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.

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.

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.