Taylor Johnson is a financial advisor at Morgan Stanley with credentials including the Series 66 designation. He has three years of experience at Morgan Stanley and prior work experience with Geico and the United States Navy. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes firm‑approved planning tools to support its financial planning process.

Thomas Soffe is a Certified Financial Planner (CFP®) with 12 years of experience in the financial services industry. He is currently affiliated with Morgan Stanley, where he has worked since 2019, and previously held roles at Bank of America and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser serving individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by proprietary tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers comprehensive planning services through its Financial Advisors and Estate Planning Strategies Group.

John Lemmon is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked extensively with E*TRADE Securities and Capital Management before joining Morgan Stanley in 2023. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides both direct individual plans and Corporate Financial Planning agreements.

Steven Monson is a financial advisor at Edward Jones with 23 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses and has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Harrison Ward is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Outside of his advisory role, he is involved in a rental income business in Herriman, Utah. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Cameron Parker is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 credentials and bringing nine years of industry experience. His career includes roles at Morgan Stanley since 2023 and prior experience at E*TRADE Securities LLC from 2016 to 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients, including financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-based financial planning services.

Jd Crosby is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Ameriprise, he worked at Northwestern Mutual and Altabank, and has held various roles in educational and recreational organizations. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, known for its Ameriprise Premier Retirement Income service, which provides tailored retirement income planning through a combination of proprietary research, third-party data, and collaborative implementation with financial advisors.

David Gunther is a financial advisor with LPL Financial in American Fork, UT, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at Merrill for 24 years before joining LPL Financial in 2017. Outside of his advisory role, he is involved with his own business entities related to tax and investment purposes. LPL Financial serves individual and institutional clients, including high-net-worth individuals, retirement plans, banks, and charitable organizations, offering a range of financial planning and advisory services through a large national network of investment adviser representatives.

Derek Spackman is a financial advisor at Cetera with two years of industry experience. He holds a Series 66 designation and has previously worked at America First Federal Credit Union and several other organizations. He is also affiliated with Renaissance Financial, where he provides securities, insurance, and advisory services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and financial planning services through a multi-manager platform.

Travis Fuller is a financial advisor with OSAIC who holds Series 63 and Series 66 licenses and has eight years of industry experience. His career includes roles at Fidelity Investments, Key Investment Services, and Northwestern Mutual, among others. Outside of his advisory work, he is involved in managing rental properties and operates as a host on platforms such as Turo and Airbnb. OSAIC Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations. The firm provides a range of integrated financial services, utilizing asset-allocation tools and third-party platforms to construct portfolios across various asset classes.

Julie Odle is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2000, including her current role starting in 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Tyler Nichols is a CFP® professional with 20 years of industry experience, currently serving at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory role, Nichols is president of Arrowsmith Management, Inc., where he helps manage his financial planning practice. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, providing tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized consulting approach and offers a broad range of advisory, brokerage, and insurance solutions.

Breagan Webb is a financial advisor with Ameriprise, holding a Series 66 designation and 19 years of industry experience. Webb has been with Ameriprise and its affiliated entities since 2006. Outside of advisory work, Webb is involved with Elevate Management, LLC, a business focused on managing payroll and office expenses. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations through a centralized consulting team.

Jacob Turley is a Financial Advisor at Merrill Lynch Wealth Management. He works with founders and families to pursue lasting wealth, create opportunities for future generations, and align financial decisions with what matters most through personalized investment management and financial planning. Jacob takes the time to understand each client's priorities and goals, building coordinated strategies that include portfolio management, tax minimization, and family wealth management. He leverages the banking capabilities of Bank of America and collaborates with specialists across banking and lending to address the full financial picture. His approach is guided by integrity, trust, strategic thinking, and reliability. He holds a Bachelor's Degree in Finance from Brigham Young University and professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Jacob is involved in community organizations including the Boy Scouts of America and The Church of Jesus Christ of Latter-day Saints. Outside of work, he enjoys pickleball, skiing, traveling, and spending time with his family.

Justin Horne is a financial advisor with Wells Fargo Advisors in Lehi, Utah, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Wells Fargo Clearing, E*TRADE Securities LLC, and FIDELITY Brokerage Services LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad planning menu and develops tailored recommendations using internal research and planning tools, with clients choosing how to implement these through brokerage or advisory programs.

Reese Gneiting serves as a Wealth Management Advisor at Merrill Lynch Wealth Management, where he is a partner on a team that develops tailored financial strategies for entrepreneurs, business owners, executives, and their families. He focuses on guiding clients to achieve their financial objectives through a transparent and disciplined process. His areas of expertise include executive compensation and equity awards, business sales and exit planning, portfolio management, retirement accumulation and income-planning strategies, lending through Bank of America, trust and estate planning services, and 401Ks and pension plans. Before joining Merrill Lynch in Las Vegas in 2014, Reese spent two years in Los Angeles as part of a wealth management team overseeing assets for high net worth clients including company founders, celebrities, professional athletes, and members of the Forbes 400 list. His professional experience also includes internships with Merrill, JPMorgan Private Bank, and Atlantic Trust. Reese earned his Bachelor of Science degree in Finance from Brigham Young University and holds the CERTIFIED FINANCIAL PLANNER (CFP) certification. He also holds designations as a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional career, Reese enjoys basketball, volleyball, hiking, boating, and spending time with his wife and their three children. He is involved in the Salvation Army and is bilingual in English and Spanish.

Kent Isom is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at E*Trade Securities LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved planning tools.

Nash Lockie is a financial advisor with Morgan Stanley, holding a Series 66 credential and two years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC from 2018 to 2023. 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 modeling techniques.

Roxanne Duennebeil is a financial advisor with Morgan Stanley in South Jordan, UT, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. Her prior work includes roles at E*Trade Securities LLC and Morgan Stanley Services Group Inc. Outside of finance, she is involved in education, teaching children through Evolve and a ballet studio. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and a disciplined investment approach, offering both direct and employer-sponsored financial plans.

William Fussell is a financial advisor at Ameriprise with 22 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to his current role since 2020, he worked at Ameriprise Financial Services, Inc. from 2012 to 2020. Outside of his advisory work, he is involved with the Portland Collaborative Divorce Networking Group. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to create written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.