Brian Slade is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with LPL Financial since 2010. Outside of his advisory role, he is involved in selling fixed insurance products through Progressive Planning, LLC, a Utah-approved life insurance agency. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including strategic and tactical model portfolios supported by internal and third-party research.

Domenique Buhagiar is a financial advisor with Morgan Stanley in South Jordan, UT, holding Series 63 and Series 65 credentials and five years of industry experience. Prior to joining Morgan Stanley in 2021, Domenique worked at E*TRADE Securities LLC and has experience connected to Arizona State University. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers planning services both directly and through Corporate Financial Planning agreements.

Dane Runia is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds the CFP® and Series 66 designations. His prior experience includes roles at Bank of America and Merrill. Outside of advisory work, he is involved in managing several family-held and investment-related LLCs and trusts in Provo, Utah. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides comprehensive financial planning using firm-approved tools and advisory programs, managing approximately $2.74 trillion in client assets.

Aaron Henson is a financial advisor with Morgan Stanley, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at E*Trade Capital Management, E*Trade Securities, and Fidelity Brokerage Services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services including estate planning strategies and relationships with various investment vehicles.

Michael Pelo is a financial advisor with Mass Mutual Investors Services in Lehi, Utah. He holds the CFP® and ChFC® designations and has nine years of industry experience. Prior to joining Mass Mutual in 2026, he spent several years with Northwestern Mutual in various roles. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative financial planning relationships supported by firm-approved analytical tools and offers specialized programs such as divorce planning and employer-sponsored planning services.

Benjamin Ahyou is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 14 years of industry experience. He previously worked at JP Morgan Chase Bank NA from 2008 to 2024. Outside of his advisory role, he is involved with Elias T. Benjamin Wealth Management, a DBA entity related to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven investment strategies.

Heivaha Ongoongotau is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has held roles at Morgan Stanley and its affiliates since 2012, as well as prior positions at Fidelity Investments, E*Trade Securities, and Delta Airlines. Outside of his advisory work, he manages Moana Management Group, LLC, a property management business based in Utah. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and the Global Investment Committee’s research to support client financial plans.

Nicholas Pyles is a Financial Consultant at Fidelity Investments, where he has been supporting clients since 2025. He has a history of roles within Fidelity Investments, including Planning Consultant, Benefits Planning Consultant, and various Workplace Planning Consultant positions since 2020. Nicholas focuses on implementing and monitoring tailored financial plans and investment strategies for individuals and families. Throughout his career at Fidelity Investments, Nicholas has developed expertise in financial planning and benefits consulting. He holds insurance licenses in Arkansas and California, which enable him to provide a range of financial services. His approach involves listening to clients' experiences and goals to simplify the complex world of investing. Outside of his professional work, Nicholas enjoys activities such as beach outings, family activities, golf, hiking, tennis, and traveling.

Hunter Stallings is a financial advisor at Morgan Stanley with one year of industry experience. His prior work includes roles at Fidelity Investments, Enevive, and Lamar National Bank. Outside of advising, he occasionally works as a DoorDash driver and engages in reselling activities on the side. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services that incorporate firm-approved tools and investment committee input.

Edward Ricker II is a financial advisor at Mass Mutual Investors Services with 13 years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley Private Bank and E*TRADE Capital Management. Outside of advising, he owns a dropshipping and reselling business on Amazon. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software tools for financial planning and offers specialized programs including divorce planning and employer-sponsored planning services.

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, holding a Series 66 designation and seven years of industry experience. Prior to joining Merrill in 2017, Shoya worked at Wells Fargo for one year. She is based in Saratoga Springs, Utah. Merrill, together 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, and institutional accounts.

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.