Keith Peterson is a Certified Financial Planner® (CFP®) with 14 years of industry experience. He has worked at D.A. Davidson & Co. since 2016. 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 advisory, comprehensive financial planning, and a Private Wealth program for clients exceeding $20 million in net worth.

Brian Zahm is a financial advisor with D.A. Davidson & Co. in Omaha, NE, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with D.A. Davidson for 10 years. Outside of his advisory role, Zahm serves as treasurer for the Tangier Shrine Band and Omaha Court 19, both nonprofit organizations. 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 a range of advisory solutions, including ERISA plan services, comprehensive financial planning, and a specialized Private Wealth program for high-net-worth clients.

David Greenfield is a financial advisor at D.A. Davidson & Co. in Bellevue, WA, holding Series 66 and Series 63 licenses with 14 years of industry experience. He has been with D.A. Davidson since 2014. 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, 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.

Thomas Dameron IV is a CFP® with 11 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. in Denver, CO. He previously worked at Alpha Capital Family Office, LLC and Jackson National Life Distributors LLC. Dameron is also a managing member of TD4, LLC, a business entity used for tax purposes. 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 fiduciary standards with both qualitative and quantitative investment analyses.

Melissa Schuerman is a financial advisor at D.A. Davidson & Co. with three years of industry experience. She holds the Series 66 designation and previously worked at firms including Ameritas Advisory Services, Cresset Asset Management, and Cetera Advisor Networks. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse clientele, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, with specialized offerings for clients with over $20 million in net worth.

Anthony George is a financial advisor at D.A. Davidson & Co. with 32 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at UBS Financial Services for 15 years before joining D.A. Davidson in 2021. Outside of his advisory role, he manages an airplane hangar through ZEPHANIAH, LLC. 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 planning and advisory services under fiduciary standards, including specialized offerings for high-net-worth clients and municipal advisory activities.

Natalie Kranz is a Series 66 licensed financial advisor with 14 years of industry experience. She is currently with D.A. Davidson & Co., joining the firm in 2023 after previously working at LPL Financial and Commerce Brokerage Services. 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 both qualitative and quantitative investment analysis under fiduciary standards and distinguishes itself by serving as a municipal advisor and operating affiliated custodial entities.

Nathaniel Hardy is a financial advisor at D.A. Davidson & Co. with seven years of industry experience. He holds the Series 66 designation and has worked at D.A. Davidson since 2018. Hardy also serves as a board member of the Ashland Cultural and Economic Alliance, a nonprofit 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 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 for both individual and institutional clients.

Mark Sporkia is a financial advisor at D.A. Davidson & Co. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at D.A. Davidson since 2020, following an 11-year tenure at Charles Schwab. 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 offers a range of services under the Advisers Act fiduciary standard and ERISA fiduciary duties, including retirement plan advisory, equity research, financial planning, and a private wealth program for clients with substantial assets.

Jennifer Peterson is a CFP®-certified financial advisor with 27 years of industry experience, currently practicing at D.A. Davidson & Co. in Boise, ID, where she has worked since 2011. She holds Series 63 and Series 65 licenses. 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, comprehensive financial planning, and specialized wealth management programs, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Mc Kay Burg is a financial advisor with D.A. Davidson & Co., holding a Series 66 credential and six years of industry experience. He has been with D.A. Davidson since 2019, and his previous roles include positions at the University of Oregon and NW Natural Street of Dreams. 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 a range of services such as ERISA retirement plan advisory, financial planning, equity research, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards with both qualitative and quantitative investment analysis.

Jonathan Cisna is a CFP® professional at D.A. Davidson & Co. with five years of industry experience. He previously worked at KeyBank and 1st Source Corporation Investment Advisors, Inc. before joining his current firm. 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, 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 analyses.

Blake Todd is a financial advisor with D.A. Davidson & Co. in Tallahassee, FL, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with D.A. Davidson since 2013 and previously worked at Two Oaks Investment Management, LLC. Outside of his advisory work, Todd is an author. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individuals, charitable organizations, and corporations. The firm offers ERISA retirement plan advisory, equity research, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

Andrew Morin is a financial advisor with D.A. Davidson & Co. based in Salt Lake City, UT. He holds a Series 66 designation and has 12 years of industry experience, including prior roles at GE Healthcare, the University of Utah, ALPS Distributors, and Wasatch Advisors. Outside of his advisory role, he co-owns and creates content for multiple YouTube channels focused on entertainment and occasional investment-related topics. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse clientele, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm provides 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.

Steven Jackson is a financial advisor with D.A. Davidson & Co. in Pasadena, CA, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has been with D.A. Davidson since 2013. Jackson serves on the financial advisory board of the nonprofit Sisters of Social Service, providing financial advice and analysis. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charities, and corporations. The firm provides services under fiduciary standards, including retirement plan advisory, comprehensive financial planning, and wealth management for high-net-worth clients, and is notable for its municipal advisory activities and affiliated custodial entities.

Christina Lee is a financial advisor at D.A. Davidson & Co. in Bellevue, WA, holding a Series 66 credential with 12 years of industry experience. Her prior roles include positions at LPL Financial and Kestra Financial. She serves as treasurer for the Redmond High School Boys Golf Booster Club, a nonprofit organization. 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 organizations. The firm provides ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for clients with substantial assets, operating under both Advisers Act and ERISA fiduciary standards.

Michelle Brandt is a financial advisor with D.A. Davidson & Co. in Fresno, CA, holding a Series 66 designation and seven years of industry experience. She has worked at D.A. Davidson & Co. since 2018 and previously spent seven years at Paychex, Inc. 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 fiduciary standards, including ERISA retirement plan advisory, comprehensive financial planning, and specialized wealth management programs.

Jacqueline Beauprez is a financial advisor at D.A. Davidson & Co. in Denver, CO, with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has been with D.A. Davidson since 2017. Prior to that, she worked at Raymond James & Associates from 2013 to 2017. Beauprez serves as a director of her family-owned contracting and excavation business, which provides services to oil and gas companies, home builders, and commercial projects. D.A. Davidson & Co. offers investment advisory and brokerage services to individual and institutional clients, including retirement plans and high-net-worth individuals. The firm operates under fiduciary standards and provides comprehensive financial planning, equity research, and specialized wealth management programs.

Jennifer Winters is a Series 66-licensed financial advisor with 23 years of industry experience. She has worked at D.A. Davidson & Co. since 2021 and was previously with Southwest Securities Inc. for nine 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, 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.

Craig Nern is a financial advisor at D.A. Davidson & Co. with 42 years of industry experience and holds Series 63 and Series 65 credentials. He has been with D.A. Davidson since 1994. Outside of his advisory role, he serves as Board President of the North Tillamook Library Friends and is a board member of the Neahkahnie Water District. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, and charitable organizations. 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 with both qualitative and quantitative investment analysis.