Jonna Robinson is a financial advisor at D.A. Davidson & Co. in Medford, Oregon, holding a Series 66 designation with four years of industry experience. Prior to her current role, she worked at Pacific Retirement Services for eight years. She serves on the investment committee of the Rogue Valley Manor Foundation, a nonprofit organization, where she reviews investment policies and provides feedback. D.A. Davidson & Co. offers investment advisory and brokerage services to diverse clients including employer-sponsored retirement plans, individuals, charitable organizations, and corporate clients. The firm provides ERISA retirement plan advisory services, comprehensive financial planning, and specialized wealth management programs, operating under both Advisers Act fiduciary and ERISA fiduciary standards.

Brandon King is a financial advisor at D.A. Davidson & Co. with one year of industry experience. He holds a Series 66 designation and has previous work experience at Amazon and Harry & David. 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 from retirement plan advisory to comprehensive financial planning and private wealth management, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Shawn Molloy is a financial advisor at D.A. Davidson & Co. with 24 years of industry experience and holds Series 63 and Series 65 designations. He has been with D.A. Davidson & Co. since 2009. 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 engaging in unique municipal advisory and underwriting activities.

Diane Holt is a financial advisor at D.A. Davidson & Co. with 17 years of industry experience. She holds Series 63, 65, and 66 licenses and has been with D.A. Davidson since 2015. Outside of her advisory role, she is also a notary public in Medford, Oregon. 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, 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.

Madelynn Dalton is a financial advisor at D.A. Davidson & Co. with two years of industry experience. Prior to joining D.A. Davidson, she worked in the Oregon Judicial Department and held positions in the food and beverage sector. 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 provides a range of services such as ERISA retirement plan advisory, financial planning, equity research, and a private wealth program for clients with over $20 million in net worth.

Nathaniel Hardy is a financial advisor at D.A. Davidson & Co. with seven years of industry experience. He holds the Series 66 designation and has worked at D.A. Davidson since 2018. Hardy also serves as a board member of the Ashland Cultural and Economic Alliance, a nonprofit organization. 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 for both individual and institutional clients.

Richard Hutchins is a financial advisor at D.A. Davidson & Co. with 29 years of industry experience. He has worked at D.A. Davidson since 2009, following prior roles at Morgan Stanley and Citigroup Global Markets. Hutchins serves on the board of Kids Unlimited of Southern Oregon and is vice president of the Crater Wrestling Boosters, both nonprofit organizations in Medford, Oregon, and is a 20% owner of Rocket Brothers Espresso in Oklahoma. 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 the Advisers Act fiduciary standard and offers discretionary and non-discretionary retirement plan advisory services, comprehensive financial planning, and specialized wealth programs for high-net-worth clients.

Marquetta Stratton is a financial advisor with D.A. Davidson & Co. who holds Series 63 and Series 66 credentials and has 33 years of industry experience. She worked at Morgan Stanley Smith Barney for 12 years before joining D.A. Davidson in 2021. Outside of her advisory role, she is authorized to sign business checks for Harley Man Inc. 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 services ranging from retirement plan advisory and financial planning to private wealth management, and operates under the Advisers Act fiduciary standard with specialized municipal advisory capabilities.

William Clary is a CFP® with 33 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2009. He holds Series 63 and Series 65 licenses. D.A. Davidson & Co. offers investment advisory and brokerage services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm provides a range of services including ERISA retirement plan advisory, equity research, and comprehensive financial planning, adhering to fiduciary standards under the Advisers Act and ERISA.

David Preszler is a CFP®-certified financial advisor at D.A. Davidson & Co. with 21 years of industry experience, including 17 years at his current firm. He serves on the boards of the Southern Oregon Estate Planning Council, the Hearts and Vines Foundation, and the Medford/Jackson County Chamber of Commerce. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm operates under fiduciary standards and offers a range of advisory, planning, and wealth management services, including specialized programs for high-net-worth clients.

Brenton Cisson is a financial advisor at D.A. Davidson & Co. in Medford, OR, holding a Series 66 designation with five years of industry experience. Prior to joining D.A. Davidson in 2022, he spent eight years with Heritage Christian Fellowship. 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 high-net-worth clients.

Lilia Caballero is a financial advisor at D.A. Davidson & Co. with eight years of experience in the industry. She holds the Series 66 designation and has worked at D.A. Davidson since 2018. Prior to joining the firm, she held roles at Planet Fitness, Stratford Inn, and Kids Unlimited of Oregon. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individuals, charitable organizations, and corporations. 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 and utilizing both qualitative and quantitative investment analysis.

Robert Sevcik is a financial advisor at D.A. Davidson & Co. with 17 years of industry experience. He previously worked at Morgan Stanley Smith Barney for 13 years before joining D.A. Davidson in 2021. Sevcik serves as Board President of the Hospital Authority in Medford, Oregon, and is a member of the Board of Directors for USA Weightlifting, a nonprofit supporting Olympic weightlifting. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, and charitable organizations. The firm offers comprehensive financial planning and wealth management programs, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Kevin Mcloughlin is a financial advisor at D.A. Davidson & Co. with 13 years of industry experience. He holds the Series 66 designation and has been with D.A. Davidson since 2013. 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 corporate clients. The firm offers services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under the Advisers Act fiduciary standard and ERISA fiduciary duties for retirement accounts.

Ava Reed is a financial advisor at D.A. Davidson & Co. with 12 years of industry experience. She holds the Series 66 designation and has been with D.A. Davidson since 2014. Reed serves as board president of the Southern Oregon Estate Planning Council and is a board director for the Britt Music and Arts Festival, both nonprofit organizations. 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.