Kirsten Helbling is a financial advisor at D.A. Davidson & Co. with 10 years at the firm and 5 years of industry experience. She holds the Series 66 designation. Outside of advising, she operates a sole proprietorship unrelated to investments. 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 advisory services under ERISA and the Advisers Act, while also engaging in municipal advisory and underwriting activities.

Stephen Wesner is a financial advisor with D.A. Davidson & Co., holding Series 63, 65, and 66 licenses and bringing 36 years of industry experience. He has been with D.A. Davidson since 2009. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individuals, charitable organizations, and corporate clients. The firm provides ERISA-compliant retirement plan advisory, comprehensive financial planning, equity research, and a private wealth program for clients with over $20 million in net worth.

Rusty Schatz is a financial advisor at D.A. Davidson & Co. with 17 years of industry experience and holds a Series 66 designation. He has been with D.A. Davidson since 2008. Outside of his advisory role, he serves as a visiting professor teaching a finance course at the University of Idaho and is a partner in a hay and cattle operation, Treasure Ridge Ranch LLC. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse 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 plan advisory, comprehensive financial planning, and a private wealth program, operating under fiduciary standards with both qualitative and quantitative investment analysis.