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Michael W

Series 66

Wilmington, NC

D.A. Davidson & Co.

Michael Womble is a financial advisor at D.A. Davidson & Co. with two years of industry experience. He holds the Series 66 designation and previously worked at Williams Overman Pierce LLP for 23 years. Outside of his advisory role, he is a 1% partner in First Flight Hotel LLC. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individuals, charitable organizations, and corporations. The firm provides 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.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Welford F

Series 63, Series 65

Richmond, VA

D.A. Davidson & Co.

Welford Farmer Jr. 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 previously worked at Truist Advisory Services, Bb&T Securities, and Scott & Stringfellow, Inc. Additionally, he serves as a trustee for a family marital trust. 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 a range of services such as retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Kyle R

Series 63, Series 65

Burlington, WA

D.A. Davidson & Co.

Kyle Reep is a financial advisor with D.A. Davidson & Co. in Burlington, WA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with D.A. Davidson since 2009. Reep serves on several nonprofit boards and committees, including the Skagit Preschool & Resource Center and the YMCA of Skagit County, and is involved in community sports as treasurer of the Stanwood Cannons Legion Baseball. 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 fiduciary-standard advice with 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, distinguishing itself by also acting as a municipal advisor and qualified custodian.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Cheryl C

Series 66, Series 65

Colorado Springs, CO

D.A. Davidson & Co.

Cheryl Cowan is a financial advisor with D.A. Davidson & Co. in Colorado Springs, Colorado. She holds Series 65 and Series 66 designations and has 18 years of industry experience, including prior roles at Morgan Stanley and Mass Mutual. Outside of her advisory work, Cowan is a notary public. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, and charitable 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 utilizing both qualitative and quantitative investment analysis.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Stockton E

Series 63, Series 65

South Jordan, UT

D.A. Davidson & Co.

Stockton Enger is a financial advisor with D.A. Davidson & Co. He holds Series 63 and Series 65 credentials and has five years of industry experience. Prior to joining D.A. Davidson, he worked at Fidelity Investments and held roles in education and with the Utah Jazz. 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 advisory services under fiduciary standards, utilizing qualitative and quantitative analysis, and includes programs such as ERISA retirement plan advisory and a Private Wealth program for clients with significant assets.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Jennifer S

Series 66

Klamath Falls, OR

D.A. Davidson & Co.

Jennifer Scanlan is a financial advisor at D.A. Davidson & Co. with 10 years of industry experience. She holds a Series 66 designation and has been with D.A. Davidson since 2016. Outside of her advisory role, she serves on the boards of several local nonprofit organizations, including the Sky Lakes Medical Center Foundation and the Klamath Community Leadership Foundation, and is involved with the Rotary Club in Klamath Falls, OR. 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 emphasizes fiduciary standards and offers a range of services such as retirement plan advisory, financial planning, and a private wealth program for clients with significant net worth.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Johnathan G

Series 66

Seattle, WA

D.A. Davidson & Co.

Johnathan Greene is a financial advisor with D.A. Davidson & Co. in Seattle, WA, holding a Series 66 designation and 13 years of industry experience. He has worked at D.A. Davidson & Co. since 2017 and previously was employed by Ing Direct Investing, Inc. from 2012 to 2016. Greene also owns rental property in Seattle, which he manages outside of business hours. 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 operates under the Advisers Act fiduciary standard and offers a range of services including ERISA plan advisory, wrap fee programs, equity research, and comprehensive financial planning.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Kevin M

Series 66

Medford, OR

D.A. Davidson & Co.

Kevin Mcloughlin is a financial advisor at D.A. Davidson & Co. with 13 years of industry experience. He holds the Series 66 designation and has been with D.A. Davidson since 2013. 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 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.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Ava R

Series 66

Medford, OR

D.A. Davidson & Co.

Ava Reed is a financial advisor at D.A. Davidson & Co. with 12 years of industry experience. She holds the Series 66 designation and has been with D.A. Davidson since 2014. Reed serves as board president of the Southern Oregon Estate Planning Council and is a board director for the Britt Music and Arts Festival, both nonprofit organizations. 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.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Jaclyn L

Series 63, Series 65

Salt Lake City, UT

D.A. Davidson & Co.

Jaclyn Lui is a financial advisor with D.A. Davidson & Co. in Salt Lake City, UT, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She worked at Alpine Securities Corporation for four years before joining D.A. Davidson in 2018. Outside of her advisory role, she engages in non-investment activities such as providing notary services, publishing videos on YouTube, and selling merchandise online. 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 adheres to fiduciary standards and provides both discretionary and non-discretionary advisory services, with specialized offerings for high-net-worth clients and municipal advisory capabilities.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Zachary B

Series 63, Series 65

Kalispell, MT

D.A. Davidson & Co.

