and municipal advisory activities.

Brady Sutfin is a financial advisor at D.A. Davidson & Co. in Omaha, NE, holding a Series 66 designation with three years of industry experience. His work history includes multiple roles at D.A. Davidson, as well as positions at SilverStone Group, Lutz, and KPMG. D.A. Davidson & Co. provides investment advisory and brokerage services to diverse clients, including retirement plans, individual and high-net-worth investors, and charitable and corporate clients. The firm adheres to fiduciary standards under the Advisers Act and ERISA, offering services such as retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with substantial net worth.

Jennifer Carey is a financial advisor at D.A. Davidson & Co. in Omaha, NE, with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has been with D.A. Davidson since 2016. Outside of her advisory role, she serves as a notary public for the state of Nebraska. 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, comprehensive financial planning, and a private wealth program for clients with net worth over $20 million.

Emma Lea Biles is a financial advisor at D.A. Davidson & Co. with three years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Parcion Private Wealth and held roles at the University of Oregon and The Wild Rabbit, JC Bamford Group. 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 various services such as retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.

Aleta Hoover is a financial advisor at D.A. Davidson & Co. with a Series 66 designation and four years of industry experience. Her prior experience includes roles at Truist Advisory Services, Truist Investment Services, and BB&T Bank from 2015 to 2022. 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 individuals, operating under fiduciary standards with both qualitative and quantitative investment analysis.

Carter Glenn is a financial advisor at D.A. Davidson & Co. with one year of industry experience. He holds the Series 66 designation and is based in Lincoln, Nebraska. Prior to joining D.A. Davidson, he worked at the Country Club of Lincoln and has a background that includes education roles. 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 variety of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with significant assets.

Nathaniel Whalen is a financial advisor at D.A. Davidson & Co. in Coeur D'Alene, ID, holding Series 66 and Series 63 credentials with four years of industry experience. His prior work includes positions at Packard Wheeler Succession, Bass Pro Shops/Cabela's, and Charles Schwab & Co., Inc. 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 retirement plan advisory, comprehensive financial planning, equity research, and a Private Wealth program for high-net-worth individuals.

Matthew Krycinski is a financial advisor at D.A. Davidson & Co. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Truist Investment Services and Bb&T Securities. Outside of his advisory role, he is a partner in a real estate business focusing on rental property acquisition and management. 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, equity research, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative investment analyses.

Daniel Cronen is a CFA® charterholder with 23 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2015. He holds Series 65 and Series 66 licenses. Outside of his advisory role, he acts as an executor for an estate, overseeing asset distribution according to the will. 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, ERISA retirement plan advisory, and a private wealth program for high-net-worth clients, operating under fiduciary standards and utilizing both qualitative and quantitative investment analyses.

Nicholas Storrusten is a financial advisor at D.A. Davidson & Co. with six years of industry experience. He has held roles at both D.A. Davidson and Wells Fargo Bank and Clearing Services. He is a licensed Notary Public for the state of Montana, providing notary services to D.A. Davidson clients. 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 services under fiduciary standards and distinguishes itself by participating in municipal advisory and underwriting activities, in addition to offering specialized wealth management programs.

Jennifer Fernjack is a financial advisor at D.A. Davidson & Co. with 28 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at firms including Edward Jones and RBC Capital Markets. Outside of her advisory role, she is the author of the book "Greater Than: The Power and Strength of Emotional Grit" and hosts a related podcast called "Emotional Grit." D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, and corporate clients. The firm offers a range of services encompassing retirement plan advisory, financial planning, equity research, and a private wealth program for high-net-worth clients, operating under fiduciary standards and utilizing both qualitative and quantitative investment analyses.

Shannon Logan is a financial advisor at D.A. Davidson & Co. in Boise, ID, holding a Series 66 designation with seven years of industry experience. Prior to joining D.A. Davidson in 2018, Logan worked at Key Bank for 13 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 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 and utilizing both qualitative and quantitative investment analysis.

Georgette Duleba is a financial advisor at D.A. Davidson & Co. in Everett, WA, with 21 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at U.S. Bancorp Investments, Inc. from 2015 to 2019. She is also a beneficiary of a family trust in Arlington, WA, where she manages property inside the trust. 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 fiduciary-standard advisory services that incorporate both qualitative and quantitative analyses, along with specialized programs for high-net-worth clients.

Edna La Zelle is a financial advisor with D.A. Davidson & Co., holding a Series 66 credential and five years of industry experience. She has worked at several firms, including Ameriprise, Eagle Strategies (NY Life), Nylife Securities LLC, and Henker Financial Partners. 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 operates under fiduciary standards and offers services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with significant assets.

Kendra Dobbs is a financial advisor at D.A. Davidson & Co. with 19 years of industry experience. She holds the Series 66 designation and has been with D.A. Davidson since 2009. Prior to that, she worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. She is also a notary public. 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 a range of services such as retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

Robert Bowman III is a financial advisor at D.A. Davidson & Co. in Seattle, WA, holding Series 63 and Series 65 credentials with 34 years of industry experience. He has worked at D.A. Davidson & Co. since 2006. 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 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.

Kirsten Haney is a financial advisor with D.A. Davidson & Co. in Boise, Idaho, holding Series 63 and Series 65 credentials with 30 years of industry experience. She has been with D.A. Davidson & Co. since 2010. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individual investors, and charitable organizations. 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 and employing both qualitative and quantitative investment analysis.