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Julie S

Series 63, Series 66

Vancouver, WA

D.A. Davidson & Co.

Julie Schneider is a financial advisor at D.A. Davidson & Co. with 39 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked for Manning & Napier Investor Services, Inc. for nine years before joining D.A. Davidson in 2022. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm offers comprehensive financial planning, ERISA retirement plan advisory services, and specialized wealth management solutions under a fiduciary standard.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Scott C

CFP®, Series 63, Series 65

Vancouver, WA

D.A. Davidson & Co.

Scott Cornett is a CFP® professional at D.A. Davidson & Co. with 25 years of industry experience. His prior roles include positions at Ameriprise and Wells Fargo Advisors. He is based in Vancouver, WA. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individuals, charitable organizations, and corporations. The firm applies fiduciary standards and utilizes both qualitative and quantitative analysis in its advisory processes.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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John C

CFP®, Series 63, Series 65

Vancouver, WA

D.A. Davidson & Co.

John Cameron is a CFP® with 30 years of industry experience and has been with D.A. Davidson & Co. since 2016. Based in Vancouver, WA, he assists clients through his role at the firm. Outside of his advisory work, he participates in a book publishing venture as an agent for his wife. D.A. Davidson & Co. offers investment advisory and brokerage services to various clients, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and wealth management for high-net-worth clients, operating under fiduciary standards and utilizing both qualitative and quantitative analysis.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Carson K

Series 66

Vancouver, WA

D.A. Davidson & Co.

Carson Krigbaum is a financial advisor with D.A. Davidson & Co. in Vancouver, WA, holding a Series 66 designation and two years of industry experience. Prior to joining D.A. Davidson in 2025, he worked at Alto Securities, LLC and Alto Solutions, and previously spent eight years at Dick Hannah Subaru. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse clientele, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, financial planning, equity research, and a private wealth program for high-net-worth clients.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Arron D

Series 63, Series 65

Vancouver, WA

D.A. Davidson & Co.

Arron Dieter is a financial advisor at D.A. Davidson & Co. with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at D.A. Davidson since 2018, following nine years with Umpqua Investments, Inc. 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 such as ERISA retirement plan advisory, wrap fee programs, equity research, comprehensive financial planning, and a private wealth program for clients with more than $20 million in net worth.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Kenton C

Series 66

Vancouver, WA

D.A. Davidson & Co.

Kenton Chadwick is a Series 66-licensed financial advisor with six years of industry experience. He is currently with D.A. Davidson & Co. and previously worked at Ameriprise, Raymond James Financial Services, and Wells Fargo. 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 fiduciary standards and provides specialized retirement plan advisory services, comprehensive financial planning, and a private wealth program for high-net-worth clients.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Traci H

Series 63, Series 66

Vancouver, WA

D.A. Davidson & Co.

Traci Henderson is a financial advisor with D.A. Davidson & Co. in Vancouver, WA, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Her career includes roles at RBC Capital Markets, Wells Fargo Advisors, and Stifel Nicolaus & Co. Inc. prior to joining her current firm. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm provides fiduciary-standard investment advice, retirement plan advisory services, comprehensive financial planning, and specialized wealth management programs.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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