Jacob Chase is a financial advisor at Merrill with one year of industry experience. He holds Series 66 and Series 63 designations and previously worked at Morgan Stanley / E*Trade for six years and Lightning Electric for four years. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and institutional investors.

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 10 years of industry experience. She holds a 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 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 employs a structured planning process that incorporates firm-approved tools and scenario modeling.

Jonathan Wardenburg is a financial advisor with Equitable Advisors in Salt Lake City, holding Series 66 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at Crump Life Insurance Services, Farmers Insurance Company, and Allstate Insurance Company. Outside of financial advising, he is an owner and partner of JS Drinks LLC. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, providing a range of financial planning, brokerage, insurance, and asset management services. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing third-party programs and managers to deliver advisory and brokerage solutions.

Addison Dishman is a CFP® with three years of industry experience, currently affiliated with LPL Financial in Murray, UT. Prior to joining LPL Financial, he worked at Raymond James Financial Services and has also been involved with Utah Wealth Strategies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Derrick Bevan is a financial advisor at Morgan Stanley with 20 years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at E*Trade Securities and Fidelity Brokerage Services. Outside of his advisory role, he owns and manages a rental property that is operated through a property management company. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through its Financial Advisors and Estate Planning Strategies Group.

Jason Knight is a financial advisor with OSAIC based in Salt Lake City, UT, holding Series 63 and Series 65 licenses and 12 years of industry experience. He previously worked at Woodbury Financial Services, Penn Mutual Life Insurance Company, and Hornor Townsend & Kent. Outside of his advisory role, he is involved in several business activities including leadership positions in LLCs that provide group benefits, retirement plans, and commercial insurance services. OSAIC serves a diverse client base that includes individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of portfolio management options supported by asset-allocation tools and access to third-party money managers.

Rachel Winfield is a Series 65-licensed financial advisor with Fisher Investments in Saratoga Springs, Utah. She has 11 years of industry experience and has been with Fisher Investments since 2011. Fisher Investments provides discretionary portfolio management and advisory services to a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals. The firm uses a centralized investment approach combining quantitative screening, qualitative research, and tax-aware processes to construct globally diversified portfolios.

John Bergerson is a CFA® charterholder with 23 years of industry experience. He has worked at Raymond James & Associates since 2017 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors, LLC. He serves on the finance committees and boards of trustees for Jewish Family Service of Utah and Tracy Aviary. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser that offers wealth advisory planning and investment consulting to individuals, institutional clients, and government entities. The firm provides non-discretionary planning and portfolio recommendations supported by extensive research, with specialized services in municipal and public finance through its affiliate network.

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 at LPL Financial with 35 years of industry experience. He has held positions at Ameriprise, Ameriprise Financial Advisors Inc., Metlife Securities, Inc., and Metropolitan Life Insurance Company. Outside of his advisory role, Hall is involved with several businesses including Boxfin Financial and Halls of Glory, Inc. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory and brokerage services, including financial planning, retirement consulting, and access to model portfolios supported by both in-house and third-party research.

Paul Rechberger is a financial advisor with Cetera, holding a Series 66 designation and currently based in Sandy, UT. He has been with Cetera since 2026 and previously worked in education and the Austrian Armed Forces. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diversified portfolio management and consulting services through a multi-manager platform with extensive assets under management and a large nationwide network of advisors.

Curtis Ramsay is a Series 66 licensed financial advisor with J.P. Morgan Securities, where he has worked since 2012. He has 18 years of industry experience, including prior roles at JPMorgan Chase Bank and Granger Professional Pharmacy. Outside of his advisory work, he owns and operates an Instagram-based business called Stick to the Pavement. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth 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 worked previously with firms including E*Trade Securities and Guardian Life Insurance Company. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and the use of firm-approved planning tools to develop tailored 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 at Equitable Advisors with four years of industry experience. He holds a Series 66 designation and has worked in various roles including time with Kyle B. Christensen and involvement in multiple entrepreneurial ventures. Outside of financial advising, he serves as an ambassador for ChamberWest Chamber of Commerce and is a committee member for the Utah Valley University Prospective Student Association Alumni Committee. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer and works extensively with program sponsors and third-party managers to deliver advisory and brokerage 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.

Daniel Montesinos is a financial advisor with Merrill and holds Series 63 and Series 65 licenses. He has 19 years of industry experience, having previously worked at Morgan Stanley, Wells Fargo Clearing Services, and E*TRADE. Outside of his advisory work, he also works as a delivery contractor for DoorDash. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.