Christopher Thurman is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. Prior to joining Morgan Stanley, he spent significant time with E*TRADE Capital Management LLC and E*Trade Securities LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes using firm-approved tools and modeling techniques.

Michael Garrett is a financial advisor with Raymond James & Associates in Provo, UT, holding a Series 66 designation. He has worked in the financial industry since 2017, including four years at Tanner Capital Management and multiple roles at Brigham Young University. Garrett is also involved with 3DPRNTZ, an outside business he has been a part of since 2017. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

William Turley is a financial advisor at Merrill with 19 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2009. Turley also serves as a board member of the Governors Economic Development Board in Utah. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Samuel Pugh is a CFP® with four years of industry experience, currently with Mass Mutual Investors Services in Lehi, UT. He previously worked at Northwestern Mutual Investment Services LLC for six years. Outside of financial advising, he has been involved with Recapture Art since 2019. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved software and structured annual planning engagements.

Samuel Slaugh is a Series 66 licensed financial advisor at LPL Financial with three years of industry experience. He has held roles across multiple financial and tax-related entities, including Hourglass Financial and Tax Services LLC and Barber Tax Services. Outside of his advisory work, Slaugh has experience in teaching at Utah Valley University and involvement in other business ventures. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management strategies supported by in-house and third-party research.

Chase Cameron is a financial advisor at Edward Jones with Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Edward Jones, he worked at Wells Fargo Bank and Wells Fargo Clearing Services. He has held various roles in business technologies and commercial services, as well as experience as a self-employed professional. Edward Jones is a wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jed Lloyd is a financial advisor at Morgan Stanley with 18 years of industry experience. He has been with Morgan Stanley since 2014 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in event entertainment as an emcee and disc jockey. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers tailored financial planning using structured tools and advisory programs, managing approximately $2.74 trillion in client assets.

Sarah Stevens Hammond is a financial advisor at Morgan Stanley with nine years of experience at the firm and a total of five years in the industry. She holds a Series 66 designation and previously worked at Green River Capital for one year. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery conversations and approved tools to model outcomes, serving clients in both direct and corporate financial planning arrangements.

Benjamin Wightman is a financial advisor with Morgan Stanley in Sandy, Utah, holding Series 63 and Series 66 designations and 17 years of industry experience. His prior experience includes roles at Wells Fargo Advisors LLC and E*TRADE Capital Management LLC. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Secular Return Estimates and Monte Carlo simulations, to support financial planning outcomes.

Colin Forbes is a financial advisor with Raymond James Financial in Draper, UT, holding a Series 66 designation and nine years of industry experience. He previously worked at D.A. Davidson & Co. for nine years and has been with Raymond James Financial Services Advisors, Inc. since 2025. Outside of his advisory role, he is a partner and managing member of M & C Forbes Properties LLC, a business focused on real estate investments. Raymond James Financial Services Advisors, Inc. provides tailored financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm offers non-discretionary advisory services supported by advanced analytical tools and maintains unique capabilities in municipal advisory and SIMPLE IRA employer consulting programs.

Sean Olsen is a financial advisor at Morgan Stanley with seven years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at E*TRADE Securities LLC. Morgan Stanley Wealth Management provides a range of advisory programs to individuals 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 offers both direct individual plans and corporate financial planning agreements.

Julianne Glasgow is a Financial Consultant at Fidelity Investments, a role she has held since 2022. She has been with Fidelity Investments since 2017, serving in various capacities including Investment Consultant, Relationship Manager, Financial Representative, and Investment Solutions Representative. Prior to joining Fidelity, she worked as a Wealth Manager at Parkland Securities from 2015 to 2017. Throughout her career, Julianne has developed expertise in financial planning and investment management. She focuses on partnering with clients to understand their short- and long-term financial goals and creating customized plans to meet their unique needs. Building strong relationships with clients and maintaining trust and reliability are central to her professional approach. Outside of her professional work, Julianne enjoys activities such as going to the beach, camping, skiing, and exploring food.

Brayden Holker is a Financial Consultant I at Fidelity Investments. In this role, he partners with clients to develop and implement strategies that support their financial goals, aiming to simplify the complexities of financial planning. Brayden has built his experience through several positions within Fidelity Investments since 2021, including Planning Consultant, Relationship Manager, Investment Solutions Representative, High Net Worth Service Associate, and Customer Relationship Advocate. Prior to this, he worked as a National New Accounts representative at Morgan Stanley from 2020 to 2021. He holds insurance licenses in Arkansas and California. Outside of his professional work, Brayden enjoys family activities, fishing, fitness, golf, and traveling.

Christopher Camilli is a financial advisor with Morgan Stanley in Sandy, Utah, holding a Series 66 designation and four years of industry experience. He previously worked at Zions Bank and has a diverse background including roles at Teleperformance, GAP Inc., Lift, and Smart Staffing. From 2009 to 2018, he was associated with Impatto CA under the name CAMILLI. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with comprehensive financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes firm‑approved planning tools and models to support its services.

Richard Tanner is a financial advisor with Cambridge Investment Research Advisors in South Jordan, UT, holding Series 63 and Series 66 licenses and possessing 40 years of industry experience. He has been with Cambridge since 2011 and serves as CEO of Exit IQ, LLC, a business specializing in exit and succession planning. Tanner is also involved with Wealth IQ Advisors as the owner of a DBA. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, retirement plans, and charitable organizations, through a network of independent financial professionals offering comprehensive financial planning and investment management services.

Julie Barlow is a financial advisor at Fidelity with 28 years of industry experience. She holds Series 63 and Series 66 designations and has worked in various capacities within Fidelity since 2003, including roles at Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, oversight of sub-advisers, and roles in managing registered investment companies and fund-of-funds.

RJ Roberts is a Planning Consultant at Fidelity Investments, where he currently partners with clients to assess their financial health and develop personalized strategies to meet their financial goals. He began his career with Fidelity in 2021 and has held various roles within the company, including Customer Relationship Advocate, High Net Worth Associate, Investment Solutions Representative, and Benefits and Planning Consultant. Throughout his tenure at Fidelity, RJ has gained experience in financial planning and investment solutions, working closely with clients to provide tailored advice. He holds insurance licenses in Arkansas and California.

Melina Montes De Oca is a financial advisor with Morgan Stanley in South Jordan, UT, holding Series 63 and Series 66 licenses and bringing seven years of industry experience. She has been with Morgan Stanley since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including financial planning using structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements with employers.

Philip Dachenhausen is a financial advisor at Fidelity with 31 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2006. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

David Morse is a financial advisor at Morgan Stanley with a Series 66 designation and four years of industry experience. His prior work includes roles at E*Trade Securities LLC and Morgan Stanley Smith Barney LLC, and before entering finance he worked in education and other fields. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets.