Jeffrey Ziemba is a financial advisor at D.A. Davidson & Co. in Omaha, NE, with 18 years of industry experience. He holds the Series 66 designation and has been with D.A. Davidson since 2016. Outside of his advisory role, Ziemba serves as secretary for the Lamp of Learning Educational Foundation and is a member of the board of directors for a local homeowners association. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporations. The firm operates under the Advisers Act fiduciary standard and ERISA fiduciary duties for retirement accounts, employing both qualitative and quantitative analysis, and distinguishes itself by offering municipal advisory services and affiliated custodial entities.

Sarah Robak is a CFP® and CFA® professional with 11 years of industry experience. She currently serves as a financial advisor at D.A. Davidson & Co. since 2025. Her previous experience includes roles at Bridges Investment Management Inc. and TD Ameritrade. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers comprehensive financial planning, ERISA retirement plan advisory services, 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, holding Series 63 and Series 66 licenses with 12 years of industry experience. She has been with D.A. Davidson & Co. since 2016. 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 services, 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.

Gary King is a financial advisor at D.A. Davidson & Co. in Omaha, NE, with 26 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 work, he serves as a hockey referee and baseball umpire and owns a vending machine business. 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 ERISA retirement plan advisory services, 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.

Scott Ziemba is a financial advisor at D.A. Davidson & Co. with 12 years of industry experience. He holds the Series 66 designation and has been with D.A. Davidson since 2016. 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 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.

Patrick Regan is a financial advisor with D.A. Davidson & Co. in Omaha, NE, holding a Series 66 designation and 25 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC for 16 years before joining D.A. Davidson in 2025. Outside of his advisory role, he serves on multiple finance and investment committees for local nonprofit and educational organizations, including the St Vincent de Paul Church of Omaha and Marian High School. 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 emphasizes fiduciary standards and employs qualitative and quantitative methods in its advisory process, offering a range of services from retirement plan advisory to private wealth planning.

Rhonda Deitchler is a financial advisor at D.A. Davidson & Co. with 25 years of industry experience. She holds Series 66 and Series 63 licenses and previously worked for Wells Fargo Advisors Financial Network LLC for 16 years before joining her current firm. 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 a range of services such as ERISA retirement plan advisory, comprehensive financial planning, equity research, and a private wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Ashley Reckinger is a financial advisor at D.A. Davidson & Co. with nine years of industry experience. She holds a Series 66 designation and has been with D.A. Davidson since 2015. 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, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Susan Koesters is a financial advisor at D.A. Davidson & Co. in Omaha, NE, holding a Series 66 designation with 16 years of industry experience. She has been with D.A. Davidson & Co. since 2016. Outside of her advisory role, she serves on the board of directors of the Gretna Community Foundation and acts as a notary for the state of Nebraska. 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 the Advisers Act fiduciary standard and offers both qualitative and quantitative investment analysis, along with specialized services such as municipal advising and private wealth planning.

Brady Sutfin is a financial advisor at D.A. Davidson & Co. with a Series 66 designation and three years of industry experience. His prior work includes roles at SilverStone Group (a HUB International Company), Lutz, and KPMG. He also has experience working at the University of Nebraska at Omaha. 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 a range of services such as ERISA retirement plan advisory, comprehensive financial planning, equity research, and a Private Wealth program for clients with over $20 million in net worth.

Jennifer Carey is a financial advisor at D.A. Davidson & Co. in Omaha, NE, with 29 years of industry experience. She holds the Series 63 and Series 65 licenses and has been with D.A. Davidson since 2016. Carey also 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 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 tailored for clients with over $20 million in net worth.

Russell Manners is a financial advisor with D.A. Davidson & Co. in Omaha, NE, holding Series 63 and Series 65 credentials and bringing 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 and high-net-worth 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 under a fiduciary standard.

Ryan Iwansky is a financial advisor at D.A. Davidson & Co. in Omaha, NE, holding a Series 66 designation with nine years of industry experience. He worked at Forsythe Technology for five years before joining D.A. Davidson & Co., where he has been employed since 2017. 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, financial planning, and a Private Wealth program for high-net-worth clients.

Marvin Giannangelo is a financial advisor with D.A. Davidson & Co. in Omaha, NE, holding Series 63 and Series 65 licenses and possessing 50 years of industry experience. He has been with D.A. Davidson & Co. for 10 years since 2016. 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 corporations. 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.

Jackson Wohlenhaus is a financial advisor at D.A. Davidson & Co. with two years of industry experience and a Series 66 designation. Prior to joining D.A. Davidson, he held roles at Apple Inc., Elkhorn Public Schools, and the University of Nebraska at Omaha. D.A. Davidson & Co. offers investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm provides services under the Advisers Act fiduciary standard and ERISA fiduciary duties, utilizing both qualitative and quantitative analysis to recommend and monitor investments.

