D.A. DAVIDSON & Co.

Kelly Lauterjung is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2020. Prior to this, she worked at Robert W. Baird for five years. In addition to her advisory role, she is a co-author of non-investment related books. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers comprehensive financial planning and specialized wealth management programs, operating under fiduciary standards and utilizing both qualitative and quantitative analyses.

William Thornton is a CFP® with 42 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2009. Based in Salt Lake City, UT, he holds Series 63 and Series 65 licenses. Outside of his advisory role, Thornton acts as a trustee for an insurance trust. 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 fiduciary-advised retirement plan services, comprehensive financial planning, and a Private Wealth program for clients with net worth exceeding $20 million.

Steven Perry is a financial advisor with D.A. Davidson & Co. in Plano, TX, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He has worked at D.A. Davidson & Co. since 2019 and previously spent ten years at Wells Nelson & Associates, LLC. 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 ERISA retirement plan advisory, financial planning, and a Private Wealth program for clients with over $20 million in net worth, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Allen Mena is a financial advisor with D.A. Davidson & Co. in Seattle, WA, holding a Series 66 designation and four years of industry experience. He has worked with D.A. Davidson & Co. since 2021 and was previously employed at Aerostream Logistics for six years. 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 ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, adhering to the Advisers Act fiduciary standard and incorporating both qualitative and quantitative analysis in its investment recommendations.

Thomas Johnson is a financial advisor at D.A. Davidson & Co. with 34 years of industry experience. He has been with D.A. Davidson since 2005 and holds Series 63 and Series 65 designations. Outside of his advisory role, he is a partner and co-owner of a rental property partnership. 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 offers a range of services from retirement plan advisory and financial planning to private wealth management, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Abraham Otoupal is a financial advisor with D.A. Davidson & Co. in Bellevue, WA, holding a Series 66 designation and 22 years of industry experience. He has been with D.A. Davidson since 2013. Otoupal serves as a board member for the Providence Mt St Vincent Foundation, a senior care community living 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 offers a range of services such as ERISA retirement plan advisory, financial planning, and private wealth management, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Sean Sturges is a CFP® with 20 years of industry experience and has been with D.A. Davidson & Co. since 2015. He serves on several nonprofit boards, including as board president of the Montana Council on Economic Education and NeighborWorks Great Falls, and is involved in youth baseball as a coach and club officer. Sean is based in Great Falls, MT. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, and charitable organizations. The firm offers a range of services from ERISA retirement plan advisory to comprehensive financial planning and wealth management, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Jeremy Nesset is a financial advisor at D.A. Davidson & Co. in Lewiston, Idaho, holding a Series 66 designation with 19 years of industry experience. He has been with D.A. Davidson & Co. since 2006. Outside of his advisory role, Nesset serves as a district chairman for Ducks Unlimited, a nonprofit organization. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm offers a variety of services such as ERISA retirement plan advisory, financial planning, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards with both qualitative and quantitative investment analysis.

Jarrod Imatani is a financial advisor at D.A. Davidson & Co. with four years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at People's Securities, Inc. and TD Asset Management. 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, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards and using both qualitative and quantitative analysis for investment recommendations.

Jason Auten is a financial advisor with D.A. Davidson & Co., holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors. He serves on the board and as treasurer for Bellevue West Little League and is an investment committee member for Kindering, both nonprofit organizations in Bellevue, 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 provides fiduciary-standard advice, employs both qualitative and quantitative analyses, and offers specialized services such as ERISA plan advisory, equity research, comprehensive financial planning, and a Private Wealth program for high-net-worth clients.

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, Inc. 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 services under fiduciary standards, utilizing both qualitative and quantitative analysis, and distinguishes itself through municipal advisory activities and affiliated custodial services.

Rachel Carlson is a financial advisor at D.A. Davidson & Co. with 10 years of industry experience. She holds a Series 66 credential and has worked at Merrill from 2008 to 2017 before joining D.A. Davidson in 2023. 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 emphasizes fiduciary standards and employs both qualitative and quantitative approaches in its advisory services.

Eric Schaefermeyer is a financial advisor at D.A. Davidson & Co. with 23 years of industry experience. He has been with D.A. Davidson since 2008 and holds Series 63 and Series 65 credentials. Outside of his advisory role, he serves as a board member of the Port Angeles Athletic Education Foundation, a nonprofit supporting local high school athletics. 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, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

Robert Johnson II is a financial advisor with D.A. Davidson & Co. in Wenatchee, WA, holding a Series 63 designation and 43 years of industry experience. He has been with D.A. Davidson & Co. since 2005. Johnson serves as a trustee for the Wenatchee Valley WMCA, a local 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 offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, equity research, and private wealth management programs.

Scott Burns is a financial advisor at D.A. Davidson & Co. in Seattle, WA, holding Series 63 and Series 65 credentials with 39 years of industry experience. He has been with D.A. Davidson & Co. since 2006. 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 offers a range of services under fiduciary standards, including retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with significant net worth, alongside municipal advisory and underwriting activities.