Our Team and Strategic Partners

 

John Distad
Senior Vice President, Financial Advisor

JDistad@dadco.com

John has over 40 years of experience in the financial services industry and is a founding partner of the Distad Clay Wealth Management Group. He brings a wealth of experience to his role as a Financial Advisor at D.A. Davidson. Prior to entering financial services, he served his country as a naval carrier aviator and continued to serve in the Navy Reserve until 1992 when he retired as a captain. Focusing on tax-free investing, asset management, and estate planning, John serves the needs of high net worth individuals and families, as well as mature investors who are nearing or are in retirement. John holds Series 7, 8, 63, and 66 securities licenses in addition to a bachelor's degree in biology from UCSB and a master's degree in systems management from USC.


John Clay, Jr., CWS®
Senior Vice President, Financial Advisor, Branch Manager

JClay@dadco.com

John has over 16 years of experience in the financial services industry and is a founding partner of the Distad Clay Wealth Management Group. He is dedicated to providing clients with the highest level of service with a special focus on financial planning, income generation, tax-exempt investing, and retirement planning. John is a graduate of California Polytechnic University in Pomona and holds his Series 7, 66, 9, 10, 3 and Certified Wealth Strategist License and California Insurance License #0D54907.

 


Our Team

 

Marcy McTernan
Senior Registered Client Associate

MMcTernan@dadco.com

Working in the financial services industry for over 30 years, Marcy has gained experience through positions as wire operator, cashier, operations manager, and now as a Senior Registered Client Associate. A graduate of California State University, Northridge, she earned her bachelor's degree in art. Since then, Marcy has continued her education in the financial services industry and now holds Series 7, 63, and 66 licenses.

 



Tiffany Lopez
Cashier, Receptionist

TLopez@dadco.com

Tiffany provides administrative, cashier, marketing, and technical support for the Distad Clay Wealth Management Group and assists in other operational services at the branch.

 

 


 

Jennifer Nuckols
Client Associate

JNuckols@dadco.com

Jennifer began her career in the financial industry in 2006 after graduating from Concordia University-Irvine. She provides support for the Distad Clay Wealth Management Group.

 

 


Joseph Zanolli

Staff Aide

JZanolli@dadco.com

Joseph provides administrative support for the Distad Clay Wealth Management Group. He is currently a student at UC Santa Barbara as well as a cadet in the ROTC program. He is majoring in economics.

 

 

 


Our Extended Team

Through us you have access to our integrated wealth planning experts.

 

April Zee
Associate Director, Wealth Planning

April creates holistic, tailored and objective wealth planning solutions by helping clients first explore, then more clearly identify, what is most important to them. April has more than 17 years of financial planning experience and has earned a certificate as a Personal Financial Planner. She holds a master's in psychology from Pepperdine University and a bachelor's in psychology from the University of California, San Diego. She has completed course work for her doctorate in psychology from Ryokan College.


Brittany Cross
Vice President, Director of Insurance and Annuities

Britt is dedicated to bringing holistic risk management solutions to light as part of an overall financial plan for individuals, estates and businesses. She started in the industry in 2004 and has held multiple positions that helped contribute to her understanding of the insurance and annuity marketplace. Her responsibilities have included point of sale, education, marketing, and rollout of annuities, life insurance, disability, and asset-based LTC to financial institutions and national banks. Britt most recently led a point of sale team focused on serving the nation's largest institutions. She currently serves on two advisory council boards for major insurance carriers.



 
    
 

 

Hedley (Lea) Greene

Senior Vice President, 
Co-Director of
Wealth Planning
 

Scott Haigh

Senior Vice President, Portfolio Manager, Director of Managed
Assets Research

Steven Condon

President, Asset Management and Trust