Rachel Winfield is a Series 65-licensed financial advisor with Fisher Investments in Saratoga Springs, Utah. She has 11 years of industry experience and has been with Fisher Investments since 2011. Fisher Investments provides discretionary portfolio management and advisory services to a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals. The firm uses a centralized investment approach combining quantitative screening, qualitative research, and tax-aware processes to construct globally diversified portfolios.

Dorne Hall is a financial advisor at LPL Financial with 35 years of industry experience. He has held positions at Ameriprise, Ameriprise Financial Advisors Inc., Metlife Securities, Inc., and Metropolitan Life Insurance Company. Outside of his advisory role, Hall is involved with several businesses including Boxfin Financial and Halls of Glory, Inc. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory and brokerage services, including financial planning, retirement consulting, and access to model portfolios supported by both in-house and third-party research.

Paul Rechberger is a financial advisor with Cetera, holding a Series 66 designation and currently based in Sandy, UT. He has been with Cetera since 2026 and previously worked in education and the Austrian Armed Forces. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diversified portfolio management and consulting services through a multi-manager platform with extensive assets under management and a large nationwide network of advisors.

Curtis Ramsay is a Series 66 licensed financial advisor with J.P. Morgan Securities, where he has worked since 2012. He has 18 years of industry experience, including prior roles at JPMorgan Chase Bank and Granger Professional Pharmacy. Outside of his advisory work, he owns and operates an Instagram-based business called Stick to the Pavement. J.P. Morgan Securities 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.

Brianna King is a financial advisor at Morgan Stanley with seven years of industry experience. She holds Series 66 and Series 63 licenses and has worked previously with firms including E*Trade Securities and Guardian Life Insurance Company. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and the use of firm-approved planning tools to develop tailored financial plans.

William Doss is a financial advisor at Morgan Stanley with 10 years of industry experience. His prior experience includes roles at E*TRADE Capital Management LLC, E*TRADE Securities LLC, and Fidelity Brokerage Services LLC. Outside of his advisory work, he is employed as a delivery driver for GrubHub. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process.

Brady Christensen is a financial advisor at Equitable Advisors with four years of industry experience. He holds a Series 66 designation and has worked in various roles including time with Kyle B. Christensen and involvement in multiple entrepreneurial ventures. Outside of financial advising, he serves as an ambassador for ChamberWest Chamber of Commerce and is a committee member for the Utah Valley University Prospective Student Association Alumni Committee. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer and works extensively with program sponsors and third-party managers to deliver advisory and brokerage solutions.

Ali Hemmat is a financial advisor with Morgan Stanley in South Jordan, Utah. He holds a Series 66 designation and has five years of industry experience. His work history includes roles at E*Trade Securities and multiple positions in the technology and education sectors. Outside of advisory activities, he works as a rideshare driver for Lyft and Uber. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved tools.

Michael Bateman is a financial advisor with Osaic Wealth, Inc. based in Provo, Utah, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. He has worked at Osaic Wealth since 2025 and previously with Independent Financial Group LLC for over two decades. Bateman is also president of Bjo Capital Management, Inc., where he provides economic and tax revenue analysis for the State of Utah. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party solutions to construct portfolios across various asset classes, managed on discretionary or non-discretionary bases.

David Moore is a Series 66-licensed financial advisor with Edward Jones in Provo, UT, and has one year of industry experience. He previously worked at Nextgear Capital for 11 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors.

Daniel Montesinos is a financial advisor with Merrill and holds Series 63 and Series 65 licenses. He has 19 years of industry experience, having previously worked at Morgan Stanley, Wells Fargo Clearing Services, and E*TRADE. Outside of his advisory work, he also works as a delivery contractor for DoorDash. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Evan Phelps is a financial advisor at Morgan Stanley in South Jordan, UT, holding Series 63 and Series 66 credentials with five years of industry experience. His prior work includes roles at E*TRADE Securities and Associated Food Stores. Morgan Stanley Wealth Management offers comprehensive advisory programs and tailored financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm uses structured planning processes and firm-approved tools, serving clients primarily in an advisory capacity.

Benjamin Hill is a financial advisor at Cetera with a Series 66 credential and one year of industry experience. His prior work includes roles outside of finance, such as involvement with Glenwild Golf Club and local baseball teams, as well as experience in catering and university settings. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and supports multiple investment approaches including model portfolios, third-party managers, and customized strategies.

John Holmgren is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Ameriprise and its affiliate since 1996. Outside of his advisory role, Holmgren serves on the board of directors for Parker Theatre in South Salt Lake, UT. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, using a combination of research, modeling, and tax-efficiency analysis to generate tailored, non-discretionary recommendations delivered through a centralized consulting team.

Auston Belka is a financial advisor at Wells Fargo Advisors with a Series 66 designation and over 18 years of experience at Wells Fargo Bank. He joined Wells Fargo Advisors in 2025. Outside of his advisory role, he and his wife hold a real estate investment entity for personal investing purposes. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services through a large network of advisors. The firm offers a broad range of planning services and integrates advisory solutions with other financial products and referral channels.

Tyler Vongsawad is a financial advisor with LPL Financial, holding the CFP® and ChFC® designations and bringing 21 years of industry experience. He previously worked at Northwestern Mutual in various roles from 2005 to 2024. Outside of advising, he is an author and participates in occasional speaking engagements. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutions through a national network. The firm offers financial planning, advisory programs, and retirement plan consulting with both discretionary and non-discretionary management options, supported by research and a variety of investment strategies.

Guilin Jiang is a financial advisor at Morgan Stanley in Sandy, Utah, holding a Series 66 designation and bringing four years of industry experience. He has been with Morgan Stanley since 2021 and has also operated as a self-employed advisor since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both 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 uses structured planning tools supported by its Global Investment Committee’s return estimates and Monte Carlo simulations.

Joshua Ames is a financial advisor with Equitable Advisors in Draper, Utah. He holds a Series 66 designation and has two years of industry experience. Prior to joining Equitable Advisors, he worked at Decimal LLC and KPMG Spark. Ames is a member of professional networking organizations BNI and NAIFA. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm provides financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating through multiple sponsored and endorsed investment platforms.

Melinda Cespedes is a financial advisor at Ameriprise with seven years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2017, including its affiliate Ameriprise Financial Services, Inc., and previously at Planned Security Resources. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm provides written recommendation reports using a combination of research, modeling, and tax-efficiency analysis, supported by a centralized consulting team.

Sunnie Wight is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Prior to joining Morgan Stanley in 2023, she worked at E*Trade Securities and E*TRADE Capital Management for over a decade. 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 structured planning tools alongside advisory services.