Chenelle Hofman is a financial advisor at D.A. Davidson & Co. with eight years of industry experience. She holds a Series 66 designation and has been with 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 investors, charitable organizations, and corporate clients. The firm offers 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 investment analysis.

Alexandra Bogacz is a financial advisor at D.A. Davidson & Co. in Seattle, WA, holding a Series 66 designation with eight years of industry experience. Her prior roles include positions at Senior Planning Advisors, LLC, Strategic Investment Advisors, LLC, and J.P. Morgan Securities, among others. She serves as a board member for the Institute for Conflict, a nonprofit organization, where she leads and supports fundraising campaigns. 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 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.

Anthony Pauling is a financial advisor with D.A. Davidson & Co. in Pasadena, CA, holding a Series 66 designation and 13 years of industry experience, all with the firm since 2013. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, 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 ranging from ERISA retirement plan advisory to comprehensive financial planning and a private wealth program for clients with over $20 million in net worth.

Holly Tuck is a financial advisor at D.A. Davidson & Co. with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at D.A. Davidson since 2018, following prior roles at Truist Investment Services and Bb&T Securities. Outside of her advisory work, she is a partner in a family farm and provides notary public services to clients. 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 operates under the Advisers Act fiduciary standard and ERISA fiduciary duties for retirement accounts, providing both qualitative and quantitative investment analysis along with comprehensive financial planning and private wealth management services.

Ella Kelsey is a financial advisor at D.A. Davidson & Co. in Seattle, WA, holding a Series 66 designation with one year of industry experience. Her prior work includes roles at Washington Trust Bank and completing her education at Tulane A.B. Freeman School of Business. 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 from retirement plan advisory to comprehensive financial planning and manages a Private Wealth program for clients with stated net worth exceeding $20 million.

Trevor Kula is a financial advisor at D.A. Davidson & Co. in Omaha, NE, holding a Series 66 designation with 21 years of industry experience. He has been with D.A. Davidson & Co. since 2008. 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, wrap fee programs, equity research, and comprehensive financial planning, and it operates under fiduciary standards with a focus on both qualitative and quantitative investment analysis.

Brandon Long is a financial advisor with D.A. Davidson & Co. in Denver, CO, holding a Series 66 designation and bringing 11 years of industry experience. Prior to joining D.A. Davidson in 2022, he worked at Bank of America, N.A. and Merrill from 2015 to 2022. 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, offering services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

Thomas Darilek is a financial advisor with D.A. Davidson & Co. in Austin, TX, holding a Series 63 designation and over 43 years of industry experience. Prior to joining D.A. Davidson in 2021, he worked at Southwest Securities Inc for eight years. Outside of his advisory role, he is involved in oil and gas property leasing for royalties and mineral interests. D.A. Davidson & Co. offers investment advisory and brokerage services to employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm provides a range of services including ERISA retirement plan advisory, wrap fee programs, equity research, financial planning, and a private wealth program for clients with net worth above $20 million.

Daphne Martin is a financial advisor with D.A. Davidson & Co. in Carlsbad, CA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with D.A. Davidson & Co. since 2016. Outside of her advisory role, she serves as a board member and treasurer for the Texas Exes Los Angeles Chapter, a nonprofit scholarship foundation. 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 adheres to fiduciary standards under the Advisers Act and ERISA, offering a range of services from retirement plan advisory to comprehensive financial planning and private wealth management.

Riley Powe is a financial advisor at D.A. Davidson & Co. in Lewiston, ID, holding a Series 66 designation with 12 years of industry experience. He previously worked at Cuna Brokerage Services, Inc. and Potlatch No. 1 Federal Credit Union. 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 ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under the Advisers Act fiduciary standard and providing both non-discretionary and discretionary investment management services.

Cassandra Robinson is a financial advisor with D.A. Davidson & Co. in Sandpoint, Idaho, holding Series 63 and Series 65 credentials and nine years of industry experience. She previously worked at Wells Fargo for six years before joining D.A. Davidson in 2018. Robinson serves as a board member and secretary of the Sandpoint Renaissance Association, a local nonprofit organization. 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 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.

