Elmo Ball IV is a financial advisor at D.A. Davidson & Co. with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Truist Advisory Services, Truist Investment Services, BB&T Securities, LLC, and Scott & Stringfellow, Inc. Outside of his advisory role, he volunteers as a non-board finance committee member for the Highland Food Pantry, a local nonprofit providing food support. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, and charitable and corporate clients. The firm provides ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth, operating under fiduciary standards and using both qualitative and quantitative methods to manage investments.

Megan Branch is a CFP® with six years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. She previously worked at Truist Investment Services, Inc. and BB&T in various advisory roles. D.A. Davidson & Co. provides investment advisory and brokerage services to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers a range of advisory services including ERISA retirement plan advice, financial planning, and a private wealth program for clients with net worth over $20 million, operating under fiduciary standards and utilizing both qualitative and quantitative analyses.

Stacey Loomis is a Series 66 licensed financial advisor with one year of industry experience. She is currently with D.A. Davidson & Co. and previously worked at Truist Advisory Services and Truist Bank. 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 planning and advisory services under a fiduciary standard and conducts municipal advising and underwriting activities.

Aleta Hoover is a financial advisor with D.A. Davidson & Co., holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Truist Advisory Services and Truist Investment Services, as well as Bb&T Bank. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers various advisory services, including ERISA retirement plan consulting, wrap fee programs, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

George Warren is a Series 66-licensed financial advisor at D.A. Davidson & Co. with 16 years of industry experience. He has previously worked at Truist Advisory Services, Truist Investment Services, BB&T Securities, BB&T Investment Services, and Horace Mann Investors. D.A. Davidson & Co. offers 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 provides services under the Advisers Act fiduciary standard and ERISA fiduciary duties, with offerings such as retirement plan advisory, comprehensive financial planning, and a dedicated private wealth program for clients with over $20 million in net worth.