James Jolley is a Series 66 licensed financial advisor at Wells Fargo Advisors with 10 years of industry experience. He has been with Wells Fargo Advisors since 2022 and previously worked at Wells Fargo Clearing from 2016 to 2022. In addition to his advisory role, he owns and operates Big Eyed Fish LLC, an investment-related business based in Cottonwood Heights, UT. Wells Fargo Advisors Financial Network is a large firm serving individuals, trusts, and institutions, offering a broad range of financial planning and investment services. The firm uses proprietary research and planning tools to develop tailored recommendations, providing clients with options for implementation 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 financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 24 years of industry experience. Her career includes prior roles at Morgan Stanley, Citigroup Global Markets, and UBS Financial Services. She is based in Holladay, Utah. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

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. He holds Series 63 and Series 66 credentials and has 40 years of industry experience. His prior roles include positions at Mass Mutual Investors Services and Moreton Asset Management. Outside of advising, he serves as CEO of Exit IQ, LLC, a business exit and succession firm. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and offers access to proprietary model strategies and multiple platform options.

Christopher Allen is a financial advisor with LPL Financial in Salt Lake City, UT, holding a Series 66 designation and 20 years of industry experience. He has previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC for 16 years, as well as Wells Fargo Investments for four years. Outside of his advisory role, Allen is a part owner of a local auto dealership, Luxury Motors Direct. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, with advice delivered primarily by its network of investment adviser representatives.

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 with various Fidelity affiliates since 2003, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including advisory for registered investment companies and charitable funds. The firm’s investment approach combines proprietary fundamental research with quantitative analysis and systematic portfolio construction, integrating algorithmic methods and long-term asset allocation strategies.

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.

Samuel Preine is a financial advisor at Raymond James Financial Services Advisors, Inc. with five years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked with firms such as LPL Financial, Fidelity Investments, and Zions. His background includes roles outside finance, including counseling services and involvement with The Music Lodge. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary advice supported by risk profiling and analytical modeling, and it maintains notable municipal advisory services and customizable retirement plan offerings.

Harrison Ebert is a CFP® professional affiliated with Cambridge Investment Research Advisors with 10 years of industry experience. He has previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC before joining Cambridge in 2021. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individuals, pension funds, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and custodians. The firm manages a multi-billion dollar asset base and features proprietary model strategies alongside access to third-party advisers.

Stephanie Daigle is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. Her career includes roles at Morgan Stanley and Citigroup Global Markets prior to joining Wells Fargo in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets through a large network of over 14,000 advisors, offering both brokerage and advisory solutions supported by research and analytics.

Matthew Shaw is a financial advisor at Cetera with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera and Cetera Wealth Services since 2021, with prior experience at Voya Financial Advisors. Outside of advising, he coaches skiing at Deer Valley Resort and operates a seasonal motorcycle touring business. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services across multiple program structures, emphasizing a multi-manager approach with access to affiliated and third-party managers.

Ryan Moffitt is a CFP® professional with 20 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2010. He also owns Moffitt Wealth Management, which he has operated since 2007. In addition to his advisory roles, he is involved as an Amazon Affiliate in marketing activities. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm employs thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Melina Montes De Oca is a financial advisor at Morgan Stanley with seven years of industry experience. She holds Series 66 and Series 63 licenses and has been with Morgan Stanley since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with 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 firm-approved methodologies in its financial planning process.

Philip Dachenhausen is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His career includes roles at Fidelity Brokerage Services and Cetera Wealth Services. He works with Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction.

David Morse is a financial advisor at Morgan Stanley with a Series 66 designation and four years of industry experience. His prior work includes roles at E*Trade Securities LLC and Morgan Stanley Smith Barney LLC, and before entering finance he worked in education and other fields. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets.

Evan Mitchell is a financial advisor at Morgan Stanley with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments and MGO One Seven dba Park City Wealth Advisors. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including customized financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers comprehensive planning without providing individual security recommendations in standalone programs.