Jeffrey Ziemba is a financial advisor at D.A. Davidson & Co. in Omaha, NE, holding a Series 66 designation with 18 years of industry experience. He has been with D.A. Davidson & Co. since 2016. Outside of his advisory role, he serves as secretary for the Lamp of Learning Educational Foundation and is on the board of directors for the Fire Ridge Homeowners Association. D.A. Davidson & Co. provides a range of investment advisory and brokerage services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory, equity research, financial planning, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards with both qualitative and quantitative investment analysis.

Sarah Robak is a CFP® and CFA® with 11 years of experience in the financial industry. She currently works at D.A. Davidson & Co. and previously held positions at Bridges Investment Management Inc., TD Ameritrade, and Horsepower Today. 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 and offers a range of services such as retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

Katherin Jones is a financial advisor at D.A. Davidson & Co. in Omaha, NE, with 12 years of industry experience. She holds Series 63 and Series 66 credentials and has been with D.A. Davidson & Co. since 2016. D.A. Davidson & Co. provides investment advisory and brokerage services to various clients, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers services under fiduciary standards, including ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

Gary King is a financial advisor with D.A. Davidson & Co. in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with D.A. Davidson since 2016. Outside of his advisory role, King is involved in youth and amateur sports officiating as a hockey referee and baseball umpire, and he owns a vending machine business. D.A. Davidson & Co. offers 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 provides a range of services under fiduciary standards, including retirement plan advisory, financial planning, and wealth management, and participates in municipal advisory and underwriting activities.

Scott Ziemba is a financial advisor at D.A. Davidson & Co. in Omaha, NE, holding a Series 66 designation with 12 years of industry experience. He has been with D.A. Davidson & Co. since 2016. 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, including ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for ultra-high-net-worth clients, operating under the Advisers Act fiduciary standard and ERISA fiduciary duties.

Patrick Regan is a financial advisor with D.A. Davidson & Co. in Omaha, NE, holding a Series 66 designation and bringing 26 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC for 16 years and CapTrust Financial Advisors, LLC for one year. Regan serves on several finance and investment committees, including the St. Vincent de Paul Church of Omaha endowment committee and the Omaha Archdiocese Archbishop’s Committee for Development, and holds leadership roles with local organizations such as the Estates of Huntington Park HOA. D.A. Davidson & Co. provides advisory and brokerage services to a diverse client base, including retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm offers a range of services under fiduciary standards, combining qualitative and quantitative analysis to manage investments and financial plans, and distinguishes itself through municipal advisory activities and affiliated custodial services.

Rhonda Deitchler is a financial advisor at D.A. Davidson & Co. with 26 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked for Wells Fargo Advisors Financial Network LLC for 16 years. 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 operates under the Advisers Act fiduciary standard and ERISA fiduciary duties, providing a range of services from retirement plan advisory to comprehensive financial planning and specialized wealth management for high-net-worth clients.

Ashley Reckinger is a financial advisor with D.A. Davidson & Co. in Omaha, NE, holding a Series 66 designation and 10 years of industry experience. She has been with D.A. Davidson & Co. since 2015. 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, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards with both qualitative and quantitative investment analysis.

Susan Koesters is a financial advisor at D.A. Davidson & Co. with 16 years of industry experience. She holds a Series 66 designation and has been with D.A. Davidson since 2016. Outside of her advisory role, she serves on the board of directors for the Gretna Community Foundation and is involved in bookkeeping and administrative duties for a construction 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 operates under the Advisers Act fiduciary standard and ERISA fiduciary duties, offering a range of services such as retirement plan advisory, financial planning, equity research, and wealth management for high-net-worth clients.

Brady Sutfin is a financial advisor at D.A. Davidson & Co. in Omaha, NE, holding a Series 66 designation with three years of industry experience. His work history includes multiple roles at D.A. Davidson, as well as positions at SilverStone Group, Lutz, and KPMG. D.A. Davidson & Co. provides investment advisory and brokerage services to diverse clients, including retirement plans, individual and high-net-worth investors, and charitable and corporate clients. The firm adheres to fiduciary standards under the Advisers Act and ERISA, offering services such as retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with substantial net worth.

