Joseph Boyer is a financial advisor at Edward Jones in Sandy, UT, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Verint Systems Inc, Cogito Corporation, and InMoment Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Dallas Petersen is a financial advisor at Morgan Stanley with a Series 66 credential. He began his advisory career in 2024, previously working at Pennie LLC, Americor, and in the mortgage industry. Outside of finance, he operates a fitness coaching and media business. Morgan Stanley Wealth Management is an SEC-registered investment 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 without providing individual security recommendations as part of standalone plans.

Angel Maeda Mercado is a financial advisor at Morgan Stanley with nine years of industry experience. He holds Series 65 and Series 63 designations and has worked at Wells Fargo Clearing, Unionbanc Investment Services, MUFG Union Bank, and JP Morgan Chase Bank prior to joining Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment 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 a structured planning process utilizing firm-approved tools and market simulations.

Trenton Christensen is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has been with Ameriprise since 2008. Christensen is the sole owner of Cadeau LLC, an entity that holds the building of his Ameriprise office in Salt Lake City. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

William Squire is a financial advisor with Morgan Stanley in Sandy, UT. He holds Series 63 and Series 66 licenses and has one year of industry experience. Prior to joining Morgan Stanley, he worked at KeyBank National Association and held roles at Apple Inc. and the University of Utah. 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. The firm manages approximately $2.74 trillion in client assets and offers planning services using structured discovery methods and firm-approved tools.

William Gelegotis Jr. is a financial advisor at Raymond James & Associates with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Prudential Equity Group. Gelegotis has been with Raymond James since 2019. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including high-net-worth individuals, institutions, and municipal entities, offering financial planning and investment consulting primarily through non-discretionary relationships supported by a range of portfolio management styles and affiliated research.

Aryn Nelson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. He has worked at J.P. Morgan Securities since 2017 and was previously involved with Craftsman Landscapes LLC from 2014 to 2017. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting within a non-discretionary advisory framework.

Lynn Jackson is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Cetera since 2015 and maintains roles as a registered representative at Peak Financial Network Solutions and Horizon Credit Union. In addition to financial services, she is involved in an excavation and equipment sales business and sells fixed insurance products including life, health, disability, annuities, and long-term care. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with discretionary and non-discretionary program options.

Leslie Shaw is a financial advisor at Stifel with 23 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Prior to joining Stifel in 2017, she worked at City Securities Corporation from 2010 to 2017. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodology from its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Andrew Thompson is a financial advisor at Raymond James Financial in South Jordan, Utah, holding Series 63 and Series 65 credentials with 28 years of industry experience. He has been with Raymond James Financial since 2009 and has owned two support companies, including Thompson Wealth Management Group LLC, where he serves as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through unique affiliations within a large advisor network.

David Adams is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its private bank affiliate since 2012. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

Michael Griffin Jr. is a financial advisor with Ameriprise in Salt Lake City, UT, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he serves as a financial secretary on the board of the Knights of Columbus and is a co-owner of Alta Management Group, LLC, which manages his Ameriprise business. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement who meet certain asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory services to deliver personalized retirement income planning, primarily for clients with significant assets under management at Ameriprise.

James Duke is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked for Mass Mutual Investors Services and Mass Mutual Life Insurance Company from 2003 to 2019. Outside of his advisory role, he has involvement in music-related business entities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools for research and operations.

Aaron Wilkerson is a financial advisor at Edward Jones with a Series 66 designation. He has prior experience at ObservePoint, Forsta, InMoment, and MaritzCX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, managed solutions, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Daniel Vazquez is a financial advisor at Edward Jones in Salt Lake City, UT, holding a Series 66 designation with 17 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed account strategies, and affiliated investment products. The firm operates under a fiduciary standard and maintains a large national footprint of advisors and branch offices.

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.

Jackson Littledike is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held various roles in industries including exterior construction, dental technology, and retail. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across the wealth spectrum, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

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.

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 at Morgan Stanley with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2023, following roles at E*TRADE Securities LLC from 2016 to 2023. 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 tailored financial planning that utilizes structured discovery and firm-approved tools to model financial outcomes.