Kelly Lauterjung is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2020. Prior to this, she worked at Robert W. Baird for five years. In addition to her advisory role, she is a co-author of non-investment related books. 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 comprehensive financial planning and specialized wealth management programs, operating under fiduciary standards and utilizing both qualitative and quantitative analyses.

Terry Lineberger is a CFP® with 29 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2020. Prior to this, he worked at Robert W. Baird & Co. for 11 years. He is also a co-author and spends time promoting and selling investment-related books. 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 from retirement plan advisory and equity research to comprehensive financial planning, operating under fiduciary standards and employing both qualitative and quantitative analysis in its investment recommendations.