William Thornton is a financial advisor at D.A. Davidson & Co. in Salt Lake City, UT, with 42 years of industry experience. He holds the CFP® designation along with Series 63 and 65 licenses and has been with D.A. Davidson & Co. since 2009. Outside of his advisory role, he serves as a trustee for a non-investment-related insurance trust. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers advisory services under fiduciary standards, combining qualitative and quantitative analysis with third-party tools, and includes specialized programs such as Davidson Private Wealth for clients with over $20 million in net worth.

Bradley Thurber is a CFP® with 27 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2000. He is based in Salt Lake City, UT. Outside of his advisory role, he is president of the Farmington Youth Football league. D.A. Davidson & Co. provides investment advisory and brokerage services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers a range of services including retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth clients.

Clara Thomas is a financial advisor at D.A. Davidson & Co. based in Salt Lake City, UT. She holds a Series 66 designation and has been in the industry since 2026. Her prior experience includes roles in education and nonprofit settings, such as the FJ Management Center for Student Success at Utah State University and Bountiful High School, as well as involvement with The Church of Jesus Christ of Latter-Day Saints. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base including individual investors, employer-sponsored retirement plans, and charitable organizations. The firm offers a range of services under fiduciary standards, including retirement plan advisory, comprehensive financial planning, and specialized wealth management for high-net-worth clients.

Sivakrupa Sukavaneshvar is a financial advisor at D.A. Davidson & Co. with three years of industry experience. She holds Series 66 and Series 63 credentials and previously worked at Goldman, Sachs & Co. from 2017 to 2019. 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 under a fiduciary standard, including retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth individuals.

Scott Buchanan is a financial advisor at D.A. Davidson & Co. with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Fidelity Insurance Agency and Fidelity Brokerage Services LLC. 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 operates under fiduciary standards and offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, equity research, and a private wealth program for high-net-worth clients.

Bradford Sawyer is a financial advisor at D.A. Davidson & Co. with 32 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has previously worked at Ameriprise, Bank of America, Merrill, and U.S. Bancorp Investments. Outside of his role at D.A. Davidson, he manages an advisory business at Fredrickson and Associates, Inc. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm operates under fiduciary standards and provides both non-discretionary and discretionary retirement plan advice, comprehensive financial planning, and specialized wealth management for high-net-worth clients.

Diana George is a financial advisor with D.A. Davidson & Co. based in Salt Lake City, UT, holding Series 63, 65, and 66 credentials and 18 years of industry experience. Her prior roles include positions at Merrill, Key Bank NA, and Key Investment Services LLC. She serves on the board of the Girl Scouts of Utah as Finance Committee Chair and Treasurer. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individuals, charitable organizations, and corporate clients. The firm offers fiduciary-based advisory services, retirement plan management, comprehensive financial planning, and specialized wealth management programs.

Bradley Hansen is a financial advisor with D.A. Davidson & Co. in Salt Lake City, UT, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with D.A. Davidson & Co. for 29 years since 1997. Outside of his advisory role, Hansen is a general partner in Hansen Hollow LLC, an investment-related business. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm provides a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards and utilizing both qualitative and quantitative analysis.

Andrew Morin is a financial advisor with D.A. Davidson & Co. based in Salt Lake City, UT. He holds a Series 66 designation and has 12 years of industry experience, including prior roles at GE Healthcare, the University of Utah, ALPS Distributors, and Wasatch Advisors. Outside of his advisory role, he co-owns and creates content for multiple YouTube channels focused on entertainment and occasional investment-related topics. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse clientele, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm provides a range of services such as ERISA retirement plan advisory, equity research, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.

Andrew Mathis is a Series 66 licensed financial advisor with D.A. Davidson & Co. in Salt Lake City, UT, with three years of industry experience. Before entering the financial industry, he worked at Under Armour and served as a finance clerk for a local congregation of the Church of Jesus Christ of Latter Day Saints. Outside of his advisory role, he has several years of experience as a piano teacher. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm adheres to fiduciary standards and offers a range of services such as ERISA plan advisory, financial planning, equity research, and a specialized Private Wealth program for high-net-worth clients.

Stephanie Mickelsen is a Series 66-licensed financial advisor at D.A. Davidson & Co. with four years of industry experience. She has worked at D.A. Davidson since 2021 and has held various roles outside the financial sector, including front desk work at an indoor cycling studio, notary services, barista duties, and baking and delivery for a local business. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and charitable organizations, operating under fiduciary standards with a range of planning and portfolio management solutions.

Jaclyn Lui is a financial advisor with D.A. Davidson & Co. in Salt Lake City, UT, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She worked at Alpine Securities Corporation for four years before joining D.A. Davidson in 2018. Outside of her advisory role, she engages in non-investment activities such as providing notary services, publishing videos on YouTube, and selling merchandise online. 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 adheres to fiduciary standards and provides both discretionary and non-discretionary advisory services, with specialized offerings for high-net-worth clients and municipal advisory capabilities.

Mark Hansen is a financial advisor with D.A. Davidson & Co. in Salt Lake City, UT, holding Series 63 and Series 66 credentials and over 30 years of industry experience. He has been with D.A. Davidson since 2007. Hansen is involved in managing investment partnerships and family-held investment portfolios outside of his advisory role. D.A. Davidson & Co. offers investment advisory and brokerage services to a variety of clients, including retirement plans, individual investors, and charitable organizations, providing ERISA retirement plan advisory, comprehensive financial planning, and private wealth management for high-net-worth clients. The firm operates under fiduciary standards and utilizes both qualitative and quantitative tools in its investment recommendations and monitoring, and it distinguishes itself by serving as a municipal advisor and offering affiliated custodial services.