Matthew Santangelo is a financial advisor at D.A. Davidson & Co. in Spokane, WA, with four years of industry experience. He holds Series 65 and Series 66 registrations and has previously worked at Baxter Healthcare Corporation and with the City of Spokane Parks & Recreation. Outside of his advisory role, Santangelo serves as a radio media commentator for the Gonzaga University men's basketball program through IMG, Inc. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, and corporate clients. The firm offers services under fiduciary standards and integrates both qualitative and quantitative tools for investment recommendations, distinguishing itself through municipal advisory activities and affiliated custodial services.

Mark Nicholson is a financial advisor at D.A. Davidson & Co. in Missoula, MT, with 25 years of industry experience. He holds the Series 63 and Series 65 designations and has been with D.A. Davidson & Co. since 2001. 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 such as ERISA retirement plan advisory, financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Kevin Savage is a CFP®-certified financial advisor with 24 years of industry experience. He is currently with D.A. Davidson & Co., where he has worked since 2022, following a 19-year tenure at LPL Financial, LLC. He serves on the investment committee of Hillsides, a nonprofit organization in Pasadena, CA, overseeing its investment assets. 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 and employing both qualitative and quantitative investment analysis.

Janae Galvis is a CFP® with 18 years of industry experience, currently serving at D.A. Davidson & Co. since 2012. She holds the Series 66 designation and is based in Omaha, NE. Outside of her advisory role, she serves as treasurer for The Benjamin H. Ryan Foundation, a nonprofit organization. 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 ERISA retirement plan advisory services, comprehensive financial planning, and a specialized Private Wealth program for clients with significant assets.

Ashley Langan is a financial advisor at D.A. Davidson & Co. with three years of industry experience. Prior to joining D.A. Davidson in 2023, she worked at MyNurse Home Care, Inc. and Fayez Sarofim & Co. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad 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, equity research, comprehensive financial planning, and a private wealth program for clients with significant assets.

Danielle Potts is a CFP® with four years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2022. Her prior work includes roles at Bozeman Health and Bridger Psychiatric Services, as well as positions at Montana State University. She is also a licensed notary, providing notary services on an as-needed basis. 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 solutions 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 investment analysis.

Kellen Lamey is a financial advisor at D.A. Davidson & Co. with five years of industry experience. He holds the Series 66 designation and has worked at D.A. Davidson since 2021. Prior to his current role, he spent five years at Arlberg Sports and several years as a full-time student. Lamey serves as a board member for the Pybus Public Market and Pybus Foundation, a nonprofit organization based in Wenatchee, WA. 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 operates under fiduciary standards and offers a range of services such as retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients.

William Fleenor is a financial advisor with D.A. Davidson & Co., holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with D.A. Davidson & Co. since 2006. Outside of his advisory role, he serves as the head boys golf coach at Walla Walla High School and is the secretary of the Walla Walla Country Club board. 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 more than $20 million in net worth, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Andrew Ignatian is a financial advisor at D.A. Davidson & Co. with a Series 66 license and one year of industry experience. Prior to joining D.A. Davidson, he held various roles including positions at Backcountry and Salt Lake County. 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, financial planning, equity research, and a private wealth program for high-net-worth clients, operating under fiduciary and ERISA standards.

Julie Paul is a financial advisor with D.A. Davidson & Co. in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She has been with D.A. Davidson since 2006. Outside of her advisory role, she manages a personal rental property as a sole proprietor. 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 organizations. The firm emphasizes fiduciary standards and offers services such as retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.

Joseph Farmer is a financial advisor at D.A. Davidson & Co. with 15 years of industry experience. He holds a Series 66 designation and has worked previously with Truist Advisory Services, Truist Investment Services, BB&T Securities, and Scott & Stringfellow. Outside of his advisory work, Farmer is involved as a class agent for Woodberry Forest and serves as Stamp Chairman for Ducks Unlimited in Virginia, overseeing a conservation-related stamp program. 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 under a fiduciary standard, including retirement plan advisory, comprehensive financial planning, and private wealth management for clients with substantial assets.

Seth Owen is a financial advisor with D.A. Davidson & Co., holding a Series 66 designation and 16 years of industry experience. His prior experience includes roles at Private Client Services, J.J.B. Hilliard, W.L. Lyons, PNC Wealth Management, and Merrill. 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, financial planning, and a specialized Private Wealth program, operating under fiduciary standards with both qualitative and quantitative investment analysis.

Bradley Knuth is a financial advisor at D.A. Davidson & Co. in Omaha, NE, with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has been with D.A. Davidson since 2016. Outside of his advisory role, he serves as a board member and secretary/treasurer for The Durham Museum Foundation and as a non-voting trustee for the Sigma Phi Epsilon Education Foundation of Nebraska, engaging in fundraising and board oversight activities. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad 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 the Advisers Act fiduciary standard, including ERISA plan advisory, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

David Nathan is a financial advisor with D.A. Davidson & Co. in Long Beach, CA, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with D.A. Davidson since 2013. 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 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 incorporating both qualitative and quantitative investment analysis.

Graham Peterson is a financial advisor with D.A. Davidson & Co. based in Seattle, WA. He holds the Series 66 designation and has recent experience working with D.A. Davidson since 2023. Prior to his advisory role, he was affiliated with Coe College and the Woods Tennis Center. 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, 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.

Tammy Beaver is a Series 66 licensed financial advisor with 27 years of industry experience, currently working at D.A. Davidson & Co. in Fort Shaw, MT. She has been with the firm since 1998. 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 more than $20 million in net worth.

Carolyn Nelson is a financial advisor with D.A. Davidson & Co. in Twin Falls, Idaho, holding Series 63 and Series 65 licenses and 23 years of industry experience. She has been with D.A. Davidson & Co. since 2010. Outside of her advisory role, she is also a commissioned notary public. 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 corporations. The firm offers various services such as retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth clients.

William Clary is a CFP® with 33 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2009. He holds Series 63 and Series 65 licenses. D.A. Davidson & Co. offers investment advisory and brokerage services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm provides a range of services including ERISA retirement plan advisory, equity research, and comprehensive financial planning, adhering to fiduciary standards under the Advisers Act and ERISA.

Michael Campos is a Series 66-licensed advisor at D.A. Davidson & Co. with 18 years of industry experience. His prior roles include positions at Truist Advisory Services, Truist Investment Services, and BB&T affiliate firms. He is based in Lexington, South Carolina. D.A. Davidson & Co. provides investment advisory and brokerage services to diverse clients, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, wrap fee programs, equity research, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards and utilizing both qualitative and quantitative investment analyses.

Kyle Olson is a financial advisor at D.A. Davidson & Co. with one year of industry experience. He holds the Series 66 designation and has previously worked at firms including Anderson Zurmuehlen and Kohanaiki. 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 advisory services under fiduciary standards and maintains capabilities in retirement plan advisory, comprehensive financial planning, and private wealth management.