Braydon Mc Arthur is a financial advisor at LPL Financial with 4 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial and Mountain America Investment Services since 2021. Prior to that, he was employed by Utah Valley University and Mountain View High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a broad network of investment adviser representatives. The firm offers a range of financial planning and investment management services, utilizing various model portfolios and third-party strategies alongside proprietary research and technology tools.

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.

Scott Burnett is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. Before joining Raymond James in 2024, he worked for Zions Direct, Inc. and Zions Capital Advisors, Inc. He serves as Treasurer and a board member for Trout's Ranch HOA, a nonprofit organization. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities, providing financial planning, investment consulting, and municipal advisory services through a range of portfolio management styles and affiliated research.

Amelia Beukers is a financial advisor at Ameriprise with four years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2021. Prior to joining Ameriprise, she gained experience at Paychex and Equinox IT Services. Outside of finance, she writes non-financial fiction in the cozy fantasy genre and is involved in publishing short stories through writing competitions and an upcoming anthology. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and annual planning advice focused on income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

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, Utah, holding a Series 66 designation and 11 years of industry experience. He previously worked at Wells Fargo Clearing for 10 years before joining LPL Financial in 2026. Outside of his advisory role, Lewis serves as a ward assistant clerk–finance for The Church of Jesus Christ of Latter-day Saints, managing budgeting and financial reporting duties. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms supported by technological tools, serving over 22,800 advisors and managing more than $819 billion in discretionary assets.

Terrell Pickett is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank, N.A. Outside of his advisory work, he is involved with Bacchus Event Services as a bartender and sells LV Raiders NFL tickets. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, and institutions. The firm offers a range of financial planning and investment programs, supported by a network of investment adviser representatives and a combination of proprietary and third-party investment strategies.

Jacob Webster is a financial advisor with Wells Fargo Clearing, holding a Series 66 credential and beginning his advisory career in 2025. Prior to joining Wells Fargo, he held roles at several technology and software companies, including Lucid Software and Vibe Inc. There are no additional outside activities noted. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach is grounded in modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Jennifer Howe is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at E*TRADE Capital Management and E*TRADE Securities. Outside of financial services, she was involved with Jeremy Horn Fighting System LLP and Horn's Elite Performance Fitness LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and advisory programs supported by structured planning processes and firm-approved tools.

Kelly Malone is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. She previously worked at E*Trade by Morgan Stanley for 24 years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes an ESG eligibility framework.

Eli Burr is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2022. His prior experience includes roles at Wells Fargo Clearing and Salt Lake Mattress & Manufacturing. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery conversations and firm-approved tools to model financial outcomes, with a broad range of retail and institutional offerings.

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 at LPL Financial in Draper, Utah, holding a Series 66 designation with eight years of industry experience. He has been with LPL Financial since 2018 and has worked at Zions Bank since 1995. He is also a commissioned notary in the state of Utah. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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.

Hunter Bacon is an Investment Consultant at Fidelity Investments, where he has worked since 2025. In his current role, he contributes to developing and managing personalized investment strategies for clients. Prior to this position, Hunter held roles at Fidelity Investments as a Planning Consultant from 2025 to 2025 and as a Workplace Planning Consultant from 2023 to 2025. He also gained experience as a Wealth Management Analyst at Morgan Stanley from 2022 to 2023. Hunter's approach focuses on building trust through transparency and active listening to understand clients' unique goals. Outside of his professional work, he has interests in camping, food, football, movies, and outdoor adventures.

Marcus Johnson is a financial advisor with Edward Jones who holds the CFP® and Series 63 designations and has 27 years of industry experience. He has been with Edward Jones since 1998. Outside of financial advising, he is involved in photography, selling his work through an art website. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, as well as tax-efficient services and affiliated investment products.

Alicia Horne is a financial advisor with Morgan Stanley in Sandy, Utah, holding Series 66 and Series 63 licenses and bringing 11 years of industry experience. She has previously worked at E*TRADE Securities LLC for several years before joining Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process supported by firm-approved tools and serves clients through both direct and corporate agreements.

Barry Bowen is a financial advisor at Raymond James & Associates with 30 years of industry experience. He previously worked at UBS Financial Services for 18 years before joining Raymond James in 2023. Bowen holds the Series 63 and Series 65 licenses. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and charitable organizations. The firm offers tailored financial planning and non-discretionary investment consulting supported by a nationwide adviser force and a range of portfolio management styles.

Matthew Erickson is a financial advisor with Morgan Stanley in Sandy, Utah, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Fidelity Investments, Skyline Solar, Utah State University, Vivint Smarthome, and ADT. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with 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 offers services that encompass both retail and institutional financial solutions.