Richard Han is a financial advisor at D.A. Davidson & Co. with 17 years of industry experience. He has been with D.A. Davidson since 2016 and holds a Series 66 designation. D.A. Davidson & Co. provides investment advisory and brokerage services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers a range of services including ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with more than $20 million in net worth, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Jason Hall is a financial advisor with D.A. Davidson & Co. holding CFP® and Series 66 designations and has five years of industry experience. Prior to joining D.A. Davidson, he worked at Key Bank NA for 33 years. 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 operates under fiduciary standards and offers a range of services including 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.

Adrian Matosich is a financial advisor at D.A. Davidson & Co. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at D.A. Davidson since 2016, following seven years at Morgan Stanley. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individuals, charitable organizations, and corporate clients. The firm offers services such as ERISA retirement plan advisory, wrap fee programs, equity research, comprehensive financial planning, and a private wealth program for clients with more than $20 million in net worth.

Niki Harris is a financial advisor at D.A. Davidson & Co. with 24 years of industry experience and holds Series 63 and Series 66 licenses. She has worked at D.A. Davidson & Co. for over 28 years, with a brief one-year period at TJ Maxx. 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 ERISA retirement plan advisory services, comprehensive financial planning, equity research, and a private wealth program for clients with over $20 million in net worth, operating under fiduciary standards and employing both qualitative and quantitative analysis.

Dana Leetch is a Series 66 licensed financial advisor with D.A. Davidson & Co. in Lincoln, Nebraska, and has nine years of industry experience. He has been with D.A. Davidson & Co. since 2016. Outside of his advisory role, he serves as a junior varsity softball coach at Lincoln Southeast High School. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, and charitable and corporate clients. The firm operates under fiduciary standards and provides a range of services such as ERISA retirement plan advisory, financial planning, equity research, and a private wealth program for clients with significant assets.

Justin Riekenberg is a financial advisor at D.A. Davidson & Co. in Bozeman, MT, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Amatics CPA and Montana State University. 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 operates under fiduciary standards and offers a range of services such as retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with significant net worth.

Robin Gattinella is a financial advisor with D.A. Davidson & Co. in Carlsbad, CA, holding a Series 66 designation and three years of industry experience. Prior to joining D.A. Davidson, Gattinella worked at Caffe Vacanza for eight years and volunteered at St. John's School for nine years. 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 ERISA retirement plan advisory services, modular and comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.

Alexa Bass is a financial advisor with D.A. Davidson & Co. in Helena, MT, holding a Series 66 designation and 13 years of industry experience. She has been with D.A. Davidson since 2013. Outside of her advisory role, Bass is co-owner of a local Dairy Queen restaurant through StoneBridge Enterprises LLC and serves as a board member of the Montana Justice Foundation. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, and charitable organizations. The firm offers various advisory services under the Advisers Act fiduciary standard, combining qualitative and quantitative analysis, and distinguishes itself by serving as a municipal advisor and acting as a qualified custodian for select assets.

Alex Purcell is a CFP® with 11 years of experience in the financial industry, currently serving at D.A. Davidson & Co. since 2014. He holds Series 66 registration and is based in Idaho Falls, ID. Outside of his advisory role, Purcell is involved in community service as president of the East Idaho Falls Rotary Club and serves on the boards of the Idaho Falls Youth Arts Center and as an assistant wrestling coach for Idaho Falls School District 91. 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 comprehensive financial planning, retirement plan advisory, and specialized wealth management programs.

Dylan Straley is a financial advisor at D.A. Davidson & Co. in Seattle, WA, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. 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, offering services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.

Cindy Romney is a financial advisor at D.A. Davidson & Co. with 43 years of industry experience. She has been with D.A. Davidson since 2010 and holds a Series 63 designation. Romney is also the executor of an estate, a fiduciary role she has held since 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 offers a range of 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.

Eric Garrison is a financial advisor with D.A. Davidson & Co., holding Series 63, 65, and 66 designations and 24 years of industry experience. He worked at Morgan Stanley for six years before joining D.A. Davidson in 2019. 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 the Advisers Act fiduciary standard 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.

David Pollock is a financial advisor with D.A. Davidson & Co. in Spokane, WA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with D.A. Davidson & Co. since 2006. 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, modular and 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.

John Passuccio is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with 22 years of industry experience. He has been with D.A. Davidson & Co. since 2004. 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, equity research, comprehensive financial planning, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards.

Jeffrey Semrad is a financial advisor at D.A. Davidson & Co. with 25 years of industry experience. He holds a Series 66 designation and has been with D.A. Davidson since 2016. Outside of his advisory role, he serves on the board of directors for The Pegler Family Foundation and Insight Capital, and is an owner/shareholder of B Team Press, LLC. 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, financial planning, and a Private Wealth program for clients with significant net worth, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Mark Buckalew is a financial advisor at D.A. Davidson & Co. with 48 years of industry experience. He holds Series 63 and Series 65 credentials and has been with D.A. Davidson since 2009. Outside of his advisory role, he serves as chairman of the Portneuf Health Trust, a nonprofit organization. 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, wrap fee programs, equity research, comprehensive financial planning, and a private wealth program for high-net-worth clients.

Dillon Lynch is a financial advisor at D.A. Davidson & Co. with four years of industry experience. He holds the Series 66 designation and has previously worked at Raymond James & Associates. 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, comprehensive financial planning, and a Private Wealth program for clients with net worth over $20 million.

Timothy Schnee is a financial advisor at D.A. Davidson & Co. in Kalispell, MT, with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has been with D.A. Davidson since 1992. Outside of his advisory role, he is treasurer of a family corporation, 5-H Cattle Co. 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 corporations. The firm offers a range of services such as ERISA retirement plan advisory, financial planning, and a Private Wealth program for clients with over $20 million in net worth.

Amy Lilly is a financial advisor at D.A. Davidson & Co. with 24 years of industry experience. She holds Series 63 and Series 66 designations and has been with D.A. Davidson since 2013. 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 emphasizes fiduciary standards and offers a range of services such as ERISA retirement plan advisory, financial planning, and a private wealth program for high-net-worth clients.

Austin Alcaine is a financial advisor with D.A. Davidson & Co. in Roseville, CA, holding a Series 66 designation and four years of industry experience. Prior to joining D.A. Davidson, he worked at Trane Technologies and attended the University of Kansas. 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 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 high-net-worth clients.