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Bradford S

Series 63, Series 65, Series 66

Salt Lake City, UT

D.A. Davidson & Co.

Bradford Sawyer is a financial advisor at D.A. Davidson & Co. with 32 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has previously worked at Ameriprise, Bank of America, Merrill, and U.S. Bancorp Investments. Outside of his role at D.A. Davidson, he manages an advisory business at Fredrickson and Associates, Inc. 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 operates under fiduciary standards and provides both non-discretionary and discretionary retirement plan advice, comprehensive financial planning, and specialized wealth management for high-net-worth clients.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Sebastian P

Series 66

Pasadena, CA

D.A. Davidson & Co.

Sebastian Payne is a financial advisor at D.A. Davidson & Co. in Pasadena, CA, with three years of industry experience. He holds a Series 66 designation and has previously worked in educational roles at Mathnasium and Gonzaga University. Outside of advising, he operates a business reselling video games on eBay. 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 advice, financial planning, and private wealth management for high-net-worth individuals.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Brennen R

Series 66

Newport Beach, CA

D.A. Davidson & Co.

Brennen Ramos is a financial advisor with D.A. Davidson & Co. holding a Series 66 designation and two years of industry experience. His prior roles include positions at Priority Plus Financial, World Financial Group, and Groves Capital Inc. He is also a vice president and board member of Q Star Consulting, a family-owned accounting consulting firm. 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, offering a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and specialized private wealth programs.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Michael P

Series 63, Series 65

Seattle, WA

D.A. Davidson & Co.

Michael Purpura is a financial advisor at D.A. Davidson & Co. in Seattle, WA, holding Series 63 and Series 65 licenses with 35 years of industry experience. He has been with D.A. Davidson & Co. since 1996 and serves as a director for D.A. Davidson Companies, the firm’s financial services holding company. 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 the Advisers Act fiduciary standard and offers 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.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Tracy E

Series 66

Great Falls, MT

D.A. Davidson & Co.

Tracy Eisenbarth is a Series 66 licensed financial advisor with D.A. Davidson & Co. in Great Falls, MT, where she has worked since 2006, accumulating 19 years of industry experience. 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 corporations. The firm operates under fiduciary standards, offering services such as ERISA retirement plan advisory, financial planning, and a private wealth program for clients with significant net worth.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Ariel J

Series 66

Bellingham, WA

D.A. Davidson & Co.

Ariel Joseph is a financial advisor at D.A. Davidson & Co. with nine years of industry experience. He holds a Series 66 designation and previously worked for LPL Financial, LLC d/b/a Haven Financial Planning, Inc. for seven years before joining his current firm. In addition to his advisory role, he provides backup notary services to clients at his office. 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 corporations. The firm emphasizes fiduciary and ERISA standards in its advisory process and provides a range of services from retirement plan advisory to comprehensive financial planning and private wealth management.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Francesco D

Series 63, Series 65

Hamilton, MT

D.A. Davidson & Co.

Francesco Dangelo is a financial advisor with D.A. Davidson & Co. in Hamilton, MT, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with D.A. Davidson since 1995. Outside of his advisory role, he serves as a director for The Roxy Theater, a nonprofit in Missoula, MT, and is a finance committee member for the Bear Harbor Homeowners Association in Polson, MT. 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 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.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Lauren A

Series 63, Series 66

Lake Oswego, OR

D.A. Davidson & Co.

Lauren Aigner is a financial advisor with D.A. Davidson & Co. and holds Series 63 and Series 66 designations. She has six years of industry experience, including prior roles at Merrill and JPMorgan Securities 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 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 utilizing both qualitative and quantitative tools in its investment recommendations.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Travis M

Series 66

Harrisonburg, VA

D.A. Davidson & Co.

Travis Marshall is a financial advisor at D.A. Davidson & Co. with 17 years of industry experience. He holds the Series 66 designation and has worked previously at Truist Investment Services, Inc. and Bb&T Securities, Llc. Outside of his advisory role, he is involved as a referral agent with Locations Realty. 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 various services such as ERISA retirement plan advisory, financial planning, and a private wealth program, operating under fiduciary standards and incorporating both qualitative and quantitative analysis.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Amy P

Series 66

Roseburg, OR

D.A. Davidson & Co.

Amy Palm is a financial advisor at D.A. Davidson & Co. with 22 years of industry experience and holds a Series 66 designation. She has been with D.A. Davidson since 2009. Palm serves on the executive board of the YMCA of Douglas County and is a board member of the Family Development Center, both nonprofit organizations in Roseburg, OR. 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 retirement plan advisory services, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Adam H

Series 66

Lincoln, NE

D.A. Davidson & Co.

