Alexander Harker is a Series 66-licensed financial advisor with D.A. Davidson & Co. and has four years of industry experience. His prior work includes roles at New York Life and various other companies in Nevada. He is also commissioned as a notary public, providing notarization services exclusively for D.A. Davidson clients. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, employer-sponsored retirement plans, and charitable organizations. The firm provides a range of services including ERISA retirement plan advisory, comprehensive financial planning, and private wealth management, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Dory Alvarenga is a financial advisor with D.A. Davidson & Co. in Sparks, NV, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. Prior to joining D.A. Davidson in 2019, Alvarenga worked at Morgan Stanley Smith Barney for 24 years. Outside of advisory work, Alvarenga operates an online store on Etsy selling print-on-demand clothing and accessories. D.A. Davidson & Co. provides 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 offers various advisory solutions under fiduciary standards and distinguishes itself through municipal advisory services and affiliated trust companies.

Stephanie Brunner is a financial advisor at D.A. Davidson & Co. with one year of industry experience. She holds the Series 66 designation and previously worked for MB Builders & Development, LLC for seven years. 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, equity research, and a private wealth program for high-net-worth clients.

Jennifer Digilio is a Series 66 licensed financial advisor with D.A. Davidson & Co. in Omaha, NE, where she has worked since 2016. She has 22 years of industry experience. 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 services such as ERISA retirement plan advisory, wrap fee programs, financial planning, and a private wealth program for high-net-worth clients.

Joseph Ulrey is a financial advisor with D.A. Davidson & Co. in Claremont, CA, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with D.A. Davidson since 2013. Outside of his advisory role, he serves as an athletic inspector for the California State Athletic Commission, focusing on health and safety in combat sports. 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 applies fiduciary standards under the Advisers Act and ERISA, offering both non-discretionary and discretionary portfolio management, as well as comprehensive financial planning and private wealth services.

Jake Mckee is a financial advisor with D.A. Davidson & Co. in Omaha, NE, holding Series 63 and Series 65 credentials and possessing 21 years of industry experience. He has been with D.A. Davidson & Co. since 2012. Outside of his advisory work, Mckee serves as Treasurer of the Eagle Run West Homeowners Association. 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 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.

Kelli Damgaard is a financial advisor with D.A. Davidson & Co. in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with D.A. Davidson & Co. since 2016. Outside of her advisory work, she serves on the board of directors for Pottawattamie Arts Culture & Entertainment, a nonprofit organization. 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 ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with $20 million or more in stated net worth.

Aaron Buckalew is a CFP® and holds a Series 66 license with D.A. Davidson & Co., where he has worked since 2009. He has 16 years of industry experience. Outside of his advisory role, he serves as a board member for the Bengal Athletic Boosters, a non-profit organization focused on student scholarships, and is involved in managing operations for SOLITUDE ADVENTURES, 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 advisory solutions under fiduciary standards, including ERISA plan services and comprehensive financial planning, and distinguishes itself through municipal advisory activities and affiliated custodial services.

Bradley Cederberg is a CFP® professional with 20 years of experience at D.A. Davidson & Co., where he has worked since 2006. He serves as a faculty instructor at the University of Montana, teaching a Portfolio Management course. Additionally, he holds roles as a director on the advisory board of Trail West Bank and is involved in the administration of real estate investment entities. 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 ERISA retirement plan advisory, financial planning, equity research, and a private wealth program, operating under fiduciary standards and utilizing both qualitative and quantitative methods in its advisory process.

Lynnae Gonzales is a financial advisor at D.A. Davidson & Co. with 37 years of industry experience. She holds Series 63 and Series 65 credentials and has been with D.A. Davidson since 2015. Outside of her advisory work, she operates a Mary Kay Cosmetics business as a sole proprietor. 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 services under the Advisers Act fiduciary standard and ERISA duties, with capabilities spanning retirement plan advisory, financial planning, and private wealth management.

Whitney Isbell is a financial advisor at D.A. Davidson & Co. in Bellevue, WA, holding a Series 66 designation with one year of industry experience. Prior to joining D.A. Davidson, Isbell held various roles including positions at Blue Cloud Innovation and The Bear Creek School. 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 investment analyses.

Jeffrey Kotsmith is a financial advisor with D.A. Davidson & Co., holding a Series 66 designation and bringing 25 years of industry experience. He has been with D.A. Davidson since 2015. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse clientele, 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, and a private wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative analyses.

Mark Olsen is a financial advisor at D.A. Davidson & Co. with 51 years of industry experience. He has been with the firm since 2012 and holds Series 63 and Series 66 licenses. 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 while operating under the Advisers Act fiduciary standard.

Jack Murray is a financial advisor with D.A. Davidson & Co. in Bozeman, MT, holding Series 63 and Series 66 designations and possessing 26 years of industry experience. His prior roles include positions at LPL Financial, LLC and First Interstate Bank. He is the managing member of LJW Holdings LLC, a business entity for tax and investment purposes. 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 operates under fiduciary standards and provides a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, along with specialized wealth management for clients with net worth exceeding $20 million.

Wesley Hall is a financial advisor with D.A. Davidson & Co. in Portland, OR, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with D.A. Davidson & Co. since 2012. 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 ERISA fiduciary duties for retirement accounts.

Jennifer Tucker is a financial advisor at D.A. Davidson & Co. with 26 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at M Holdings Securities, Inc. for 10 years before joining her current firm in 2017. 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 retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, and is notable for its municipal advisory activities and affiliated custodial entities.

Jacob Lorang is a financial advisor with D.A. Davidson & Co. in Havre, Montana, holding a Series 66 designation and 20 years of industry experience. He has been with D.A. Davidson since 2007. Outside of his advisory role, Lorang is a member of the Eagle Creek Ski Patrol, a nonprofit organization at Bear Paw Ski Bowl in Montana, and he is also the owner of County 12 Spirits LLC, a state liquor store. 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 with a focus on both qualitative and quantitative investment analysis.

Amanda Hoffman is a financial advisor at D.A. Davidson & Co. with 10 years of industry experience. She previously worked at Wells Fargo Clearing Services LLC for seven years before joining her current firm in 2023. Hoffman holds the Series 66 designation. D.A. Davidson & Co. provides investment advisory and brokerage services to diverse clients, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as retirement plan advisory, financial planning, equity research, and a private wealth program for clients with more than $20 million in net worth.

Matthew Mire is a financial advisor at D.A. Davidson & Co. with eight years of industry experience. He holds a Series 66 designation and previously worked at Mountain West Bank for 13 years. Mire is also the owner of a small investment-related business outside of his advisory work. 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 and offers a range of services such as ERISA retirement plan advice, comprehensive financial planning, equity research, and a private wealth program for clients with significant net worth.

Susan Brunner is a financial advisor at D.A. Davidson & Co. with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has been with D.A. Davidson since 2007. Outside of her advisory role, she is a self-employed piano teacher in Coeur d'Alene, ID. 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, equity research, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.