Davidson Investment Advisors, Inc.

Louis Dilello is a CFA® charterholder with 26 years of industry experience. He has been with Davidson Investment Advisors, Inc. since 2016. Outside of his advisory role, he manages rental property in Bozeman, MT. Davidson Investment Advisors provides discretionary and non-discretionary portfolio management to individuals and institutions, including registered investment companies, retirement plans, and trusts. The firm uses a centralized investment process that combines fundamental, quantitative, and qualitative analysis to manage equity and fixed income strategies, emphasizing active, long-term management with tax-aware services.

William Holevoet is a financial advisor at Davidson Investment Advisors, Inc. in Seattle, WA, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Davidson Investment Advisors since 2013. Davidson Investment Advisors is an SEC-registered firm providing discretionary and non-discretionary portfolio management to individuals and institutions. The firm employs a centralized investment team approach combining fundamental, quantitative, and qualitative analysis and offers strategies across equity and fixed income sectors, along with tax-related services and model portfolios for other advisers.

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 two years of industry experience. He has previously worked at Schnee's and has a background that includes both professional roles and extended academic study. Davidson Investment Advisors provides discretionary and non-discretionary portfolio management services to individuals and institutions, employing a combination of fundamental, quantitative, and qualitative analysis to manage equity and fixed income strategies. The firm serves a diverse client base, including registered investment companies, retirement plans, and trusts, and is part of the larger D.A. Davidson Companies financial services group.

Melissa Holling is a financial advisor at Davidson Investment Advisors, Inc. with 32 years of industry experience. She holds Series 63 and Series 65 designations and has been with Davidson since 2009. Outside of her advisory role, she serves as interim mayor on the City Council for the Town of Spangle, Washington. Davidson Investment Advisors is an SEC-registered firm that provides discretionary and non-discretionary portfolio management to individuals and institutions. The firm employs a combination of fundamental, quantitative, and qualitative analysis to manage multi-cap equity, fixed income, and municipal strategies, emphasizing active, long-term management and tax-aware services.

Daniel Peimer is a financial advisor at Davidson Investment Advisors, Inc. with 20 years of industry experience. He holds the Series 66 designation and has previously worked at Caprin Asset Management and Capitol Securities. Davidson Investment Advisors is an SEC-registered firm offering discretionary and non-discretionary portfolio management services to individuals and institutions. The firm uses a centralized investment team approach that integrates fundamental, quantitative, and qualitative analysis across equity and fixed income strategies, emphasizing active, long-term management with tax-aware services.

Peyton Studebaker is a financial advisor at Davidson Investment Advisors, Inc. with 21 years of industry experience. He holds a Series 65 designation and previously spent 20 years at Caprin Asset Management, Llc. Davidson Investment Advisors is an SEC-registered firm serving individuals and institutions with discretionary and non-discretionary portfolio management. The firm employs a centralized investment process combining fundamental, quantitative, and qualitative analysis across multiple fixed income and equity strategies, emphasizing active, long-term management and tax-related services.

David Brown is a financial advisor at Davidson Investment Advisors, Inc. with 23 years of industry experience. He holds a Series 66 designation and previously worked at RBC Capital Markets for 12 years before joining D.A. Davidson & Co. He is also an active owner and landlord of residential rental property. Davidson Investment Advisors is an SEC-registered firm providing discretionary and non-discretionary portfolio management to individuals and institutions. The firm employs a combination of fundamental, quantitative, and qualitative analysis to manage equity and fixed income strategies, serving a diverse client base that includes registered investment companies, retirement plans, and trusts.

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.

Herbert Turner III is a financial advisor at Davidson Investment Advisors, Inc. with 18 years of industry experience. He holds the Series 66 designation and previously worked at Caprin Asset Management for eight years before joining Davidson in 2023. 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 using fundamental, quantitative, and qualitative analysis to manage multi-cap equity, equity income, and fixed income strategies, emphasizing active, long-term management and various tax-related services.

Cheryl Page is a financial advisor at Davidson Investment Advisors, Inc. She holds CFP®, CFA®, and Series 65 designations and has 25 years of industry experience. Prior to joining Davidson Investment Advisors in 2023, she spent 23 years with Caprin Asset Management, LLC. Davidson Investment Advisors provides discretionary and non-discretionary portfolio management services to individuals and institutions, offering a range of equity and fixed income strategies. The firm employs a centralized investment process that integrates fundamental, quantitative, and qualitative analysis and emphasizes active, long-term management across multiple asset classes.

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.

Brian Clancy is a CFA® charterholder with 21 years of industry experience. He has been with Davidson Investment Advisors, Inc. in Seattle, WA since 2004. Davidson Investment Advisors provides discretionary and non-discretionary portfolio management to individuals and institutions, offering equity and fixed income strategies through a centralized investment team. The firm emphasizes active, long-term management and tax-related services, serving a diverse client base that includes registered investment companies, retirement plans, trusts, and pooled investment vehicles.

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.