Aaron Dahle is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at Cetera and its affiliated entities since 2019 and has operated his own tax and accounting services firms since 2003. Dahle is a partial owner of Dahle Financial Services and Dahle Tax & Accounting, where he performs administrative and accounting roles. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various investment strategies and program structures.

Christopher Reynolds is a financial advisor at Wells Fargo Clearing with 41 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Morgan Stanley and Citigroup Global Markets. He 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 and analytics from Wells Fargo Investment Institute.

James Francis is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. He has worked with several firms, including Securities America Advisors and Kms Financial Services, and has operated Phoenix Financial since 2011. 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 institutions. The firm offers a range of financial planning and portfolio management options, supported by advanced research and operational tools, serving a large network of over 22,800 advisors.

Jay Cherry is a financial advisor at Morgan Stanley with seven years of industry experience. He holds the Series 65 and Series 63 licenses and has previously worked at E*TRADE Securities. Outside of his advisory role, he is engaged in writing and publishing fiction through his personal business, Jay Cherry Writing. Morgan Stanley Wealth Management serves both individual and institutional clients by offering tailored financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

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 in South Jordan, Utah. He holds the Series 63 and Series 66 designations and has 26 years of industry experience. Prior to joining LPL Financial in 2010, he worked at Equitable Advisors and Mony Securities Corporation. Outside of his advisory work, he is involved in selling fixed insurance products through Progressive Planning, LLC. 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 portfolios, third-party asset management, and institutional platforms.

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 at Osaic Wealth with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Woodbury Financial Services and Hornor Townsend & Kent Inc. Sayre is actively involved in local professional organizations, serving as Director of Sponsorship for the Salt Lake chapter of the Society for Human Resource Management and participating on its investment committee. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a multi-advisor platform with brokerage and advisory services focused on model-based asset allocation and portfolio optimization, supported by a range of managed account programs and third-party investment solutions.

Blake Nelson is a Certified Financial Planner (CFP®) associated with LPL Financial, based in Salt Lake City, UT, with 22 years of industry experience. He has worked at LPL Financial since 2015, following roles at VOYA Financial Advisors, CUNA Brokerage Services, OneAmerica Securities, Insphere Securities, and Allegis Advisors. Outside of finance, he owns and operates Nelson Lawn Care, a family-run lawn care business. 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 range of advisory and brokerage services, utilizing various investment models and strategies supported by technology and a broad platform that includes insurance and banking partnerships.

Domenique Buhagiar is a financial advisor at Morgan Stanley with six years of industry experience. They hold Series 63 and Series 65 licenses and have worked at Morgan Stanley since 2021. Prior to joining Morgan Stanley, Domenique worked at E*TRADE Securities LLC and has experience at Arizona State University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

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 at LPL Financial with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JP Morgan Chase Bank NA for 16 years before joining LPL Financial in 2024. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

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 roles at Wells Fargo Clearing and Wells Fargo Bank. Outside of his advisory work, he serves on the Board of Directors for the Salt Point Vista Homeowner's Association and is a member of the Board of Trustees. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal 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.

Timothy Masias is a financial advisor with LPL Financial, holding a Series 66 designation and having one year of industry experience. Prior to joining LPL Financial, he has been with Zions Bank since 2015. Based in Salt Lake City, UT, he combines his background in banking with his current advisory role. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by advisor tools such as machine learning.

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.