Warren Mach is a financial advisor at D.A. Davidson & Co. with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has been with D.A. Davidson since 2010. Outside of his advisory role, he serves as CFO for Asphalt Patch Systems, a non-investment-related business based in Puyallup, WA. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad 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 employing both qualitative and quantitative investment analysis.

Bruce Madsen is a financial advisor with D.A. Davidson & Co. in Missoula, MT, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has been with D.A. Davidson & Co. since 1993. 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 services under fiduciary standards and incorporates both qualitative and quantitative analysis in its investment recommendations and financial planning.

Emma Gibson is a financial advisor with D.A. Davidson & Co. in Seattle, WA, holding a Series 66 designation and 14 years of industry experience, all with her current firm since 2012. 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 operates under fiduciary standards and offers services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, including a Private Wealth program for clients with significant net worth.

Kathleen Absec is a financial advisor at D.A. Davidson & Co. in Coeur D'Alene, ID, holding Series 63 and Series 65 licenses with 28 years of industry experience. She has been with D.A. Davidson & Co. since 1995. 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 a private wealth program for high-net-worth clients, operating under fiduciary standards and using both qualitative and quantitative investment analyses.

Darius Vesuna is a financial advisor at D.A. Davidson & Co. with 20 years of industry experience. He holds the Series 66 designation and has previously worked at Truist Advisory Services, Truist Investment Services, Bb&T Securities, Llc, and Scott & Stringfellow, Inc. 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 operates under the Advisers Act fiduciary standard.

Michael Wood III is a financial advisor with D.A. Davidson & Co. He holds a Series 66 designation and has nine years of industry experience, including prior roles at Truist Investment Services and BB&T Securities. Wood serves on the board of the Tazewell High School Hall of Fame, a nonprofit organization that elects members and provides scholarships to graduates. 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 services under fiduciary standards, employing both qualitative and quantitative analysis, and distinguishes itself through municipal advisory activities and affiliated custodial entities.

Traci Henderson is a financial advisor with D.A. Davidson & Co. in Vancouver, WA, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Her career includes roles at RBC Capital Markets, Wells Fargo Advisors, and Stifel Nicolaus & Co. Inc. prior to joining her current firm. 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 fiduciary-standard investment advice, retirement plan advisory services, comprehensive financial planning, and specialized wealth management programs.

Jordan Hart is a financial advisor at D.A. Davidson & Co. in Seattle, WA with nine years of industry experience. He holds a Series 66 credential and previously worked at John Hancock and Edward Jones. Early in his career, he was involved with The Daily O'Collegian. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, comprehensive 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.

Matthew Jennings is a financial advisor with D.A. Davidson & Co. in Denver, CO, holding a Series 66 designation and 21 years of industry experience. He has been with D.A. Davidson & Co. since 2008. Jennings serves on the board of directors for Isham Land Company, a role unrelated to his securities business. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, high-net-worth individuals, and charitable organizations. The firm offers a range of services from retirement plan advisory to comprehensive financial planning and operates under fiduciary standards, distinguishing itself with municipal advisory activities and affiliated custodial services.

Jennifer Malmstrom is a financial advisor at D.A. Davidson & Co. with 18 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at firms including Charles Schwab, Wells & Associates, Mortgage Solutions of Colorado, Raymond James Financial Services, and Sullivan & Associates. 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 ERISA fiduciary duties for retirement accounts, offering a range of services such as retirement plan advisory, financial planning, equity research, and private wealth management for high-net-worth clients.

Trey Klinger is an advisor at D.A. Davidson & Co. with a Series 66 designation and experience beginning in 2025. Prior to joining D.A. Davidson, he held roles at the HoneyRock Center for Leadership Development, Gingco, and Boston College. 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 ERISA retirement plan advisory services, comprehensive financial planning, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards with both qualitative and quantitative investment analyses.

Brittany Parkhurst is a financial advisor at D.A. Davidson & Co. with one year of industry experience. She holds the Series 66 designation and previously worked at SaviBank, The Grand Willow, Western Washington University, and La Conner Seafood & Prime Rib House. Outside of her advisory role, she serves on the board of the Mount Vernon Public Schools Foundation and works as a bartender at La Conner Seafood & Prime Rib House. D.A. Davidson & Co. offers investment advisory and brokerage services to diverse clients, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporations. The firm follows fiduciary standards, provides a range of planning and investment services, and distinguishes itself by participating in municipal advisory and underwriting activities.

Lilia Caballero is a financial advisor at D.A. Davidson & Co. with eight years of experience in the industry. She holds the Series 66 designation and has worked at D.A. Davidson since 2018. Prior to joining the firm, she held roles at Planet Fitness, Stratford Inn, and Kids Unlimited of Oregon. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individuals, charitable organizations, and corporations. The firm offers a range of services such as ERISA retirement plan advisory, 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 analysis.

Alyssa Sanders is a financial advisor at D.A. Davidson & Co. with 24 years of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 the Advisers Act fiduciary standard and offers services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.

Don Carter Jr. is a CFP®-certified financial advisor with 12 years of industry experience. He currently works at D.A. Davidson & Co. and has previously held roles at Truist Advisory Services, Truist Investment Services, and BB&T Securities. 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 emphasizes fiduciary standards and offers a range of services from retirement plan advisory to comprehensive financial planning and a private wealth program for clients with net worth exceeding $20 million.

Bruce Pedey is a financial advisor at D.A. Davidson & Co. in Spokane, WA, holding Series 63 and Series 65 licenses with 33 years of industry experience. He has been with D.A. Davidson & Co. since 2002. Outside of his advisory role, he is a partner and owner of Falcon Farms, a farmland investment in Bonners Ferry, Idaho. 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, equity research, and a Private Wealth program for clients with over $20 million in net worth.

Philip Winkel is a financial advisor at D.A. Davidson & Co. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at D.A. Davidson since 2019. His prior experience includes roles at UBS Financial Services and Piper Sandler & Co. 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 a private wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Michael Martin is a CFP® professional with 13 years of industry experience, currently serving at D.A. Davidson & Co. He has worked at several firms, including Basecamp Wealth Advisors, The Clarius Group, Pathstone, Cornerstone Advisors, and Miller Advisors. 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 advisory and planning services under fiduciary standards, distinguishing itself in the industry through its municipal advisory activities and affiliated custodial entities.

Chelsea Vogt is a financial advisor with D.A. Davidson & Co. in Lynchburg, VA, holding a Series 66 designation and eight years of industry experience. She has previously worked at Truist Advisory Services and BB&T Securities. Outside of her advisory role, she is a Pilates instructor and a notary public for existing D.A. Davidson clients. D.A. Davidson & Co. provides investment advisory and brokerage services to a variety of clients, including retirement plans, individuals, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers services such as retirement plan advisory, financial planning, and a Private Wealth program for high-net-worth clients.

Jason Purpura is a financial advisor with D.A. Davidson & Co. in Great Falls, MT, holding Series 63 and Series 65 licenses and with 29 years of industry experience. He has been with D.A. Davidson & Co. since 2000. 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 employing both qualitative and quantitative investment analysis.