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.

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.