John Mcgrath is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with UBS Financial Services Inc. since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and providing a range of investment products and financial planning options.

Joseph Cronley is a CFP® professional with 24 years of experience in the financial services industry, all with Edward Jones since 2002. He has a background as a military training instructor with the U.S. Navy NROTC at the University of Utah and is a trustee for the Knights of Columbus Council 1129. Additionally, he is involved as a partner in a homebuilding business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs, including discretionary wrap fee strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets and maintains a large nationwide network of financial advisors and branch offices.

Arthur Engelage III is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked at Berkshire Hathaway H.S. Utah Properties and GolfTEC. 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 programs and investment strategies through a large network of financial advisors and branch offices.

Matthew Sonder is a financial advisor with Morgan Stanley in Park City, UT, holding Series 65 and Series 66 licenses and possessing 26 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Daniel Platt is a financial advisor with Morgan Stanley in Park City, UT, holding Series 63 and Series 65 licenses and with 16 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2012 and at Morgan Stanley Private Bank, N.A. since 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market simulations.

Angela Phillips is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she is a partner in Sea Action LLC, a business involving sailboats. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Emily Rodarte is a financial advisor at Edward Jones with 11 years of industry experience. She holds a Series 66 designation and has worked at Edward Jones and Raymond James Financial Services Advisors. Outside of her advisory role, she works as a medical transcriptionist on a part-time basis. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Frederic Parke is a financial advisor with J.P. Morgan Securities in Park City, UT, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His prior work includes roles at JPMorgan Chase Bank, Pruco Securities, Group Rossignol, Tesla, Deer Valley Resort Company, and Parkestone Capital Management. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage and investment management capabilities.

Bruce Allen is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Next Financial Group Inc for 17 years. Outside of his advisory work, he is involved as an artist and musician with Wayfarrer Galleries in Park City, UT. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.

Macie House is a financial advisor at Robert W. Baird & Co. with 30 years of industry experience. She holds the Series 65 and Series 63 designations and has been with Robert W. Baird since 2017. Prior to that, she worked at Northwest Capital Management, Inc. from 2015 to 2017 and was briefly involved with Root Whole Body Health in 2017. The DDK Group, part of Robert W. Baird’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, utilizing a combination of manager-traded and model-traded SMA strategies supported by internal research and ongoing manager monitoring.

Tracy Pati is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds the Series 66 designation and has worked with Morgan Stanley and its Private Bank since 2016 and 2017, respectively. Outside of finance, she has been involved in coaching lacrosse at the University of Utah and with Utah women's lacrosse organizations. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning processes and firm-approved tools to support client goals.

Susanne Thalman is a Series 66-licensed financial advisor with Edward Jones in Park City, UT, where she has worked since 2008. She has 18 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates under a fiduciary standard.

Kevin Shields is a financial advisor with Morgan Stanley in Park City, UT, holding the Series 63 and Series 66 designations and bringing 10 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2018, preceded by two years at Goldman Sachs & Co. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs with an emphasis on tailored financial planning supported by firm-approved tools and methodologies.

Michael Engel is a financial advisor with Morgan Stanley in Park City, Utah, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. He has been with Morgan Stanley and its related entities since 2009. Outside of his advisory role, he is the sole proprietor of two retail and online store businesses, Engel Entertainment, LLC and Trinidad Charlie, LLC. Morgan Stanley Wealth Management offers advisory programs to both individual and institutional clients, providing tailored financial planning supported by firm‑approved tools and structured processes. The firm manages approximately $2.74 trillion in client assets and provides a broad range of retail and institutional investment services.

Byron Jones is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at Brandes Investment Partners, L.P. for 20 years and ALPS Distributors, Inc. for four years before joining Schwab in 2019. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a centralized platform integrating advisory, brokerage, custody, and cash-sweep services.

Mitchell Winter is a Private Wealth Advisor and the senior advisor leading the Winter-Stein-Potvin-Hokin Group at Merrill Private Wealth Management. His team specializes in assisting high-net-worth clients, including affluent families, corporate executives, private equity and hedge fund partners, professionals, and business owners. They provide services such as private money management, concentrated stock strategies, personal credit and business financing, retirement and education planning, and customized wealth management strategies designed to meet each client's unique and complex financial situation. Mitchell focuses on areas including family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and special needs planning strategies. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA), and earned his bachelor's degree from Lafayette College. Based in New York City, Mitchell has lived on the Upper West Side for his entire adult life. He is actively involved in mentoring, including serving as an intern and externship mentor at Lafayette College, and participates in community organizations such as Bnai Jeshurun and MS Hope for a Cure. His personal interests include golfing, hiking, skiing, traveling, and spending time with his family.

Demitri Hollevoet is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as treasurer for a nonprofit focused on supporting children in war-torn countries through art. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

James Meek is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning supported by advanced modeling tools and a structured discovery process.

Ronald Allison is a ChFC® credentialed financial advisor with 39 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2021. He has held positions at Allianz and Century Tax & Wealth Management, where he is also the owner providing CPA and tax preparation services. Allison serves as chairman of the finance committee for Mt. Calvary Lutheran Church. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using a range of platform arrangements and proprietary and third-party strategies.

Anthony Brookfield is a Private Wealth Manager at Merrill Private Wealth Management. He works closely with a select group of ultra-high-net-worth individuals and families, providing portfolio oversight, investment strategy, and integrating tax, estate, and philanthropic planning. His clients include company founders, entrepreneurs, executives, inheritors of multi-generational wealth, and philanthropists. Anthony's expertise includes concentrated stock strategies, tax-sensitive wealth transfer, endowment-style investing, pre-liquidity event planning, philanthropic giving, and access to banking and lending services. He holds the Certified Investment Management Analyst®, Certified Private Wealth Advisor® certifications, and a Personal Investment Advisor designation. He earned a B.A. in Economics from the University of California, Davis, and an MBA in Finance and International Business from Columbia Business School. Anthony is active in environmental conservation efforts, serving on the National Board of Trustees for Trout Unlimited. He has been involved with Keep Fish Wet, serving as Vice Chair, the Squaw Valley Alpine Foundation, and California Trout, where he was Chairman of the Board for 14 years. He also serves as a local ambassador for Columbia Business School.