Mark Hales is a financial advisor with D.A. Davidson & Co. in Pendleton, OR, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has been with D.A. Davidson since 2008. Outside of his advisory role, he serves as president of Hales Farming, Inc., a family farm corporation where he oversees crop and management decisions. 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 ERISA retirement plan advisory to comprehensive financial planning and operates under fiduciary standards.

Michael Hales is a financial advisor at D.A. Davidson & Co. with 11 years of industry experience. He holds the Series 66 designation and has worked previously at TD Ameritrade and Lord, Abbett & Co. LLC. He is based in Pendleton, Oregon. 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 ERISA retirement plan advisory services, equity research, comprehensive financial planning, and a Private Wealth program for high-net-worth clients, operating under the Advisers Act fiduciary standard and ERISA fiduciary duties.

Lisa Newman is a financial advisor with D.A. Davidson & Co., holding Series 63 and Series 65 designations and bringing 21 years of industry experience. She has been with D.A. Davidson since 2008. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse clientele, including retirement plans, individual investors, charitable and corporate clients. The firm operates under the Advisers Act fiduciary standard and offers services such as ERISA retirement plan advisory, wrap fee programs, and a private wealth program for clients with significant net worth.