Trey Owens

Christopher Connors is a financial advisor with D.A. Davidson & Co., holding a Series 66 designation and 17 years of industry experience. He has been with D.A. Davidson since 2011. Outside of his advisory role, he serves as a brand ambassador for FNX Fitness. 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, offering a range of services from ERISA retirement plan advisory to comprehensive financial planning and private wealth management.

Ashley Bonifer is a financial advisor with D.A. Davidson & Co. in Butte, MT, holding a Series 66 designation and having two years of industry experience. Prior to joining D.A. Davidson, Ashley worked at Pacific Steel and Recycling for twelve years. Outside of advising, Ashley provides notary services to D.A. Davidson clients and operates an online selling business, Bonnie Lou Boutique, LLC. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides a range of services such as ERISA retirement plan advisory, comprehensive financial planning, equity research, and a private wealth program for high-net-worth individuals, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Daniel Rosa is a financial advisor at D.A. Davidson & Co. with 32 years of industry experience. He has been with D.A. Davidson since 2002 and holds the Series 63 and Series 65 designations. 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, comprehensive financial planning, and a private wealth program for high-net-worth clients, all conducted under fiduciary standards.

Kaylee Reynolds is a financial advisor at Osaic Wealth with a Series 66 designation and two years of industry experience. Her prior work includes roles at DA Davidson and Summit Financial Advisors. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a wide range of advisory services and investment options through a large network of financial advisers.

Jerald Campbell is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at LPL Financial since 2017 and previously at National Planning Corporation from 2013 to 2017. Outside of his advisory role, Campbell is involved in managing real estate rental properties. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house Research team and a large network of investment adviser representatives.

Vivienne Gustavsen is a financial advisor at Wells Fargo Clearing with two years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo Bank since 2010. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary advisory options. The firm’s investment approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.