William Gelegotis Jr. is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates provides financial planning and investment consulting to individuals, employer-sponsored retirement plans, corporate and charitable entities, as well as state and municipal government clients. The firm offers tailored financial plans and asset-allocation analyses through its Wealth Advisory Services Program and supports municipal clients with public-financing and investment banking capabilities.

Aryn Nelson is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various J.P. Morgan entities since 2017. Prior to that, he was involved with Craftsman Landscapes LLC from 2014 to 2017. 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. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities, delivering non-discretionary advisory services through a centralized due diligence framework.

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.

Nicholas Rogers is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at Fidelity Brokerage Services LLC since 2015, joining Fidelity Investments in 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, charitable gift funds, and registered investment companies. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios, and it maintains regulatory registrations that support its advisory roles and oversight functions.

Andrew Thompson is a financial advisor with Raymond James Financial in South Jordan, Utah, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Raymond James Financial since 2009 and Raymond James Financial Services since 2006. He is also the owner of two support companies, 2795 Partners, LLC and Thompson Wealth Management Group LLC, where he oversees management duties and serves as a financial advisor. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored plans developed through client interviews and risk profiling, with a distinctive focus on advisory and implementation-support roles.

David Adams is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2012, including a role at Morgan Stanley Private Bank, National Association since 2017. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and model-based projections to support client financial plans.

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 with LPL Financial, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. Prior to joining LPL Financial in 2019, he worked for Mass Mutual Investors Services and Mass Mutual Life Insurance Company from 2003 to 2019. Outside of his advisory role, he is involved with music publishing businesses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services, including financial planning, retirement plan consulting, and access to model portfolios supported by LPL Research and third-party subadvisors.

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.

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.

Thomas Soffe is a Certified Financial Planner (CFP®) with 12 years of experience in the financial services industry. He is currently affiliated with Morgan Stanley, where he has worked since 2019, and previously held roles at Bank of America and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser serving individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by proprietary tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers comprehensive planning services through its Financial Advisors and Estate Planning Strategies Group.

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.

Steven Monson is a financial advisor at Edward Jones with 23 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses and has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Harrison Ward is a financial advisor at Edward Jones in Draper, UT, holding the Series 66 designation with nine years of industry experience. Prior to his current role, he worked at Vivint Smart Home in 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Cameron Parker is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 credentials and bringing nine years of industry experience. His career includes roles at Morgan Stanley since 2023 and prior experience at E*TRADE Securities LLC from 2016 to 2023. 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, including financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-based financial planning services.

Jd Crosby is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Ameriprise, he worked at Northwestern Mutual and Altabank, and has held various roles in educational and recreational organizations. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, known for its Ameriprise Premier Retirement Income service, which provides tailored retirement income planning through a combination of proprietary research, third-party data, and collaborative implementation with financial advisors.

David Gunther is a financial advisor with LPL Financial in American Fork, UT, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at Merrill for 24 years before joining LPL Financial in 2017. Outside of his advisory role, he is involved with his own business entities related to tax and investment purposes. LPL Financial serves individual and institutional clients, including high-net-worth individuals, retirement plans, banks, and charitable organizations, offering a range of financial planning and advisory services through a large national network of investment adviser representatives.

Derek Spackman is a financial advisor at Cetera with two years of industry experience. He holds a Series 66 designation and has previously worked at America First Federal Credit Union and several other organizations. He is also affiliated with Renaissance Financial, where he provides securities, insurance, and advisory services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and financial planning services through a multi-manager platform.

Travis Fuller is a financial advisor with OSAIC who holds Series 63 and Series 66 licenses and has eight years of industry experience. His career includes roles at Fidelity Investments, Key Investment Services, and Northwestern Mutual, among others. Outside of his advisory work, he is involved in managing rental properties and operates as a host on platforms such as Turo and Airbnb. OSAIC Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations. The firm provides a range of integrated financial services, utilizing asset-allocation tools and third-party platforms to construct portfolios across various asset classes.

Julie Odle is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2000, including her current role starting in 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and 15,000 branch offices.