Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Ryan D

Series 65, Series 63

South Jordan, UT

D.A. Davidson & Co.

Ryan Duncan is a financial advisor at D.A. Davidson & Co. with one year of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Fidelity Investments and 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 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, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
user avatar
firm logo

Tyler P

Series 66

South Jordan, UT

D.A. Davidson & Co.

Tyler Pettit is a financial advisor at D.A. Davidson & Co. with 19 years of industry experience. He has been with D.A. Davidson since 2010 and holds the Series 66 designation. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individuals, charitable organizations, and corporations. The firm operates under fiduciary standards and offers a range of services such as retirement plan advisory, financial planning, equity research, and a Private Wealth program for high-net-worth clients.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
user avatar
firm logo

Melody R

Series 63, Series 65

South Jordan, UT

D.A. Davidson & Co.

Melody Ream is a financial advisor with D.A. Davidson & Co. in South Jordan, UT, holding Series 63 and Series 65 licenses and having one year of industry experience. Prior to joining D.A. Davidson, she worked at Wealth Management CPAs, LLC and Pearson Butler, PLLC. She is also the owner of Mark My Words, LLC, a paralegal document preparation service, and serves as an outdoor guide for Powder Trout Adventure Company, LLC. 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 provides both fiduciary advisory services and municipal advisory activities, employing quantitative and qualitative analysis to support investment recommendations and financial planning.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
user avatar
firm logo

Stockton E

Series 63, Series 65

South Jordan, UT

D.A. Davidson & Co.

Stockton Enger is a financial advisor with D.A. Davidson & Co. He holds Series 63 and Series 65 credentials and has five years of industry experience. Prior to joining D.A. Davidson, he worked at Fidelity Investments and held roles in education and with the Utah Jazz. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of advisory services under fiduciary standards, utilizing qualitative and quantitative analysis, and includes programs such as ERISA retirement plan advisory and a Private Wealth program for clients with significant assets.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")