Jennifer Digilio is a Series 66 credentialed financial advisor at D.A. Davidson & Co. in Omaha, NE, with 22 years of industry experience. She 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 corporate clients. The firm offers comprehensive financial planning, ERISA retirement plan advisory, and a specialized private wealth program for clients with significant net worth.

Jake Mckee is a financial advisor with D.A. Davidson & Co. in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with D.A. Davidson & Co. since 2012. Outside of his advisory role, he serves as the Treasurer for the Eagle Run West Home Owners Association. 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 ERISA retirement plan advisory services, comprehensive financial planning, and specializes in serving clients with more than $20 million in net worth through its Private Wealth program.

Kelli Damgaard is a financial advisor with D.A. Davidson & Co. in Omaha, NE, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has been with D.A. Davidson since 2016. Outside of her advisory role, she serves on the board of directors for Pottawattamie Arts Culture & Entertainment, a nonprofit organization in Council Bluffs, IA. 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, equity research, and specialized services for high-net-worth clients, all under fiduciary standards.

Brian Zahm is a financial advisor at D.A. Davidson & Co. in Omaha, NE, holding Series 63 and Series 65 credentials with 29 years of industry experience. He has been with D.A. Davidson & Co. since 2016. Outside of his advisory work, Zahm serves as treasurer for the Tangier Shrine Band and a nonprofit organization, Omaha Court 19. 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.

Melissa Schuerman is a financial advisor at D.A. Davidson & Co. with three years of industry experience. She holds a Series 66 designation and has previously worked at Ameritas Advisory Services, Cresset Asset Management, Cetera Advisor Networks, CWM, and RTS Financial. 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 employing both qualitative and quantitative analysis in its investment recommendations.

James Ryan III is a financial advisor with D.A. Davidson & Co. in Omaha, NE, holding a Series 66 designation and 24 years of industry experience. He previously worked at Bb&T Securities, LLC before joining D.A. Davidson in 2017. He 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 retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as retirement plan advisory, equity research, financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Brian Finn is a financial advisor at D.A. Davidson & Co. with 25 years of industry experience. He holds a Series 66 designation and has been with D.A. Davidson & Co. since 2016. 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 services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, all under a fiduciary standard.

Bryan Schneider is a financial advisor at D.A. Davidson & Co. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with D.A. Davidson since 2016. Schneider serves as chairman of the investment committee and board member of the Omaha Archdiocesan Deposit and Loan Fund 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 ERISA retirement plan advisory services, financial planning, and a Private Wealth program for clients with over $20 million in net worth.

Janae Galvis is a CFP® with 18 years of industry experience, currently serving as a financial advisor 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, individuals, charitable organizations, and corporations. The firm operates under fiduciary standards and offers services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth clients.

Bradley Knuth is a financial advisor with D.A. Davidson & Co. in Omaha, NE, holding Series 63 and Series 65 credentials and totaling 41 years of industry experience. He has been with D.A. Davidson since 2016. Outside of his advisory role, he serves as a non-voting trustee for the Sigma Phi Epsilon Education Foundation of Nebraska and holds board positions with CakeBoxx Technologies LLC and The Durham Museum Foundation. 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 employing both qualitative and quantitative investment analyses.

Trevor Kula is a financial advisor at D.A. Davidson & Co. with 20 years of industry experience. He holds the Series 66 designation and has been with D.A. Davidson 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, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Curtis Lane is a financial advisor with D.A. Davidson & Co. in Omaha, NE, holding a Series 65 designation and 23 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, individual investors, charitable organizations, and corporate clients. The firm offers a range of services under the Advisers Act fiduciary standard, including ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients.

Mark Mueller is a financial advisor with 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 & Co. 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 services such as ERISA retirement plan advisory, wrap fee programs, equity research, and a private wealth program for clients with over $20 million in net worth, operating under the Advisers Act fiduciary standard and ERISA fiduciary duties for retirement accounts.

Matthew Johnson is a financial advisor at D.A. Davidson & Co. in Omaha, NE, holding a Series 66 designation with 14 years of industry experience. He has been with D.A. Davidson since 2016. Outside of his advisory work, Johnson serves as president of both the Omaha NW Rotary Foundation and the Sons of Norway, Elveby Lodge, and is a director of the Nebraska Masonic Endowment Fund. 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 advisory solutions under fiduciary standards, employing both qualitative and quantitative analysis and specialized planning tools.

Marshall Kerby is a financial advisor with D.A. Davidson & Co. in Omaha, NE, holding a Series 66 designation and seven years of industry experience. He has worked at D.A. Davidson & Co. since 2019 and previously at NNE from 2016 to 2019. 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 including ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with more than $20 million in net worth, operating under the Advisers Act fiduciary standard and ERISA fiduciary duties for retirement accounts.