Zachary Barber is a financial advisor with D.A. Davidson & Co. in Kalispell, MT, holding Series 63 and Series 65 designations and nine years of industry experience. He has worked at D.A. Davidson since 2018 and previously held positions with Horace Mann and affiliated agencies. 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 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 utilizing both qualitative and quantitative investment analysis.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Amy B

CFP®, Series 66

Great Falls, MT

D.A. Davidson & Co.

Amy Buffington is a financial advisor with D.A. Davidson & Co. in Great Falls, MT, holding CFP® and Series 66 designations and bringing 11 years of industry experience. She has worked with D.A. Davidson & Co. and its affiliated firms since 2014. In addition to her advisory role, she serves as a notary public for the state of Montana. 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 analysis.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Alesha L

Series 66

Spokane, WA

D.A. Davidson & Co.

Alesha Lozano is a financial advisor at D.A. Davidson & Co. with 12 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services Inc. for 12 years before joining D.A. Davidson in 2023. 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 clients with more than $20 million in net worth.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Auriana K

Series 66

Helena, MT

D.A. Davidson & Co.

Auriana Kent 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 Wells Fargo Bank N.A. and in roles outside the financial industry, including Panda Express and The Montana Club. 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, and offers a range of financial planning and wealth management programs under a fiduciary standard.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Kelly G

Series 63, Series 65

Carlsbad, CA

D.A. Davidson & Co.

Kelly Ginsberg is a financial advisor at D.A. Davidson & Co. with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including SA Stone Wealth Management Inc. and Quest Capital Strategies, Inc. Outside of his advisory role, he is involved with San Diego Residential Solutions SRS Inc. 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 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 analysis.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Paige R

Series 66

Bellevue, WA

D.A. Davidson & Co.

Paige Romney is a financial advisor at D.A. Davidson & Co. with nine years of industry experience. She holds a Series 66 designation and has been with D.A. Davidson since 2017. Prior to that, she worked at UCSD from 2013 to 2017. 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 emphasizes fiduciary standards under the Advisers Act and ERISA, offering services such as retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Howard K

Series 63, Series 65

Ventura, CA

D.A. Davidson & Co.

Howard Kreutzinger is a financial advisor with D.A. Davidson & Co. in Ventura, CA, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with D.A. Davidson since 2013. 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 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 over $20 million in net worth.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Wade G

Series 63, Series 65

Phoenix, AZ

D.A. Davidson & Co.

Wade Gebers is a financial advisor with D.A. Davidson & Co. in Phoenix, AZ, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with D.A. Davidson & Co. since 2005. Outside of his advisory role, he is a member of NTL LLC, a holding company for vehicles. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad range of clients, including retirement plans, individuals, charitable organizations, and corporations. The firm offers various services such as ERISA retirement plan advisory, wrap fee programs, equity research, and specialized wealth management for high-net-worth clients.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Joshua H

Series 66

Roseburg, OR

D.A. Davidson & Co.

Joshua Huckins is a financial advisor with D.A. Davidson & Co. in Roseburg, Oregon, holding a Series 66 designation and eight years of industry experience. Prior to joining D.A. Davidson in 2018, he worked at Bank of the Cascades and Cascade Community FCU. Outside of his advisory role, he serves as a trustee for the First Missionary Baptist Church of Union Gap and is a board member of Umpqua Valley Habitat for Humanity. 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 operates under fiduciary standards, offers comprehensive financial planning and private wealth programs, and distinguishes itself through municipal advisory services and affiliated custodial entities.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Mark H

Series 63, Series 66

Salt Lake City, UT

D.A. Davidson & Co.

Mark Hansen is a financial advisor with D.A. Davidson & Co. in Salt Lake City, UT, holding Series 63 and Series 66 credentials and over 30 years of industry experience. He has been with D.A. Davidson since 2007. Hansen is involved in managing investment partnerships and family-held investment portfolios outside of his advisory role. D.A. Davidson & Co. offers investment advisory and brokerage services to a variety of clients, including retirement plans, individual investors, and charitable organizations, providing ERISA retirement plan advisory, comprehensive financial planning, and private wealth management for high-net-worth clients. The firm operates under fiduciary standards and utilizes both qualitative and quantitative tools in its investment recommendations and monitoring, and it distinguishes itself by serving as a municipal advisor and offering affiliated custodial services.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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