Valerie Rivera is a financial advisor at D.A. Davidson & Co. with 20 years of industry experience. She holds the Series 66 designation and previously worked at Raymond James & Associates for 11 years. Outside of financial advising, she owns a small business selling Young Living products, including vitamin supplements and essential oils. 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.

Ashley Mackay is a financial advisor with D.A. Davidson & Co. in Bozeman, Montana, holding a Series 66 credential and 12 years of industry experience. She has been with D.A. Davidson since 2016. Outside of advising, she operates Nettles Photography as a freelance event and portrait photographer. 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 a range of advisory and planning solutions under fiduciary standards and is distinguished by its municipal advisory and underwriting activities as well as affiliated trust services.

Mark Mueller is a financial advisor at D.A. Davidson & Co. in Omaha, NE, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with D.A. Davidson since 2016. 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 comprehensive financial planning, operating under fiduciary standards and utilizing both qualitative and quantitative analysis in its investment approach.

James Cronk is a financial advisor at D.A. Davidson & Co. with 41 years of industry experience. He has been with D.A. Davidson since 2013. Outside of his advisory work, he serves on several boards including San Pasqual Fiduciary Trust Company and San Pasqual Financial Holding Corporation, and is involved in community organizations such as the Pasadena Tournament of Roses and San Marino Community Church. 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 fiduciary-standard advisory services, employing both qualitative and quantitative analysis, and distinguishes itself by its participation in municipal advisory and underwriting activities as well as its affiliated trust and custodial services.

Jamie Halverson is a financial advisor with D.A. Davidson & Co. in Jenks, OK, holding a Series 66 designation and 18 years of industry experience. Prior to joining D.A. Davidson in 2021, he worked at LPL Financial for six years. Outside of his advisory role, he serves as a part-time hockey referee. 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 from ERISA retirement plan advisory to comprehensive financial planning and participates in municipal advisory and underwriting activities.

Laurie King is a financial advisor at D.A. Davidson & Co. with 21 years of industry experience. She holds the Series 65 and Series 63 designations. Prior to joining D.A. Davidson in 2025, she worked for Raymond James & Associates for 10 years. 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 comprehensive financial planning, operating under the Advisers Act fiduciary standard and ERISA fiduciary duties for retirement accounts.

Grant Knowlton is a CFA® charterholder with 18 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2019. Prior to joining D.A. Davidson, he worked at George K. Baum & Company from 2014 to 2019. He holds a Series 63 license and is based in Kansas City, MO. 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, emphasizing fiduciary standards and both qualitative and quantitative investment analysis.

James Richards is a financial advisor at D.A. Davidson & Co. with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with D.A. Davidson since 2016. 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 retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth individuals, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Matthew Johnson is a financial advisor at D.A. Davidson & Co. in Omaha, NE, holding a Series 66 credential with 14 years of industry experience. He has been with D.A. Davidson & Co. since 2016. Outside of his advisory role, Johnson serves as President of the Omaha NW Rotary Foundation and the Sons of Norway Elveby Lodge, and he is a director of the Nebraska Masonic Endowment Fund. 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 offers ERISA retirement plan advisory, comprehensive financial planning, and specialized wealth management services, operating under fiduciary standards and using both qualitative and quantitative tools to recommend and monitor investments.

Anita Jeffrey is a financial advisor with D.A. Davidson & Co., holding a Series 66 designation and 24 years of industry experience. She has been with D.A. Davidson since 2014. 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 retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards with both qualitative and quantitative investment analysis.

Julie Stromberg is a financial advisor at D.A. Davidson & Co. in Seattle, WA, with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has been with D.A. Davidson & Co. since 2005. Outside of her advisory work, she operates a sole proprietorship called Hooked and Lovely by Jules, where she crochets blankets. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individuals, 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 high-net-worth clients, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Karla Wastcoat is a financial advisor at D.A. Davidson & Co. with 15 years of industry experience. She holds a Series 66 designation and has been with D.A. Davidson since 2011. The firm provides investment advisory and brokerage services to a diverse client base including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. D.A. Davidson emphasizes fiduciary standards and offers a range of services such as ERISA retirement plan advisory, financial planning, and a Private Wealth program for high-net-worth clients.

James Ragan is a CFA® charterholder with 34 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2013. He holds the Series 63 license. Outside of his advisory role, he is a partner in an investment-related family trust. 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 provides a range of services such as ERISA retirement plan advisory, comprehensive financial planning, equity research, and a private wealth program for high-net-worth clients.

Brandan Williams is a financial advisor at D.A. Davidson & Co. with 29 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Truist Advisory Services, Truist Investment Services, BB&T Securities, and Scott & Stringfellow. Outside of his advisory work, he serves as a deacon at Pryor Memorial Presbyterian Church, assisting with the church’s 5 cents a meal program. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm operates under fiduciary standards and 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.

Marshall Kerby is a financial advisor at D.A. Davidson & Co. with seven years of industry experience. He holds the Series 66 designation and has worked at D.A. Davidson & Co. since 2019, following three years at NNE. 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 services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients, operating under the Advisers Act fiduciary standard and ERISA fiduciary duties for retirement accounts.

Robert Sevcik is a financial advisor at D.A. Davidson & Co. with 17 years of industry experience. He previously worked at Morgan Stanley Smith Barney for 13 years before joining D.A. Davidson in 2021. Sevcik serves as Board President of the Hospital Authority in Medford, Oregon, and is a member of the Board of Directors for USA Weightlifting, a nonprofit supporting Olympic weightlifting. 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 comprehensive financial planning and wealth management programs, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Sarah Fitzgerald is a financial advisor with D.A. Davidson & Co. in Whitefish, MT, holding Series 63 and Series 65 licenses with 28 years of industry experience. She has been with D.A. Davidson since 2004. Fitzgerald serves on the board of directors for the Whitefish Sports Facilities Foundation, which oversees the local ice rink. 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 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 and using both qualitative and quantitative investment analyses.

Brent Peterson is a financial advisor with D.A. Davidson & Co. in Boise, ID, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He worked at RBC Capital Markets Corp for 11 years before joining D.A. Davidson in 2019. 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 fiduciary standard advisory services, retirement plan advice, comprehensive financial planning, and a private wealth program for high-net-worth clients.

Gabriel Millar is a financial advisor at D.A. Davidson & Co. with eight years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at DewPoint Financial, Velox Clearing, LLC, and VeloX Securities Inc. Outside of his advisory role, he owns and operates a business selling bicycle components and accessories. 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, 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 analyses.

Cynthia Fritch is a Certified Financial Planner® with 34 years of industry experience, currently serving at D.A. Davidson & Co. since 2001. She holds Series 63 and Series 65 licenses and is based in Missoula, Montana. 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 fiduciary standards and provides a range of services, including retirement plan advisory, financial planning, equity research, and a Private Wealth program for high-net-worth clients.