James Lisle is a financial advisor with D.A. Davidson & Co. in Oklahoma City, holding Series 63 and Series 65 credentials and bringing 50 years of industry experience. He previously worked at Wells Nelson & Associates, LLC for 12 years before joining D.A. Davidson in 2019. Outside of his advisory role, he serves as president and general partner of L&L Investments, an oil and gas interests company. 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 clients with more than $20 million in net worth.

Amanda Hoffman is a financial advisor at D.A. Davidson & Co. with 10 years of industry experience. She previously worked at Wells Fargo Clearing Services LLC for seven years before joining her current firm in 2023. Hoffman holds the Series 66 designation. D.A. Davidson & Co. provides investment advisory and brokerage services to diverse clients, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as retirement plan advisory, financial planning, equity research, and a private wealth program for clients with more than $20 million in net worth.

Kevin Tinkle is a financial advisor with D.A. Davidson & Co. in Oklahoma City, OK, holding Series 63 and Series 66 credentials and bringing 14 years of industry experience. He previously worked at LPL Financial and Invest Financial Corporation. Outside of advising, he is a part owner of a real estate investment business, HENREX, 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 retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth, operating under fiduciary standards and utilizing both qualitative and quantitative analysis.