Anthony Massicci is a financial advisor at D.A. Davidson & Co. with a Series 66 designation and four years of industry experience. He previously worked at Citi for five years and has a background that includes a brief role at Pete's Cayuga Bar. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse clientele, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services from ERISA retirement plan advisory to comprehensive financial planning and a private wealth program for high-net-worth clients.

Alan Grossman is a financial advisor at D.A. Davidson & Co. with 42 years of industry experience. He holds the Series 63 and Series 66 designations and has been with D.A. Davidson since 2013. Outside of his advisory role, Grossman owns and operates several consulting businesses and is a partner in an industrial recruiting firm. 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 a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with significant net worth, and operates under fiduciary standards with specialized municipal advisory capabilities.

Stephen Mar is a CFP® professional with 42 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2013. Based in Fresno, CA, he holds Series 63 and Series 65 licenses. D.A. Davidson & Co. offers 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 fiduciary standards and provides a range of services from retirement plan advisory to comprehensive financial planning and private wealth management.

Jeffrey Hume is a CFA® charterholder and holds Series 63 and Series 65 licenses, with 25 years of industry experience. He has been with D.A. Davidson & Co. since 2007, totaling 19 years at the firm. 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 analysis.

Michael Arndt is a financial advisor at D.A. Davidson & Co. based in Seattle, WA. He holds the Series 66 designation and began his advisory career with the firm in 2025. Prior to joining D.A. Davidson, he held a variety of roles including positions at Interbay Golf Center, Queen Anne Dentistry, and Carefree Boat Club. 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 comprehensive financial planning, ERISA retirement plan advisory, and a private wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Carter Miller is a financial advisor at D.A. Davidson & Co. with three years of industry experience. He holds the Series 66 designation and has worked at D.A. Davidson since 2019. His prior work includes a position with the Missoula Osprey and full-time studies before entering the financial industry. 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, financial planning, and a specialized Private Wealth program for high-net-worth clients.

Cynthia Lange is a CFP® with 21 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2009. She holds Series 63 and Series 66 licenses and is based in Boise, Idaho. In addition to 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 broad client base, including retirement plans, individual investors, and charitable and corporate clients. The firm offers various services ranging from ERISA retirement plan advisory to comprehensive financial planning and a private wealth program for high-net-worth clients.

Darcy Krengel is a Series 66 licensed advisor with D.A. Davidson & Co. in Helena, MT, where he has worked since 2011, totaling 15 years at the firm and 13 years of industry experience overall. He serves as a board member of the Montana Youth Diabetes Alliance, participating on its finance committee. 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 ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program targeting clients with net worth above $20 million.

James White is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. He previously worked at TRUIST Investment Services, Inc., BB&T Securities, and The Collonades. Outside of his advisory role, he is an officer of WHITE HOUSE DESIGNS, an S-Corp, though he does not devote time to its operations. 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 financial planning and equity research to ERISA retirement plan advisory and private wealth management, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Ryan Iwansky is a Series 66-credentialed financial advisor at D.A. Davidson & Co. with nine years of industry experience. He has worked at D.A. Davidson since 2017 and previously spent five years at Forsythe Technology. Outside of his advisory role, he is involved in managing a vacation rental property. 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 a range of advisory solutions under fiduciary standards and distinguishes itself by serving as a municipal advisor and operating affiliated custodial entities.

Samuel Marshall is a financial advisor at D.A. Davidson & Co. with 10 years of industry experience and holds a Series 66 designation. He previously worked at Edward Jones for eight years before joining 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, and a private wealth program for high-net-worth clients, all operating under fiduciary standards.

Dennis Doyel is a financial advisor with D.A. Davidson & Co. in Claremont, CA, holding Series 63 and Series 66 credentials and bringing 38 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 broad 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, wrap fee programs, equity research, and a Private Wealth program for clients with over $20 million in net worth.

John Clay Jr. is a financial advisor with D.A. Davidson & Co. in Ventura, CA, holding a Series 66 designation and 25 years of industry experience. He has been with D.A. Davidson since 2013. Outside of his advisory role, he owns Cordell Wellness LLC, a cryotherapy wellness center in Oxnard, CA. 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 financial planning tools and a Private Wealth program for high-net-worth clients, operating under fiduciary standards and utilizing both qualitative and quantitative analyses in its investment approach.

Don Wells Jr. is a financial advisor at D.A. Davidson & Co. in Bend, Oregon, with 36 years of industry experience. He has worked at D.A. Davidson since 2018 and previously spent nine years with Wells Fargo Clearing. Outside of his advisory role, Wells is the treasurer of Friend to Friend, a local nonprofit organization. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporations. 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 analysis.

Victor Storck is a financial advisor with D.A. Davidson & Co., holding a Series 66 designation and bringing 25 years of industry experience. He has been with D.A. Davidson since 2016. 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 ERISA retirement plan advisory, 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.

Stephanie Lamey is a financial advisor at D.A. Davidson & Co. with eight years of industry experience. She has worked at D.A. Davidson since 2019 and was previously employed at Custom Apple Inc. from 2015 to 2019. She holds Series 63 and Series 66 licenses. Outside of her advisory role, Lamey provides notary public services to customers on an as-needed basis. 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 ERISA retirement plan advisory services, comprehensive financial planning, equity research, and specialized programs for high-net-worth clients while adhering to fiduciary standards under the Advisers Act and ERISA.

Alexandra Haas is a financial advisor with D.A. Davidson & Co. in Helena, MT. She holds a Series 66 credential and has one year of industry experience. Prior to joining D.A. Davidson, she worked at Northwestern Mutual and has a background that includes four years at Saint Mary's College/University of Notre Dame and over a decade in educational roles. 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, equity research, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards with both qualitative and quantitative investment analysis.

Steve Piccini is a CFA® charterholder with 34 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2009. He holds Series 63 and Series 65 licenses and is located in Burlington, WA. Outside of his advisory role, he acts as a personal representative for estate accounts, managing estate liquidation for clients. 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 fiduciary-based investment advice, comprehensive financial planning, and specialized services such as municipal advisory and private wealth management for high-net-worth clients.

Sterling Mccarty is a financial advisor at D.A. Davidson & Co. with 43 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill for 35 years before joining D.A. Davidson in 2018. Outside of his advisory work, he serves as a board member for The Catholic Foundation of the Diocese of Colorado Springs, a nonprofit organization managing funds for the diocese. 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 operates under fiduciary standards and offers services such as retirement plan advisory, comprehensive financial planning, and private wealth management for clients with significant assets.

Kelly Ward is a financial advisor with D.A. Davidson & Co. in Twin Falls, ID, holding Series 63 and Series 66 credentials and possessing 41 years of industry experience. He has been with D.A. Davidson & Co. since 2011. Outside of advisory activities, he is also a notary public. 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 ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for clients with net worth exceeding $20 million.