Carmen Gary is a financial advisor with D.A. Davidson & Co. in Seattle, WA, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has been with D.A. Davidson & Co. since 2006. Outside of her advisory role, Carmen is a condominium owner. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base that includes employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services including ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards and employing both qualitative and quantitative analysis.

Shanna Wiley is a financial advisor at D.A. Davidson & Co. with 11 years of industry experience. She holds a Series 66 designation and previously worked at Merrill from 2014 to 2018. Outside of her advisory role, she manages a rental property in Colorado Springs. 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 operates under fiduciary standards and provides a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth clients.

Sonja Seymour is a financial advisor at D.A. Davidson & Co. in Seattle, WA, with 14 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at KMS Financial Services, Inc. for nine years before joining her current firm in 2021. 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 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 with both qualitative and quantitative investment analysis.

Scott Elliott is a financial advisor at D.A. Davidson & Co. with 26 years of industry experience. He has held his position at the firm since 2009 and holds Series 63 and Series 65 credentials. 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 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.

Patrick Freeman Jr. is a financial advisor with D.A. Davidson & Co. based in Gold Canyon, AZ, holding a Series 66 designation and 22 years of industry experience. He has worked at D.A. Davidson since 2018 and previously spent time at LPL Financial. Freeman serves on the Idaho Department of Finance Emerging Technology Advisory Committee, advising on senior investor concerns. 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 operates under the Advisers Act fiduciary standard and ERISA fiduciary duties for retirement accounts, offering a range of advisory, wealth management, and financial planning services.

Anthony Leto is a financial advisor at D.A. Davidson & Co. in Edina, MN, with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, Inc. for 12 years 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 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 the Advisers Act fiduciary standard.

John Decker Jr. is a financial advisor at D.A. Davidson & Co. in Lincoln, NE, with 21 years of industry experience. He has been with D.A. Davidson & Co. since 2016. Decker serves on the boards of Bryan Health Systems, Hampton Enterprises, and the Education Quest Foundation, and he is a member of the Entrepreneurs Organization. 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 a range of services such as ERISA retirement plan advisory, 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.

Mia Werner is a CFP® with four years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. She has worked previously at Morgan Stanley and Corient Services LLC. 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, comprehensive financial planning, and a private wealth program for clients with significant assets.

Robert Schnee is a financial advisor with D.A. Davidson & Co. in Kalispell, MT, holding a Series 66 designation and six years of industry experience. He has been with D.A. Davidson since 2019 and worked in full-time education for ten years prior. 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, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.

Darren Goehner is a financial advisor at D.A. Davidson & Co. with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at D.A. Davidson for nearly two decades. Outside of his advisory role, he serves as secretary for the NCW Community Toy Drive, a nonprofit organization in Wenatchee, WA. 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, and a private wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative analysis.

Richard Class II is a CFP® professional with 19 years of industry experience, currently with D.A. Davidson & Co. since 2022. His prior roles include positions at Truist Advisory Services and Bb&T Securities. He is a longtime member of the Kiwanis Club of Greensboro, where he has served as a board member and mentor. 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 from financial planning and equity research to discretionary portfolio management, operating under fiduciary standards and with notable involvement in municipal advisory and underwriting activities.

Richard Brown is a financial advisor at D.A. Davidson & Co. with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has been with D.A. Davidson & Co. since 2010. Brown serves on the boards of the Montana State Northern Finance Board and two local non-profits, including The Natalie Patrick Foundation and the Montana State Northern Foundation, where he is involved in fundraising and financial oversight. 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 operates under fiduciary standards and offers ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with substantial assets.

Brandon Brown is a financial advisor at D.A. Davidson & Co. with 27 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Merrill for 20 years prior to joining D.A. Davidson in 2018. Outside of his advisory role, he manages ranch operations through a holding company based in Tecumseh, MO. 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 fiduciary-standard advice, retirement plan services, equity research, and wealth management solutions, distinguishing itself by also operating as a municipal advisor and affiliated custodian.

Ethan Zwickey is a financial advisor at D.A. Davidson & Co. with two years of industry experience and holds the Series 66 designation. Prior to joining D.A. Davidson in 2023, he had roles at InterContinental Hotel Group - Kimpton and Montana State University. D.A. Davidson & Co. provides investment advisory and brokerage services to a range of clients, including retirement plans, individual investors, and charitable organizations. The firm offers ERISA retirement plan advisory, equity research, 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.

Lisa Newman is a financial advisor with D.A. Davidson & Co., holding Series 63 and Series 65 designations and bringing 21 years of industry experience. She has been with D.A. Davidson since 2008. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse clientele, including retirement plans, individual investors, charitable and corporate clients. The firm operates under the Advisers Act fiduciary standard and offers services such as ERISA retirement plan advisory, wrap fee programs, and a private wealth program for clients with significant net worth.

Paige Young is a financial advisor with D.A. Davidson & Co. in Lincoln, Nebraska, holding a Series 66 designation and 10 years of experience with the firm. She also serves as a notary public and is a board trustee of the St. Stanislaus Parish Endowment Fund, where she assists in managing assets to support the parish’s religious, charitable, and educational missions. 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, offering both discretionary and non-discretionary advisory services under a fiduciary standard.

Steven Rustik is a CFP® with 26 years of industry experience and has been with D.A. Davidson & Co. since 2009. Based in Scottsdale, AZ, he holds Series 63 and Series 65 registrations. 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, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards with both qualitative and quantitative investment analysis.

Bradley Hansen is a financial advisor with D.A. Davidson & Co. in Salt Lake City, UT, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with D.A. Davidson & Co. for 29 years since 1997. Outside of his advisory role, Hansen is a general partner in Hansen Hollow LLC, an investment-related business. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, high-net-worth individuals, 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 utilizing both qualitative and quantitative analysis.

Jesse Fox is a financial advisor at D.A. Davidson & Co. with three years of industry experience. He holds Series 63 and Series 66 registrations and previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, and Northwestern Mutual Life Insurance Company. His background also includes roles outside finance, such as work with Proud Larrys and Outland Boat Tours. 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 emphasizes fiduciary standards and employs both qualitative and quantitative analysis, offering a range of services from retirement plan advisory to private wealth planning for high-net-worth clients.

Gene Dickey Jr. is a financial advisor at D.A. Davidson & Co. with 39 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Hilltop Securities Inc. for 10 years. 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 operates under fiduciary standards and offers various advisory, planning, and wealth management programs.