Ryan Duncan is a financial advisor at D.A. Davidson & Co. with one year of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Fidelity Investments and the Church of Jesus Christ of Latter-Day Saints. 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 offers ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Melissa Kelly is a financial advisor with D.A. Davidson & Co. in Tampa, FL, holding a Series 66 designation and bringing 21 years of industry experience. She previously worked at Raymond James in various capacities from 2000 to 2025 before joining her current firm in 2026. 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, equity research, and a Private Wealth program for clients with over $20 million in net worth.

Allison Priestley is a financial advisor at D.A. Davidson & Co. with eight years of industry experience. She holds a Series 66 designation and has been with D.A. Davidson since 2015. Additionally, she serves as a Notary Public for the State of Oregon. 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 clients with substantial net worth, operating under fiduciary standards and incorporating both qualitative and quantitative investment analysis.

Steven Stahlberg is a financial advisor at D.A. Davidson & Co. with 45 years of industry experience. He holds Series 63 and Series 65 designations and has worked at D.A. Davidson since 2019, following a four-year tenure at Hilltop Securities Inc. 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, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards and employing both qualitative and quantitative analysis in its investment recommendations.

Fred Sirianni is a financial advisor at D.A. Davidson & Co. with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with D.A. Davidson since 2008. 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 various advisory services under fiduciary standards, including ERISA retirement plan advice and comprehensive financial planning, and is notable for its involvement in municipal advisory and underwriting activities as well as its private wealth planning program.

Michael Franz is a financial advisor at D.A. Davidson & Co. in Lake Oswego, OR, with 24 years of industry experience. He has been with D.A. Davidson since 2013 and holds Series 63 and Series 65 licenses. 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 operates under the Advisers Act fiduciary standard and offers specialized services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

Jonna Robinson is a financial advisor at D.A. Davidson & Co. in Medford, Oregon, holding a Series 66 designation with four years of industry experience. Prior to her current role, she worked at Pacific Retirement Services for eight years. She serves on the investment committee of the Rogue Valley Manor Foundation, a nonprofit organization, where she reviews investment policies and provides feedback. D.A. Davidson & Co. offers investment advisory and brokerage services to diverse clients including employer-sponsored retirement plans, individuals, charitable organizations, and corporate clients. The firm provides ERISA retirement plan advisory services, comprehensive financial planning, and specialized wealth management programs, operating under both Advisers Act fiduciary and ERISA fiduciary standards.

Matthew Bryant is a CFP® certificant with 18 years of industry experience. He is currently with D.A. Davidson & Co., where he has worked since 2023. His prior roles include positions at Truist Advisory Services and Bb&T Securities. D.A. Davidson & Co. offers investment advisory and brokerage services to employer-sponsored retirement plans, individual investors—including high-net-worth clients—charitable organizations, and corporate clients. The firm provides ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for clients with more than $20 million in net worth, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Johnathan Taylor is a financial advisor with D.A. Davidson & Co., holding a Series 66 designation and 11 years of industry experience. Prior to joining D.A. Davidson in 2021, he worked at Edward Jones from 2015 to 2021. He has been involved with Montana State University since 2006. Outside of his advisory role, Taylor serves on the boards of local nonprofit organizations, including Headwaters Community Housing Trust as vice president and the Gallatin Valley YMCA. 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 operates under fiduciary standards and offers specialized services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with significant net worth.

Frederick Nelson is a financial advisor with D.A. Davidson & Co. in Twin Falls, ID, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with D.A. Davidson & Co. since 2010. 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 services under fiduciary standards, employing both qualitative and quantitative analysis, and is notable for its municipal advisory and underwriting activities as well as specialized wealth planning programs.

Chad Lippert is a CFP® with 28 years of experience in the financial industry and has been with D.A. Davidson & Co. for 27 years. He manages Lippert Farms, LLC, a farming operation, and serves as the head varsity football coach for the Broadview School District. 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 significant assets, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Molly Mosness is a financial advisor at D.A. Davidson & Co. in Helena, MT, holding Series 63 and Series 65 licenses with 27 years of industry experience, including 23 years at her current firm. 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 operates under fiduciary standards, providing services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth clients.

Silvia Camacho Gonzalez is a financial advisor with D.A. Davidson & Co. in Long Beach, CA, holding a Series 66 designation and 18 years of industry experience. She has been with D.A. Davidson & Co. since 2013. 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, financial planning, and a private wealth program for clients with significant net worth, operating under fiduciary standards and employing both qualitative and quantitative investment analyses.

Jay Allred is a Series 66-credentialed advisor with D.A. Davidson & Co. in Kennewick, WA, where he has 14 years of industry experience. He has worked with D.A. Davidson & Co. since 2012. 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 services such as ERISA retirement plan advisory, financial planning, equity research, and a private wealth program for high-net-worth clients.

Lauren Fordham is a financial advisor at D.A. Davidson & Co. with two years of industry experience. She holds a Series 66 designation and is based in Bozeman, MT. Prior to her current role, her work history includes positions outside the financial industry such as at Jake's Bar & Grill and Starbucks. 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 a range of advisory solutions under fiduciary standards, including ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients.

Margaret Kineke is a financial advisor with D.A. Davidson & Co. in Seattle, WA, holding CFP®, Series 63, and Series 65 designations and bringing 42 years of industry experience. She has been with D.A. Davidson & Co. since 2006. 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 ERISA duties for retirement accounts, offering services ranging from retirement plan advisory to comprehensive financial planning and a private wealth program for clients with over $20 million in net worth.

Benjamin Belmonte Valadez is a financial advisor with D.A. Davidson & Co. holding a Series 66 designation and four years of industry experience. His prior work includes roles at Merrill, Bank of America, and Tesla. 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, comprehensive financial planning, and a private wealth program, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Bradley Rustik is a CFP® with eight years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2020. Prior to joining D.A. Davidson, he worked at The Vanguard Group, Inc. for three years. 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 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 providing unique features like municipal advisory and affiliated custodial services.

Mary Louise Nisperos Wittkopf is a financial advisor at D.A. Davidson & Co. with a Series 66 credential and recently started her advisory career in 2025. Her prior work experience includes roles at Nalu Medical, Bontierra LLC, Golub Capital, and Kovitz Investment Group, along with academic experience at DePaul University. 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 operates under fiduciary standards with both qualitative and quantitative investment analysis.

Bradley Rice is a financial advisor at D.A. Davidson & Co. in Lewiston, ID, holding a Series 66 designation with 20 years of industry experience. He has been with D.A. Davidson & Co. since 2006. 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, wrap fee programs, equity research, and a private wealth program for clients with over $20 million in net worth.