Steven Perry is a financial advisor at D.A. Davidson & Co. with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at D.A. Davidson since 2019, following a decade at Wells Nelson & Associates, LLC. 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 from ERISA retirement plan advisory to comprehensive financial planning and private wealth management for clients with over $20 million in net worth.

Alex Mathern is a financial advisor at D.A. Davidson & Co. in Plano, TX, holding Series 63 and Series 66 licenses with 13 years of industry experience. He has been with D.A. Davidson & Co. since 2011. 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 ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for clients with substantial assets, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Alan Grossman is a financial advisor at D.A. Davidson & Co. with 42 years of industry experience. He holds the Series 63 and Series 66 designations and has been with D.A. Davidson since 2013. Outside of his advisory role, Grossman owns and operates several consulting businesses and is a partner in an industrial recruiting firm. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, high-net-worth individuals, and charitable organizations. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with significant net worth, and operates under fiduciary standards with specialized municipal advisory capabilities.

Jesse Fox is a financial advisor at D.A. Davidson & Co. with three years of industry experience. He holds Series 63 and Series 66 registrations and previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, and Northwestern Mutual Life Insurance Company. His background also includes roles outside finance, such as work with Proud Larrys and Outland Boat Tours. 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 emphasizes fiduciary standards and employs both qualitative and quantitative analysis, offering a range of services from retirement plan advisory to private wealth planning for high-net-worth clients.

Jennifer Winters is a Series 66-licensed financial advisor with 23 years of industry experience. She has worked at D.A. Davidson & Co. since 2021 and was previously with Southwest Securities Inc. for nine years. 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, 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.