Andrew Mathis is a Series 66 licensed financial advisor with D.A. Davidson & Co. in Salt Lake City, UT, with three years of industry experience. Before entering the financial industry, he worked at Under Armour and served as a finance clerk for a local congregation of the Church of Jesus Christ of Latter Day Saints. Outside of his advisory role, he has several years of experience as a piano teacher. 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 adheres to fiduciary standards and offers a range of services such as ERISA plan advisory, financial planning, equity research, and a specialized Private Wealth program for high-net-worth clients.

Bradley Dugdale Jr. is a financial advisor with D.A. Davidson & Co. in Rancho Mirage, CA, holding Series 63 and Series 65 designations and 44 years of industry experience. He has been with D.A. Davidson & Co. since 1982. Outside of his advisory role, Dugdale serves as a director of Mountain West Savings Bank, is president of Lets Save America Corporation, chairs the finance committee of the North Idaho College Foundation, and is involved in educational publishing and coaching activities. 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, offering services ranging from ERISA advisory to comprehensive financial planning and private wealth management. The firm operates under fiduciary standards and includes unique features such as municipal advisory roles and affiliated custodial entities.

Melody Ream is a financial advisor with D.A. Davidson & Co. in South Jordan, UT, holding Series 63 and Series 65 licenses and having one year of industry experience. Prior to joining D.A. Davidson, she worked at Wealth Management CPAs, LLC and Pearson Butler, PLLC. She is also the owner of Mark My Words, LLC, a paralegal document preparation service, and serves as an outdoor guide for Powder Trout Adventure Company, 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 both fiduciary advisory services and municipal advisory activities, employing quantitative and qualitative analysis to support investment recommendations and financial planning.

Bradley Alvord is a financial advisor at D.A. Davidson & Co. in Bellingham, WA, holding a Series 66 designation with one year of industry experience. Prior to joining D.A. Davidson, he worked at Peraton, the Ballard Pizza Company, and the Bellevue Probation Department. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm provides a range of services from ERISA retirement plan advisory to wealth management for high-net-worth clients, operating under fiduciary standards and using both qualitative and quantitative analysis.

James Ryan III is a financial advisor with D.A. Davidson & Co. in Omaha, Nebraska, holding a Series 66 designation and 25 years of industry experience. He joined D.A. Davidson & Co. in 2017 following four years with Bb&T Securities, LLC. Ryan serves as a board member of the Benjamin H. Ryan Foundation, a private 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 specialized 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.

Nicholas Mueller is a financial advisor at D.A. Davidson & Co. with 18 years of industry experience. He holds a Series 66 designation and has previously worked with U.S. Bancorp Investments, Inc., Advisor Group, and OSAIC. 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.

Tyler Bebee is a financial advisor with D.A. Davidson & Co. in Kalispell, MT, holding a Series 66 designation and 22 years of industry experience. He has worked at D.A. Davidson & Co. since 2004. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individuals, charitable organizations, and corporations. The firm operates under the Advisers Act fiduciary standard and offers services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

Marci Funk is a financial advisor with D.A. Davidson & Co. in Billings, Montana, holding Series 63 and Series 65 credentials and 18 years of industry experience. Prior to joining D.A. Davidson in 2021, she worked at UBS Financial Services from 2014 to 2021. Outside of her advisory role, she owns and operates 406 Lather SoapCo, a sole proprietorship involved in soap manufacturing and sales. 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, 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.

Jason Kiser is a financial advisor at D.A. Davidson & Co. with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with D.A. Davidson since 2011. Prior to this, he worked with Parker Players for 18 years. 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 services, modular and comprehensive financial planning, and a Private Wealth program for clients with assets over $20 million, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Jazmin Salgado Obeso is a financial advisor at D.A. Davidson & Co. with a Series 66 designation and six years of experience. Prior to joining D.A. Davidson, she worked at PetStop, Haggen, and Dollar Tree. 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.

