Megan Ibrahimi is a financial advisor at D.A. Davidson & Co. with 10 years of industry experience. She holds a Series 66 credential and has worked at D.A. Davidson since 2017, following two years at Ameriprise Financial Services. 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 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.

Wesley Golie is a financial advisor at D.A. Davidson & Co. with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at D.A. Davidson since 2020, following prior roles at LPL Financial and Cetera Investment Services. He serves as secretary for the Missoula Country Club Men's Association, a nonprofit organization, where he helps manage the men's league. 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 under fiduciary standards, including retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with significant net worth.

Lori Hubbard is a financial advisor at D.A. Davidson & Co. with 27 years of industry experience. She has been with the firm since 1996 and holds Series 63 and Series 65 registrations. Outside of her advisory work, she serves as a Notary Public for the State of Wyoming. 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, equity research, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards.

Reis Newburn is a financial advisor with D.A. Davidson & Co. in Bellevue, WA, holding a Series 66 designation and 25 years of industry experience. He has been with D.A. Davidson & Co. since 2010. 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 a Private Wealth program for high-net-worth clients.

Diane Parmele is a financial advisor at D.A. Davidson & Co. with 38 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at several firms including Truist Advisory Services, BB&T Securities, and LPL Financial. In addition to her advisory role, she serves as a notary public in Winston Salem, NC. 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 clients with net worth over $20 million.

John Corddry is a financial advisor with D.A. Davidson & Co. in Boise, ID, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has been with D.A. Davidson & Co. since 1996. Outside of his advisory role, he serves as co-trustee for the Corddry Dynasty 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 services ranging from ERISA retirement plan advisory to comprehensive financial planning and private wealth management.

Jordan Chambers is a financial advisor at D.A. Davidson & Co. with 10 years of industry experience. He holds Series 66 and Series 63 designations and previously worked at John Hancock and its affiliated entities from 2016 to 2024. 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, comprehensive financial planning, and a private wealth program for ultra-high-net-worth clients.

Anton Deden is a financial advisor at D.A. Davidson & Co. with 16 years of industry experience. He previously worked at Piper Jaffray & Co. for 14 years before joining D.A. Davidson in 2022. He holds the Series 66 designation. D.A. Davidson & Co. provides investment advisory and brokerage services to clients including employer-sponsored 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, serving clients under the Advisers Act fiduciary standard.

William Walker III is a financial advisor with D.A. Davidson & Co. in Charlotte, NC. He holds Series 63 and 66 licenses and has 20 years of industry experience, including 14 years at LPL Financial before joining D.A. Davidson in 2022. He serves as the Outreach Committee Chairman for St. John's Episcopal Church, organizing volunteer events for the congregation. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers 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 using both qualitative and quantitative analysis.

Cathleen Solaro is a financial advisor with D.A. Davidson & Co. in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has been with D.A. Davidson since 2010. 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 combines qualitative and quantitative analysis to recommend and monitor investments, offering specialized services such as ERISA plan advisory, modular financial planning, and a Private Wealth program for high-net-worth clients.

Daniel Thomas is a financial advisor with D.A. Davidson & Co. in Newport Beach, CA, holding Series 63 and Series 66 credentials and 34 years of industry experience. His prior roles include positions at Crowell, Weedon & Co. and UBS Financial Services. Outside of his advisory work, he serves as a partner and representative for Le Amis de Escoffier Society International, a nonprofit organization dedicated to promoting chefs and culinary arts. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm provides services under fiduciary standards, utilizing both qualitative and quantitative analysis, and distinguishes itself by serving as a municipal advisor and operating affiliated custodial entities.

Mark Dolton is a CFP® and holds a Series 66 license with 19 years of industry experience. He has been with D.A. Davidson & Co. in Lincoln, NE, since 2016. 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 services under fiduciary standards involving both qualitative and quantitative analysis and is also active in municipal advisory and underwriting, distinguishing it from many large enterprise advisers.

Chelsey Asef is a financial advisor at D.A. Davidson & Co. with one year of industry experience. She holds the Series 66 designation and has a background that includes roles in real estate and hospitality. Outside of advising, she works part time as a bartender for a non-investment related business. 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 private wealth management, operating under the Advisers Act fiduciary standard.

James Anderson is a CFP® professional with 23 years of industry experience, currently serving at D.A. Davidson & Co. since 2006. He holds the Series 66 designation and is based in Kennewick, WA. D.A. Davidson & Co. offers 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 provides services under the Advisers Act fiduciary standard and ERISA fiduciary duties, utilizing both qualitative and quantitative analysis to recommend and monitor investments, and also engages in municipal advisory and underwriting activities.

Michael Troyer is a financial advisor with D.A. Davidson & Co., holding a Series 66 license and 14 years of industry experience. Prior to joining D.A. Davidson in 2023, he worked at LPL Financial, Transamerica Financial Advisors, World Financial Group, Bank of America, Merrill, and Fisher Investments. Outside of financial advising, Troyer has been a touring professional golfer and instructor since 1995 and serves on the board of directors for Bookcliff Country Club in Grand Junction, CO. 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 under fiduciary standards, including retirement plan advisory, wealth management, and comprehensive financial planning, and distinguishes itself by participating in municipal advisory and underwriting activities.

Sean Casey is a financial advisor at D.A. Davidson & Co. with 37 years of industry experience. He holds Series 63 and Series 66 credentials 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 retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services from retirement plan advisory to comprehensive financial planning and operates under fiduciary standards, incorporating both qualitative and quantitative analyses in its investment recommendations.

Randy Domikis is a financial advisor with D.A. Davidson & Co. in Mount Pleasant, SC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior roles include positions at Truist Investment Services, SunTrust Advisory Services, and BB&T Securities. Outside of finance, he is president of PWS, LLC, a family-owned ATF licensed firearms manufacturing and machine shop. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, high-net-worth individuals, charitable organizations, and corporations. The firm provides services under fiduciary standards, featuring comprehensive financial planning, retirement plan advisory, and private wealth management, alongside municipal advisory and custodial services.

Sabrina Gates is a financial advisor at D.A. Davidson & Co. with two years of industry experience. Prior to joining D.A. Davidson in 2023, she worked at Western Security Bank for six years. Outside of her advisory role, she owns and operates a janitorial services business in Billings, 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, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards and using both qualitative and quantitative analysis.

Rachel Jones is a financial advisor at D.A. Davidson & Co. in Bellevue, WA, holding a Series 66 designation with eight years of industry experience. She has worked at D.A. Davidson since 2017 and previously at US Bank. Outside of her advisory role, she 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 employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers comprehensive financial planning and wealth management programs, operating under fiduciary standards and employing both qualitative and quantitative analysis in its investment recommendations.

Robyn Weaver is a financial advisor at D.A. Davidson & Co. with four years of industry experience. She holds the Series 66 designation and previously worked at BB&T Scott & Stringfellow/Truist Wealth and James Madison University. Outside of her advisory role, she is involved as an independent sales consultant for Rodan & Fields. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including individual investors, employer-sponsored retirement plans, 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.