Robert Johnson II is a financial advisor at D.A. Davidson & Co. with 44 years of industry experience. He has been with the firm since 2005. Outside of his advisory role, he serves as a trustee for the Wenatchee Valley WMCA, a health and fitness 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 adheres to fiduciary standards under the Advisers Act and ERISA, offering services such as retirement plan advisory, equity research, and comprehensive financial planning.

Stephanie Lamey is a financial advisor at D.A. Davidson & Co. with eight years of industry experience. She has worked at D.A. Davidson since 2019 and was previously employed at Custom Apple Inc. from 2015 to 2019. She holds Series 63 and Series 66 licenses. Outside of her advisory role, Lamey provides notary public services to customers on an as-needed basis. 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, equity research, and specialized programs for high-net-worth clients while adhering to fiduciary standards under the Advisers Act and ERISA.

Jean Biles is a financial advisor at D.A. Davidson & Co. with 11 years of industry experience. She holds Series 66 and Series 63 licenses and has been with D.A. Davidson since 2009. Outside of her advisory role, she is a notary public in East Wenatchee, Washington. 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 for high-net-worth clients, operating under fiduciary standards with both qualitative and quantitative investment analysis.

Darren Goehner is a financial advisor at D.A. Davidson & Co. with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at D.A. Davidson for nearly two decades. Outside of his advisory role, he serves as secretary for the NCW Community Toy Drive, a nonprofit organization in Wenatchee, WA. 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, financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative analysis.

Kellen Lamey is a financial advisor at D.A. Davidson & Co. with five years of industry experience. He holds the Series 66 designation and has worked at D.A. Davidson since 2021. Prior to his current role, he spent five years at Arlberg Sports and several years as a full-time student. Lamey serves as a board member for the Pybus Public Market and Pybus Foundation, a nonprofit organization based in Wenatchee, WA. 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 operates under fiduciary standards and offers a range of services such as retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients.

Kyle Peterson is a financial advisor with D.A. Davidson & Co. in Wenatchee, WA, holding Series 63 and Series 65 designations and bringing 16 years of industry experience, all with the same firm since 2010. His other business activities include a governance role at KP DESIGNS, LLC, a venture outside of securities trading hours. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual and high-net-worth investors, and charitable organizations, offering a range of advisory, planning, and wealth management solutions under fiduciary standards.

Brett Peterson is a financial advisor with D.A. Davidson & Co. in Wenatchee, WA. He holds a Series 66 designation and has seven years of industry experience, including roles at Quantum and Pro Sports Club. He serves on the board of the Wenatchee Valley College Foundation and coaches basketball for the Wenatchee School District, in addition to officiating middle and high school basketball games with the Washington Officials Association. 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 from ERISA retirement plan advisory to comprehensive financial planning and private wealth management for clients with over $20 million in net worth.

Karlee Stanford is a CFP® with eight years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. She previously worked at RBC Capital Markets, LLC, and has a background that includes full-time education roles. 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 for high-net-worth individuals, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.