Matthew Bryant is a CFP® certificant with 18 years of industry experience. He is currently with D.A. Davidson & Co., where he has worked since 2023. His prior roles include positions at Truist Advisory Services and Bb&T Securities. D.A. Davidson & Co. offers investment advisory and brokerage services to employer-sponsored retirement plans, individual investors—including high-net-worth clients—charitable organizations, and corporate clients. The firm provides ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for clients with more than $20 million in net worth, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Joseph Sizemore IV is a financial advisor with D.A. Davidson & Co., holding a Series 66 designation and one year of industry experience. Prior to joining D.A. Davidson, he worked at Credit Suisse for 12 years and has been involved in managing several family-owned limited liability companies focused on property management since 2018. 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, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards with both qualitative and quantitative investment analysis.