Kirsten Helbling is a Series 66 licensed financial advisor at D.A. Davidson & Co. in Moscow, Idaho, with 10 years at the firm and 5 years of industry experience. Outside of her advisory role, she operates a small sole proprietorship unrelated to investments and performs office cleaning duties weekly. D.A. Davidson & Co. offers investment advisory and brokerage services to individual investors, retirement plans, and institutional clients. The firm provides a range of services including ERISA retirement plan advice, comprehensive financial planning, and a private wealth program for high-net-worth clients, while also serving as a municipal advisor and qualified custodian.

Stephen Wesner is a financial advisor with D.A. Davidson & Co. He holds Series 63, Series 65, and Series 66 licenses and has 36 years of industry experience, including 17 years with D.A. Davidson. D.A. Davidson & Co. provides investment advisory and brokerage services to employer-sponsored retirement plans, individual investors including high-net-worth clients, 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 clients with more than $20 million in net worth.

Rusty Schatz is a Series 66-credentialed financial advisor with 18 years of experience, currently serving at D.A. Davidson & Co. since 2008. In addition to his advisory role, he is a visiting professor at the University of Idaho, where he teaches a finance class. He is also a partner in a hay and cattle operation, Treasure Ridge Ranch LLC, based in Viola, Idaho. 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 operates under fiduciary standards, offering services such as ERISA retirement plan advisory, comprehensive financial planning, and private wealth management, with unique capabilities including municipal advisory and affiliated custodial services.