Troy Gaul is a financial advisor at D.A. Davidson & Co. with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has been with D.A. Davidson since 2014. Outside of his advisory role, he serves as president of the Regis St. Mary’s Foundation, a nonprofit organization, where he oversees board meetings and planning for school funding. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including individual investors, employer-sponsored retirement plans, and charitable organizations. The firm offers a range of services such as ERISA retirement plan advisory, modular and comprehensive financial planning, and a private wealth program for high-net-worth clients, all while adhering to fiduciary standards.

Kassie Longfellow is a CFP® with 15 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2014. She holds Series 63 and Series 65 licenses. Longfellow is a board member of the Benefis Foundation and serves as treasurer for PEO Chapter Q, a nonprofit organization. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base that includes employer-sponsored retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, equity research, and a specialized Private Wealth program for clients with net worth exceeding $20 million.

Joseph Sizemore IV is a financial advisor with D.A. Davidson & Co., holding a Series 66 designation and one year of industry experience. Prior to joining D.A. Davidson, he worked at Credit Suisse for 12 years and has been involved in managing several family-owned limited liability companies focused on property management since 2018. 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 with both qualitative and quantitative investment analysis.

Tanja Shibley is a Series 66 licensed financial advisor with D.A. Davidson & Co. in Claremont, CA, where she has worked since 2016. She has 19 years of industry experience. 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 operates under the Advisers Act fiduciary standard and ERISA fiduciary duties for retirement accounts, offering a range of services such as retirement plan advisory, equity research, modular and comprehensive financial planning, and a Private Wealth program for high-net-worth clients.

Brett Peterson is a financial advisor with D.A. Davidson & Co. in Wenatchee, WA. He holds a Series 66 designation and has seven years of industry experience, including roles at Quantum and Pro Sports Club. He serves on the board of the Wenatchee Valley College Foundation and coaches basketball for the Wenatchee School District, in addition to officiating middle and high school basketball games with the Washington Officials Association. 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 ERISA retirement plan advisory to comprehensive financial planning and private wealth management for clients with over $20 million in net worth.

Ellen Doyle is a financial advisor at D.A. Davidson & Co. with 23 years of industry experience. She holds a Series 66 designation and has previously worked at Truist Investment Services, Inc. and BB&T Securities, LLC. Outside of finance, she is a member and bookkeeper of a family ceramic tile and marble installation business. 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, equity research, and a Private Wealth program for clients with net worth above $20 million.

David Preszler is a CFP®-certified financial advisor at D.A. Davidson & Co. with 21 years of industry experience, including 17 years at his current firm. He serves on the boards of the Southern Oregon Estate Planning Council, the Hearts and Vines Foundation, and the Medford/Jackson County Chamber of Commerce. 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 advisory, planning, and wealth management services, including specialized programs for high-net-worth clients.

Christopher Lenihan is a financial advisor with D.A. Davidson & Co. in Irvine, CA, holding a Series 66 designation and eight years of industry experience. His prior work includes service at the LA County Fire Department and seven years at the Robert E Harris Agency. 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 ERISA retirement plan advisory to comprehensive financial planning and private wealth management, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Ashley Anderson is a financial advisor with D.A. Davidson & Co. in Whitefish, Montana. She holds the Series 66 designation and has 10 years of industry experience, having been with D.A. Davidson since 2008. Outside of her advisory work, she serves as a Notary Public for the state of Montana. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including individual investors, employer-sponsored retirement plans, and charitable organizations. The firm provides a range of services such as retirement plan advisory, financial planning, equity research, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Kevin Tinkle is a financial advisor with D.A. Davidson & Co. in Oklahoma City, OK, holding Series 63 and Series 66 credentials and bringing 14 years of industry experience. He previously worked at LPL Financial and Invest Financial Corporation. Outside of advising, he is a part owner of a real estate investment business, HENREX, LLC. 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 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 analysis.

Zara Guivi is a financial advisor at D.A. Davidson & Co. with 16 years of industry experience and holds a Series 66 designation. Her prior experience includes roles at City National Securities, Unionbanc Investment Services, Perennial Investment Advisors, Perennial Financial & Insurance Services, LLC, and LPL Financial LC. 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.

Brenton Cisson is a financial advisor at D.A. Davidson & Co. in Medford, OR, holding a Series 66 designation with five years of industry experience. Prior to joining D.A. Davidson in 2022, he spent eight years with Heritage Christian Fellowship. 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, comprehensive financial planning, and a Private Wealth program for high-net-worth clients.

Daniel Rosa is a financial advisor with D.A. Davidson & Co. in Butte, MT, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has been with D.A. Davidson & Co. since 2002. 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 operates under fiduciary standards and provides both qualitative and quantitative investment analysis, along with specialized services such as municipal advisory and private wealth planning for high-net-worth clients.

Megan Ingersoll is a financial advisor with D.A. Davidson & Co. in Missoula, MT, holding a Series 66 designation and six years of industry experience. She has worked at D.A. Davidson & Co. since 2019 and previously held roles at State Farm and Grand Plaza. 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 ERISA retirement plan advisory services, comprehensive financial planning, and private wealth management for high-net-worth individuals, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Scott Haigh is a financial advisor with D.A. Davidson & Co. in Bozeman, MT, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. He has been with D.A. Davidson & Co. since 1998. 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 ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth, operating under fiduciary standards.

Juliann Romain is a financial advisor with D.A. Davidson & Co. in Lake Oswego, OR, holding a Series 66 designation and 11 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 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, comprehensive financial planning, and a private wealth program for clients with net worth exceeding $20 million.

Lynda Morin is a financial advisor with D.A. Davidson & Co. in Great Falls, MT, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She 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 and high-net-worth investors, charitable organizations, and corporate clients. The firm offers comprehensive financial planning and fiduciary advisory services, distinguishing itself by serving as a municipal advisor and operating affiliated custodial entities.

Linda Smith is a financial advisor with D.A. Davidson & Co., holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. She has been with D.A. Davidson since 2013. Outside of her advisory role, she serves as a notary public in Carlsbad, CA. 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, emphasizing fiduciary standards and employing both qualitative and quantitative analyses.

Jared Schuster is a financial advisor with D.A. Davidson & Co. in Denver, CO. He holds Series 66 and Series 63 licenses and has four years of industry experience. Prior to joining D.A. Davidson, he worked at Fidelity Investments and Charles Schwab & Co., Inc. 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 services, 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.

Amanda Whately is a financial advisor at D.A. Davidson & Co. with 18 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including SunTrust Advisory Services, BB&T Securities, and Minnesota Life Insurance Company. D.A. Davidson & Co. offers 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 provides services under fiduciary standards with an emphasis on retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.