Elijah Garner is a financial advisor with LPL Financial holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2023, he has held roles at Mountain America Credit Union and various positions in the hospitality sector. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jacob Richmond is a Financial Advisor at Merrill Lynch Wealth Management, specializing in family wealth management strategies, legacy planning, and personal retirement planning. He works closely with retired professionals, business owners, and families who seek personalized financial planning and lasting advisory relationships. Jacob has a background that encompasses financial planning, private wealth, investment management, business, and technology, enabling him to approach each client's situation from multiple perspectives. He is committed to helping families make thoughtful decisions, preserve their assets, and prepare future generations to carry their legacy forward. He holds a Bachelor's Degree from Brigham Young University and a Master's Degree from the University of Utah. Jacob is a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). In his personal time, he enjoys hiking, music, pickleball, running, skiing, and spending time with his family.

Jed Lloyd is a financial advisor at Morgan Stanley with 18 years of industry experience. He has been with Morgan Stanley since 2014 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in event entertainment as an emcee and disc jockey. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers tailored financial planning using structured tools and advisory programs, managing approximately $2.74 trillion in client assets.

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 with Wells Fargo Clearing in Holladay, UT, holding a Series 66 designation and nine years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2017, following roles at Associate Staffing, Atlantis Casino Resort, and the University of Nevada, Reno. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

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 21 years of industry experience. He has worked at Raymond James & Associates since 2021 and was previously employed by Wells Fargo Bank, N.A. for 16 years. Petersen holds a Series 63 license and is based in Cottonwood Heights, Utah. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

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 previously worked at D.A. Davidson & Co. for nine years. Outside of his advisory role, he is a partner and managing member of M & C Forbes Properties LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice supported by analytical tools and maintains unique municipal advisory capabilities alongside specialized retirement plan consulting.

Kyle Christensen is a financial advisor with Equitable Advisors in Salt Lake City, UT, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at Mony Securities Corporation and AXA Advisors, LLC before joining Equitable Advisors in 2005. Outside of his advisory work, Christensen serves as a bishop for The Church of Jesus Christ of Latter-day Saints, dedicating approximately 80 hours per month to this role. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and nonprofit organizations. The firm utilizes a range of advisory models and third-party asset managers, serving both non-high-net-worth and high-net-worth clients through a network of Investment Adviser Representatives.

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.

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.