Brian Kahn is a financial advisor with Morgan Stanley in Park City, UT, holding Series 65 and Series 63 licenses and bringing 15 years of industry experience. He has worked with Morgan Stanley and its Private Bank division since 2013 and is also involved in educational activities, including teaching fundamental and technical analysis and trading psychology at the University of Utah’s Adult Education program. Additionally, he volunteers as an event planner for Park City Green Drinks, a community group focused on green lifestyle topics. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Mark Leone is a financial advisor at Cambridge Investment Research Advisors with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2014. In addition to his advisory role, he is involved as an independent insurance agent and owns an LLC for liability purposes. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals across wealth levels, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals using a range of portfolio management approaches and platform arrangements.

Nicholas Mcbride is a CFP®-certified financial advisor with 14 years of industry experience, currently affiliated with J.P. Morgan Securities in Park City, UT. His career includes roles at Fidelity and various divisions within J.P. Morgan since 2011. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized reporting. The firm combines institutional advisory capabilities with broker-dealer and investment management functions, delivering services through a select group of Wealth Advisors.

Jeffrey Hansen is a financial advisor with Morgan Stanley who holds a Series 66 designation and has eight years of industry experience. He previously worked at Grifols/Biomat USA from 2016 to 2018. Outside of his advisory role, he is involved with Greatest Goods, LLC, an online retail business based in Lehi, Utah. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market outcome models.

Monica Allen is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 11 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously with WELLS FARGO Advisors, LLC from 2014 to 2016. Outside of her advisory role, she serves as a special power of attorney for her sister-in-law and participates in continuing education through the University of Utah Lifelong Learning program. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm's IPS-driven advisory process incorporates modern portfolio theory and includes a diverse investment menu with insurance-related vehicles and bank deposit sweep options.

Collin Rigby is a financial advisor with Charles Schwab, holding a Series 66 designation and bringing 20 years of industry experience. His prior work includes extensive roles at TD Ameritrade Investment Management, LLC, and TD Ameritrade, Inc., spanning from 2006 to 2024. He is currently based in Cottonwood Heights, UT. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, delivering multi-asset model portfolios and alternative investment options within an integrated operational structure.

Lisa Schneider is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has nine years of industry experience. Prior to her current role, she worked at Raymond James & Associates for nine years. Outside of her advisory role, she is a vocalist and instrumentalist with Mountain Mama Music. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports institutional consulting and portfolio management through a large advisor network.

Kenneth Webster is a financial advisor at Wells Fargo Clearing with 34 years of industry experience. He previously worked at UBS Financial Services Inc. for 11 years. Outside of his advisory role, he manages a group-owned houseboat through Utopia Houseboat LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm offers both brokerage and advisory solutions, utilizing research and analytics to support portfolio diversification and investment selection.

Cassie Anderson is a financial advisor at Morgan Stanley with nine years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC, Morgan Stanley Private Bank, N.A., Bank of America, N.A., Merrill, and The Kansas City Steak Company. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate agreements.

Larry Gwin is a financial advisor with LPL Financial in Park City, UT, holding Series 63 and Series 66 credentials and bringing 41 years of industry experience. He has been with LPL Financial since 2009 and is involved with Pensions West as a third-party administrator. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, institutions, and charitable organizations. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced portfolio management technologies.

Erik Tower is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Seth Evans is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for nine years. Outside of his advisory role, Evans performs as an actor in theater, film, television, and web productions. Ameriprise offers a retirement-income planning service targeting individuals with at least $1 million in net investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized retirement-income consulting team.

Kevin Morton is a CFP® with 26 years of industry experience, currently with OSAIC since 2025. Prior to joining OSAIC, he spent 24 years at Lincoln Financial Advisors. He is involved in providing life settlements and traditional life insurance products, as well as managing trust-related financial affairs for family members. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisors and advisory platforms, offering integrated brokerage and investment advisory services along with access to third-party money managers and unified managed accounts.

Neil Napoleon is a financial advisor with Morgan Stanley in Park City, UT, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and analytical models to support its financial planning process.

Patrice Reilly is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non‑qualified deferred compensation plans, offering both non‑discretionary and discretionary investment advisory solutions grounded in an IPS-driven process and modern portfolio theory. The firm’s offerings include a wide range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Cole Cooper is a financial advisor with Raymond James Financial Services Advisors, Inc. in Holladay, Utah, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at First Western Advisors for 14 years and is a partner and owner of C2C Ventures, a business outside of his advisory role. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, corporations, pension plans, and institutional investors, using tailored non-discretionary planning supported by advanced analytical tools. The firm is notable for its municipal advisory affiliation and recently introduced a SIMPLE IRA Employer Advisory & Consulting Services program.

Cynthia Laroche is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 15 years. Outside of her advisory role, she owns Wisdom, Strength & Beauty L.L.C., a real estate rental business in Park City, Utah. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios, third-party subadvisors, and proprietary research.

Sonja Blumoff is a Wealth Management Advisor with Merrill Lynch Wealth Management, serving as Senior Vice President and partner at Cecil, Blumoff & Associates Wealth Management. She has over 23 years of experience in the field, focusing on total wealth management and individualized investing and planning strategies for individuals, families, and small businesses. Sonja joined Merrill Lynch in 2003 and has leveraged her prior experience as an equity analyst to develop advanced wealth management strategies for her clients. She holds the Certified Investment Management Analyst® (CIMA®) designation and completed the Fundamentals of Alternative Investments Certificate Program by the Chartered Alternative Investment Analyst Association. Sonja earned her bachelor's degree from Southern Methodist University (SMU), a master's degree from the University of North Texas, and an MBA in Finance from the Edwin L. Cox School of Business at SMU. She has been recognized repeatedly by Forbes, being named to their "America's Top Women Wealth Advisors" and "Best-in-State Wealth Advisors" lists over several years. Outside of her professional career, Sonja is involved with VNA Meals on Wheels, supporting older adults in maintaining their independence at home. She enjoys traveling, outdoor activities, spending time with family and friends, training in the gym, reading, and seeking new opportunities for learning and adventure.

William Fahey Jr. is a financial advisor at LPL Financial with 50 years of industry experience. He previously worked at Grove Point Advisors, LLC and Grove Point Investments, LLC, where he spent a combined 18 years. Fahey also operates Fahey Investment Planning, LLC, a business related to his advisory work. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing various investment strategies and technology platforms.

Kevin Johnson is a financial advisor with Morgan Stanley in Holladay, UT, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured, tool-based planning process without providing individual security recommendations in standalone plans.