Roseville, CA Office

Richard Han is a financial advisor at D.A. Davidson & Co. in Roseville, CA, with 18 years of industry experience. He holds a Series 66 designation and has worked at D.A. Davidson since 2016, following seven years at Edward Jones. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, 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.

Eric Garrison is a financial advisor with D.A. Davidson & Co., holding Series 63, 65, and 66 designations and 24 years of industry experience. He worked at Morgan Stanley for six years before joining D.A. Davidson in 2019. 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 operates under the Advisers Act fiduciary standard and offers specialized services such as ERISA retirement plan advisory, wrap fee programs, equity research, and a Private Wealth program for clients with over $20 million in net worth.

Austin Alcaine is a financial advisor with D.A. Davidson & Co. in Roseville, CA, holding a Series 66 designation and four years of industry experience. Prior to joining D.A. Davidson, he worked at Trane Technologies and attended the University of Kansas. 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 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 high-net-worth clients.

Rainbow Brooks is a financial advisor at D.A. Davidson & Co. with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including NewBridge Securities Corporation, Aurora Capital LLC, Holly Street Wealth Advisors, Strategy Asset Managers LLC, and Mid Atlantic Capital Corporation. Outside of her advisory work, she has engaged in cosmetic sales as a Mary Kay beauty consultant on a limited basis. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm offers services under fiduciary standards, using both qualitative and quantitative methods, and is notable for its municipal advisory activities and affiliated custodial services.

Steven Stahlberg is a financial advisor at D.A. Davidson & Co. with 45 years of industry experience. He holds Series 63 and Series 65 designations and has worked at D.A. Davidson since 2019, following a four-year tenure at Hilltop Securities Inc. 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 ERISA retirement plan advisory services, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards and employing both qualitative and quantitative analysis in its investment recommendations.

Benjamin Belmonte Valadez is a financial advisor with D.A. Davidson & Co. holding a Series 66 designation and four years of industry experience. His prior work includes roles at Merrill, Bank of America, and Tesla. 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 ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Wolfgang Hawlisch is a financial advisor at D.A. Davidson & Co. with 23 years of experience. He holds the Series 63 and Series 66 designations and has worked at notable firms including Morgan Stanley, Wells Fargo Clearing, and RBC Capital Markets. 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 operates under fiduciary standards and offers 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.

Carlos Alcaine is a financial advisor with D.A. Davidson & Co. in Roseville, CA, holding Series 63 and Series 65 licenses and over 42 years of industry experience. His previous roles include positions at R W Baird & Co., Wells Fargo Clearing, and RBC Capital Markets. He serves as president and vice president of two local homeowners associations in Folsom, CA. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individuals, charitable organizations, and corporations. The firm emphasizes fiduciary standards and offers services such as ERISA plan advisory, comprehensive financial planning, and private wealth management for high-net-worth clients.

David Bland is a financial advisor at D.A. Davidson & Co. with 43 years of industry experience. He has been with D.A. Davidson since 2013 and holds the Series 63 and Series 66 designations. 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 various services such as ERISA retirement plan advisory, equity research, 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.

Stephen Halterbeck is a financial advisor with D.A. Davidson & Co. and holds a Series 66 designation. He has 19 years of industry experience, including 11 years at Rw Baird & Co. and seven years at D.A. Davidson & Co. Halterbeck serves as a Board Member and Treasurer for the Society of Settlement Planners. 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 both non-discretionary and discretionary retirement plan advisory services under fiduciary standards, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

Blake Caughey is a financial advisor with D.A. Davidson & Co. based in Roseville, CA. He holds a Series 66 credential and has three years of industry experience. His prior roles include positions at Precision Home Loans and CSU Long Beach, along with work experience in various other sectors. 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 services under fiduciary standards, including ERISA retirement plan advice and comprehensive financial planning, and is notable for its municipal advisory activities and affiliated custodial services.

Erin Cairns is a financial advisor at D.A. Davidson & Co. with one year of industry experience. She holds a Series 66 designation and previously worked at Limeade and PepsiCo. 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 services under fiduciary standards and employs both qualitative and quantitative analysis, with specialized programs for high-net-worth clients and municipal advisory activities.

Daniel Cairns is a CFP® professional with 45 years of industry experience. He has worked at D.A. Davidson & Co. since 2021 and previously spent 10 years with Robert W. Baird & Co. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm offers a variety of advisory services under fiduciary standards, including retirement plan consulting, comprehensive financial planning, and specialized wealth management programs.

Dana Vega is a financial advisor at D.A. Davidson & Co. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lincoln Financial Advisors. Dana has been with D.A. Davidson & Co. since 2021. 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, comprehensive financial planning, 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.