Connor Fields is a financial advisor at D.A. Davidson & Co. with two years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Charles Schwab and TD Ameritrade. 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 retirement plan advisory under ERISA standards, comprehensive financial planning, and a Private Wealth program for high-net-worth clients.

Kourtney Colberg is a financial advisor at D.A. Davidson & Co. with two years of industry experience and holds a Series 66 designation. She 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 and high-net-worth investors, charitable organizations, and corporate clients. The firm offers fiduciary-standard advisory services, retirement plan consulting, comprehensive financial planning, and a private wealth program for clients with significant assets.

Seth Kurtz is a financial advisor at D.A. Davidson & Co. with four years of industry experience. He holds the Series 66 designation and has worked at TRUIST Investment Services, Inc. and D.A. Davidson & Co., following his graduation from the University of Colorado Boulder. 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 the Advisers Act fiduciary standard and employing both qualitative and quantitative analysis.

Anthony Brauner is a financial advisor at D.A. Davidson & Co. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. 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 private wealth management for high-net-worth clients, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Madelynn Dalton is a financial advisor at D.A. Davidson & Co. with two years of industry experience. Prior to joining D.A. Davidson, she worked in the Oregon Judicial Department and held positions in the food and beverage sector. 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 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.

Allegra Mohr is a financial advisor with D.A. Davidson & Co. in Bozeman, MT, holding a Series 66 credential and two years of industry experience. Prior to joining D.A. Davidson, she worked in various roles including at Freebird Stores and Booksamillion. Mohr is also the sole proprietor of Montana Building Maintenance, Inc., a commercial cleaning business. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm provides 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, operating under fiduciary standards.

Morgan Eichwald is a CFP®-certified financial advisor with D.A. Davidson & Co. in Missoula, MT, where he has worked since 2017. He has nine years of industry experience, including roles at the University of Montana and MT Code School. 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 corporations. The firm follows fiduciary standards under the Advisers Act and ERISA, offering services such as retirement plan advisory, comprehensive financial planning, and discretionary investment management.

Stephen Halterbeck is a financial advisor with D.A. Davidson & Co. and holds a Series 66 designation. He has 19 years of industry experience, including 11 years at Rw Baird & Co. and seven years at D.A. Davidson & Co. Halterbeck serves as a Board Member and Treasurer for the Society of Settlement Planners. 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 both non-discretionary and discretionary retirement plan advisory services under fiduciary standards, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

Arron Dieter is a financial advisor at D.A. Davidson & Co. with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at D.A. Davidson since 2018, following nine years with Umpqua Investments, Inc. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individuals, 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 more than $20 million in net worth.

Kenneth Larkin is a financial advisor with D.A. Davidson & Co. in Bend, Oregon, holding Series 63 and Series 66 designations and 25 years of industry experience. He previously worked at Raymond James & Associates for 11 years before joining D.A. Davidson in 2017. Outside of his advisory role, he is a pickleball instructor in Bend, Oregon. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, high-net-worth individuals, charitable organizations, and corporations. The firm operates under fiduciary standards and offers a range of services such as ERISA plan advisory, comprehensive financial planning, equity research, and a Private Wealth program for clients with significant assets.

Sydney Stabio is a CFP® professional at D.A. Davidson & Co. in Minneapolis, with 20 years of industry experience. He has been with the firm since 2008. In addition to his advisory role, he serves as a director on the board of Trailwest Bank Corp., participating on its audit committee. D.A. Davidson & Co. offers investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individual and high-net-worth 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 over $20 million in net worth, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

John Reitnouer is a financial advisor at D.A. Davidson & Co. with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has been with D.A. Davidson since 2013. He serves as an Honorary Director of the Pasadena Tournament of Roses Association and as a Director for Five Acres, a nonprofit supporting children and families in crisis, where he also advises on the group’s 401(k) plan. 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 high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Christine Stensland is a financial advisor at D.A. Davidson & Co. in Seattle, WA, with 25 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses 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 offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under the Advisers Act fiduciary standard and ERISA fiduciary duties.

Jamie Wieferich is a financial advisor with D.A. Davidson & Co. in Seattle, WA, holding a Series 66 designation and possessing 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 retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards and utilizing qualitative and quantitative analysis to recommend and monitor investments.

Amy Brooke Martinez is a financial advisor with D.A. Davidson & Co. in Grand Junction, CO, holding Series 63, 65, and 66 designations and 26 years of industry experience. Prior to joining D.A. Davidson in 2021, she worked at Wells Fargo Clearing and Wells Fargo Advisors. She serves as an advisory board member for Beacon Capital Management and is a co-owner and vice president of Christopher Construction, LLC. 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 a range of services such as ERISA retirement plan advisory, financial planning, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative methods in its investment approach.

Darren Schuldheiss is a financial advisor with D.A. Davidson & Co. in Boise, ID, holding a Series 66 designation and 18 years of industry experience. Prior to joining D.A. Davidson in 2018, he worked at Key Bank from 2015 to 2018. He serves on the board of directors for the St. Alphonsus Foundation, advising on vision, mission, and giving strategies. 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 operates under fiduciary standards and offers a range of services such as ERISA plan advisory, comprehensive financial planning, equity research, and private wealth management for clients with substantial net worth.

Blake Caughey is a financial advisor with D.A. Davidson & Co. based in Roseville, CA. He holds a Series 66 credential and has three years of industry experience. His prior roles include positions at Precision Home Loans and CSU Long Beach, along with work experience in various other sectors. 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 services under fiduciary standards, including ERISA retirement plan advice and comprehensive financial planning, and is notable for its municipal advisory activities and affiliated custodial services.

Colleen Clark is a financial advisor at D.A. Davidson & Co. in Portland, OR, with 37 years of industry experience. She has been with D.A. Davidson since 2006. Clark holds Series 63 and Series 66 registrations. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad 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 under the Advisers Act fiduciary standard.

Steven Jackson Jr. is a CFP® professional with 20 years of industry experience, currently serving at D.A. Davidson & Co. since 2013. He is a member of the board of directors for the Estate Planning Council of San Gabriel Valley. 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 ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for clients with significant net worth, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Micah Fiske is a financial advisor at D.A. Davidson & Co. with one year of industry experience. He holds the Series 66 designation and has worked at D.A. Davidson since 2024. Outside of his advisory role, he teaches a dance fitness class at Carroll College, where he has been involved since 2017. 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 services, financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards with both qualitative and quantitative investment analysis.