Kraig Kerr is a CFP® professional with 35 years of industry experience, currently serving as an advisor at D.A. Davidson & Co. since 2015. He holds Series 63 and Series 65 licenses and is based in Hood River, OR. 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 corporations. The firm emphasizes fiduciary standards and offers a range of services such as retirement plan advisory, comprehensive financial planning, and private wealth management.

Brendan Kerr is a financial advisor at D.A. Davidson & Co. with five years of industry experience. He holds a Series 66 credential and has previously worked at Cardinal Glass Industries. Outside of his advisory role, he serves as acting president of The Slider Project, LLC, organizing community activities related to recreational water use. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, and charitable and corporate clients. The firm operates under fiduciary standards and offers a range of services such as retirement plan advisory, equity research, financial planning, and a Private Wealth program for high-net-worth clients.