Lori Hubbard is a financial advisor at D.A. Davidson & Co. with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has been with the firm since 1996. In addition to her advisory role, she serves as a Notary Public for the State of Wyoming. 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, wrap fee programs, equity research, and comprehensive financial planning, and distinguishes itself by serving as a municipal advisor and operating affiliated custodial entities.

Tyler Brueckner is a financial advisor at D.A. Davidson & Co. with 11 years of industry experience. He holds the Series 66 designation and has been with D.A. Davidson since 2014. 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 various advisory services under fiduciary standards and participates in municipal underwriting activities, distinguishing it from many enterprise advisors.