Curtis Lane is a Series 65-licensed advisor with D.A. Davidson & Co. in Omaha, NE, where he has worked since 2016. He has 23 years of industry experience. 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 operates under fiduciary standards and offers both non-discretionary and discretionary retirement plan services, as well as comprehensive financial planning and specialized wealth management programs.

Brendan Kerr is a financial advisor at D.A. Davidson & Co. with five years of industry experience. He holds a Series 66 credential and has previously worked at Cardinal Glass Industries. Outside of his advisory role, he serves as acting president of The Slider Project, LLC, organizing community activities related to recreational water use. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, and charitable and corporate clients. The firm operates under fiduciary standards and offers a range of services such as retirement plan advisory, equity research, financial planning, and a Private Wealth program for high-net-worth clients.

David Dries is a financial advisor at D.A. Davidson & Co. with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Truist Advisory Services, Truist Investment Services, and BB&T affiliates. Outside of his advisory role, he serves on the Methodist University Founders Council, is vice president of the Exchange Club of Greater Fayetteville, and works as a part-time hockey referee. 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, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Brenda Kitto is a CFP® with 25 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. in Bozeman, MT. She has been with the firm for over 26 years combined. Outside of her advisory role, she is a co-founder of 100 Strong Gallatin Valley, a nonprofit organization. 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’s offerings include ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with significant net worth, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Michael Campopiano is a financial advisor at D.A. Davidson & Co. with 25 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley & Co., Incorporated for 19 years before joining D.A. Davidson in 2021. Outside of advising, he serves as chairman of the advisory board at the University of La Verne. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including individual investors, high-net-worth clients, employer-sponsored retirement plans, 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 clients with more than $20 million in net worth.

Brent Breshears is a financial advisor at D.A. Davidson & Co. in Scottsdale, AZ, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has been with D.A. Davidson & Co. for 20 years. 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, offering a range of services from retirement plan advisory to comprehensive financial planning and wealth management, including specialized programs for clients with over $20 million in net worth.

Robert Braig is a financial advisor with D.A. Davidson & Co. in Whitefish, MT, holding Series 63 and Series 65 credentials and having 37 years of industry experience. He has been with D.A. Davidson since 1990. Braig serves as a board member of the Northern Pines Homeowners Association. 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 over $20 million in net worth.

Steven Mulligan is a financial advisor with D.A. Davidson & Co., holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with D.A. Davidson & Co. since 2013. 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 fiduciary standards, offering services such as ERISA retirement plan advisory, comprehensive financial planning, and private wealth management for high-net-worth clients.

Jennifer Chavez is a financial advisor at D.A. Davidson & Co. in Colorado Springs, Colorado, with 10 years of industry experience. She holds a Series 66 designation and has worked at D.A. Davidson since 2018, following three years at Merrill. 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 a private wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Michael Dicroce is a financial advisor at D.A. Davidson & Co. in Denver, CO, holding Series 63 and Series 65 licenses with 19 years of industry experience. He previously worked at various Charles Schwab entities from 2015 to 2025. Outside of his advisory role, he owns a private label supplement company, Wild Warrior Nutrition LLC, and operates a basketball camp called WR Basketball Academy. 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, financial planning, equity research, and a private wealth program for high-net-worth clients, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Rebecca Davis is a financial advisor at D.A. Davidson & Co. with five years of industry experience. She holds a Series 66 designation and previously worked at Raymond James Financial Services, Raymond James and Associates, Inc., and Spectrum Planning Group. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individuals, 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 utilizing both qualitative and quantitative investment analysis.

Trevor Dumais is a financial advisor at D.A. Davidson & Co. in Spokane, WA, holding a Series 66 designation with three years of industry experience. Before joining D.A. Davidson in 2022, he worked at Janicki Industries from 2020 to 2022 and was a full-time student from 2013 to 2020. 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 utilizing both qualitative and quantitative analyses.

Darcee Campanella is a financial advisor with D.A. Davidson & Co. in Billings, MT, holding Series 63 and Series 65 licenses and with 34 years of industry experience. She previously worked at Merrill for 15 years and Bank of America for seven years before joining D.A. Davidson. 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 fiduciary standards and offers comprehensive financial planning, ERISA retirement plan advisory, and a private wealth program for high-net-worth clients.

Kirklen Meyer is a financial advisor at D.A. Davidson & Co. with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has been with the firm since 2005. Outside of his advisory role, he is a partner in a home decor and boutique business but does not participate in its daily operations. D.A. Davidson & Co. offers investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards and employing a combination of qualitative and quantitative investment analysis.

Tina Vorbeck is a financial advisor at D.A. Davidson & Co. with five years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services, Inc. Outside of her advisory role, she is the proprietor of JTSKYE, an internet business selling motivational message clothing, and has served as a program manager contractor for Summit Global Testing. 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 using both qualitative and quantitative tools to support its recommendations.

Jamie Williams is a financial advisor with D.A. Davidson & Co. in Sheridan, WY. He holds a Series 66 designation and has 10 years of industry experience, including 12 years at D.A. Davidson. Outside of his advisory work, Williams serves as Treasurer for the Young Guns Wrestling Club and is a board member of The Children's Center in Sheridan. He also provides notary public services and works as an online consultant for EPICURE. 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 various advisory services under fiduciary standards and integrates qualitative and quantitative analysis to recommend and monitor investments.

Charles Bills is a financial advisor at D.A. Davidson & Co. with 11 years of industry experience. He holds the Series 66 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, he serves as treasurer for a youth track and field nonprofit and holds board positions with a homeowners association and a church in Lincoln, NE. D.A. Davidson & Co. provides investment advisory and brokerage services to a wide range of clients, including retirement plans, individuals, charitable organizations, and corporate clients. The firm offers services under the Advisers Act fiduciary standard and ERISA fiduciary duties, with capabilities ranging from retirement plan advice to comprehensive wealth management and specialized municipal advisory activities.

Madison Deadmarsh is a financial advisor at D.A. Davidson & Co. with two years of industry experience. She holds a Series 66 designation and has worked previously at Gonzaga University and Cochrane & Company. 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 ERISA fiduciary retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients, operating under the Advisers Act fiduciary standard.

Kelly Eppard is a financial advisor at D.A. Davidson & Co. with four years of industry experience. She holds a Series 66 designation and has worked at several firms, including First Interstate Bank, LPL Financial, and New York Life Insurance Agency. She is also a notary public providing document notarization services for D.A. Davidson clients. D.A. Davidson & Co. offers investment advisory and brokerage services to diverse clients, including retirement plans, high-net-worth individuals, charitable organizations, and corporations. The firm provides advisory services under fiduciary standards and features municipal advisory and underwriting activities alongside comprehensive wealth management solutions.

Harper Jones III is a financial advisor with D.A. Davidson & Co., holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones for six years and had a one-year tenure at Red Robin prior to joining his current firm. Harper is based in Kennewick, WA. 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 ERISA retirement plan advisory services, comprehensive financial planning, and specialized wealth management programs, operating under fiduciary standards and employing both qualitative and quantitative methods in investment recommendations.