Jackson Wohlenhaus is a financial advisor with D.A. Davidson & Co. in Omaha, NE, holding a Series 66 designation and two years of industry experience. Prior to joining D.A. Davidson, he worked at Apple Inc. and has held roles in education and political campaigns. 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, combining fiduciary standards with both qualitative and quantitative investment analysis.

Brian Brown is a CFP®-registered financial advisor with D.A. Davidson & Co. in Bozeman, MT, where he has worked for 32 years since 1994. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Brown serves as president of a local homeowners association, where he organizes meetings and manages fund allocations. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, financial planning, equity research, and a specialized Private Wealth program for clients with net worth exceeding $20 million.

Rachel Stanich is a financial advisor at D.A. Davidson & Co. with 12 years of industry experience. She holds the Series 66 designation and has been with D.A. Davidson since 2016. 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 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 investment analysis.

Tate Engleson is a financial advisor at D.A. Davidson & Co. based in Seattle, WA, holding a Series 66 designation with one year of industry experience. Prior to joining D.A. Davidson, he worked at Renaissance Financial and has experience with Creighton University, Pacific Life, and other organizations. 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 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.

Katherine Reitnouer is a financial advisor at D.A. Davidson & Co. in Pasadena, CA, holding a Series 66 designation with 11 years of industry experience. She has been with D.A. Davidson since 2014. 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 for retirement accounts.

Karen Cole is a financial advisor with D.A. Davidson & Co. holding Series 63 and Series 65 credentials and 23 years of industry experience. She has worked at several firms, including Cetera Investment Services LLC and Edward Jones, before joining D.A. Davidson in 2022. 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 comprehensive financial planning, ERISA retirement plan advisory, and a private wealth program for high-net-worth clients, operating under fiduciary standards with both qualitative and quantitative investment analysis.

Bradley Armstrong is a financial advisor at D.A. Davidson & Co. with 13 years of industry experience. He holds a Series 66 designation and has worked at D.A. Davidson since 2019, following eight years at Bb&T Securities and brief roles at Truist Advisory Services and Truist Investment Services. Armstrong is the president and chapter lead of American Outlaws Charlottesville, a nonprofit organization involved in organizing charitable events. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, high-net-worth individuals, and charitable organizations. The firm provides fiduciary-standard advice, using qualitative and quantitative tools, and offers services ranging from retirement plan advisory to comprehensive financial planning and private wealth management.

Kyle Wells is a financial advisor with D.A. Davidson & Co. in Bend, OR, holding a Series 66 designation and nine years of industry experience. He previously worked at Wells Fargo Clearing and Pacific Capital Resource Group and served in academic roles at the University of Portland. Outside of his advisory work, Wells volunteers as a financial literacy instructor and co-owns an online retail sales business. D.A. Davidson & Co. offers investment advisory and brokerage services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm provides a range of services including ERISA retirement plan advisory, comprehensive financial planning, equity research, and a Private Wealth program for high-net-worth clients.

Erin Cairns is a financial advisor at D.A. Davidson & Co. with one year of industry experience. She holds a Series 66 designation and previously worked at Limeade and PepsiCo. 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 services under fiduciary standards and employs both qualitative and quantitative analysis, with specialized programs for high-net-worth clients and municipal advisory activities.

Ashley Bonifer is a financial advisor with D.A. Davidson & Co. in Butte, MT, holding a Series 66 designation and three years of industry experience. Before joining D.A. Davidson, she worked for Pacific Steel and Recycling for 12 years. Outside of advising, she provides notary services for D.A. Davidson clients and operates an online retail business, Bonnie Lou Boutique, LLC. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm adheres to the Advisers Act fiduciary standard and provides comprehensive financial planning and specialized wealth management programs.

Rachael Sauder is a financial advisor at D.A. Davidson & Co. with seven years of industry experience. She holds a Series 66 designation and has worked previously at TRUIST Investment Services, Inc., BB&T Securities, LLC, and Atwell Family Chiropractic. 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 various services such as ERISA retirement plan advisory, wrap fee programs, equity research, and a private wealth program for clients with substantial net worth.

William Crews is a financial advisor at D.A. Davidson & Co. with seven years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Truist Investment Services and BB&T Wealth Management. He serves as a board member for the ABA Certified Trust and Fiduciary Advisor Designation Advisory Board, which oversees the certification and examination process for the CTFA designation. 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 a range of services from retirement plan advisory to comprehensive financial planning and private wealth programs.

Daniel Cairns is a CFP® professional with 45 years of industry experience. He has worked at D.A. Davidson & Co. since 2021 and previously spent 10 years with Robert W. Baird & Co. 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 variety of advisory services under fiduciary standards, including retirement plan consulting, comprehensive financial planning, and specialized wealth management programs.

Diana George is a financial advisor with D.A. Davidson & Co. based in Salt Lake City, UT, holding Series 63, 65, and 66 credentials and 18 years of industry experience. Her prior roles include positions at Merrill, Key Bank NA, and Key Investment Services LLC. She serves on the board of the Girl Scouts of Utah as Finance Committee Chair and Treasurer. 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 fiduciary-based advisory services, retirement plan management, comprehensive financial planning, and specialized wealth management programs.

Paul Dumais is a financial advisor with D.A. Davidson & Co. in Spokane, WA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with D.A. Davidson & Co. since 1998. 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 a range of services from ERISA retirement plan advisory to comprehensive financial planning and a dedicated private wealth program for clients with over $20 million in net worth.

Nathaniel Williams is a financial advisor at D.A. Davidson & Co. in Bend, OR, with three years of industry experience. He previously worked at Fisher Investments for five years and has held roles at various organizations including 1898 Country Club, United Ministries, and Columbia Distributing. 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 ERISA retirement plan advisory, comprehensive financial planning, and specialized wealth management programs.

Kelly Jensen is a financial advisor at D.A. Davidson & Co. with 27 years of industry experience. He has been with D.A. Davidson since 2006 and holds Series 63 and Series 66 licenses. In addition to his advisory role, Jensen is a commissioned Notary Public in Bellingham, Washington. 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, financial planning, equity research, and a private wealth program for clients with over $20 million in net worth, operating under fiduciary standards and with unique capabilities such as municipal advisory and custodial services.

Michael Hales is a financial advisor at D.A. Davidson & Co. with 11 years of industry experience. He holds the Series 66 designation and has worked previously at TD Ameritrade and Lord, Abbett & Co. LLC. He is based in Pendleton, Oregon. 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, equity research, comprehensive financial planning, and a Private Wealth program for high-net-worth clients, operating under the Advisers Act fiduciary standard and ERISA fiduciary duties.

Gary Kurtz is a financial advisor with D.A. Davidson & Co. in Lexington, SC, holding Series 63 and Series 66 credentials and 31 years of industry experience. His prior experience includes roles at Truist Advisory Services, Truist Investment Services, Inc., BB&T Securities, LLC, and BB&T Investment Services, Inc. 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 consistent with the Advisers Act and ERISA.

Billy Lynch Jr. is a financial advisor at D.A. Davidson & Co. with 47 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked for Raymond James & Associates. Outside of advising, he is involved in a partnership that purchases residential properties to sell or rent. 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, 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.