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Michael M

CFP®, Series 63, Series 65

Bellingham, WA

D.A. Davidson & Co.

Michael Meggyesy is a CFP® with 30 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2011. He is a joint owner of Buckwheat's Guide Shack, LLC, and holds a 46% ownership interest as a limited partner in Corner Taphouse, a business in Bellingham, WA. 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 fiduciary standards and offers a range of services including retirement plan advisory, 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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Paula S

Series 63, Series 65

Bozeman, MT

D.A. Davidson & Co.

Paula Stocker is a financial advisor at D.A. Davidson & Co. with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with D.A. Davidson & Co. since 2000. 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 ranging from ERISA retirement plan advisory to 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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Sivakrupa S

Series 66, Series 63

Salt Lake City, UT

D.A. Davidson & Co.

Sivakrupa Sukavaneshvar is a financial advisor at D.A. Davidson & Co. with three years of industry experience. She holds Series 66 and Series 63 credentials and previously worked at Goldman, Sachs & Co. from 2017 to 2019. 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 a fiduciary standard, including retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth individuals.

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

Series 63, Series 65

Bend, OR

D.A. Davidson & Co.

Troy Johnston is a financial advisor with D.A. Davidson & Co. in Bend, Oregon, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He worked at Wells Fargo Clearing for 10 years prior to joining D.A. Davidson in 2019. 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 corporations. The firm operates under a fiduciary standard and offers 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.

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

Series 66, Series 63

Denver, CO

D.A. Davidson & Co.

Luke Vinnola is a financial advisor with D.A. Davidson & Co. in Denver, CO, holding Series 66 and Series 63 licenses and bringing 20 years of industry experience. He previously worked for Envestnet Asset Management, Inc. for 11 years before joining D.A. Davidson in 2022. Outside of his advisory role, he serves as secretary on the board of the Arvada West High School Boy’s Soccer Booster Club. 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 services under fiduciary standards and incorporates both qualitative and quantitative analyses in its investment recommendations and financial planning processes.

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

Series 66

Sugar Loaf, CA

D.A. Davidson & Co.

Melissa Dehaan 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 2013. Outside of her advisory role, she serves as treasurer on the board of directors for Big Bear High School PSA and chairs the Boy Scouts of America Troop 49 and Cub Scout Pack 49 committee. 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 private wealth management for high-net-worth clients, operating under fiduciary standards with 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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John W

Series 63, Series 65

Grand Junction, CO

D.A. Davidson & Co.

John Waite is a financial advisor with D.A. Davidson & Co. in Grand Junction, Colorado, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. Prior to joining D.A. Davidson in 2021, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves as a board member for the Rocky Mountain Foundation, a nonprofit that invests funds primarily for Christian 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 operates under fiduciary standards and offers services ranging from retirement plan advisory to specialized wealth management for high-net-worth individuals.

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

Series 66

Sandpoint, ID

D.A. Davidson & Co.

Daniel Hanson is a financial advisor with D.A. Davidson & Co. in Sandpoint, Idaho, holding a Series 66 designation and nine years of industry experience. He has been with D.A. Davidson since 2014. Outside of his advisory role, Hanson serves on multiple local nonprofit and municipal boards, including as Treasurer of the Bonner Community Housing Agency and Vice-Chairman of Friends of Stidwell. 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 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 investment analysis.

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

Series 66

Helena, MT

D.A. Davidson & Co.

Amy Smiedala is a financial advisor with D.A. Davidson & Co. in Helena, MT. She holds a Series 66 designation and has seven years of industry experience, including five years at Florence Crittenton prior to joining D.A. Davidson in 2018. She is also a Notary Public for the State of Montana. 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 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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Vonda S

Series 63, Series 65

Missoula, MT

D.A. Davidson & Co.

Vonda Sundt is a financial advisor with D.A. Davidson & Co. in Missoula, MT, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has worked at D.A. Davidson & Co. since 2009. Outside of her advisory role, Sundt serves as treasurer for the Bondurant Court Homeowners Association. 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 comprehensive financial planning, ERISA retirement plan advisory, and specialized services for clients with over $20 million in net worth, operating under fiduciary standards that incorporate 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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Sean S

Series 66

Port Angeles, WA

D.A. Davidson & Co.

