Theresa Wiemer is a financial advisor at D.A. Davidson & Co. with 12 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Smith Hayes Financial Services Corporation for 14 years before joining D.A. Davidson & Co. in 2016. Outside of her advisory role, she serves as a committee member of the Creston Women's Club, a nonprofit organization. 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 ERISA retirement plan advisory services, 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.

Megan Voelker is a financial advisor at Osaic with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, First Nebraska Bank, and Securities America. Outside of advising, Megan is involved in nonprofit activities related to stock dog competitions and co-owns a stock dog photography business. She also breeds and trains working Border Collies through her own business. Osaic Wealth, Inc. serves a diverse client base including individuals, pension plans, corporations, and nonprofits, offering a range of advisory and brokerage services. The firm employs a technology-driven investment process and supports thousands of advisors managing approximately $200 billion in assets.