Matthew Kleager is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. He previously worked at Smith Hayes Advisers Inc. for 11 years before joining D.A. Davidson, where he has been employed since 2016. 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 specialized Private Wealth program for clients with substantial net worth.

Paul Torgersen is a financial advisor with D.A. Davidson & Co. He holds the Series 66 designation and has one year of industry experience. Prior to joining D.A. Davidson, he worked at Virginia Tech and Florida State University. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad range of clients, 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.

Shane Martens is a financial advisor at D.A. Davidson & Co. with 11 years of industry experience. He previously worked at KeyBank for 12 years before joining D.A. Davidson in 2026. He holds the Series 66 and Series 63 licenses. 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 employing both qualitative and quantitative investment analyses.

Brett Blundon is a financial advisor at D.A. Davidson & Co. with a Series 66 credential and one year of industry experience. Prior to joining the firm, he worked for nine years with the United States Forest Service. 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 various advisory solutions under fiduciary standards and distinguishes itself by serving as a municipal advisor and operating affiliated custodial entities.

Timothy Cotton is a financial advisor with D.A. Davidson & Co. in Bellevue, WA, holding a Series 66 designation and five years of industry experience. Prior to joining D.A. Davidson in 2021, he worked at Nordstrom for six years. 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 a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and wealth management for high-net-worth clients.

Mark Evans is a CFA® charterholder with over 22 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2009. He holds a Series 66 license and operates out of Dublin, Ohio. 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 comprehensive financial planning and specialized programs such as the Davidson Private Wealth program, operating under fiduciary standards and utilizing both qualitative and quantitative investment analyses.

Todd Peterson is a financial advisor with D.A. Davidson & Co. in Lincoln, NE, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with D.A. Davidson & Co. since 2016. Outside of his advisory role, he is president of Friends of Woods Tennis, a nonprofit organization, and is involved with new product development at THINK, Inc. 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 comprehensive financial planning, ERISA retirement plan advisory services, and specialized wealth management programs, operating under fiduciary standards and employing both qualitative and quantitative analysis.

Benjamin Milbrath is a financial advisor at D.A. Davidson & Co. with 33 years of industry experience and holds Series 63 and Series 65 licenses. He has been with D.A. Davidson since 2006. Outside of his advisory role, Milbrath is involved in various real estate development and management activities across several locations, including land development and property management. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, high-net-worth individuals, charitable organizations, and corporations. The firm offers ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Alexander Tucker is a financial advisor at D.A. Davidson & Co. in Seattle, WA, holding Series 63 and Series 65 credentials with 27 years of industry experience. He has been with D.A. Davidson since 2010. Outside of his advisory role, he serves on the board of the Bellevue High School Girls Basketball program, where he is involved in oversight and budget duties. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charities, and corporations. The firm operates under fiduciary standards and offers a range of services such as retirement plan advisory, financial planning, equity research, and private wealth programs.

Hilary Kosloske is a financial advisor at D.A. Davidson & Co. with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Truist Advisory Services, Truist Investment Services, and Bb&T Securities. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad range of clients, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers comprehensive financial planning and specialized programs such as Davidson Private Wealth, serving clients with more than $20 million in net worth.

Kurt Anderson is a financial advisor with D.A. Davidson & Co. in Port Angeles, WA. He holds Series 63 and Series 65 licenses and has 34 years of industry experience, including 18 years with his current firm. 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 specialized 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 utilizing both qualitative and quantitative analyses.

Brian Finn is a financial advisor at D.A. Davidson & Co. with 25 years of industry experience. He holds a Series 66 credential and 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 employer-sponsored retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, equity research, and a private wealth program for clients with more than $20 million in net worth.

Rusty Schatz is a Series 66-credentialed financial advisor with 18 years of experience, currently serving at D.A. Davidson & Co. since 2008. In addition to his advisory role, he is a visiting professor at the University of Idaho, where he teaches a finance class. He is also a partner in a hay and cattle operation, Treasure Ridge Ranch LLC, based in Viola, Idaho. 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, offering services such as ERISA retirement plan advisory, comprehensive financial planning, and private wealth management, with unique capabilities including municipal advisory and affiliated custodial services.

Kraig Kerr is a CFP® professional with 35 years of industry experience, currently serving as an advisor at D.A. Davidson & Co. since 2015. He holds Series 63 and Series 65 licenses and is based in Hood River, OR. 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 corporations. The firm emphasizes fiduciary standards and offers a range of services such as retirement plan advisory, comprehensive financial planning, and private wealth management.

Halley Hu is a financial advisor at D.A. Davidson & Co. with two years of industry experience and holds a Series 66 designation. Prior to joining D.A. Davidson in 2026, Hu worked at Morgan Stanley Private Bank and Morgan Stanley, and has experience at Ernst & Young LLP and Parcion Private Wealth LLC. 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 operates under the Advisers Act fiduciary standard and ERISA fiduciary duties for retirement accounts, offering services such as ERISA plan advisory, wrap fee programs, equity research, and comprehensive financial planning, with specialized offerings for high-net-worth clients through its Davidson Private Wealth program.

Bryan Schneider is a financial advisor with D.A. Davidson & Co. in Omaha, NE, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has been with D.A. Davidson since 2016. Outside his advisory role, he serves as chairman of the investment committee and board member for the Omaha Archdiocesan Deposit and Loan Fund Inc., where he helps establish policy and financial objectives. 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 ERISA retirement plan advisory services, modular and 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.

Robert Roels is a financial advisor at D.A. Davidson & Co. in Portland, OR, with five years of industry experience. He previously worked at Umpqua Private Bank for seven years. Outside of his advisory role, he serves as a contract consultant for Prosapient, providing consulting on financial market surveys. D.A. Davidson & Co. offers investment advisory and brokerage services to a broad client base, including retirement plans, high-net-worth individuals, and charitable organizations. 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 employing both qualitative and quantitative investment analysis.

John Lee is a financial advisor at D.A. Davidson & Co. in Spokane, WA, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has been with D.A. Davidson & Co. since 2009. 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 specialized wealth management for high-net-worth clients.

Dana Vega is a financial advisor at D.A. Davidson & Co. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lincoln Financial Advisors. Dana has been with D.A. Davidson & Co. since 2021. 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, wrap fee programs, equity research, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Courtney Ellis is a financial advisor at D.A. Davidson & Co. with 24 years of industry experience. She holds Series 63 and Series 66 credentials and has been with the firm since 2002. 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 advisory services under fiduciary standards, including retirement plan advice, financial planning, and private wealth management for clients with over $20 million in net worth.