Jennifer Carey is a financial advisor at D.A. Davidson & Co. in Omaha, NE, with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has been with D.A. Davidson since 2016. Outside of her advisory role, she serves as a notary public for the state of Nebraska. 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, wrap fee programs, equity research, comprehensive financial planning, and a private wealth program for clients with net worth over $20 million.

Russell Manners is a financial advisor at D.A. Davidson & Co. in Omaha, NE, holding Series 63 and Series 65 licenses with 45 years of industry experience. He has been with D.A. Davidson & Co. since 2016. Outside of his advisory role, he manages rental properties in Colorado. 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, equity research, financial planning, and a Private Wealth program for high-net-worth clients, while adhering to fiduciary standards.

Ryan Iwansky is a Series 66-credentialed financial advisor at D.A. Davidson & Co. with nine years of industry experience. He has worked at D.A. Davidson since 2017 and previously spent five years at Forsythe Technology. Outside of his advisory role, he is involved in managing a vacation rental property. 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 a range of advisory solutions under fiduciary standards and distinguishes itself by serving as a municipal advisor and operating affiliated custodial entities.

Marvin Giannangelo is a financial advisor with D.A. Davidson & Co. in Omaha, NE, holding Series 63 and Series 65 designations and bringing 50 years of industry experience. He has been with D.A. Davidson since 2016. 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 offers comprehensive financial planning and fiduciary advisory services, with a focus on both qualitative and quantitative investment analysis, and maintains capabilities in municipal advisory and underwriting.

Jackson Wohlenhaus is a financial advisor with D.A. Davidson & Co. in Omaha, NE, holding a Series 66 designation and two years of industry experience. Prior to joining D.A. Davidson, he worked at Apple Inc. and has held roles in education and political campaigns. 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, combining fiduciary standards with both qualitative and quantitative investment analysis.

Jennifer Digilio is a Series 66 licensed financial advisor with D.A. Davidson & Co. in Omaha, NE, where she has worked since 2016. She has 22 years of industry experience. 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 fiduciary standards and offers services such as ERISA retirement plan advisory, wrap fee programs, financial planning, and a private wealth program for high-net-worth clients.

Jake Mckee is a financial advisor with D.A. Davidson & Co. in Omaha, NE, holding Series 63 and Series 65 credentials and possessing 21 years of industry experience. He has been with D.A. Davidson & Co. since 2012. Outside of his advisory work, Mckee serves as Treasurer of the Eagle Run West Homeowners Association. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Kelli Damgaard is a financial advisor with D.A. Davidson & Co. in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with D.A. Davidson & Co. since 2016. Outside of her advisory work, she serves on the board of directors for Pottawattamie Arts Culture & Entertainment, a nonprofit organization. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with $20 million or more in stated net worth.

Brian Zahm is a financial advisor with D.A. Davidson & Co. in Omaha, NE, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with D.A. Davidson for 10 years. Outside of his advisory role, Zahm serves as treasurer for the Tangier Shrine Band and Omaha Court 19, 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 operates under fiduciary standards and offers a range of advisory solutions, including ERISA plan services, comprehensive financial planning, and a specialized Private Wealth program for high-net-worth clients.

Melissa Schuerman is a financial advisor at D.A. Davidson & Co. with three years of industry experience. She holds the Series 66 designation and previously worked at firms including Ameritas Advisory Services, Cresset Asset Management, and Cetera Advisor Networks. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse clientele, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, with specialized offerings for clients with over $20 million in net worth.

James Ryan III is a financial advisor with D.A. Davidson & Co. in Omaha, Nebraska, holding a Series 66 designation and 25 years of industry experience. He joined D.A. Davidson & Co. in 2017 following four years with Bb&T Securities, LLC. Ryan serves as a board member of the Benjamin H. Ryan Foundation, a private 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 specialized services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards and utilizing both qualitative and quantitative analysis.

