Michael Panagoulias is a financial advisor with D.A. Davidson & Co. and holds Series 63 and Series 66 licenses. He has 18 years of industry experience, including 10 years at LPL Financial prior to joining D.A. Davidson in 2023. Outside of his advisory work, he serves as head coach for seventh grade boys basketball for the MSAD #35 School District in Eliot, Maine. 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 and offers a range of services from retirement plan advisory to private wealth management for high-net-worth clients.

Leo Schmeltzer is a financial advisor at D.A. Davidson & Co. based in Sandpoint, ID, holding a Series 66 designation. He has three years of experience with D.A. Davidson & Co. and previously worked for eight years at Kodiak Aircraft Company. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including individual investors, employer-sponsored retirement plans, 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, operating under fiduciary standards and providing both discretionary and non-discretionary investment management options.

Christopher Lynch is a CFP® professional with 26 years of industry experience, currently affiliated with D.A. Davidson & Co. since 2024. Prior to this, he spent 18 years at Raymond James & Associates. He serves as a board member of the MTSU Foundation. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and charitable organizations, providing a range of financial planning and investment management solutions under fiduciary standards.

William Fitzhugh is a financial advisor at D.A. Davidson & Co. with 28 years of industry experience. He has been with D.A. Davidson since 2013 and holds Series 63, 65, and 66 licenses. Outside of his advisory role, he is involved in a land ownership business that rents land for farming. 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 services such as ERISA retirement plan advisory, financial planning, equity research, and a Private Wealth program for high-net-worth clients.

Marquetta Stratton is a financial advisor with D.A. Davidson & Co. who holds Series 63 and Series 66 credentials and has 33 years of industry experience. She worked at Morgan Stanley Smith Barney for 12 years before joining D.A. Davidson in 2021. Outside of her advisory role, she is authorized to sign business checks for Harley Man Inc. 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 ranging from retirement plan advisory and financial planning to private wealth management, and operates under the Advisers Act fiduciary standard with specialized municipal advisory capabilities.

Shawna Marion is a financial advisor at D.A. Davidson & Co. with 21 years of industry experience. She holds the Series 66 designation and has worked previously at LPL Financial and FMR Parts. 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 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.

Julie Preston is a CFP® and holds a Series 66 license with D.A. Davidson & Co., where she has worked since 2017. She has eight years of industry experience, including two years at Deloitte Tax prior to her current role. 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 operates under fiduciary standards and offers specialized services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

Stephanie Mickelsen is a Series 66-licensed financial advisor at D.A. Davidson & Co. with four years of industry experience. She has worked at D.A. Davidson since 2021 and has held various roles outside the financial sector, including front desk work at an indoor cycling studio, notary services, barista duties, and baking and delivery for a local business. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and charitable organizations, operating under fiduciary standards with a range of planning and portfolio management solutions.

Britton Mcmannis is a Series 66 licensed advisor with D.A. Davidson & Co. in Bozeman, MT, where he has worked since 2014. He has 13 years of industry experience. Outside of his advisory role, he serves as vice president of the non-profit Manhattan Baseball league in Manhattan, MT, assisting with league logistics. 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 offers a range of services from ERISA retirement plan advisory to comprehensive financial planning and manages a private wealth program for clients with over $20 million in net worth.

Micaela Stinson is a Series 66-credentialed financial advisor with seven years of industry experience. She has worked at D.A. Davidson & Co. since 2022 and previously held positions at Ameriprise, Cuso Financial Services, and Numerica Credit Union. Stinson is also a notary public in Spokane, WA. 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 from financial planning to municipal advisory and operates affiliated custodial entities, distinguishing itself in both scope and operational capabilities.

Tiffany Lao is a financial advisor with D.A. Davidson & Co. in San Diego, CA, holding Series 63 and Series 65 licenses and 13 years of industry experience. She previously worked for Independent Financial Group LLC for 10 years before joining D.A. Davidson in 2022. 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 corporations. The firm provides fiduciary advisory services under the Advisers Act and ERISA standards, utilizing both qualitative and quantitative analyses, and offers specialized programs such as municipal advisory services and a Private Wealth planning program for clients with over $20 million in net worth.

John Eden is a financial advisor at D.A. Davidson & Co. in Colorado Springs, Colorado, with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at D.A. Davidson & Co. since 2018, following seven years at Merrill. Eden serves on the Board of Directors for the Ronald McDonald House Charities of Southern Colorado and the Honorary Deputy Sheriff's Association. 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 fiduciary-standard advisory services with a range of investment and planning solutions, including retirement plan advisory and a private wealth program for high-net-worth clients.

Jarrett Perez is a CFA® charterholder with 23 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2013. Prior to this, he was associated with Two Oaks Investment Management, LLC for 11 years. He holds Series 65 and Series 66 licenses. 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 comprehensive financial planning, ERISA retirement plan advisory, and a specialized Private Wealth program for clients with significant net worth, operating under fiduciary standards with both discretionary and non-discretionary investment management options.

Nataleah Dietzmann is a financial advisor with D.A. Davidson & Co. in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has been with D.A. Davidson & Co. for 15 years. D.A. Davidson & Co. provides investment advisory and brokerage services to diverse clients, including retirement plans, high-net-worth individuals, and charitable organizations. The firm offers 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 analyses.

Sandra D'Angelo is a financial advisor at D.A. Davidson & Co. with 29 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and previously worked at Merrill for 11 years before joining her current firm in 2018. Outside of her advisory role, she serves as Secretary and President of Women Partnering, a nonprofit organization based in Colorado Springs, and is involved with Junior Optimist International as a club chair. 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 operates under fiduciary standards and offers a range of services such as retirement plan advisory, comprehensive financial planning, equity research, and a Private Wealth program for high-net-worth clients.

Jeffrey Biermanski is a financial advisor at D.A. Davidson & Co. with 22 years of industry experience. He holds Series 63 and Series 66 designations and has been with D.A. Davidson since 2010. 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, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.

Morgan Owen is a CFP® with 18 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2010. He is the president of the Bridger Bowl Foundation, a nonprofit organization that provides funds for children’s ski lessons, rental tickets, and related activities in Bozeman, Montana. D.A. Davidson & Co. offers investment advisory and brokerage services to a broad client base, including retirement plans, individuals, charitable organizations, and corporations. The firm maintains fiduciary standards and provides both discretionary and non-discretionary investment management alongside comprehensive financial planning and specialized wealth management programs.

Brian Pedey is a financial advisor at D.A. Davidson & Co. in Spokane, WA, holding a Series 66 designation with 13 years of industry experience. He has been with D.A. Davidson & Co. since 2013. Outside of his advisory role, he owns farmland where alfalfa or barley is grown. 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 retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients.

James Woodcock is a financial advisor with D.A. Davidson & Co. based in Austin, TX. He holds a Series 66 designation and has 20 years of industry experience, including 13 years with Hilltop Securities Inc. He owns a family rental property in Palm Beach, FL. 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 operates under fiduciary standards, offers both non-discretionary and discretionary retirement plan services, and distinguishes itself by participating in municipal underwriting and operating affiliated custodial entities.

Joseph Grabowski is a financial advisor with D.A. Davidson & Co. in Pasadena, CA, holding Series 65 and Series 63 credentials and one year of industry experience. Prior to joining D.A. Davidson, he worked at ONE&ALL Church for six years and spent time at Gateway Theological Seminary. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, and charitable organizations, operating under fiduciary standards and employing both qualitative and quantitative analysis in its advisory process.