Lake Oswego, OR Two Centerpointe Drive Office

Michael Larlee is a CFP® with 23 years of industry experience and has been with D.A. Davidson & Co. since 2015. He holds the Series 66 designation and is based in Lake Oswego, Oregon. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for clients with more than $20 million in net worth, operating under fiduciary standards and employing both qualitative and quantitative analyses.

Michael Franz is a financial advisor at D.A. Davidson & Co. in Lake Oswego, OR, with 24 years of industry experience. He has been with D.A. Davidson since 2013 and holds Series 63 and Series 65 licenses. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individuals, charitable organizations, and corporations. The firm operates under the Advisers Act fiduciary standard and offers specialized services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

Richard Westbrook is a Series 66-licensed financial advisor with D.A. Davidson & Co. in Lake Oswego, OR, where he has worked since 2021. He has five years of industry experience and previously worked for seven years at RedTail Golf Center. 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 comprehensive financial planning, ERISA retirement plan advisory, equity research, and specialized private wealth programs, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Dustin Hume is a CFP® and holds a Series 66 designation with 19 years of industry experience. He has been with D.A. Davidson & Co. since 2012. 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 comprehensive financial planning and specialized services such as ERISA retirement plan advisory and a Private Wealth program for clients with over $20 million in net worth, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Brynn Buswell is a financial advisor with D.A. Davidson & Co. in Lake Oswego, OR, holding Series 63 and Series 65 credentials and 16 years of industry experience. She has been with D.A. Davidson & Co. since 2013. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer‑sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under the Advisers Act fiduciary standard and utilizing both qualitative and quantitative analysis.

Adrian Maykut is a financial advisor at D.A. Davidson & Co. with 26 years of industry experience. He has been with D.A. Davidson since 2001 and holds the Series 63 and Series 65 designations. D.A. Davidson & Co. provides investment advisory and brokerage services to a wide range of clients, including employer-sponsored retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a Private Wealth program for clients with assets over $20 million, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Lauren Aigner is a financial advisor with D.A. Davidson & Co. and holds Series 63 and Series 66 designations. She has six years of industry experience, including prior roles at Merrill and JPMorgan Securities LLC. D.A. Davidson & Co. provides 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 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 utilizing both qualitative and quantitative tools in its investment recommendations.

Kimberly Perrault is a financial advisor at D.A. Davidson & Co. with 39 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at RBC Capital Markets Corporation for 12 years before joining D.A. Davidson in 2021. 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 operates under fiduciary standards and offers specialized services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with more than $20 million in net worth.

Carolyn Cameron is a CFP® professional with 43 years of industry experience, currently serving at D.A. Davidson & Co. since 2008. She holds Series 63 and Series 65 licenses and is based in Lake Oswego, OR. 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 ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for clients with substantial net worth, operating under fiduciary standards and incorporating both qualitative and quantitative investment analysis.

Cynthia Burg is a financial advisor at D.A. Davidson & Co. with 38 years of industry experience. She has been with D.A. Davidson since 1999 and holds Series 63 and Series 65 designations. 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 advisory services under fiduciary standards and distinguishes itself by serving as a municipal advisor and operating affiliated custodial entities.

Anthony Brauner is a financial advisor at D.A. Davidson & Co. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Wells Fargo Clearing and Citigroup Global Markets. Brauner has been with D.A. Davidson & Co. since 2023. 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 adheres to fiduciary standards and offers a range of services such as retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, including a Private Wealth program for clients with significant net worth.

Mia Werner Sara is a CFP® with four years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. She has previously worked at Morgan Stanley and Corient Services LLC. Prior to her financial career, she was employed at the University of Portland and Bozeman High School. 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 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.

Mark Olsen is a financial advisor at D.A. Davidson & Co. with 51 years of industry experience. He has been with the firm since 2012 and holds Series 63 and Series 66 licenses. 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, wrap fee programs, equity research, and comprehensive financial planning while operating under the Advisers Act fiduciary standard.

Mc Kay Burg is a financial advisor with D.A. Davidson & Co., holding a Series 66 credential and six years of industry experience. He has been with D.A. Davidson since 2019, and his previous roles include positions at the University of Oregon and NW Natural Street of Dreams. 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 offers a range of services such as ERISA retirement plan advisory, financial planning, equity research, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards with both qualitative and quantitative investment analysis.

Juliann Romain is a financial advisor with D.A. Davidson & Co. in Lake Oswego, OR, holding a Series 66 designation and 11 years of industry experience. She has been with D.A. Davidson & Co. since 2013. 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, comprehensive financial planning, and a private wealth program for clients with net worth exceeding $20 million.