George Warren is a financial advisor with D.A. Davidson & Co. in Winchester, VA, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Truist Advisory Services, Truist Investment Services, Bb&T Securities, Bb&T Investment Services, and Horace Mann Investors. D.A. Davidson & Co. serves a broad client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of advisory and brokerage services under fiduciary standards, featuring ERISA retirement plan advisory, financial planning tools, and a Private Wealth program for clients with over $20 million in net worth.

Sarah Cardenas is a financial advisor with D.A. Davidson & Co. in Seattle, WA. She holds a Series 66 designation and has been with D.A. Davidson since 2022. Prior to her current role, her work experience includes positions at Texas Roadhouse and St. Norbert College. 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, equity research, and a private wealth program for high-net-worth clients.

Sophie Millington is a financial advisor at D.A. Davidson & Co. with a Series 66 designation and one year of industry experience. Prior to joining D.A. Davidson, she held various roles in the hospitality and retail sectors, including positions at Altitude Gallery and Montana Ale Works. 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 analysis to recommend and monitor investments.

Courtney Johnson is a Series 66 licensed advisor at D.A. Davidson & Co. with 15 years of industry experience. She has been with D.A. Davidson 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 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.

Karen Caulfield is a financial advisor at D.A. Davidson & Co. in Austin, TX, holding Series 63 and Series 65 licenses with 31 years of industry experience. Her prior roles include positions at Hilltop Securities Inc., VOYA Financial Advisors, Inc., Oppenheimer, and Wells Fargo Clearing. 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 solutions such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under the Advisers Act fiduciary standard and providing specialized services for high-net-worth clients through its Davidson Private Wealth program.

Diane Holt is a financial advisor at D.A. Davidson & Co. with 17 years of industry experience. She holds Series 63, 65, and 66 licenses and has been with D.A. Davidson since 2015. Outside of her advisory role, she is also a notary public in Medford, Oregon. 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 with both qualitative and quantitative investment analysis.

Natosha Duboise is a financial advisor with D.A. Davidson & Co. in Coeur D'Alene, ID, holding a Series 66 credential and nine years of industry experience. She has been with D.A. Davidson & Co. since 2008. Outside of her advisory role, she serves as a Notary Public for the State of Idaho. 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 comprehensive financial planning and specialized programs such as its Davidson Private Wealth program for high-net-worth individuals.

Leslie Mercord is a financial advisor at D.A. Davidson & Co. with 27 years of industry experience. She has held her current position since 2003 and previously worked at Merrill from 1999 to 2003. Mercord holds a Series 66 designation and is based in Kalispell, 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 operates under fiduciary standards and offers a range of services from retirement plan advisory to comprehensive financial planning and private wealth management.

Carolyn Cameron is a CFP® professional with 43 years of industry experience, currently serving at D.A. Davidson & Co. since 2008. She holds Series 63 and Series 65 licenses and is based in Lake Oswego, OR. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad 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 clients with substantial net worth, operating under fiduciary standards and incorporating both qualitative and quantitative investment analysis.

Suzanne Evans is a financial advisor at D.A. Davidson & Co. with eight years of industry experience and holds the Series 66 designation. She has been with D.A. Davidson & Co. since 1998. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individuals, 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 employing both qualitative and quantitative investment analysis.

Cynthia Burg is a financial advisor at D.A. Davidson & Co. with 38 years of industry experience. She has been with D.A. Davidson since 1999 and holds Series 63 and Series 65 designations. 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 corporate clients. The firm provides advisory services under fiduciary standards and distinguishes itself by serving as a municipal advisor and operating affiliated custodial entities.

Jean Biles is a financial advisor at D.A. Davidson & Co. with 11 years of industry experience. She holds Series 66 and Series 63 licenses and has been with D.A. Davidson since 2009. Outside of her advisory role, she is a notary public in East Wenatchee, Washington. 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 with both qualitative and quantitative investment analysis.

Nicholas Anderson is a financial advisor at D.A. Davidson & Co. with four years of industry experience. He holds a Series 66 designation and has held roles at the University of Washington, Anthony's Homeport, Cascadia College, Nielsen Brothers Flooring, and Juanita High School. 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 with both qualitative and quantitative investment analysis.

Michael Wood Jr. is a CFP® professional with 39 years of industry experience, currently serving at D.A. Davidson & Co. He has previously worked at Truist Advisory Services, Truist Investment Services, Bb&T Securities, and Scott & Stringfellow. 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, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

Sarah Foley is a financial advisor with D.A. Davidson & Co. in Missoula, MT, holding a Series 66 designation and eight years of industry experience. She has been with D.A. Davidson & Co. since 2016 and previously worked at Iron House Brew Pub from 2015 to 2018. In addition to her advisory role, she is a notary public operating as a sole proprietor. 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 provides a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Shawn Holland is a CFA® charterholder and holds a Series 66 license with 13 years of industry experience. He has been with D.A. Davidson & Co. since 2014. Outside of his advisory role, he serves as a member of the Carroll College Endowment Investment Committee, a nonprofit organization based in Helena, MT. 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 under fiduciary standards, including ERISA retirement plan advisory, wealth management, and comprehensive financial planning.

Clayton Squier is a Series 66 licensed financial advisor with nine years of industry experience. He has worked at D.A. Davidson & Co. since 2021 and previously held roles at Wells Fargo Clearing and Best Buy. D.A. Davidson & Co. provides investment advisory and brokerage services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm operates under the Advisers Act fiduciary standard and ERISA duties for retirement accounts, offering a range of services including retirement plan advisory, financial planning, equity research, and a private wealth program for high-net-worth clients.

John Moore Jr. is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2022. Prior to this, he worked at U.S. Bancorp Investments, Inc. for 14 years. 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 corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a specialized Davidson Private Wealth program for clients with net worth over $20 million.

Eric Gysler is a financial advisor at D.A. Davidson & Co. with 39 years of industry experience. He has been with D.A. Davidson since 2008 and holds Series 63 and Series 65 credentials. 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, equity research, comprehensive financial planning, and a private wealth program for high-net-worth clients.

Marvin Giannangelo is a financial advisor with D.A. Davidson & Co. in Omaha, NE, holding Series 63 and Series 65 designations and bringing 50 years of industry experience. He has been with D.A. Davidson since 2016. 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 fiduciary advisory services, with a focus on both qualitative and quantitative investment analysis, and maintains capabilities in municipal advisory and underwriting.