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 at LPL Financial with 13 years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Bank NA and Wells Fargo Clearing. Outside of her advisory role, she is involved in a family business and participates as a product advocate for an all-natural products company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of investment adviser representatives.

Tyler Evans is a financial advisor at Merrill with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Merrill, he worked at Bank of America, Etrade from Morgan Stanley, Morgan Stanley, and Massachusetts Mutual Life Insurance Company. Outside of his advisory role, he owns Paladin's Plight, a business that designs and sells T-shirts, and Ty Evans Voice Acting, where he provides voice acting services. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Jeni Millar is a Series 66 licensed financial advisor with five years of industry experience, currently affiliated with Raymond James Financial in Salt Lake City, UT. Her career includes roles at Voyager Wealth Advisors and Integrated Wealth Strategies, alongside a background that features positions at North Harbor Wealth Management and Planned Security Resources. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs tailored, non-discretionary planning and uses analytical tools such as risk profiling and probabilistic modeling to support client goals.

Toby Taylor is a Series 66-licensed financial advisor at Morgan Stanley with 19 years of industry experience. He has worked at Morgan Stanley since 2022 and was previously employed at E*TRADE Capital Management LLC and E*Trade Securities LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured, tool-based planning process without providing individual security recommendations in standalone plans.

Steven Earl is a financial advisor at Wells Fargo Advisors with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Prudential Equity Group. Outside of his advisory role, he is involved in photography, specifically photographing high school sports through his business, Bergen Ventures LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services such as business-owner transition and sports and entertainment planning, utilizing research and tools to develop tailored recommendations.

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.

Mark Purcell is a financial advisor with RBC Capital Markets in Salt Lake City, Utah, holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. He previously worked at Merrill from 2005 to 2017 before joining RBC Capital Markets in 2017. Outside of his advisory role, Purcell serves on the advisory board and as a director for the Primary Children’s Hospital Foundation, a charitable organization in Salt Lake City. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through both in-house and third-party managers.

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.

Andrew Marx is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various J.P. Morgan entities since 2018, with prior experience at Zions Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and incorporates ESG considerations within a structured, non-discretionary program.

Robert Crawford is a financial advisor with LPL Financial in Midvale, UT, holding a ChFC® designation along with Series 63 and Series 65 licenses. He has 38 years of industry experience, including prior roles at Mass Mutual Investors Services and Guardian Life. Outside of his advisory work, he is involved in third-party administration and non-variable insurance sales. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational and research tools.

Tyler Ehninger is a CFP® professional at OSAIC with four years of industry experience. He previously worked at Royal Alliance Associates, Ameriprise Financial, Water Quest, and Escapes in Time. In addition to his advisory role, he serves as Director of Financial Services at NTEGRATED FINANCIAL GROUP, assisting advisors with financial planning and insurance services. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, Unified Managed Accounts, and retirement plan consulting. The firm’s investment process relies on model-based asset allocation and portfolio optimization supported by risk-tolerance analysis and rebalancing tools.

Sara Miller is a financial advisor at Morgan Stanley with 7 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets.

Paul Crosby is a financial advisor with Morgan Stanley and holds Series 63 and Series 66 licenses. He has 17 years of industry experience, including prior roles at E*TRADE Capital Management LLC and C A L Ranch Stores. He is also employed by the Utah Department of Health and Human Services outside of his advisory work. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process supported by advanced modeling tools.