Brian Finn is a financial advisor at D.A. Davidson & Co. with 25 years of industry experience. He holds a Series 66 credential and has worked at D.A. Davidson & Co. since 2016. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, equity research, and a private wealth program for clients with more than $20 million in net worth.

Bryan Schneider is a financial advisor with D.A. Davidson & Co. in Omaha, NE, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has been with D.A. Davidson since 2016. Outside his advisory role, he serves as chairman of the investment committee and board member for the Omaha Archdiocesan Deposit and Loan Fund Inc., where he helps establish policy and financial objectives. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, modular and 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 investment analysis.

Janae Galvis is a CFP® with 18 years of industry experience, currently serving at D.A. Davidson & Co. since 2012. She holds the Series 66 designation and is based in Omaha, NE. Outside of her advisory role, she serves as treasurer for The Benjamin H. Ryan Foundation, a nonprofit organization. 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 ERISA retirement plan advisory services, comprehensive financial planning, and a specialized Private Wealth program for clients with significant assets.

Bradley Knuth is a financial advisor at D.A. Davidson & Co. in Omaha, NE, with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has been with D.A. Davidson since 2016. Outside of his advisory role, he serves as a board member and secretary/treasurer for The Durham Museum Foundation and as a non-voting trustee for the Sigma Phi Epsilon Education Foundation of Nebraska, engaging in fundraising and board oversight activities. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm offers a range of advisory services under the Advisers Act fiduciary standard, including ERISA plan advisory, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

Trevor Kula is a financial advisor at D.A. Davidson & Co. in Omaha, NE, holding a Series 66 designation with 21 years of industry experience. He has been with D.A. Davidson & Co. since 2008. 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, and it operates under fiduciary standards with a focus on both qualitative and quantitative investment analysis.

Sara Clegg is a Certified Financial Planner (CFP®) with 17 years of industry experience. She is currently with D.A. Davidson & Co. in Omaha, NE, having joined the firm in 2026. Her prior experience includes roles at Union Bank and Trust, Raymond James Financial Services, Southwestern Investment Advisory Services, and Pacific Life Insurance Company. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides fiduciary advisory services under the Advisers Act and ERISA standards, utilizing both qualitative and quantitative methods and offering specialized programs such as its Davidson Private Wealth program for high-net-worth clients.

Curtis Lane is a Series 65-licensed advisor with D.A. Davidson & Co. in Omaha, NE, where he has worked since 2016. He has 23 years of industry experience. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers both non-discretionary and discretionary retirement plan services, as well as comprehensive financial planning and specialized wealth management programs.

Mark Mueller is a financial advisor at D.A. Davidson & Co. in Omaha, NE, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with D.A. Davidson since 2016. 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, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards and utilizing both qualitative and quantitative analysis in its investment approach.

Cody Keefe is a financial advisor at D.A. Davidson & Co. with two years of industry experience. He holds the Series 63 and Series 65 designations and has prior experience with Northwestern Mutual and Primerica. Outside of advisory roles, he engages in sales related to loan products and home security referrals. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individuals, charities, and corporations. The firm offers a range of services from ERISA retirement plan advice to comprehensive financial planning and is notable for its municipal advisory activities and affiliated custodial entities.

Matthew Johnson is a financial advisor at D.A. Davidson & Co. in Omaha, NE, holding a Series 66 credential with 14 years of industry experience. He has been with D.A. Davidson & Co. since 2016. Outside of his advisory role, Johnson serves as President of the Omaha NW Rotary Foundation and the Sons of Norway Elveby Lodge, and he is a director of the Nebraska Masonic Endowment Fund. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory, comprehensive financial planning, and specialized wealth management services, operating under fiduciary standards and using both qualitative and quantitative tools to recommend and monitor investments.

Marshall Kerby 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 & Co. since 2019, following three years at NNE. 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 various services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients, operating under the Advisers Act fiduciary standard and ERISA fiduciary duties for retirement accounts.