Roseville, CA Office

Richard Han is a financial advisor with D.A. Davidson & Co. in Roseville, CA, holding a Series 66 designation and 17 years of industry experience. He has been with D.A. Davidson since 2016. 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 offers a range of services from ERISA retirement plan advisory to comprehensive financial planning and private wealth management, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Eric Garrison is a financial advisor at D.A. Davidson & Co. with 23 years of industry experience. He holds Series 63, 65, and 66 licenses. Prior to joining D.A. Davidson in 2019, he worked at Morgan Stanley 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 services, comprehensive financial planning, equity research, and a private wealth program for clients with over $20 million in net worth, operating under fiduciary standards and using both qualitative and quantitative analysis.

Austin Alcaine is a financial advisor with D.A. Davidson & Co. holding a Series 66 designation and three years of industry experience. Prior to joining D.A. Davidson in 2022, 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, and charitable organizations. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, equity research, and a Private Wealth program for high-net-worth clients.

Rainbow Brooks is a financial advisor with D.A. Davidson & Co. in Roseville, CA, holding Series 65 and Series 63 licenses and bringing 22 years of industry experience. Brooks has worked at multiple firms, including Mid Atlantic Capital Corporation and Strategy Asset Managers LLC. Outside of financial services, Brooks is involved as a Mary Kay beauty consultant. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and charitable organizations. The firm provides services under fiduciary standards, including retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth clients.

Steven Stahlberg is a financial advisor at D.A. Davidson & Co. with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at D.A. Davidson & Co. since 2019, following a four-year tenure at Hilltop Securities Inc. D.A. Davidson & Co. provides investment advisory and brokerage services to employer‑sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services, including ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, while adhering to fiduciary standards under the Advisers Act and ERISA.

Benjamin Belmonte Valadez is a financial advisor with D.A. Davidson & Co. holding a Series 66 designation and three years of industry experience. Prior to joining D.A. Davidson & Co. in 2025, he held positions at Merrill, Bank of America, Tesla, and Slakey Brothers Inc. among others. 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 including ERISA retirement plan advisory, financial planning, equity research, and a Private Wealth program for clients with over $20 million in net worth.

Wolfgang Hawlisch is a financial advisor at D.A. Davidson & Co. with 23 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at RBC Capital Markets, Wells Fargo Clearing, and Morgan Stanley Private Bank. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, high-net-worth individuals, and charitable organizations. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a specialized Private Wealth program for clients with over $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 bringing 41 years of industry experience. He worked previously at R W Baird & Co. for 11 years before joining D.A. Davidson in 2019. Outside of his advisory role, Alcaine serves as president of the Treelake Village Master Homeowners Association and vice president of the Wexford Homeowners Association, both nonprofit organizations in Folsom, CA. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm offers a range of services from retirement plan advisory to comprehensive financial planning and operates under fiduciary standards, distinguishing itself by also serving as a municipal advisor and custodian.

David Bland is a financial advisor with D.A. Davidson & Co. in Roseville, CA, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. He has been with D.A. Davidson & Co. since 2013. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides services under fiduciary standards, using qualitative and quantitative analysis along with third-party tools, and differentiates itself by acting as a municipal advisor and operating affiliated custodial entities.

Stephen Halterbeck is a financial advisor at D.A. Davidson & Co. with 18 years of industry experience. He holds the Series 66 designation and has worked at D.A. Davidson since 2019, following 11 years at Rw Baird & Co. He serves as Treasurer and a board member of the Society of Settlement Planners. 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 corporations. The firm offers a range of services under fiduciary standards, including retirement plan advisory, financial planning, equity research, and specialized wealth management for clients with over $20 million in assets.

Blake Caughey is a financial advisor at D.A. Davidson & Co. with two years of industry experience. He holds the Series 66 designation and has previously worked in various roles including at Precision Home Loans and CSU Long Beach. 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 services, modular and comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.

Erin Cairns is a financial advisor at D.A. Davidson & Co. with a Series 66 designation and one year of industry experience. Prior to joining D.A. Davidson, she worked at Limeade and PepsiCo, and held various roles at Gonzaga University and its Advancement office. 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, from retirement plan advisory to comprehensive financial planning and a private wealth program for clients with over $20 million in net worth, operating under the Advisers Act fiduciary standard and ERISA fiduciary duties.

Daniel Cairns is a CFP® professional with 45 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2021. Prior to this, he spent a decade at Robert W. Baird & Co. 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 fiduciary investment advice and retirement plan services, alongside comprehensive financial planning and wealth management programs.

Dana Vega is a financial advisor at D.A. Davidson & Co. with 24 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Advisors for seven 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 offers a range of services such as ERISA retirement plan advisory, financial planning, equity research, and a private wealth program for clients with over $20 million in net worth.