Michael Kubas is a CFA® charterholder and holds a Series 63 license with 22 years of industry experience. He has been with D.A. Davidson & Co. and Davidson Investment Advisors since 2005. Both firms are based in Great Falls, MT. Davidson Investment Advisors is an SEC-registered investment adviser serving individuals and institutions with discretionary and non-discretionary portfolio management. The firm uses a centralized investment team to manage multi-cap equity, equity income, and fixed income strategies, emphasizing active, long-term management and tax-related services.

Maxwell Lundgren is a financial advisor at Davidson Investment Advisors, Inc. with three years of industry experience. He holds the Series 65 designation and previously worked at Schnee's. Davidson Investment Advisors is an SEC-registered firm that provides discretionary and non-discretionary portfolio management to individuals and institutions. The firm combines fundamental, quantitative, and qualitative analysis to manage equity and fixed income strategies and offers tax-related services along with model portfolios and sub-advisory solutions.

Bryn Hagfors is a financial advisor at Davidson Investment Advisors, Inc. with seven years of industry experience and a Series 65 registration. She has been with Davidson Investment Advisors since 2013. Outside of her advisory role, she is co-owner of Berner Fitness, a fitness studio based in Bozeman, MT. Davidson Investment Advisors provides discretionary and non-discretionary portfolio management to individuals and institutions across various asset classes. The firm employs a centralized investment team approach combining fundamental, quantitative, and qualitative analysis, and offers services including tax-aware portfolio management and model sub-advisory to other advisers.

Edward Crotty Jr. is a CFA® charterholder with 25 years of industry experience. He has worked with D.A. Davidson & Co. and Davidson Investment Advisors, Inc. in Great Falls, MT for the past 20 years. Outside of his advisory role, he is involved with Broiled Grapefruit, LLC, a non-investment related LLC based in Seattle, where he provides occasional problem-solving assistance. Davidson Investment Advisors is an SEC-registered firm offering discretionary and non-discretionary portfolio management to individuals and institutions. The firm employs a centralized investment team approach, combining fundamental, quantitative, and qualitative analysis to manage equity and fixed income strategies, and provides tax-aware services alongside model portfolios and sub-advisory solutions.

Andrew Davidson is a financial advisor at Davidson Investment Advisors, Inc. based in Great Falls, MT, with 35 years of industry experience. He has been with Davidson Investment Advisors and D.A. Davidson & Co. since 1993. Outside of advising, he serves as President and Secretary of the Davidson Family Foundation, a charitable nonprofit. Davidson Investment Advisors provides discretionary and non-discretionary portfolio management to individuals and institutions, including retirement plans and trusts. The firm employs a centralized investment team using fundamental, quantitative, and qualitative analysis to manage multi-cap equity and fixed income strategies, emphasizing active, long-term management and tax-aware services.

Heather Kubas is a CFA® charterholder and Series 63 licensee with 12 years of industry experience. She has been with Davidson Investment Advisors, Inc. since 2012. Davidson Investment Advisors provides discretionary and non-discretionary portfolio management to individuals and institutions, including registered investment companies, retirement plans, and trusts. The firm employs a centralized investment team that uses fundamental, quantitative, and qualitative analysis to manage multi-cap equity and fixed income strategies with an active, long-term approach.

Robert De Meulenaere is a CFA® charterholder with six years of industry experience. He is currently an advisor at Davidson Investment Advisors, Inc., where he has worked since 2019. Prior to joining Davidson, he held positions at Parcion Private Wealth, UBS Financial Services Inc., and Mainstreet Advisors. Davidson Investment Advisors is an SEC-registered firm that provides discretionary and non-discretionary portfolio management to individuals and institutions. The firm employs a centralized investment team to manage multi-cap equity and fixed income strategies with an emphasis on active, long-term management and tax-aware services.