Jay Cherry is a financial advisor at Morgan Stanley in South Jordan, UT, with seven years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at E*TRADE Securities LLC. Outside of his advisory role, he writes and prepares fiction for publication. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning, leveraging firm-approved tools and methodologies to support client outcomes.

Jeffrey Johnson is a financial advisor at Cetera with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Voya Financial Advisors and NFG Advisors. Johnson is also the owner of Sage Life Financial LLC and operates as an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and customized strategies.

Brian Slade is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with LPL Financial since 2010. Outside of his advisory role, he is involved in selling fixed insurance products through Progressive Planning, LLC, a Utah-approved life insurance agency. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including strategic and tactical model portfolios supported by internal and third-party research.

William Dahle III is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Cetera and its related entities since 2021 and has owned Dahle Financial Services since 2015. Dahle also serves as a board member for the Jordan Winds Owners Association. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, operating a multi-manager platform with multiple program structures and custodial relationships.

Michael Sayre is a financial advisor with OSAIC in Salt Lake City, UT, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. He has previously worked at Woodbury Financial Services, Penn Mutual Life Insurance Company, and Hornor Townsend & Kent, among others. Sayre is involved as a partner in CUI Wealth Management and CUI Benefits, and he also serves on the board of the Salt Lake chapter of the Society for Human Resource Management, overseeing sponsorships and participating on its investment committee. OSAIC serves a diverse client base including retail investors, institutions, and charitable organizations, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to multiple advisory platforms and third-party money managers. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that include various asset classes, accommodating both discretionary and non-discretionary management with client-imposed restrictions.

Blake Nelson is a CFP® professional with 22 years of experience in the financial services industry. He has been with LPL Financial since 2015. Outside of his advisory role, he owns a family-operated lawn care business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, with access to model portfolios, research, and various discretionary and non-discretionary management services.

Domenique Buhagiar is a financial advisor with Morgan Stanley in South Jordan, UT, holding Series 63 and Series 65 credentials and five years of industry experience. Prior to joining Morgan Stanley in 2021, Domenique worked at E*TRADE Securities LLC and has experience connected to Arizona State University. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers planning services both directly and through Corporate Financial Planning agreements.

Jason Hancock is a financial advisor at Raymond James Financial with nine years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley, HarrisDirect LLC, E*TRADE Capital Management LLC, NICE inContact, and Goldman Sachs & Co. His career background includes roles at both wirehouses and brokerage firms. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and it supports municipal advisory and public finance services uncommon among large institutional advisors.

Aaron Henson is a financial advisor with Morgan Stanley, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at E*Trade Capital Management, E*Trade Securities, and Fidelity Brokerage Services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services including estate planning strategies and relationships with various investment vehicles.

Michael Pelo is a financial advisor with Mass Mutual Investors Services in Lehi, Utah. He holds the CFP® and ChFC® designations and has nine years of industry experience. Prior to joining Mass Mutual in 2026, he spent several years with Northwestern Mutual in various roles. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative financial planning relationships supported by firm-approved analytical tools and offers specialized programs such as divorce planning and employer-sponsored planning services.

Benjamin Ahyou is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 14 years of industry experience. He previously worked at JP Morgan Chase Bank NA from 2008 to 2024. Outside of his advisory role, he is involved with Elias T. Benjamin Wealth Management, a DBA entity related to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven investment strategies.

Andrew Harding is a financial advisor with Morgan Stanley in Holladay, Utah, holding a Series 66 credential and 16 years of industry experience. His prior work includes roles at Bank of America and Merrill. Outside of his advisory work, he is a limited partner in Harding Family Investments LLC, a for-profit business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by structured discovery and firm-approved planning tools.

Austin Furniss is a financial advisor at Ameriprise with eight years of industry experience. He has worked at Ameriprise since 2019 and previously held positions at Wells Fargo Clearing and Wells Fargo Bank. He serves on the Board of Directors for the Salt Point Vista Homeowner's Association and is a member of its Board of Trustees. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income strategies.

Heivaha Ongoongotau is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has held roles at Morgan Stanley and its affiliates since 2012, as well as prior positions at Fidelity Investments, E*Trade Securities, and Delta Airlines. Outside of his advisory work, he manages Moana Management Group, LLC, a property management business based in Utah. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and the Global Investment Committee’s research to support client financial plans.

Aaron Phillips is a Series 66 registered advisor with Raymond James Financial Services Advisors, Inc., based in Holladay, UT. He has 10 years of industry experience, including over a decade with Morgan Stanley in various roles prior to joining Raymond James. Outside of advisory work, Phillips is involved in entrepreneurial activities as the CEO of Cottonwood Capital LLC and Stanida Investment Co. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a broad client base including individuals, high-net-worth clients, corporations, and institutions. The firm provides tailored, non-discretionary planning and uses analytical tools such as deterministic and probability modeling to support client goals, while also maintaining specialized offerings in municipal finance and SIMPLE IRA employer advisory services.

Hunter Stallings is a financial advisor at Morgan Stanley with one year of industry experience. His prior work includes roles at Fidelity Investments, Enevive, and Lamar National Bank. Outside of advising, he occasionally works as a DoorDash driver and engages in reselling activities on the side. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services that incorporate firm-approved tools and investment committee input.

Edward Ricker II is a financial advisor at Mass Mutual Investors Services with 13 years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley Private Bank and E*TRADE Capital Management. Outside of advising, he owns a dropshipping and reselling business on Amazon. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software tools for financial planning and offers specialized programs including divorce planning and employer-sponsored planning services.

Trisha Kennedy is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Her career includes multiple tenures at Primerica Advisors and Primerica Financial Services, as well as a period at Wedbush Securities Inc. Kennedy also engages in sales of investment-related products and receives non-investment compensation related to loan products and home security referrals through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and a limited selection of separately managed accounts primarily for individual and high-net-worth clients. The firm employs a tiered wrap-fee structure and curates third-party asset managers, with portfolio implementation delegated to BNY Mellon Advisors.

Troy Bell is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2019, following a 19-year tenure at CSS Industries Inc. Outside of his financial career, Troy is involved in local music as a band member and participates in a childcare business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients. The firm focuses on tailored financial planning using structured discovery and proprietary tools, managing approximately $2.74 trillion in client assets.

Quinn Cannon is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Morgan Stanley and its affiliated entities since 2023, following a prior tenure with E*TRADE Capital Management and E*TRADE Securities from 2016. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery processes and firm-approved planning tools to develop customized financial plans.