Barry Watson is a CFP® and Series 65-registered advisor with 13 years of industry experience. He is currently a wealth advisor at Sequoia Financial Group, L.L.C. and has held roles at Martin Worley Group and Ridgehorn Consulting, LLC. Watson also provides consulting services to small businesses on accounting, internal controls, and financial analysis. Sequoia Financial Advisors, LLC offers wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base including individuals, family offices, corporations, and charitable organizations. The firm combines model and customized portfolios overseen by an Investment Policy Committee, utilizing a variety of investment vehicles and approaches supported by fundamental, technical, and cyclical analysis.

Bret Andrus is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked with Penn Mutual Life Insurance Company and Hornor, Townsend & Kent since 2000. Outside of his advisory role, Andrus is active as an insurance agent operating under the local business name 1847 Financial. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers. The firm offers advisory programs, financial planning, and retirement plan consulting, combining broker-dealer services with investment advice and managing a significant portfolio of discretionary and non-discretionary assets.

Oscar Borja is a financial advisor with Empower Advisory Group, holding Series 66 and Series 63 licenses and four years of industry experience. His prior work includes roles at JPMorgan Chase and various positions within the Empower Financial Services network. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage clients. The firm uses an integrated model tied to Empower’s recordkeeping and administration platforms, delivering both point-in-time financial plans and optional managed account solutions.

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.

Jack Feldman Jr. is a financial advisor with Transamerica Financial Advisors and holds Series 63 and Series 65 licenses. He has 40 years of industry experience, including roles at Peterson and Associates and Managed Wealth Financial. In addition to his advisory work, he operated small businesses in photography and woodworking. Transamerica Financial Advisors serves a diverse client base with both advisory and broker-dealer services, offering proprietary and third-party investment models with discretionary and non-discretionary management options.

Bradley Stout is a financial advisor with Empower Advisory Group in Saratoga Springs, UT, holding Series 63 and Series 66 licenses and seven years of industry experience. His career includes roles at Fidelity Brokerage Services, Morgan Stanley, and Empower Financial Services. Outside of financial services, he is involved with Logo Apparel. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its planning approach and serves a large participant base relative to its advisor headcount.

Jill Pettijohn is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including E*TRADE Capital Management and Transamerica Financial Advisors. Outside of her advisory roles, she has experience with technology companies such as Lyft and Uber. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes structured financial planning supported by proprietary tools and offers both direct individual plans and corporate financial planning solutions.

David Wright is a financial advisor with Ameriprise Financial Services in Draper, Utah, holding Series 63 and Series 65 credentials and seven years of industry experience. His background includes roles at Ameriprise Financial and The Vanguard Group, as well as employment with BlenderBottle and Brigham Young University. Outside of financial advising, he owns a tart cherry juice company called CherriON. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies. The firm’s approach integrates proprietary investment research, third-party data, and algorithmic tools, with implementation conducted on a non-discretionary basis by clients or their advisors.

Brandon Nelson is a CFP® and ChFC® credentialed financial advisor with 27 years of industry experience. He has worked at OSAIC since 2025 and previously spent 24 years at Lincoln Financial Advisors. Outside his advisory role, he serves as a finance assistant clerk for his local church, managing financial records and budgets. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, leveraging asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios that include a range of investment products.

Marina Vest is a financial advisor at Morgan Stanley with eight years of industry experience. She holds Series 65, Series 63, and Series 66 licenses. Her career includes multiple tenures at Morgan Stanley, interrupted by three years dedicated to homemaking. 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 tailored financial planning supported by structured discovery processes and advanced modeling tools.

Tyler Brough is a CFP® and holds a Series 66 license with Edward Jones, where he has worked for 10 years. He is based in Sandy, UT. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Samuel Barney is a financial advisor at Cetera with two years of industry experience. He holds a Series 66 designation and has previously worked at Regions Financial Corporation and Utah Valley University. Outside of his advisory role, he has experience in academic settings and brief involvement in other businesses. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, employer-sponsored retirement, corporate, charitable, and institutional clients. It offers a multi-manager platform with a range of portfolio management and financial planning services, operating through a large network of independent advisors.

Madson Thompson is a financial advisor at Morgan Stanley with nine years of industry experience. He holds Series 63 and Series 66 designations and previously worked at E*TRADE Securities LLC from 2017 to 2023. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and provides both direct financial planning and corporate financial planning services.

Dillon Burke is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has previously worked at firms including E*TRADE Securities, Goldman Sachs, JPMorgan Chase Bank, and Edward Jones. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services through its Financial Advisors and Estate Planning Strategies Group.

Jason Pierce is a financial advisor with Merrill in Sandy, Utah, holding Series 63 and Series 66 credentials and spanning 20 years in the industry. He has been with Merrill Lynch and Bank of America since 2012. Outside of his advisor role, he serves as an executor for a family estate. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm emphasizes managed account and manager-selection capabilities supported by integration with Bank of America’s broader banking and capital-markets platform.

Robert Higgins is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Fidelity Brokerage Services LLC, KeyBank, and Mountain America Credit Union. Outside of finance, he has experience managing and operating Trio Cafe. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs with discretionary and non-discretionary management, incorporating model portfolios, research, and various institutional services.

Steven Cassell is a financial advisor with Morgan Stanley in Sandy, Utah, holding a Series 66 designation and eight years of industry experience. Prior to joining Morgan Stanley in 2023, he held roles at CWM, Signal Wealth, Cetera Advisor Networks, Park Avenue Securities, and Guardian Life Insurance Company. Outside of his advisory work, he is the sole proprietor of Magic Castle Cleaning LLC, a referral agency. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and investment modeling techniques.

Timothy Strickland is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He holds the Series 66 designation and is based in Sandy, Utah. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Hailey Meihls is a financial advisor at Fidelity with 13 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at multiple firms within the Fidelity organization as well as Divergent Wealth Advisors and Purshe Kaplan Sterling Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is known for its use of systematic methodologies, advisory roles with registered investment companies, and integration of AI and algorithmic tools in portfolio management.

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.