Carrie Mccollim is a Series 66 licensed financial advisor at D.A. Davidson & Co. with 12 years of industry experience. Her prior roles include positions at Prosperity Wealth Management, Fortune Financial Services, and PNC Investments. Outside of her advisory work, she is involved in Everharvest, LLC, an online shop consulting and design business. 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 substantial net worth.

Brandon Zaro is a financial advisor at D.A. Davidson & Co. with 19 years of industry experience. He holds a Series 66 designation and has worked previously at Raymond James Financial. Outside of his advisory work, he is involved in agriculture through a family farming operation in Touchet, Washington. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base including employer-sponsored retirement plans, individuals, charitable organizations, and corporations. The firm provides ERISA retirement plan advisory services, comprehensive financial planning, and specialized wealth management programs, operating under fiduciary standards and incorporating both qualitative and quantitative investment analysis.

Kirsten Helbling is a Series 66 licensed financial advisor at D.A. Davidson & Co. in Moscow, Idaho, with 10 years at the firm and 5 years of industry experience. Outside of her advisory role, she operates a small sole proprietorship unrelated to investments and performs office cleaning duties weekly. D.A. Davidson & Co. offers investment advisory and brokerage services to individual investors, retirement plans, and institutional clients. The firm provides a range of services including ERISA retirement plan advice, comprehensive financial planning, and a private wealth program for high-net-worth clients, while also serving as a municipal advisor and qualified custodian.

Elmo Ball IV is a financial advisor with D.A. Davidson & Co. and holds a Series 66 designation. He has 20 years of industry experience, having previously worked at Truist Advisory Services, Truist Investment Services, BB&T Securities, and Scott & Stringfellow. Ball volunteers as a finance committee member for the Highland Food Pantry, a local nonprofit providing food support to those in need. 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 emphasizes fiduciary standards, employs both qualitative and quantitative analyses, and provides a range of planning and wealth management programs for clients, including those with high net worth.

Jeremy Mc Cullough is a financial advisor with D.A. Davidson & Co. in Burlington, WA, holding a Series 66 designation and five years of industry experience. Prior to joining D.A. Davidson, he worked at SaviBank for 15 years. Outside of his advisory role, he serves as a high school golf coach at Mount Vernon Christian School. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, and charitable organizations. The firm operates under fiduciary standards and provides services such as ERISA retirement plan advisory, equity research, comprehensive financial planning, and specialized wealth management for high-net-worth clients.

Bradley Thurber is a CFP® with 27 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2000. He is based in Salt Lake City, UT. Outside of his advisory role, he is president of the Farmington Youth Football league. D.A. Davidson & Co. provides investment advisory and brokerage services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers a range of services including retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth clients.

Tessa Price is a financial advisor at D.A. Davidson & Co. in Boise, ID, holding a Series 66 designation with six years of industry experience. She previously worked at Key Bank for six years before joining D.A. Davidson in 2019. 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, 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.

Michael Larlee is a CFP® with 23 years of industry experience and has been with D.A. Davidson & Co. since 2015. He holds the Series 66 designation and is based in Lake Oswego, Oregon. 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 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 analyses.

Christopher Omel is a financial advisor at D.A. Davidson & Co. with 27 years of industry experience. He holds Series 63 and Series 66 licenses and 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 plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards and utilizing both qualitative and quantitative analysis.

Hillary Willett is a financial advisor at D.A. Davidson & Co. with one year of industry experience. She holds the Series 66 designation and previously worked for A Plus HealthCare for nine years. Willett serves as Treasurer and Secretary of the Foundation for Christ Church Episcopal in Kalispell, MT. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, and charitable organizations. The firm offers various 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 analysis.

Heidi Mclemore is a financial advisor at D.A. Davidson & Co. with 25 years of industry experience. She holds the Series 66 designation and previously worked for ROBERT W. BAIRD & Co. for 10 years before joining D.A. Davidson in 2022. 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 corporations. 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 and utilizing both qualitative and quantitative investment analysis.

Burk Mc Daniel is a financial advisor with D.A. Davidson & Co. in Great Falls, MT, holding Series 63 and Series 65 licenses and having seven years of industry experience. His prior experience includes roles at Goldman Sachs & Co. LLC, The Ayco Company/Mercer Allied, and New York Life. 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 the Advisers Act fiduciary standard and ERISA fiduciary duties, providing both non-discretionary and discretionary advisory services, as well as comprehensive financial planning and wealth management programs.

Caitlin Walker is a Series 66-licensed financial advisor with 10 years of industry experience. She currently works at D.A. Davidson & Co. and previously held roles at JP Morgan Chase Bank, J.P. Morgan Securities, First Republic Securities Company, and First Republic Investment Management. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, 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, comprehensive financial planning, and a Private Wealth program for high-net-worth clients.

Stephen Wesner is a financial advisor with D.A. Davidson & Co. He holds Series 63, Series 65, and Series 66 licenses and has 36 years of industry experience, including 17 years with D.A. Davidson. D.A. Davidson & Co. provides investment advisory and brokerage services to employer-sponsored retirement plans, individual investors including high-net-worth clients, 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 more than $20 million in net worth.

Steven Arrigo is a financial advisor at D.A. Davidson & Co. with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with D.A. Davidson since 2013. Outside of his advisory role, he serves as assistant treasurer for the Newport Harbor Yacht Club, a nonprofit organization in Newport Beach, CA. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charities, and corporations. 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.

Brian Boyden is a financial advisor with D.A. Davidson & Co. in Kalispell, MT, holding a Series 66 designation and 23 years of industry experience. He has been with D.A. Davidson since 2017, following a brief tenure at Charles Schwab & Co., Inc. His other business activities include ownership of a rental property outside of securities trading hours. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse clientele, 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 clients with over $20 million in net worth, operating under fiduciary standards and utilizing both qualitative and quantitative analyses.

Michael Odman is a financial advisor at D.A. Davidson & Co. with one year of industry experience. He holds a Series 66 credential and has previously worked in various roles including construction and academic positions before joining D.A. Davidson & Co. There are no additional notable outside activities listed. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, and charitable organizations. The firm provides fiduciary advisory services, comprehensive financial planning, and specialized programs for high-net-worth clients, distinguishing itself by also serving as a municipal advisor and operating affiliated custodial entities.

Jordan Werner is a financial advisor with D.A. Davidson & Co. in La Quinta, CA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with D.A. Davidson & Co. since 1991. Outside of his advisory role, Werner is an owner of J&A Properties, involved in rental real estate in Lake Oswego, OR. 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, and comprehensive financial planning, operating under fiduciary standards.

Jeffrey Ziemba is a financial advisor at D.A. Davidson & Co. in Omaha, NE, holding a Series 66 designation with 18 years of industry experience. He has been with D.A. Davidson & Co. since 2016. Outside of his advisory role, he serves as secretary for the Lamp of Learning Educational Foundation and is on the board of directors for the Fire Ridge Homeowners Association. D.A. Davidson & Co. provides a range of investment advisory and brokerage services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory, equity research, financial planning, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards with both qualitative and quantitative investment analysis.

James Lisle is a financial advisor with D.A. Davidson & Co. in Oklahoma City, holding Series 63 and Series 65 credentials and bringing 50 years of industry experience. He previously worked at Wells Nelson & Associates, LLC for 12 years before joining D.A. Davidson in 2019. Outside of his advisory role, he serves as president and general partner of L&L Investments, an oil and gas interests company. 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 clients with more than $20 million in net worth.