William Vestal is a financial advisor at D.A. Davidson & Co. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Truist Advisory Services, Truist Investment Services, BB&T Securities, and Scott & Stringfellow. D.A. Davidson & Co. offers 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 provides a range of services from ERISA retirement plan advisory to comprehensive financial planning and a private wealth program for clients with over $20 million in net worth.

Richard Sementa is a CFP® with 25 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. He previously worked at Truist Advisory Services, Truist Investment Services, and BB&T Securities. 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 provides ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for high-net-worth clients, while operating under the Advisers Act fiduciary standard and offering municipal advisory and underwriting services.

William Crews is a financial advisor at D.A. Davidson & Co. with seven years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Truist Investment Services and BB&T Wealth Management. He serves as a board member for the ABA Certified Trust and Fiduciary Advisor Designation Advisory Board, which oversees the certification and examination process for the CTFA designation. 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 fiduciary standards, offering a range of services from retirement plan advisory to comprehensive financial planning and private wealth programs.

Danielle Potts is a CFP® with four years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2022. Her prior work includes roles at Bozeman Health and Bridger Psychiatric Services, as well as positions at Montana State University. She is also a licensed notary, providing notary services on an as-needed basis. 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 a range of solutions 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.

Michael Womble is a financial advisor at D.A. Davidson & Co. with two years of industry experience. He holds the Series 66 designation and previously worked at Williams Overman Pierce LLP for 23 years. Outside of his advisory role, he is a 1% partner in First Flight Hotel LLC. 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 provides 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.