Harrison Ebert is a CFP®-certified financial advisor at Cambridge Investment Research Advisors with 10 years of industry experience. Prior to his current role, he worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. He is based in Salt Lake City, UT. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, retirement-plan sponsors, and charitable organizations, providing financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm offers various portfolio management solutions and maintains proprietary and third-party model strategies, with both discretionary and non-discretionary investment implementations.

Stephanie Daigle is a financial advisor with Wells Fargo Clearing in Holladay, UT. She holds a Series 66 designation and has 18 years of industry experience. She has been with Wells Fargo Clearing since 2016, following a brief period at Wells Fargo Advisors, LLC. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

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 experience in the financial industry. He has been with Cambridge Investment Research Advisors since 2010 and also owns Moffitt Wealth Management. Outside of advisory work, he is involved as an Amazon Affiliate in marketing. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a large network of independent financial professionals. The firm provides a range of investment solutions, including proprietary models and third-party strategies, with both discretionary and non-discretionary approaches tailored to client objectives.

Melina Montes De Oca is a financial advisor with Morgan Stanley in South Jordan, UT, holding Series 63 and Series 66 licenses and bringing seven years of industry experience. She has been with Morgan Stanley since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including financial planning using structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements with employers.

Philip Dachenhausen is a financial advisor at Fidelity with 31 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2006. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

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.

Tamara Snyder is a financial advisor at Edward Jones with 17 years of industry experience and holds the Series 66 designation. Prior to joining Edward Jones in 2019, she worked at several affiliated Cetera firms from 2015 to 2019. Edward Jones is a full-service wealth management firm serving a broad range of clients, including individual and institutional investors. The firm manages over $1 trillion in assets through a large network of advisors and offers a variety of advisory strategies and affiliated investment products.

Benjamin Torgersen is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has 15 years of industry experience and has previously worked at Morgan Stanley and E*TRADE Capital Management. Outside of his advisory role, he is an insurance broker and owner of Torgersen Wealth Management of Utah, Inc. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm provides annual, collaborative planning engagements using firm-approved tools, with optional implementation of recommendations through separate arrangements.

Robert Provost is a financial advisor at Morgan Stanley with two years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. His credentials include the Series 63 and Series 65 licenses. 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 utilizes structured planning tools and modeling techniques as part of its financial planning process.

Tiffani Hamilton is a financial advisor with LPL Financial in Riverton, UT, holding a Series 66 designation and bringing 13 years of industry experience. Her career includes roles at Wells Fargo Bank NA, Wells Fargo Advisors LLC, and Wells Fargo Clearing before joining LPL Financial and Mountain American Credit Union in 2019. Outside of advising, she is involved in a family business related to metals and serves as a product advocate for Melaleuca, helping families purchase all-natural products. 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 offers a range of advisory programs and financial planning services supported by research and a variety of portfolio management options.

Tyler Evans is a financial advisor with Merrill in Highland, Utah, holding Series 63 and Series 66 licenses with two years of industry experience. His prior work includes roles at Bank of America, Morgan Stanley, and Etrade from Morgan Stanley. Outside of finance, he owns a t-shirt design and sales business and provides voice acting services. Merrill offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, providing model-based and discretionary investment strategies for a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Toby Taylor is a financial advisor with Morgan Stanley, holding a Series 66 designation and 18 years of industry experience. He has worked at Morgan Stanley since 2022 and previously held positions at E*TRADE Capital Management LLC and E*Trade Securities LLC starting in 2008. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Steven Earl is a financial advisor at Wells Fargo Advisors with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Wells Fargo in various capacities since 2009. Outside of his advisory work, he operates Steven Earl Photography, specializing in photographing high school sports. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers comprehensive financial planning and investment services with tailored recommendations supported by Wells Fargo research and planning tools.

Joshua Maddux is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. He has held various roles within Fidelity Investments since 2021, including Investment Solutions Representative III, Investment Solutions Representative II, Fixed Income Specialist, and High Net Worth advisor. Prior to joining Fidelity, Joshua worked as a Financial Advisor at Morgan Stanley from 2008 to 2011 and at HRBFA (Ameriprise) from 1994 to 2008, as well as a Drill Bit Sales Representative at Baker Hughes from 2012 to 2014. Joshua focuses on collaborating with individuals and families to understand their unique financial goals and develop tailored financial plans. His experience spans benefits planning, investment solutions, fixed income, and high net worth client services. Outside of his professional work, Joshua enjoys outdoor activities such as camping, hiking, motorcycles, visiting museums, outdoor adventures, and skiing.

Bryce Howard is a Series 66 licensed financial advisor with seven years of industry experience, currently with Charles Schwab. His background includes roles at TD Ameritrade, Fidelity Brokerage Services, Bank of America, and Merrill Lynch. Outside of financial services, he participates as a compensated research participant in pharmaceutical studies. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm offers both non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and a centralized operational structure.

Alexander Rogers is a Series 66 licensed financial advisor at Edward Jones with two years of industry experience. Before joining Edward Jones, he worked in retail at Target and in advertising and design roles at Spry Creative and Whitney Advertising and Design Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Jaci Anderson is a financial advisor with Wells Fargo Advisors in Lehi, Utah, holding a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo Advisors in 2023, she worked at Brainstorm Inc. and has experience at Brigham Young University. Outside of finance, she is an administrative assistant at Everybody Tattoo Studio. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment options, using proprietary research and tools to develop tailored recommendations.

Kevin Banner is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and 29 years of industry experience. He has worked at Charles Schwab Bank and Charles Schwab & Co., Inc. since 2013. 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. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

Matthew Olson is a financial advisor with Ameriprise in Sandy, Utah, holding Series 63 and Series 66 credentials and 32 years of industry experience. He has been with Ameriprise and its affiliate since 1993. Outside of his advisory role, Olson has business ownership in Creekroad LLC. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement who meet certain asset thresholds, providing detailed written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized service delivered alongside client advisors, with a focus on Ameriprise-managed accounts and algorithmic support for recommendations.