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, UT, holding a Series 66 designation and with 11 years of industry experience. He previously worked at Wells Fargo Clearing and WELLS FARGO Advisors. Outside of his advisory role, Lewis serves as a finance assistant clerk for The Church of Jesus Christ of Latter-day Saints, managing financial tasks within his local ward. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by both proprietary and third-party research.

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 13 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC. Outside of her financial career, Howe was involved in fitness and martial arts businesses, including Horn's Elite Performance Fitness LLC and Jeremy Horn Fighting System LLP. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and methodologies.

Kelly Malone is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 designations and over 25 years of industry experience. Prior to joining J.P. Morgan Securities in 2026, Malone worked at E*Trade by Morgan Stanley for 24 years. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Eli Burr is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley since 2022. His prior experience includes roles at Salt Lake Mattress & Manufacturing and Wells Fargo Clearing. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a wide range of advisory programs and tailored financial planning services supported by structured processes and advanced modeling tools.

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 with LPL Financial in Draper, Utah, holding a Series 66 designation and eight years of industry experience. He has worked at LPL Financial since 2018 and has been associated with Zions Bank since 1995. Butterfield is also a state-certified notary in Utah. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches and supported by research from LPL Research and third-party subadvisors.

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.

Dain Armstrong is a CFP® professional with 18 years of experience, currently serving as a financial advisor at Morgan Stanley in Provo, Utah. His prior experience includes positions at Bank of America and Merrill. In addition to his advisory work, he is the sole proprietor of American Polling Machine LLC, a technology-related business. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate-based planning services.

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 at Morgan Stanley with 11 years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at E*TRADE Securities LLC before joining Morgan Stanley. Morgan Stanley Wealth Management provides 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 uses structured discovery and modeling tools, serving clients primarily in an advisory capacity.

Barry Bowen is a financial advisor with Raymond James & Associates in Cottonwood Heights, UT, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at UBS Financial Services for 18 years before joining Raymond James in 2023. Outside of his advisory role, he is a partner in several real estate ventures. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and institutional consulting, with a focus that includes public finance and municipal services.

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.

Stuart Lake is a Financial Advisor based in Salt Lake City affiliated with Merrill Lynch Wealth Management. He specializes in guiding clients through the complexities of wealth management with a focus on family wealth management strategies, legacy planning, personal retirement planning, small business strategies, special needs planning strategies, and retirement income. Born and raised in Palm Springs, California, Stuart draws inspiration from his family's legacy of professionalism and compassion in their dental practices. He holds a Bachelor's Degree from Brigham Young University and carries professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Stuart aims to provide his clients with personalized and strategic financial planning that aligns with their unique goals. Outside of his professional responsibilities, Stuart has interests in adventure sports, cooking, football, gardening, golfing, music, reading, and volleyball.

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 licenses and has worked at notable firms including JP Morgan Chase Bank, Unionbanc Investment Services, and Wells Fargo Clearing. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning utilizing firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through a combination of direct and employer-based financial planning agreements.

William Squire is a financial advisor with Morgan Stanley in Sandy, UT. He holds Series 66 and Series 63 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 a registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning using firm-approved tools and offers services including estate planning and investment management across diverse client segments.