Karlee Stanford is a CFP® with eight years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. She previously worked at RBC Capital Markets, LLC, and has a background that includes full-time education roles. 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 individuals, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Hunter Larson is a financial advisor at D.A. Davidson & Co. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with D.A. Davidson since 2016. Larson is also an investor in SHARPE FA, LLC. 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 clients with over $20 million in net worth.

Heidi Zajic Eckland is a financial advisor with D.A. Davidson & Co. holding a Series 66 designation and 15 years of industry experience. Her prior roles include positions at LPL Financial, First Interstate Bank, and Edward Jones. 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 under fiduciary standards, including ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients.

Lori Moss is a financial advisor at D.A. Davidson & Co. with 31 years of industry experience. She holds Series 63 and Series 65 designations and has been with D.A. Davidson since 2016. Outside of her advisory role, she is an owner and partner in MTJ Holdings, LLC, a company managing inherited farmland. 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 plan advisory, comprehensive financial planning, and private wealth management, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Ingrid Dunn is a financial advisor at D.A. Davidson & Co. with 17 years of industry experience. She holds the Series 66 designation and has been with D.A. Davidson since 2009. 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, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.