Sean Hegarty is a CFP® with 12 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2021. He previously worked for Southwest Securities Inc. from 2013 to 2021. 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, equity research, and a private wealth program for clients with over $20 million in net worth, operating under the Advisers Act fiduciary standard.

Stuart Ng is a financial advisor at D.A. Davidson & Co. with 32 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining D.A. Davidson in 2024, he spent 23 years at LPL Financial, LLC. D.A. Davidson & Co. offers 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 provides 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 utilizing both qualitative and quantitative investment analysis.

Jeffrey Decker is a financial advisor with D.A. Davidson & Co. in Everett, WA, holding Series 63 and Series 65 licenses and having 34 years of industry experience. He has been with D.A. Davidson & Co. since 1999. 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 operates under the Advisers Act fiduciary standard and offers specialized services such as ERISA retirement plan advisory, equity research, and a Private Wealth program for clients with more than $20 million in net worth.

Timothy Kato is a financial advisor with D.A. Davidson & Co. based in Missoula, MT. He holds Series 63 and Series 65 designations and has 42 years of industry experience, including 35 years with D.A. Davidson. 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 a range of services such as ERISA retirement plan advisory, financial planning, equity research, and a private wealth program for high-net-worth clients.

Kyle Johnson is a financial advisor at D.A. Davidson & Co. in Seattle, WA, holding a Series 66 designation with four years of industry experience. Prior to joining D.A. Davidson in 2022, he worked at Cambia Health Solutions from 2017 to 2022. D.A. Davidson & Co. provides investment advisory and brokerage services to a variety of clients, 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 and using both qualitative and quantitative analysis to guide investment recommendations.

Gregory Green is a financial advisor at D.A. Davidson & Co. with 26 years of industry experience. He previously worked at Edward Jones for 24 years before joining D.A. Davidson in 2023. Outside of his advisory role, Green serves as President of the Board for the Ute Water Conservancy District in Grand Junction, CO, and owns a farming business providing land and equipment for certified organic seed production. 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 varied advisory services under the Advisers Act fiduciary standard, including ERISA retirement plan advice, financial planning, and a private wealth program for clients with substantial assets.

Marcia Bloemendaal is a CFP® professional with 36 years of industry experience. She is currently with D.A. Davidson & Co., joining the firm in 2025 after 16 years at Raymond James & Associates. 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 services, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.

Mary Butler is a financial advisor at D.A. Davidson & Co. in Seattle, WA, holding Series 63 and Series 65 credentials with nine years of industry experience. She has worked at D.A. Davidson & Co. since 2018, and her prior roles include positions at Foresters Financial Services, Macy's, and Western Washington University. Outside of her advisory work, Butler is a social media content creator through her business, MIX IT UP WITH MARY, LLC. D.A. Davidson & Co. offers 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 provides a range of services from ERISA retirement plan advisory to comprehensive financial planning and private wealth management, operating under fiduciary standards and employing both qualitative and quantitative investment analyses.

Daniel Trost is a CFP® professional with 18 years of industry experience, currently serving as an advisor at D.A. Davidson & Co. since 2008. He holds board positions with the Montana Teachers Retirement System and the Montana Board of Investments, both public entities involved in pension plan governance and investment oversight. 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 advisory, planning, and private wealth management services.

Rainbow Brooks is a financial advisor at D.A. Davidson & Co. with 22 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including Mid Atlantic Capital Corporation and Strategy Asset Managers LLC. Outside of finance, he is involved as a beauty consultant for Mary Kay. 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 services under fiduciary standards and features municipal advisory and underwriting activities, as well as specialized wealth planning for high-net-worth clients.

Sarah Robak is a financial advisor at D.A. Davidson & Co. with 11 years of industry experience. She holds the CFP® and CFA® designations and has worked previously at Bridges Investment Management Inc. and TD Ameritrade. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, and charitable organizations, offering services such as ERISA retirement plan advisory, financial planning, and a private wealth program for high-net-worth clients. The firm operates under fiduciary standards and integrates qualitative and quantitative analysis in its investment recommendations.

Christian Bulla is a financial advisor at D.A. Davidson & Co. with six years of industry experience. He holds a Series 66 designation and previously worked at Arete Wealth, Inc. and Center Street Securities, Inc. Outside of investment advisory, he is involved in acting for Lifeway Christian Resources on film projects. D.A. Davidson & Co. provides a range of investment advisory and brokerage services to employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers services including retirement plan advisory, financial planning, equity research, and a private wealth program for high-net-worth clients.

Deryck Woods II is a financial advisor at D.A. Davidson & Co. with two years of industry experience and holds a Series 66 designation. Prior to joining D.A. Davidson, he worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individuals, charitable organizations, and corporate clients. The firm 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.

Molly Brown is a financial advisor with D.A. Davidson & Co. in Seattle, WA, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. She has worked at D.A. Davidson & Co. and its affiliated trust company since 1999. Brown also serves as a Notary Public for the State of Washington. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory, financial planning, equity research, and a Private Wealth program for clients with more than $20 million in net worth, operating under fiduciary standards and using both qualitative and quantitative analysis to guide investment decisions.

Cameron Lawler is a Series 66-licensed financial advisor with D.A. Davidson & Co. in Roseburg, Oregon, where he has worked since 2016. He has 11 years of industry experience. Outside of his advisory role, he serves on the board of the Umpqua Valley Tennis Center and chairs the Umpqua Enhancement Fishing Derby, a nonprofit event focused on fundraising for fishing restoration in the Umpqua River Basin. 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 from retirement plan advisory and equity research to comprehensive financial planning and private wealth programs, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Timothy Schreck is a financial advisor at D.A. Davidson & Co. in Portland, OR, holding Series 63 and Series 66 licenses with 29 years of industry experience. He worked at Charles Schwab & Co. Inc. for 21 years before joining D.A. Davidson in 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 while incorporating both qualitative and quantitative investment analysis.

Lewis Card is a financial advisor at D.A. Davidson & Co. with seven years of industry experience. He holds the Series 66 designation and previously worked at Great Falls College MSU for five years. Card is a past president and current voting member of the board of directors of the Rotary Club of Great Falls, a nonprofit organization. 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 services under fiduciary standards and supports clients with comprehensive financial planning, discretionary and non-discretionary retirement plan advice, and a private wealth program for high-net-worth clients.

Tyler Crume is a financial advisor with D.A. Davidson & Co. in Spokane, WA. He holds Series 63 and Series 65 licenses and has seven years of industry experience. His prior experience includes roles at Bank of America, Merrill, Wells Fargo Clearing, and Wells Fargo Bank. 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 ERISA retirement plan advisory, financial planning, and wealth management, distinguishing itself with municipal advisory activities and affiliated custodial entities.

Gabriella Chilczuk is a financial advisor at D.A. Davidson & Co. with two years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Key Investment Services, LLC and KeyBank. 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, operating under fiduciary standards with a range of planning and portfolio management services.

Michael Augustine is a financial advisor at D.A. Davidson & Co. with 32 years of industry experience and holds Series 63 and Series 65 credentials. He has been with D.A. Davidson since 2016. Augustine serves as a board member of the American Red Cross Montana Region and as treasurer for the Stonegate Homeowners Association in Bozeman, MT. 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 advisory services including retirement plan advisory, financial planning, and private wealth management.