John Passuccio is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with 22 years of industry experience. He has been with D.A. Davidson & Co. since 2004. 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, equity research, comprehensive financial planning, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards.

James Moerkerke is a CFP® professional with 45 years of experience at D.A. Davidson & Co., where he has worked since 1981. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Moerkerke serves as chairman and trustee of the Stevensville Rural Fire District and manages a light industrial rental and RV storage business as a managing partner. D.A. Davidson & Co. provides investment advisory and brokerage services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of advisory solutions, including ERISA plan services, comprehensive financial planning, and a private wealth program for clients with significant assets, operating under fiduciary standards and incorporating both qualitative and quantitative investment analysis.

Trevor Morton is a CFP®-certified financial advisor with D.A. Davidson & Co. in Hamilton, Montana, bringing five years of industry experience. Prior to joining D.A. Davidson in 2021, he worked eight years at Hess Corporation. Outside of his advisory role, he is involved in buying, selling, and collecting sports trading memorabilia as a sole proprietor. 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 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.

Francesco Dangelo is a financial advisor with D.A. Davidson & Co. in Hamilton, MT, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with D.A. Davidson since 1995. Outside of his advisory role, he serves as a director for The Roxy Theater, a nonprofit in Missoula, MT, and is a finance committee member for the Bear Harbor Homeowners Association in Polson, MT. 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 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.

Carrie Long is a financial advisor with D.A. Davidson & Co. in Hamilton, MT, holding Series 63 and Series 65 licenses and with 14 years of industry experience. She has been with D.A. Davidson & Co. since 2008. Outside of her advisory work, she serves as a notary public for the state of 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 including ERISA retirement plan advisory, comprehensive financial planning, equity research, and a private wealth program for high-net-worth clients, operating under fiduciary standards with both qualitative and quantitative investment analysis.