Our Team & Strategic Partners

Financial Advisor


Ted Rich

Senior Vice President, Financial Advisor, Portfolio Manager

Ted joined D.A. Davidson & Co. in 2020 when he and his team moved from Wells Fargo Advisors. He has a broad knowledge of the financial services industry, honed from over 30 years of experience serving as a Financial Advisor. Ted's skills are around wealth management where he focuses on portfolio design and construction, account trading and reviews, understanding investment objectives, cash and liquidity needs, tax loss harvesting, capital gain management, and economic research. Ted is a long time resident of the Carson Valley where he raised three grown children and has a track record of community involvement. Ted enjoys golfing, snowboarding, snow biking, boating, and supporting local businesses.

CA Ins. Lic#0A42375





Megan Phillips, CRPC®

Senior Vice President, Financial Advisor

Megan also joined D.A. Davidson & Co. in 2020 from Wells Fargo Advisors. She has over 16 years of experience in the financial industry and held various roles with Wells Fargo prior to becoming an advisor. In 2018, Megan earned her Chartered Retirement Planning Counselor designation, designed to help create financial road maps for her clients. Megan runs client relationship management and financial planning for the team. Her focus is on understanding client's key financial vitals, advanced planning and protection strategies, budget management, estate planning, retirement income planning, and engaging strategic partners- both internally and externally. Megan is a native Nevadan, a local business owner in the Carson Valley and is very community oriented. She enjoys spending time with her daughter and taking advantage of the of the numerous outdoor activities available in the region.

 CA Ins. Lic#0104491 




Alex Harker

Registered Client Associate

Alex is a recent graduate of the Master of Business Administration program at the University of Nevada, Reno. He joined D.A. Davidson & Co. in 2021. Alex's focus is on operations and practice management. He helps with administrative tasks, asset movement, scheduling, new client onboarding, event planning, and marketing. Alex was born and raised in the Carson Valley and is well connected in the community. He enjoys fitness and various outdoor activities in his free time.




Strategic Partners

James Ragan, CFA

Senior Vice President, Director of WM Research

James and his research team provide equity research and updates, portfolio analysis tools and model portfolios of recommended equities to financial advisors and their clients, including individual investors and their families, businesses and nonprofits. His focus is on developing multiple channels for distribution of research to D.A. Davidson's roughly 400 financial advisors and their clients so that each client can make informed financial decisions that match their objectives and situations. James has spent over 20 years in the financial services industry, and is co-manager of the D.A. Davidson Focus List model portfolio. He is a graduate of the University of California, Los Angeles with an MBA in finance and a bachelor's degree in economics/management. He holds the Chartered Financial Analyst® designation.



Tina Leslie
Vice President, Trust Officer
Prior Employment:
Sr. Trust Officer at San Pasqual Fiduciary Trust Co., 2022; VP, Trust Advisor at U.S. Bank Private Wealth Management, 2015-2022; Trust Officer at Whittier Trust Company, 2011-2015; Business Operations Manager at The Davidson Group (private family office), 2006-2011
Ryan Halleran
Sr. Vice President, Director of Wealth Planning

Ryan joined D.A. Davidson in 2021, bringing diverse industry experience to the role of Director of Wealth Planning. He most recently served as the Advanced Planning Team lead for a Seattle-based RIA focused on ultra-high net worth clients. In that role, he led the build-out of a bespoke planning process to address the complex needs of clients in the space. Ryan has been able to draw on his years of experience as a financial advisor at Morgan Stanley, Wells Fargo and UBS, beginning as a solo practitioner and moving to high-producing teams, with an emphasis on wealth planning, tax mitigation, asset transfer and philanthropic giving strategies for high net worth clientele. 

Rob Roels, CFP®
Vice President, Associate Director of Wealth Planning - Development Lead
Rob is a CERTIFIED FINANCIAL PLANNER™ who loves to sit down with clients and really get to know them. His aspiration with each client is to fully understand their financial status, help them identify their goals and hopes for the future, and assist them with realizing that future. Rob joined D.A. Davidson in 2021 following work as the senior financial planner for Umpqua Private Bank, where he led the planning efforts for the firm. His 30-year career in banking and financial services has included a wide range of roles and responsibilities, both internally and client facing. When he's not helping clients turn their dreams into realities, Rob can usually be found on the go in the great outdoors, whether that's watching birds, hiking, kayaking, or snowshoeing. You might otherwise find Rob attending a Portland Timbers soccer match or donating his time with the 107ists, the nonprofit arm of the Timbers Army. He also volunteers with Stand Together, an organization that partners with local groups to revitalize communities and empower youth and families through sport.
Matt Mendez
Vice President, Director of Insurance & Annuities

Independent Financial Group. Manager, Annuity Product Marketing (2020-2022). AIG. Divisional Vice President (2018-2020) Farmers Insurance. Life and Financial Sales Specialist. (2013-2018) MFS Investment Management. Regional Manager. (2006-  2013)

Hobbies: I am an avid sports fan cheering on the San Diego Padres, Las Vegas Raiders, and Notre Dame Irish. I also enjoy playing golf, going to concerts, strength training, snowboarding, SUP, reading. There is a sport that was invented on the beaches of San Diego known as Over The Line (OTL) that I also actively participate in.