Sean Simmons is a financial advisor at D.A. Davidson & Co. with nine years of industry experience. He holds the Series 66 designation and previously worked at Moss Adams LLP for three years. Simmons serves as a board member and chairs the vocational committee of the Nor'Wester Rotary Club of Port Angeles, where he is a past president. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individuals, charities, and corporations. The firm offers a range of services from retirement plan advisory and equity research to 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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Paul B

Series 63, Series 65, Series 66

Nolensville, TN

D.A. Davidson & Co.

Paul Barone is a financial advisor at D.A. Davidson & Co. with 44 years of industry experience. He has been with D.A. Davidson & Co. since 2009 and holds Series 63, Series 65, and Series 66 licenses. 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 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 fiduciary standards with 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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Dell G

Series 66

Roseburg, OR

D.A. Davidson & Co.

Dell Gray is a financial advisor at D.A. Davidson & Co. with seven years of industry experience. He holds the Series 66 designation and has worked at D.A. Davidson since 2018, following seven years at Wicks Emmett LLP. Gray serves on the boards of two nonprofit organizations in Roseburg, Oregon: HOPE Clinic for Women, where he is a finance committee member, and the Community Cancer Center. 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 services such as ERISA retirement plan advisory, wrap fee programs, equity research, and wealth management, operating under fiduciary standards and utilizing both qualitative and quantitative tools to support investment decisions.

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

Series 63, Series 65

Omaha, NE

D.A. Davidson & Co.

Gary King is a financial advisor with D.A. Davidson & Co. in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with D.A. Davidson since 2016. Outside of his advisory role, King is involved in youth and amateur sports officiating as a hockey referee and baseball umpire, and he owns a vending machine business. 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 a range of services under fiduciary standards, including retirement plan advisory, financial planning, and wealth management, and participates in municipal advisory and underwriting activities.

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

Series 63, Series 65

Helena, MT

D.A. Davidson & Co.

Hillary Allen is a financial advisor at D.A. Davidson & Co. with 10 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Oppenheimer, Bank of America, Merrill, Mass Mutual Investors Services, and MetLife Securities. D.A. Davidson & Co. offers investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and provides a range of services such as ERISA 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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Denise D

Series 66

Lincoln, NE

D.A. Davidson & Co.

Denise Deter is a financial advisor with D.A. Davidson & Co. in Lincoln, NE, holding a Series 66 designation and 25 years of industry experience. She has been with D.A. Davidson & Co. for 10 years. Outside of her advisory role, she is a caregiver for a family member through a non-investment related business. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad range of clients, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers various services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients, operating 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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Alexander D

CFP®, Series 66

Bozeman, MT

D.A. Davidson & Co.

Alexander Dabney is a CFP® with 10 years of experience in the financial services industry, currently serving at D.A. Davidson & Co. since 2015. He is a board member and finance committee member of the nonprofit THRIVE in Bozeman, MT. 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 ERISA retirement plan advisory, comprehensive financial planning, 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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Brittany K

Series 66

Everett, WA

D.A. Davidson & Co.

Brittany Kim is a financial advisor at D.A. Davidson & Co. with three years of industry experience. She holds the Series 66 designation and has worked previously at Bank of America, Merrill, and Mariner Finance LLC. In addition to her advisory role, she provides notary services to D.A. Davidson clients as needed. 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, comprehensive financial planning, and a Private Wealth program for high-net-worth individuals.

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

CFP®, Series 66

Winchester, VA

D.A. Davidson & Co.

Megan Branch is a CFP® and Series 66 registered financial advisor with six years of industry experience. She currently works at D.A. Davidson & Co. and previously held positions at Truist Investment Services, Truist Advisory Services, and BB&T. 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 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.

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

Series 63, Series 65

Billings, MT

D.A. Davidson & Co.

Todd Preston is a financial advisor with D.A. Davidson & Co. in Billings, MT, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with D.A. Davidson since 2002. Outside of his advisory role, he serves as Chair of the School District #2 Audit Committee and as Secretary/Treasurer of the Shadow Lawn Home Owners Association. 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 provides ERISA retirement plan advisory services, comprehensive financial planning, 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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