Megan Myers is a financial advisor with Raymond James Financial in Orem, Utah, holding a Series 66 designation and 12 years of industry experience. She has worked with Raymond James Financial Services since 2014 and is also associated with Myers Financial Services, where she assists with client support and account management. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers customized solutions including a SIMPLE IRA Employer Advisory & Consulting Services program for small businesses and maintains ties to municipal and public finance activities.

David Boren is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 66 licenses and 13 years of industry experience. His prior roles include positions at E*TRADE Securities, Principal Life Insurance, and Fidelity Investments. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Nydia Lenhart is a financial advisor at Cetera with eight years of industry experience. She holds the Series 63 and Series 65 designations. Her prior work includes roles at Securities America Inc and Murray School District. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, supporting various program structures and custodial relationships.

Kelvin Foutz is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at Fidelity Brokerage Services for over three decades before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and analyses.

Benjamin Bird is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and previously worked at Bird Asset Management, LLC, and Mann Mortgage, LLC. He is also employed as an associate financial advisor at Elevate Management, LLC, where he manages an advisory business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides ongoing advice and personalized recommendation reports focused on dependable income and tax-aware withdrawal strategies.

Jared Garns is a financial advisor with Wells Fargo Advisors in Lehi, Utah, holding a Series 66 designation and bringing 16 years of industry experience. He has worked across various Wells Fargo entities since 2011. Outside of his advisory role, he co-owns Sapphire Wealth Management, where he is actively involved. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing tailored investment and financial planning services, utilizing in-house research and planning tools to develop client-specific recommendations.

H Parkinson is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 designations and 35 years of industry experience. He has been with Mass Mutual Investors Services since 1990 and has been affiliated with MassMutual Life Insurance Co since 1986. Outside of his advisory role, he works as an agent for MP Solutions, LLC, focusing on life and health insurance products, and is a contract employee for APA Benefits, Inc., a third-party administrator for defined benefit plans. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, employing firm-approved software tools to analyze client goals and providing recommendations without investment discretion.

Mayping Lin is a financial advisor at Morgan Stanley with four years of industry experience. Prior to joining Morgan Stanley in 2021, Lin worked at Nu Skin United States Inc for five years. Lin holds the Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs and financial planning services that use structured discovery processes and firm-approved tools to help clients develop tailored plans.

Bodhi Anderson is a Series 66-credentialed financial advisor with Cetera, based in Sandy, Utah, and has been with the firm since 2026. Prior to Cetera, he held roles at Travelers Insurance, The Scion Group, and has experience connected to Arizona State University. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and a range of program structures, supported by over 10,000 advisors and $256 billion in assets under management.

Gary Christensen is a financial advisor with Ameriprise in Herriman, UT, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his financial advisory role, Christensen owns and manages New Wave Records, an online CD and record store, and is involved in a barbecue catering business that operates at local events and farmers markets. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional financial services provider.

Darren Hamilton is a financial advisor at Morgan Stanley with 32 years of industry experience. He has been with Morgan Stanley since 2013 and holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Amelia Beukers is a Series 66-licensed financial advisor with Ameriprise in Saratoga Springs, UT, where she has worked since 2021. She has three years of industry experience and previously held roles at Paychex and Equinox IT Services. Outside of her advisory work, she is engaged in writing non-financial fiction, focusing on the "cozy fantasy" genre, with plans to submit short stories to competitions and collaborate on an anthology publication. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports through a centralized consulting team.

Shawn Heckman is a financial advisor at Mass Mutual Investors Services with 12 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Morgan Stanley and E*Trade Capital Management. Outside of advising, he is an investor and owner at Sporting Edge, LLC, focusing on the development of innovative hockey bags and sports apparel. Mass Mutual Investors Services is a subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools and serves clients including high-net-worth individuals.

Cole Lewis is a financial advisor with LPL Financial in Cedar Hills, UT, holding a Series 66 designation and with 11 years of industry experience. He previously worked at Wells Fargo Clearing and WELLS FARGO Advisors. Outside of his advisory role, Lewis serves as a finance assistant clerk for The Church of Jesus Christ of Latter-day Saints, managing financial tasks within his local ward. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by both proprietary and third-party research.

Jennifer Howe is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC. Outside of her financial career, Howe was involved in fitness and martial arts businesses, including Horn's Elite Performance Fitness LLC and Jeremy Horn Fighting System LLP. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and methodologies.

Kelly Malone is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 designations and over 25 years of industry experience. Prior to joining J.P. Morgan Securities in 2026, Malone worked at E*Trade by Morgan Stanley for 24 years. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Eli Burr is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley since 2022. His prior experience includes roles at Salt Lake Mattress & Manufacturing and Wells Fargo Clearing. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a wide range of advisory programs and tailored financial planning services supported by structured processes and advanced modeling tools.

Nikola Weeks is a Series 66 licensed financial advisor at Morgan Stanley with two years of industry experience. Prior to joining Morgan Stanley in 2022, Weeks worked at DoTerra International LLC from 2020 to 2022 and owns a housekeeping business, EUR Cleaning Company, which has been operating since 2007. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including personalized financial planning that utilizes firm-approved tools and modeling techniques.

Ryan Butterfield is a financial advisor with LPL Financial in Draper, Utah, holding a Series 66 designation and eight years of industry experience. He has worked at LPL Financial since 2018 and has been associated with Zions Bank since 1995. Butterfield is also a state-certified notary in Utah. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches and supported by research from LPL Research and third-party subadvisors.

Maxwell Madsen is a financial advisor with MassMutual Investors Services, holding a Series 66 designation and 12 years of industry experience. His career includes roles at MassMutual Life Insurance Company and MetLife Securities. In addition to his advisory work, he provides consulting services to families with disabled loved ones and works as an independent insurance agent. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as annual collaborative relationships that use firm-approved analytical tools to develop written recommendations.