Adam Hayes is a financial advisor at D.A. Davidson & Co. with 21 years of industry experience. He holds the Series 66 designation and has been with D.A. Davidson since 2016. Outside of his advisory role, he serves as a volunteer board member for the Madonna Foundation, a rehabilitation hospital, and is an advisory board member for Five Points Bank. 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 services under fiduciary standards, employing both qualitative and quantitative analysis, and operates unique municipal advisory and custodial services alongside comprehensive financial planning programs.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Jane O

Series 63, Series 65

Lincoln, NE

D.A. Davidson & Co.

Jane Oman is a financial advisor at D.A. Davidson & Co. with 37 years of industry experience. She holds the Series 63 and Series 65 credentials and has been with D.A. Davidson & Co. since 2016. 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 ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Rebekka S

Series 63, Series 65

Bozeman, MT

D.A. Davidson & Co.

Rebekka Starr is a financial advisor with D.A. Davidson & Co. in Bozeman, MT. She holds Series 63 and Series 65 licenses and has two years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank, NA. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individuals, charitable organizations, and corporations. The firm offers various services such as ERISA retirement plan advisory, financial planning, equity research, and a private wealth program for clients with over $20 million in net worth.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Heidi H

Series 66

Blacksburg, VA

D.A. Davidson & Co.

Heidi Hawes is a financial advisor with D.A. Davidson & Co. in Blacksburg, VA, holding a Series 66 credential and seven years of industry experience. Her prior roles include positions at Truist Advisory Services, TRUIST Investment Services, BB&T Securities, and National Bank. She serves on the board of Technology Transfer, Inc., a non-investment related technology company in Raleigh, NC, and is a notary public. 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 ERISA retirement plan advisory, wrap fee programs, equity research, comprehensive financial planning, and a Private Wealth program for high-net-worth clients.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Michael B

Series 63, Series 65

Bellevue, WA

D.A. Davidson & Co.

Michael Bell Jr. is a financial advisor at D.A. Davidson & Co. in Bellevue, WA, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has been with D.A. Davidson & Co. since 1998. Outside of his advisory role, he is the president of Leonard's Landing Lodge, a fishing lodge. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer‑sponsored retirement plans, high-net-worth individuals, and charitable organizations. The firm offers a range of advisory services under fiduciary standards, including ERISA retirement plan advisory, equity research, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Tanner L

Series 66

Lincoln, NE

D.A. Davidson & Co.

Tanner Leick is a financial advisor at D.A. Davidson & Co. in Lincoln, Nebraska, holding a Series 66 designation with 11 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 operates under fiduciary standards and provides a range of services such as retirement plan advisory, financial planning, and private wealth management for high-net-worth clients.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Mary M

Series 63, Series 65

Boise, ID

D.A. Davidson & Co.

Mary Muguira is a financial advisor with D.A. Davidson & Co. in Boise, Idaho, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She has been with D.A. Davidson & Co. since 2011. Outside of her advisory role, she serves as Vice President of the Talavera Homeowners Association, a nonprofit organization. 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 operates under fiduciary standards and provides a range of services such as retirement plan advisory, comprehensive financial planning, and a dedicated Private Wealth program for high-net-worth clients.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Dustin Z

Series 66

Lewiston, ID

D.A. Davidson & Co.

Dustin Zager is a financial advisor with D.A. Davidson & Co. in Lewiston, Idaho, holding a Series 66 designation and 18 years of industry experience. He has been with D.A. Davidson & Co. for 10 years since 2016. 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 the Advisers Act fiduciary standard and offers services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Carrie L

Series 63, Series 65

Hamilton, MT

D.A. Davidson & Co.

Carrie Long is a financial advisor with D.A. Davidson & Co. in Hamilton, MT, holding Series 63 and Series 65 licenses and with 14 years of industry experience. She has been with D.A. Davidson & Co. since 2008. Outside of her advisory work, 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, individual investors, charitable organizations, and corporate clients. The firm offers a range of services including ERISA retirement plan advisory, comprehensive financial planning, equity research, and a private wealth program for high-net-worth clients, operating under fiduciary standards with both qualitative and quantitative investment analysis.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Kimberly P

Series 63, Series 66

Lake Oswego, OR

D.A. Davidson & Co.

Kimberly Perrault is a financial advisor at D.A. Davidson & Co. with 39 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at RBC Capital Markets Corporation for 12 years before joining D.A. Davidson in 2021. 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 specialized services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with more than $20 million in net worth.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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