Chase Cameron is a financial advisor at Edward Jones with Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Edward Jones, he worked at Wells Fargo Bank and Wells Fargo Clearing Services. He has held various roles in business technologies and commercial services, as well as experience as a self-employed professional. Edward Jones is a wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Elijah Garner is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and has professional experience that includes roles at Mountain America Credit Union and multiple positions in the food service industry. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, research, and technology-driven strategies.

Jed Lloyd is a financial advisor with Morgan Stanley in South Jordan, Utah, holding Series 63 and Series 65 credentials and offering 17 years of industry experience. He has been with Morgan Stanley since 2014. Outside of his advisory work, Lloyd is involved in music as an emcee and disc jockey for weddings and other gatherings and also works in transportation services with Uber and Lyft during after-business hours. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and offers both direct client services and corporate financial planning agreements.

Sarah Stevens Hammond is a financial advisor at Morgan Stanley with nine years of experience at the firm and a total of five years in the industry. She holds a Series 66 designation and previously worked at Green River Capital for one year. Morgan Stanley Wealth Management provides a range of 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 utilizes structured discovery conversations and approved tools to model outcomes, serving clients in both direct and corporate financial planning arrangements.

Jose Angel Vinalay Rodriguez is a financial advisor at Wells Fargo Clearing with 8 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing Services LLC since 2017. Prior to joining Wells Fargo, he worked at Associate Staffing, Atlantis Casino Resort, and the University of Nevada, Reno. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Nicholas Marsh is a financial advisor with Morgan Stanley in Holladay, UT, holding the CFP® and Series 66 designations and has 11 years of industry experience. His prior experience includes roles at Bank of America and Merrill. He is a member of the Salt Lake Rotary, with involvement in community activities focused on children and youth. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and approved analytical tools but does not offer individual security recommendations as part of standalone planning.

Rees Petersen is a CFA® charterholder with 20 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2021. Prior to this, he worked at Wells Fargo Bank, N.A. for 16 years. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses and supports both discretionary and non-discretionary advisory relationships.

Benjamin Wightman is a financial advisor with Morgan Stanley in Sandy, Utah, holding Series 63 and Series 66 designations and 17 years of industry experience. His prior experience includes roles at Wells Fargo Advisors LLC and E*TRADE Capital Management LLC. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Secular Return Estimates and Monte Carlo simulations, to support financial planning outcomes.

Colin Forbes is a financial advisor at Raymond James Financial with nine years of industry experience. He holds a Series 66 designation and has worked at D.A. Davidson & Co. and Forbes Private Wealth. Outside of his advisory role, he is a partner and managing member of M & C Forbes Properties LLC, a business focused on real estate investment. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting with a distinctive approach that emphasizes advisory and implementation support over discretionary management.

Kyle Christensen is a financial advisor with Equitable Advisors in Salt Lake City, UT, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Equitable Advisors since 2005, following his tenure at AXA Advisors, LLC. Outside of his advisory role, he serves as a bishop for The Church of Jesus Christ of Latter-day Saints. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers, utilizing a hybrid referral and implementation model that combines advisory and brokerage/insurance services.

James Jolley is a financial advisor with Wells Fargo Advisors in Cottonwood Heights, UT, holding a Series 66 designation and nine years of industry experience. His prior roles include six years with Wells Fargo Clearing and one year with Wells Fargo Advisors, LLC. He is also the owner of Big Eyed Fish LLC, a separate investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services, including specialized planning such as business-owner transitions and special-needs analysis. The firm offers tailored recommendations supported by proprietary research and tools, with implementation options through various brokerage and advisory programs.

Sean Olsen is a financial advisor at Morgan Stanley with seven years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at E*TRADE Securities LLC. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers both direct individual plans and corporate financial planning agreements.

Julianne Glasgow is a Financial Consultant at Fidelity Investments, a role she has held since 2022. She has been with Fidelity Investments since 2017, serving in various capacities including Investment Consultant, Relationship Manager, Financial Representative, and Investment Solutions Representative. Prior to joining Fidelity, she worked as a Wealth Manager at Parkland Securities from 2015 to 2017. Throughout her career, Julianne has developed expertise in financial planning and investment management. She focuses on partnering with clients to understand their short- and long-term financial goals and creating customized plans to meet their unique needs. Building strong relationships with clients and maintaining trust and reliability are central to her professional approach. Outside of her professional work, Julianne enjoys activities such as going to the beach, camping, skiing, and exploring food.

Cydnie Callaway is a Series 66-credentialed financial advisor with 23 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2010 to 2016. 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 services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment vehicles and bank deposit sweep options in its offerings.

Brayden Holker is a Financial Consultant I at Fidelity Investments. In this role, he partners with clients to develop and implement strategies that support their financial goals, aiming to simplify the complexities of financial planning. Brayden has built his experience through several positions within Fidelity Investments since 2021, including Planning Consultant, Relationship Manager, Investment Solutions Representative, High Net Worth Service Associate, and Customer Relationship Advocate. Prior to this, he worked as a National New Accounts representative at Morgan Stanley from 2020 to 2021. He holds insurance licenses in Arkansas and California. Outside of his professional work, Brayden enjoys family activities, fishing, fitness, golf, and traveling.

Christopher Camilli is a financial advisor with Morgan Stanley in Sandy, Utah, holding a Series 66 designation and four years of industry experience. He previously worked at Zions Bank and has a diverse background including roles at Teleperformance, GAP Inc., Lift, and Smart Staffing. From 2009 to 2018, he was associated with Impatto CA under the name CAMILLI. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with comprehensive financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes firm‑approved planning tools and models to support its services.

Richard Tanner is a financial advisor with Cambridge Investment Research Advisors in South Jordan, UT, holding Series 63 and Series 66 licenses and possessing 40 years of industry experience. He has been with Cambridge since 2011 and serves as CEO of Exit IQ, LLC, a business specializing in exit and succession planning. Tanner is also involved with Wealth IQ Advisors as the owner of a DBA. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, retirement plans, and charitable organizations, through a network of independent financial professionals offering comprehensive financial planning and investment management services.

Julie Barlow is a financial advisor at Fidelity with 28 years of industry experience. She holds Series 63 and Series 66 designations and has worked in various capacities within Fidelity since 2003, including roles at Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, oversight of sub-advisers, and roles in managing registered investment companies and fund-of-funds.

Tamara Taylor is a Series 66-licensed financial advisor at Charles Schwab with nine years of industry experience. She has worked at prominent firms including Morgan Stanley and TD Ameritrade and has been with Charles Schwab since 2019. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management services supported by multi-asset model portfolios and centralized operational infrastructure.

Darla Slagowski is a financial advisor at Morgan Stanley with 29 years of industry experience. She has held her current position since 2009 at Morgan Stanley Smith Barney LLC. Slagowski holds the Series 63 and Series 66 designations. 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 uses structured planning tools such as Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations to support its financial planning process.