Jerrod Spriet

Mark Hales is a financial advisor at D.A. Davidson & Co. with 28 years of industry experience. He holds Series 63 and Series 65 registrations and has been with D.A. Davidson since 2008. Outside of his advisory work, he serves as president of Hales Farming, Inc., a family farm corporation involved in crop and management decisions. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad range of clients, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers services under the Advisers Act fiduciary standard, including retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth clients.

Michael Hales is a financial advisor at D.A. Davidson & Co. with 10 years of industry experience. He previously worked at TD Ameritrade and Lord, Abbett & Co. LLC. He holds a Series 66 designation. D.A. Davidson & Co. provides investment advisory and brokerage services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of services including ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards.

Lisa Newman is a financial advisor with D.A. Davidson & Co., holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. She has been with D.A. Davidson & Co. since 2008. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporations. 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 investment analysis.

Lauren Ludwig is a CFP® with nine years of industry experience. She has been with Edward Jones since 2017 and previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Lauren is based in Pendleton, OR. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Benjamin Buchert is a CFP® with over 21 years of industry experience, currently serving at Edward Jones since 2004. He holds Series 63 and Series 66 licenses. Outside of his advisory role, Buchert serves as a director for the Pendleton Cattle Barons, a nonprofit organization that raises funds for college scholarships for students pursuing careers in agriculture. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, SMAs, and affiliated mutual funds, operating under a fiduciary standard.

Casey Hunt is a Series 66-licensed financial advisor with Edward Jones in Pendleton, OR, where he has worked since 2014. He has 11 years of industry experience and has also been involved with Southern Wine & Spirits of America since 2011. Outside of his advisory work, Hunt serves as a finance committee member for a local Presbyterian church. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,000 advisors. The firm offers a range of investment advisory programs and affiliated services, operating under a fiduciary standard.