Jacob Chase is a financial advisor at Merrill with Series 66 and Series 63 licenses and one year of industry experience. He previously worked at Morgan Stanley / E*Trade for six years and has four years of experience at Lightning Electric. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christopher Ballard is a financial advisor with Morgan Stanley in South Jordan, UT. He holds a Series 66 designation and has been in the industry since 2022, with prior experience at Lumio, the University of Utah, National DME, ROI Solutions, and The Church of Jesus Christ of Latter-day Saints. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved tools.

Eric Azevedo is a financial advisor with Wells Fargo Advisors in Lehi, Utah, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Wells Fargo Clearing and Edward Jones, as well as a 20-year career in the United States Marine Corps. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition and sports & entertainment planning, using Wells Fargo research and planning tools to develop tailored recommendations.

Mary Holliday is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds the Series 66 designation and has previously worked at E*TRADE Securities LLC, E*TRADE Capital Management LLC, MassMutual Life Insurance Company, and MML Investors Services LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning using firm-approved tools and structured discovery conversations.

Jonathan Wardenburg is a financial advisor with Equitable Advisors in Salt Lake City, UT. He holds Series 65 and Series 66 licenses and has 12 years of industry experience. Prior to joining Equitable Advisors in 2023, he worked at several firms including Crump Life Insurance Services, Farmers Insurance Company, and Allstate Insurance Company. Outside of his advisory role, he is an owner and partner of JS Drinks LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers a range of advisory models implemented through third-party asset managers and LPL-sponsored programs, with services covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Addison Dishman is a CFP®-designated financial advisor with three years of industry experience. He is currently with LPL Financial and has prior experience at Raymond James Financial Services and Cornerstone Research. Outside of his advisory roles, Dishman has been involved with Utah Wealth Strategies. 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, third-party asset management, and institutional platforms.

Derrick Bevan is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 66 credentials and 20 years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at E*TRADE Capital Management and E*TRADE Securities from 2017 to 2023. Outside of advisory work, he owns and manages a rental property in Washington, 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 employs a structured, firm-approved process for financial planning.

Jason Knight is a financial advisor with OSAIC in Salt Lake City, UT, holding Series 63 and Series 65 licenses and 13 years of industry experience. He previously worked at Woodbury Financial Services, Penn Mutual Life Insurance, and Hornor Townsend & Kent. Outside of advisory work, Knight is involved in commercial insurance and group benefits through several business partnerships focused on employee benefits and financial planning. OSAIC Wealth serves a wide range of retail and institutional clients using a multi-advisor platform that offers brokerage and advisory services across comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process uses model-based asset allocation and portfolio optimization, supported by various advanced tools and strategies.

John Bergerson is a CFA® charterholder and holds Series 65 and Series 63 licenses, with 23 years of industry experience. He has been with Raymond James & Associates since 2017, following prior roles at Wells Fargo Clearing and Albion Financial Group. Bergerson serves on the finance committees and boards of trustees for the Jewish Family Service of Utah and Tracy Aviary. Raymond James & Associates is a large SEC-registered investment adviser and broker-dealer managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and municipal entities, offering financial planning and non-discretionary investment consulting supported by extensive research and multiple portfolio management styles.

Christopher Finlinson is a financial advisor with Morgan Stanley in Holladay, UT, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has worked with Morgan Stanley and its Private Bank since 2022 and previously with E*TRADE Capital Management and E*TRADE Securities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Daniel Foslid is a financial advisor with Ameriprise in Sandy, Utah, holding Series 63 and Series 65 credentials and over 42 years of industry experience. He has been with Ameriprise and its related entities since 1982. Foslid serves on the finance committee of Saint Thomas More Catholic Church. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Dorne Hall is a financial advisor with LPL Financial in Lehi, Utah, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He previously worked at Ameriprise Financial Services and Metlife Securities. Outside of his advisory role, he is involved with Boxfin Financial and Halls of Glory, Inc., which are non-investment related businesses. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services and platforms, utilizing both proprietary and third-party models, alongside a broad array of financial products and partnerships.

Paul Rechberger is a financial advisor at Cetera with a Series 66 designation and no prior industry experience. His background includes work with Park City Ski & Snowboard and a role at Clarkson University. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a nationwide network of over 10,000 advisors.

Brianna King is a financial advisor at Morgan Stanley with seven years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at firms including Guardian Life, LPL Financial, and E*Trade Securities. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate-sponsored financial plans.

William Doss is a financial advisor at Morgan Stanley with 10 years of industry experience. His prior experience includes roles at E*TRADE Capital Management LLC, E*TRADE Securities LLC, and Fidelity Brokerage Services LLC. Outside of his advisory work, he is employed as a delivery driver for GrubHub. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process.

Brady Christensen is a financial advisor with Equitable Advisors in Draper, UT, holding a Series 66 designation and four years of industry experience. Prior to his current role, he worked with various organizations including Kyle B. Christensen and operated businesses such as Stewarts Lawn Care and Pest Control. He serves as an ambassador for the ChamberWest Chamber of Commerce and is a committee member for the Utah Valley University Prospective Student Association Alumni Committee. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm offers a range of investment programs delivered through Investment Adviser Representatives, utilizing both proprietary and third-party solutions.

Ali Hemmat is a financial advisor with Morgan Stanley in South Jordan, Utah. He holds a Series 66 designation and has five years of industry experience. His work history includes roles at E*Trade Securities and multiple positions in the technology and education sectors. Outside of advisory activities, he works as a rideshare driver for Lyft and Uber. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved tools.

Joshua Marx is a financial advisor at Edward Jones in Salt Lake City, UT, holding the Series 66 designation with seven years of industry experience. He has worked at Edward Jones since 2019 and previously spent five years at IM Flash Technologies. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Daniel Montesinos is a financial advisor at Merrill with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley, Wells Fargo Clearing Services, E*TRADE, and Bank of America. Outside of his advisory role, he works as a delivery contractor for DoorDash. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Evan Phelps is a financial advisor at Morgan Stanley in South Jordan, UT, holding Series 63 and Series 66 credentials with five years of industry experience. His prior work includes roles at E*TRADE Securities and Associated Food Stores. Morgan Stanley Wealth Management offers comprehensive advisory programs and tailored financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm uses structured planning processes and firm-approved tools, serving clients primarily in an advisory capacity.