Leslie Mercord, CWS®
Senior Vice President, Financial Advisor

Leslie has been helping individuals, families, and small businesses manage, preserve and distribute their wealth as a financial advisor since 1999. Prior to joining D.A. Davidson in 2003, Leslie worked as a financial consultant for Merrill Lynch. She has continued to grow her business and earned the Certified Wealth Strategist^® designation from the Cannon Financial Institute in 2010. She has served as the Co-Chair of D.A. Davidson's Women Financial Advisor's Network Advisory Council and as chair of the Flathead Valley Community College Foundation Board. 

While investing and the services associated with being a financial advisor have changed over the years, what hasn't changed is my dedication to providing thoughtful, current and personalized service that my clients have come to expect. I constantly strive to help clients achieve their present and future financial goals and take pride in offering exceptional service, individualized care and tailored investment solutions to meet client needs throughout various life stages.

Leslie is a fourth generation Montanan and earned her bachelor's degree in business administration with a marketing emphasis from the University of Montana. She and her husband, Reed, enjoy traveling, skiing, boating and spending time at the lake. Any extra time Leslie has is spent riding her horse, Kanan. 

Addison Vergara, CFP®
Financial Advisor 

Before joining Mercord Wealth Management as a financial advisor, Addison gained valuable experience through multiple roles at D.A. Davidson. He served as an intern and registered client associate in D.A. Davidson's Helena office, and then completed D.A. Davidson's Apprentice Financial Advisor program, an intensive, two-year role in which he collaborated with high level financial professionals, and worked with clients directly on a variety of wealth management topics.

Being someone's financial advisor means being an advocate through life's monumental moments, whether directly related to money or not. I aim to use my knowledge to not only help people invest, but to help them plan for life's key moments and, in doing so, bring them closer to  what we all innately desire: peace of mind.

Addison is a graduate of Carroll College, where he received bachelor's degrees in both business and finance, summa cum laude, and played football for the Fighting Saints. Outside of the office, Addison enjoys hiking, fly fishing, skiing, writing, listening to music, and anything that involves spending time with friends and loved ones.

Jayne Martinson
Client Associate

Jayne was born and raised in eastern Montana (Shelby), and has called the Flathead “home” since 1988. She worked as a legal assistant for more than 30 years, and joined D.A. Davidson in May 2019. Her favorite part of the job is meeting clients and providing them with the best client experience possible.

Jayne and her husband Jim, who works at Applied Materials, have been married for almost 39 years. They have twin sons, Matt and Cody, two granddaughters, and a grandson. Jayne is a past volunteer of Shepherd's Hand Clinic and the Whitefish Bulldog Booster Club. She spends any spare time reading, gardening, crafting, and spoiling grandkids and dogs.

Our Extended Team of Wealth Management Experts

Through us you have access to our Integrated Wealth Planning Strategic Partners, offering expertise in financial, estate and wealth planning.

Ryan Halleran (206) 839-8032| rhalleran@dadco.com 
Senior 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. In addition to deep financial services experience, Ryan's passion for leadership has led him to community positions early in his career, including President of his Rotary Club chapter, founding a Young Professionals organization, serving two elected terms on the Community Council of Anthem, AZ, and President of the Council in 2016. Ryan holds a bachelor's degree from the University of Washington and a law degree in business/ tax law from the University of Idaho. He lives in Sammamish, WA, with his wife and two daughters.

James Ragan, CFA® (206) 389-4070 | jragan@dadco.com 
Senior Vice President, Director of Wealth Management 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, a bachelor's degree in economics/management and also holds the Chartered Financial Analyst® designation.

Becky Fink, AWMA (406) 268-3062 | rfink@dadco.com
Vice President, MT Trust Administration Manager & Senior Trust Officer 

Becky joined D.A. Davidson Trust Company in 2020 as a Vice President, Trust Officer. In addition to managing a book of trust relationships, she also leads the Montana Trust Administration team. She has 22 years of experience working in the financial industry, with a background in Trust, Mortgage and Customer Service. She most recently served as a Wealth Management Trust Advisor, AWMA, with US Bank for 18 years and was with Wells Fargo Home Mortgage prior to that. Raised in Thermopolis, Wyoming, Becky graduated from Yellowstone Baptist College in Billings, Montana, where she earned her bachelor’s degree in psychology. She also serves on the board of directors for the Herb Waltermire Endowment Foundation.