Michael Larlee is a CFP® and holds a Series 66 designation with 22 years of experience in the financial industry. He has been with D.A. Davidson & Co. since 2015. The firm provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. D.A. Davidson & Co. operates under fiduciary standards and offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth clients.

Michael Franz is a financial advisor at D.A. Davidson & Co. with 24 years of industry experience. He has held his current position since 2013 and holds Series 63 and Series 65 credentials. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a variety of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, and operates under the Advisers Act fiduciary standard.

Richard Westbrook is a financial advisor with D.A. Davidson & Co. He holds a Series 66 designation and has five years of industry experience. Prior to joining D.A. Davidson, he worked at RedTail Golf Center for seven years. D.A. Davidson & Co. offers 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 provides ERISA retirement plan advisory, financial planning, equity research, and a private wealth program for clients with over $20 million in net worth.

Dustin Hume is a Certified Financial Planner (CFP®) with 19 years of industry experience. He has been with D.A. Davidson & Co. since 2012. 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 fiduciary standards, offering services such as ERISA retirement plan advisory, equity research, and comprehensive financial planning, and distinguishes itself by participating in municipal advisory and underwriting activities.

Brynn Buswell is a financial advisor at D.A. Davidson & Co. with 16 years of industry experience. She holds Series 63 and Series 65 designations and has been with D.A. Davidson & Co. since 2013. The firm 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. D.A. Davidson & Co. distinguishes itself by serving as a municipal advisor, offering both discretionary and non-discretionary retirement plan services, and providing a Private Wealth program for clients with over $20 million in stated net worth.

Adrian Maykut is a financial advisor at D.A. Davidson & Co. with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been with D.A. Davidson since 2001. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm adheres to fiduciary standards under the Advisers Act and ERISA, providing services such as retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients.

Lauren Aigner is a financial advisor at D.A. Davidson & Co. with five years of industry experience. She previously worked at Merrill and JPMorgan Securities LLC. 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, comprehensive financial planning, and a private wealth program for clients with more than $20 million in net worth.

Kimberly Perrault is a financial advisor at D.A. Davidson & Co. with 39 years of industry experience. She holds Series 63 and Series 66 designations and has worked at D.A. Davidson since 2021. Prior to this, she spent 12 years at RBC Capital Markets Corporation. 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 services such as ERISA retirement plan advisory, wrap fee programs, equity research, and customized financial planning, serving clients under a fiduciary standard.

Carolyn Cameron is a CFP® professional at D.A. Davidson & Co. in Portland, OR, with 43 years of industry experience. She has been with D.A. Davidson & Co. since 2008. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad 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, and comprehensive financial planning, operating under fiduciary standards and using qualitative and quantitative analysis to guide investment decisions.

Cynthia Burg is a financial advisor at D.A. Davidson & Co. with 37 years of industry experience. She holds Series 63 and Series 65 designations and has been with D.A. Davidson since 1999. 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, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards and employing both qualitative and quantitative analysis.

Anthony Brauner is a financial advisor at D.A. Davidson & Co. with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. 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 comprehensive financial planning and fiduciary-adherent advisory services, distinguishing itself with municipal advisory and underwriting activities, as well as specialized private wealth programs.

Mia Werner is a CFP® professional with four years of industry experience, currently serving at D.A. Davidson & Co. She has previously worked at Corient Services LLC, Morgan Stanley, and the University of Portland. 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, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards and utilizing both qualitative and quantitative analysis.

Mark Olsen is a financial advisor with D.A. Davidson & Co. in Lake Oswego, OR, holding Series 63 and Series 66 designations and over 51 years of industry experience. He has been with D.A. Davidson & Co. since 2012. 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, wrap fee programs, equity research, 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.

Mc Kay Burg is a financial advisor at D.A. Davidson & Co. with six years of industry experience. He holds a Series 66 designation and has been with D.A. Davidson since 2019. Prior to his current role, he was affiliated with the University of Oregon and participated in the NW Natural Street of Dreams project. 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 corporations. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a dedicated Private Wealth program for clients with over $20 million in net worth.

Juliann Romain is a financial advisor at D.A. Davidson & Co. with 11 years of industry experience. She holds a Series 66 designation and has been with D.A. Davidson since 2013. D.A. Davidson & Co. offers investment advisory and brokerage services to a varied client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and a private wealth program for ultra-high-net-worth clients.