Brent Engelhardt is a financial advisor with D.A. Davidson & Co., holding a Series 66 designation and bringing 16 years of industry experience. He has been with D.A. Davidson since 2013. 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 operates under fiduciary standards and provides a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and specialized wealth management for clients with over $20 million in net worth.

James Moerkerke is a CFP® professional with over 44 years of experience in the financial services industry, currently serving at D.A. Davidson & Co. since 1981. He holds Series 63 and Series 65 licenses and is based in Hamilton, Montana. Outside of his advisory role, Moerkerke is actively involved as trustee and board chairman of the Stevensville Rural Fire District and manages a light industrial rental and RV storage business. 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 a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, comprehensive financial planning, and a private wealth program for clients with net worth exceeding $20 million.

James Ripley is a financial advisor at D.A. Davidson & Co. in Boise, ID, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has been with D.A. Davidson & Co. since 1995. D.A. Davidson & Co. provides investment advisory and brokerage services to diverse clients, including retirement plans, individuals, charitable organizations, and corporations. The firm offers comprehensive financial planning, ERISA retirement plan advisory, and a dedicated Private Wealth program for clients with over $20 million in net worth, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Michelle Dockter is a CFP®, ChFC®, and holds a Series 66 license with 19 years of industry experience. She currently works at D.A. Davidson & Co., where she has been since 2021, following nine years at Ameriprise Financial Services, Inc. She serves on the Board of Directors of the Financial Planning Association as Treasurer. 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 a range of services, including ERISA retirement plan advisory, comprehensive financial planning, and private wealth management for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Laurel Saravalli is a financial advisor with D.A. Davidson & Co. in Missoula, MT, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has been with D.A. Davidson & Co. since 2013. Outside of her advisory role, she serves as a notary public for the state of Montana and is a barre instructor for the Lifelong Learning Center through Missoula County Public Schools. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards, offering services such as ERISA retirement plan advisory, financial planning, and a private wealth program for clients with over $20 million in net worth.

John Vreeburg is a CFP® with 36 years of industry experience and has been with D.A. Davidson & Co. since 2014. He is based in Carlsbad, CA. Outside of his advisory role, he is associated with a family-owned real estate corporation in Encinitas, CA. 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 retirement plan advisory, financial planning, equity research, and private wealth management for high-net-worth clients, operating under fiduciary standards and utilizing qualitative and quantitative analysis in its investment approach.

Joely Meighan is a financial advisor at D.A. Davidson & Co. with 28 years of industry experience. She has been with the firm since 1995 and holds Series 63 and Series 65 licenses. 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, operating under fiduciary standards and combining qualitative and quantitative analysis in its investment recommendations.

Christopher Holstad is a financial advisor with D.A. Davidson & Co. in West Fargo, ND, holding a Series 66 designation and 23 years of industry experience. Prior to joining D.A. Davidson in 2019, he spent 16 years with RBC Capital Markets Corporation. He serves as a board member for Oak Grover Lutheran School, overseeing the school's foundation. 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, utilizing both qualitative and quantitative analyses, and is notable for its municipal advisory activities and affiliated custodial entities.

Jessicca Rude is a financial advisor at D.A. Davidson & Co. with 11 years of industry experience and holds a Series 66 designation. She has been with D.A. Davidson since 2016. Outside of her advisory role, she serves as Board Treasurer for the Koru Multicultural and Diverse Library and as Board Secretary for the Aspire Community Theatre. 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 services ranging from plan advisory to comprehensive financial planning and private wealth management.

Katherine Foreman is a financial advisor with D.A. Davidson & Co. in Kalispell, MT, holding Series 63 and Series 65 licenses and with 28 years of industry experience. She has been with D.A. Davidson & Co. since 1996. Outside of her advisory role, she serves on the board of Freedom 400, a nonprofit organization, assisting with fundraising and budgeting, and is a sales consultant for Norwex, a company selling environmentally friendly cleaning products. D.A. Davidson & Co. provides 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 a range of services including retirement plan advisory, comprehensive financial planning, and a specialized Private Wealth program for high-net-worth individuals.

Chalyda Dumayas is a financial advisor at D.A. Davidson & Co. with 18 years of industry experience. She holds a Series 66 designation and has been with D.A. Davidson since 2013. Outside of her advisory role, she serves as treasurer for the Monrovia Council of PTA’s, managing records and budgeting for the nonprofit organization. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, and charitable and corporate clients. The firm adheres to 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 over $20 million in net worth.

Aron Thompson is a financial advisor at D.A. Davidson & Co. with 25 years of industry experience. He holds the Series 66 designation and has worked at D.A. Davidson since 2018, following an 11-year tenure at Merrill. 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 a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

Jennifer Emfield is a financial advisor with D.A. Davidson & Co. in Pocatello, ID, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has been with D.A. Davidson & Co. since 2008. Emfield serves as Secretary/Treasurer for the Daughters of Utah Pioneers Bannack North Company, a historical and heritage nonprofit organization. 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, equity research, financial planning, and a private wealth program for clients with over $20 million in net worth, operating under fiduciary standards.

Scott Ziemba is a financial advisor at D.A. Davidson & Co. in Omaha, NE, holding a Series 66 designation with 12 years of industry experience. He has been with D.A. Davidson & Co. since 2016. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individuals, charitable organizations, and corporate clients. The firm offers a range of services, including ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for ultra-high-net-worth clients, operating under the Advisers Act fiduciary standard and ERISA fiduciary duties.

Jodi Kortman is a financial advisor with D.A. Davidson & Co. based in Port Angeles, Washington. She holds a Series 66 designation and has 26 years of industry experience, including 18 years with her current firm. Kortman is also a commissioned notary public for the state of Washington. 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 comprehensive financial planning, ERISA retirement plan advisory services, and a private wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Jennifer Johnson is a Series 66-licensed financial advisor at D.A. Davidson & Co. with 11 years of industry experience. She has been with D.A. Davidson since 2013. Outside of her advisory role, she is a notary for her firm and participates as a Stampin’ Up demonstrator for personal use. 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 offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, equity research, and a Private Wealth program for clients with more than $20 million in net worth, while adhering to fiduciary standards and employing both qualitative and quantitative investment analysis.

Cody Buck is a CFP® professional with 10 years of experience, currently serving at D.A. Davidson & Co. since 2016 in Kalispell, MT. He holds the Series 66 designation and has spent his entire industry career with D.A. Davidson. 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 and employing both qualitative and quantitative investment analysis.

Christopher Connors is a financial advisor with D.A. Davidson & Co., holding a Series 66 designation and 17 years of industry experience. He has been with D.A. Davidson & Co. since 2011. Outside of his advisory role, he serves as a brand ambassador for FNX FITNESS. 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 net worth exceeding $20 million.

Alex Mathern is a financial advisor with D.A. Davidson & Co. in Plano, TX, holding Series 66 and Series 63 licenses and 13 years of industry experience. He has been with D.A. Davidson & Co. since 2011. 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 operates under fiduciary standards using qualitative and quantitative analyses and offers 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.

Benjamin Porter is a financial advisor with D.A. Davidson & Co. in Highlands Ranch, CO, holding a Series 66 designation and 11 years of industry experience. He has worked at D.A. Davidson & Co. since 2019 and previously spent four years at Merrill. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, high-net-worth individuals, 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 net worth exceeding $20 million, operating under fiduciary standards and incorporating both qualitative and quantitative investment analyses.