John Distad Jr. is a financial advisor at D.A. Davidson & Co. with 51 years of industry experience. He holds Series 63 and Series 65 credentials 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 employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm emphasizes fiduciary standards under the Advisers Act and ERISA, offering services such as retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth clients.

Eric Schneider is a financial advisor at D.A. Davidson & Co. in Bozeman, MT, holding Series 65 and Series 63 licenses with two years of industry experience. His prior work includes roles at Ausdal Financial Partners and various positions in the retail and food service sectors. 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 services under fiduciary standards, utilizing both qualitative and quantitative analysis, and offers specialized programs such as ERISA retirement plan advisory and a Private Wealth program for high-net-worth clients.

Kenton Chadwick is a Series 66-licensed financial advisor with six years of industry experience. He is currently with D.A. Davidson & Co. and previously worked at Ameriprise, Raymond James Financial Services, and Wells Fargo. 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 operates under fiduciary standards and provides specialized retirement plan advisory services, comprehensive financial planning, and a private wealth program for high-net-worth clients.

Dennis Andres Jr. is a financial advisor at D.A. Davidson & Co. with 15 years of industry experience. He holds a Series 66 designation and has worked at Key Investment Services LLC, Key Bank NA, and TIAA prior to joining D.A. Davidson. 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 advisory services under fiduciary standards, including retirement plan management and wealth planning for high-net-worth individuals.

Khamsin Bailey is a Series 66-credentialed financial advisor with D.A. Davidson & Co. in Helena, MT, where he has worked since 2017. He has seven years of industry experience, including one year in project management prior to joining the firm. 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 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 analysis.

Robin Slater is a financial advisor at D.A. Davidson & Co. with six years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at firms including BB&T, First Citizens Investor Services, and Marsh McLennan Agency. Outside of his advisory role, he serves as Committee Chair for the Diversity, Equity, and Inclusion Symposium Planning at the YMCA of Greater Richmond and is Co-Chair of the Finance Committee and a board member of the nonprofit Humankind. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse clientele, including retirement plans, individual investors, and charitable organizations. The firm operates under fiduciary standards, offering services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients.

Johnathan Simonson is a financial advisor at D.A. Davidson & Co. with one year of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Albert Lee Appliance, Washington State University, Builders Hardware & Supply, and Seattle Public Schools. 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 various advisory and planning services and operates under fiduciary standards, distinguishing itself through municipal advisory activities and affiliated custodial entities.

Brian Kasbek is a Series 66-registered financial advisor with D.A. Davidson & Co., based in Fort Mill, SC. He has 18 years of industry experience, including 15 years at LPL Financial prior to joining D.A. Davidson in 2024. 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 and fiduciary investment management, with specialized services such as municipal advising and private wealth programs for high-net-worth clients.

Stephanie Bennett is a financial advisor with D.A. Davidson & Co. in Meridian, Idaho, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has been with D.A. Davidson since 2013. Outside of her advisory role, she is involved in raising and occasionally selling dogs and horses through her sole proprietorship and serves as a general partner managing bookkeeping for Bennett Sport Horses & Hay, LLC. 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 the Advisers Act fiduciary standard and ERISA duties for retirement accounts, offering a range of services from retirement plan advisory to private wealth management and municipal advisory activities.

Richard Hutchins is a financial advisor at D.A. Davidson & Co. with 29 years of industry experience. He has worked at D.A. Davidson since 2009, following prior roles at Morgan Stanley and Citigroup Global Markets. Hutchins serves on the board of Kids Unlimited of Southern Oregon and is vice president of the Crater Wrestling Boosters, both nonprofit organizations in Medford, Oregon, and is a 20% owner of Rocket Brothers Espresso in Oklahoma. 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 the Advisers Act fiduciary standard and offers discretionary and non-discretionary retirement plan advisory services, comprehensive financial planning, and specialized wealth programs for high-net-worth clients.