Trisha Kennedy is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Her career includes multiple tenures at Primerica Advisors and Primerica Financial Services, as well as a period at Wedbush Securities Inc. Kennedy also engages in sales of investment-related products and receives non-investment compensation related to loan products and home security referrals through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and a limited selection of separately managed accounts primarily for individual and high-net-worth clients. The firm employs a tiered wrap-fee structure and curates third-party asset managers, with portfolio implementation delegated to BNY Mellon Advisors.

Bryan Seastrand is a financial advisor with Edward Jones in Provo, Utah, holding a Series 66 designation and four years of industry experience. His prior roles include positions at GoHealth, LLC, Veracity Insurance Solutions, Aflac, and Alpine Credit Union. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets with a large network of financial advisors and branch offices across the country.

Troy Bell is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2019, following a 19-year tenure at CSS Industries Inc. Outside of his financial career, Troy is involved in local music as a band member and participates in a childcare business. 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. The firm focuses on tailored financial planning using structured discovery and proprietary tools, managing approximately $2.74 trillion in client assets.

Quinn Cannon is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Morgan Stanley and its affiliated entities since 2023, following a prior tenure with E*TRADE Capital Management and E*TRADE Securities from 2016. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery processes and firm-approved planning tools to develop customized financial plans.

James Jones is a financial advisor at Morgan Stanley with nine years of industry experience. He has held various roles at Morgan Stanley since 2018 and previously worked at E*Trade Securities LLC and Wells Fargo Clearing Services. Morgan Stanley Wealth Management serves both individual and institutional clients, 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 market models.

Lillian Bird is a financial advisor with Ameriprise in Draper, UT, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2019, she spent 16 years as a stay-at-home mom. Outside of her advisory role, she has involvement with JJM Building Services LLC in a remote assistant capacity. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Joseph Allen is a financial advisor with Ameriprise in Lehi, Utah, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Allen operates JCAllen, LLC, an entity through which he manages his advisory business activities. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research-driven strategies and algorithm-supported recommendations to deliver personalized, tax-efficient retirement income plans. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional financial services providers.

Shoya Magomedowa is a financial advisor with Merrill in Saratoga Springs, UT, holding a Series 66 designation and seven years of industry experience. She has worked at Bank of America and Merrill since 2017 and at Wells Fargo from 2016 to 2017. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates investment strategies developed by its Chief Investment Office and third-party managers within Bank of America’s broader platform.

Kayla Van Horn is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Ameriprise in South Jordan, UT. She has been with Ameriprise and its affiliate since 2014. Ameriprise offers a retirement-income planning service focused on individuals nearing 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 to support client planning, delivering recommendations through a centralized consulting team.

Ryan Cantwell is a financial advisor at Morgan Stanley in Sandy, UT, with nine years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2017, following prior roles at BMC Stock and E*TRADE Securities. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its financial planning process.

Diego Lopez is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at E*TRADE Capital Management and E*Trade Securities. He has also been affiliated with Salt Lake Community College since 2011. Morgan Stanley Wealth Management is an SEC-registered advisor and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, utilizing structured planning tools and a range of investment programs.

Alissa Carlton is a financial advisor at Morgan Stanley with nine years of industry experience. She holds the Series 66 and Series 63 designations and has been with Morgan Stanley since 2015, including a prior role in the Morgan Stanley Services Group. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its advisory process.

Ray Nishikawa is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 registrations and has been associated with Mountain America Credit Union and LPL Financial since 2011. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide, offering financial planning, advisory programs, retirement plan consulting, and brokerage services. The firm provides discretionary and non-discretionary management with access to model portfolios and research from various sources.

Marshall Dean III is a financial advisor with LPL Financial in American Fork, UT, holding Series 63 and Series 65 licenses and 17 years of industry experience. His previous roles include positions at UBS Financial Services, Inc. and CUSO Financial Services, LP. 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. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by in-house and third-party research.

Steven Earhart is a financial advisor at Morgan Stanley with two years of industry experience. Prior to joining Morgan Stanley, he worked at University of Utah Health Plans for six years and has additional experience in construction and roofing businesses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services both directly and through corporate agreements.

Thaddaeus Hay is a financial advisor at OSAIC with two years of industry experience. He holds a Series 66 designation and previously worked at Nozani/Buy Box Experts/Spreetail for seven years, as well as shorter tenures at State Farm and Alliance Limited. Outside of his advisory role, he is involved as president and co-founder of the Soul Purpose Foundation, a nonprofit focused on community engagement and donations. OSAIC serves a diverse clientele, including individual investors, pension plans, corporations, and charitable organizations, offering a range of brokerage and advisory services. The firm employs asset-allocation tools and automated rebalancing to manage portfolios across multiple asset classes and supports various advisory platforms and third-party solutions.

Thomas Moll is a financial advisor at Morgan Stanley with a Series 66 credential and five years of industry experience. Prior to joining Morgan Stanley in 2021, he worked at Unisys for five years. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Marne Garcia is a Series 66-licensed financial advisor at Morgan Stanley with three years of industry experience. Prior to joining Morgan Stanley in 2023, she worked at Wells Fargo Clearing Services LLC and has a background that includes roles at Ettain Group, Western Governors University, and America First Credit Union. Outside of her advisory role, Garcia is involved in a technology contracting business related to data annotation. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and offers a broad range of retail and institutional investment services.

Talon Webb is a financial advisor with OSAIC based in Orem, Utah, holding a Series 66 designation and bringing 16 years of industry experience. He has been affiliated with OSAIC Wealth since 2009 and also owns Hobble Creek Wealth, an LLC used for marketing and accounting purposes related to his financial advising business. Webb is also a partner in WTM Holding LLC, a non-investment-related entity involved in mortgage and office space management. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients, offering services that include brokerage and investment advisory, financial planning, retirement plan consulting, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated portfolio rebalancing, providing both discretionary and non-discretionary account management.

Brigham Bateman is a financial advisor at OSAIC with one year of industry experience. He holds a Series 66 designation and previously worked at Lawrence Wealth Management, Truwear, and Wasatch Threads, Inc. Bateman has an ongoing business relationship involving the sale of Wasatch Threads and maintains a private investment in a medical device company, Sky Dance Vascular. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs a range of investment tools and platforms to manage portfolios across various asset classes on both discretionary and non-discretionary bases.