Preston Drage is a financial advisor at Morgan Stanley with seven years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at E*TRADE Securities. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs, including tailored financial planning that utilizes firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and corporate channels.

Michael Slaugh is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked at various Fidelity entities since 2013 and currently serves as vice president on the board of an automobile repair shop in Salt Lake, Utah. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Andrew Brown is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63, 65, and 66 licenses and has 15 years of industry experience. Brown has also served as an independent contractor for First Western Advisors and is involved in marketing life insurance through Harding Financial Partners. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Cody Judkins is a CFP®-certified financial advisor with seven years of industry experience. He is currently with Charles Schwab, where he has worked since 2022, following previous roles at Fidelity Brokerage Services and Investools by TD Ameritrade. Charles Schwab & Co., Inc. serves a large client base mainly comprised of 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 offers a mix of non-discretionary and discretionary investment management supported by multi-asset model portfolios, alternative investment due diligence, and centralized operational infrastructure.

Stephen Johnson is a financial advisor at Raymond James Financial with 46 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James since 2009. Outside of his advisory role, he serves on the board of Rose Park Elementary, where he coordinates charitable gift card distributions for underprivileged families. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses risk profiling and analytical modeling to tailor non-discretionary investment recommendations aligned with client goals.

Ronald Fullmer is a financial advisor at LPL Enterprise with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Prudential Insurance Company of America since 1980, including time with Pruco Securities, LLC. Ronald operates out of Taylorsville, UT. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios from LPL’s Research Department and third-party strategists, and offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Michael Tibbitts is a financial advisor at Merrill with Series 66 and Series 63 licenses and one year of industry experience. His prior roles include positions at Fidelity Investments and Melaleuca Inc. He has also worked at The Church of Jesus Christ of Latter Day Saints and Brigham Young University - Idaho. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Adam Fullmer is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. Prior to joining Morgan Stanley, he worked at E*TRADE Capital Management LLC and E*Trade Securities LLC. Outside of his advisory role, he is involved in property management as a partner at Aurelius Capital Management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm employs a structured planning process supported by advanced modeling techniques and offers access to various investment products and strategies.

Samuel Peterson is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Cambridge Investment Research Advisors since 2021. Prior to this, he spent 12 years at Royal Alliance Associates, INC., and has 17 years of experience in life insurance. He is also active as an agent in insurance and benefits. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional clients such as pension and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services through various platforms and proprietary model strategies.

Rachel Metallo is a Financial Consultant currently working at Fidelity Investments since 2024. She has extensive experience in the financial services industry, having held roles such as Financial Advisor at Morgan Stanley from 2023 to 2024 and at Metlife and AXA Advisors in 2016. She also worked as a Financial Consultant at E*TRADE Capital Management from 2018 to 2024 and served as a Financial Engines Advisor Project Manager from 2017 to 2018. Prior to these roles, Rachel was a Manager at TD Ameritrade from 2005 to 2015. Rachel holds insurance licenses in Arkansas and California. She focuses on partnering with clients to analyze their investments and develop straightforward plans centered around their financial goals, comfort levels, and needs. Her approach emphasizes being a dedicated partner in her clients' financial journeys. Outside of her professional life, Rachel enjoys activities such as football, hiking, snowboarding, outdoor adventures, social events with friends, and parenthood.

Andrew Hale is a financial advisor with Morgan Stanley in South Jordan, UT, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Morgan Stanley since 2011, including four years with the Morgan Stanley Services Group. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

James Rigtrup is a financial advisor with LPL Financial in South Jordan, UT, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with LPL Financial since 2005. Additionally, he operates under the DBA Keystone Wealth Management Group. 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 other institutions. The firm offers a wide range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.

Dylon Mayer is a financial advisor at Edward Jones in South Jordan, UT, holding a Series 66 designation with one year of industry experience. His prior roles include positions at the University of Utah School of Medicine and Brigham Young University, as well as entrepreneurial experience with Vanilla Villa Cleaning. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Mark Nielsen is a financial advisor with Wells Fargo Clearing in Taylorsville, UT, holding Series 63 and 66 credentials and 17 years of industry experience. His prior experience includes roles at Fidelity Investments and Morgan Stanley. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to a wide range of individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions and utilizes research and analytics based on diversification principles and modern portfolio theory.

Jacob Jordison is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He has worked at LPL Financial since 2019 and previously spent 14 years at Wells Fargo Bank, N.A. Jordison is also involved with Mountain American Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Myles Moore is a Series 66-licensed financial advisor with Morgan Stanley, bringing four years of industry experience. His prior roles include positions at E*Trade Securities LLC and Nu Skin. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate agreements.

David White is a financial advisor with Cambridge Investment Research Advisors in Salt Lake City, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated entities since 2006 and worked previously at First Western Advisors. Outside of his advisory role, he serves as vice president of an investment management consulting business and acts in a position of trust through a power of attorney role. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals, managing a multi-billion dollar asset base and offering services across multiple platforms and custodians.

Nathaniel Allen is a financial advisor with Primerica Advisors in Salt Lake City, UT, holding Series 63 and Series 65 licenses and accumulating 25 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2001. Outside of his advisory role, he operates Nate Financial Services, LLC, which supports Primerica business activities. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm utilizes model-driven strategies developed by third-party asset managers and offers a range of investment options supported by BNY Mellon Advisors and Pershing.

Joram Jensen is a financial advisor at UBS Financial Services with nine years of industry experience. He has previously worked at Bank of America and Merrill Lynch. Jensen holds the Series 66 designation. He is also a co-owner of a family rental property business in St. George, Utah. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, providing a broad range of investment and capital markets solutions.

Cameron Macintosh is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at E*Trade Capital Management LLC and E*Trade Securities LLC for over a decade. Outside of his advisory role, he is a sole proprietor managing a rental property in Utah. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer that offers a range of advisory programs to individual and institutional clients, combining tailored financial planning with diverse investment solutions. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and analyses such as Monte Carlo simulations as part of its advisory process.