Shane Prescott is a financial advisor with Morgan Stanley in Holladay, UT, holding a Series 66 designation and 21 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both 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 offers services that emphasize structured financial planning supported by firm-approved tools and modeling techniques.

Roger Larsen is a financial advisor with Raymond James Financial who holds a Series 63 designation and has 57 years of industry experience. He has worked at First Western Advisors since 2002 and Alta Ski Lifts from 2005 to 2024. Larsen also serves as an independent contractor for First Western Advisors in a non-investment-related role. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through affiliations uncommon among large institutional advisors.

Alejandro Malespin is a financial advisor with Morgan Stanley in Park City, UT. He holds a Series 66 designation and began his advisory career at Morgan Stanley in 2026. Prior to joining the firm, he worked at Foothill Montessori of Salt Lake for three years and has experience in education and the hospitality industry. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and research.

Mark Pyper is a CFP® professional with 22 years of industry experience, currently serving at Wells Fargo Clearing since 2016. His prior experience includes one year with Wells Fargo Advisors, LLC. Outside of his advisory role, Pyper is an adjunct professor at the University of Utah Lifelong Learning program, where he teaches finance and legacy planning courses, and he serves on the finance committee of The Waterford School, a private K-12 institution. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement consulting services to individual, corporate, and institutional clients. The firm utilizes research and diversification principles to provide brokerage and advisory solutions across a broad client base.

Natcha Nussbaum is a financial advisor at Charles Schwab with seven years of industry experience. She holds the CFP® designation along with Series 66 and Series 63 licenses. Her prior work includes roles at Fidelity Brokerage Services, Wells Fargo, JPMorgan Chase Bank, and The Prudential Insurance Company of America. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 a blend of non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and a centralized operational structure.

John Hubley is a financial advisor at Mass Mutual Investors Services with two years of industry experience. His prior work includes roles at Hearth and Hill, Deer Valley, and Oracle. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, with planning engagements structured as annual, collaborative relationships using firm-approved analytical tools.

Jordan Fletcher is a financial advisor at Raymond James Financial with four years of industry experience. He previously worked at Morgan Stanley and has held various roles including advisory positions and involvement with educational organizations. He serves on the advisory board of The National College Test Prep Foundation. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm employs a non-discretionary approach tailored to client goals, using analytical tools and supports a broad network of advisors and affiliated firms.

Bennett Butler is a financial advisor with Charles Schwab, holding a Series 66 designation and beginning his career in 2026. His prior experience includes roles at Mountain America Credit Union, Chipotle Mexican Grill, and Exyte US, Inc. Butler has also been involved in a landscaping business, Perenne Lawn Care & Landscaping LLC. Charles Schwab & Co., Inc. serves a broad client base, 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 combines non-discretionary advisory relationships with access to affiliated discretionary managed accounts and offers a range of investment strategies supported by its in-house research and due diligence capabilities.

Scott Kimball is a financial advisor at Raymond James Financial with 16 years of industry experience. He holds the CFP®, Series 65, and Series 63 designations. Kimball has been affiliated with Raymond James Financial and First Western Advisors since 2014. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goal-setting, with specialized municipal and public finance services.

Mary Leonard is a financial advisor with Morgan Stanley in Holladay, Utah, holding Series 63, 65, and 66 credentials and bringing 30 years of industry experience. She has been with Morgan Stanley since 2010, including over a decade at Morgan Stanley Private Bank, National Association. Outside of her advisory role, Leonard is a partner in AL&RL Investments, a real estate venture based in Salt Lake City. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs that include tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides a range of investment and planning services through its extensive network of advisors.

David Russon is a financial advisor with Cambridge Investment Research Advisors in Salt Lake City, UT, holding a Series 66 designation and 13 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated entities since 2013 and also serves as an independent insurance agent. Outside of his advisory work, Russon has a longstanding involvement in education through various schools and the University of Utah. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a variety of portfolio management strategies across multiple platform arrangements.

Gary Howard is a financial advisor at Wells Fargo Clearing with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016, following seven years 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 services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Roland Miles is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 designations and 19 years of industry experience. He previously worked for E*TRADE Capital Management LLC and E*Trade Securities LLC for 14 years before joining Morgan Stanley in 2023. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and proprietary tools, with a focus on advisory services rather than individual security recommendations.

Clark Bloom is a financial advisor with Wells Fargo Clearing in Holladay, Utah, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he is involved in managing a residential rental property jointly owned with his spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment services. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Dylan Shepherd is a CFP® professional with 27 years of industry experience, currently with Wells Fargo Clearing since 2024. He previously spent 15 years at Lincoln Financial. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Stephen Guttenberg is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at Merrill and Bank of America before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2021. Outside of advising, he is the owner of an LLC that manages condo rentals at the Ocean Reef Club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and offers a structured planning process supported by proprietary tools and models.

Jules Rousseau is a financial advisor with Morgan Stanley who holds Series 63 and Series 66 credentials and has 37 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, he was employed at Citigroup Global Markets beginning in 1993. Outside his advisory role, Rousseau serves on the Investment Committee and Finance Committee for the Catholic High School Foundation in Baton Rouge. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Gary Teran is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and over 43 years of industry experience. He has been with First Western Advisors, including its affiliation with Raymond James, since 1984. Outside of his advisory role, he is involved as a bookkeeper for C Riley Bookkeeping LLC. Raymond James Financial Services Advisors, Inc. serves a wide range of clients including individuals, high-net-worth individuals, institutional clients, and charitable organizations. The firm offers tailored financial planning and investment consulting using analytical tools to model potential outcomes and supports various advisory programs and institutional portfolio management.

Jennifer Sturgis is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney and Citigroup Global Markets since 2009. Morgan Stanley Wealth Management serves individual and institutional clients by providing a variety of advisory programs, including tailored financial planning. The firm employs structured discovery conversations and firm-approved tools to develop plans, managing approximately $2.74 trillion in client assets.

Katherine Smith is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones in 2026, she worked in various roles including at PacifiCorp and provided legal and self-employed services. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.