Rodney Brewster is a financial advisor at D.A. Davidson & Co. in Seattle, WA, holding Series 63 and Series 66 designations with 15 years of industry experience. He previously worked at Wedbush Securities Inc. for 10 years before joining D.A. Davidson in 2017. 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 fiduciary standards and offers a range of services such as ERISA retirement plan advisory, financial planning, equity research, and a Private Wealth program for clients with over $20 million in net worth.

Jase Foster is a CFP® and holds the Series 66 designation with five years of industry experience. He has been with D.A. Davidson & Co. since 2020 and has previous work experience spanning various roles in healthcare, education, and retail. 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, and a Private Wealth program for clients with more than $20 million in net worth, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Megan Phillips is a Series 66 licensed financial advisor with D.A. Davidson & Co., based in Minden, NV, with 16 years of industry experience. She previously worked at Wells Fargo Clearing for 12 years before joining D.A. Davidson & Co. in 2020. Outside of her advisory work, she is a 50% owner of Battle Born Wine, where she assists with sales, marketing, and general management. D.A. Davidson & Co. provides investment advisory and brokerage services to a variety of clients, including retirement plans, individual investors, charitable organizations, and corporations. 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 with both qualitative and quantitative analysis.

Carrie Williams is a financial advisor with D.A. Davidson & Co. in Lynchburg, VA, holding a Series 66 designation and four years of industry experience. She previously worked at Truist Investment Services, Inc. for five years and BB&T for eight years. Outside of her advisory work, she provides notary public services as a sole proprietor. 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 adheres to fiduciary standards and provides a range of services such as retirement plan advisory, financial planning, equity research, and a Private Wealth program for high-net-worth clients.

Vanessa Sainz is a financial advisor at D.A. Davidson & Co. in Claremont, California, holding a Series 66 designation with eight years of industry experience. She has been with D.A. Davidson & Co. since 2013. D.A. Davidson & Co. provides investment advisory and brokerage services to a wide range of clients, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers various advisory services under the Advisers Act fiduciary standard and ERISA fiduciary duties, featuring advanced financial planning tools and a specialized Private Wealth program for high-net-worth clients.

Carl Nystuen is a CFP® with 15 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. in Bozeman, MT. He has worked at D.A. Davidson & Co. since 2011. Outside of his advisory role, he is a Board Member at Large and serves on the Finance and Development Committees of the Museum of the Rockies. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporations, with a focus on fiduciary standards and a range of planning and investment solutions.

Julie Holmes is a financial advisor at D.A. Davidson & Co. in Missoula, MT, holding Series 66 and Series 63 licenses with 17 years of industry experience. She has been with D.A. Davidson & Co. since 2005. Outside of her advisory role, she works as an educator for Lululemon, teaching guests about fabrics and product features. D.A. Davidson & Co. offers investment advisory and brokerage services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm provides a range of services including ERISA retirement plan advisory, comprehensive financial planning, and private wealth management for clients with more than $20 million in net worth.

John Huber Jr. is a financial advisor with D.A. Davidson & Co. in Great Falls, MT, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with D.A. Davidson & Co. for 28 years. Outside of his advisory role, he serves as a trustee for the Animal Foundation of Great Falls/MacLean Animal Adoption Center, where he helps with policy decisions, fundraising, and managing the center’s brokerage account. 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 specialized services such as ERISA retirement plan advisory, equity research, comprehensive financial planning, and a private wealth program for high-net-worth clients.

Kyle Peterson is a financial advisor with D.A. Davidson & Co. in Wenatchee, WA, holding Series 63 and Series 65 designations and bringing 16 years of industry experience, all with the same firm since 2010. His other business activities include a governance role at KP DESIGNS, LLC, a venture outside of securities trading hours. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual and high-net-worth investors, and charitable organizations, offering a range of advisory, planning, and wealth management solutions under fiduciary standards.