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.

Joshua Marx is a financial advisor with Edward Jones in Salt Lake City, UT. He holds a Series 66 designation and has six years of industry experience, including five years at IM Flash Technologies prior to joining Edward Jones in 2019. Outside of his advisory role, he manages a rental property with his wife in Lehi, UT. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies and operates a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

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.

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.

Benjamin Hill is a financial advisor at Cetera with a Series 66 credential and one year of industry experience. His prior work includes roles outside of finance, such as involvement with Glenwild Golf Club and local baseball teams, as well as experience in catering and university settings. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and supports multiple investment approaches including model portfolios, third-party managers, and customized strategies.

John Holmgren is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Ameriprise and its affiliate since 1996. Outside of his advisory role, Holmgren serves on the board of directors for Parker Theatre in South Salt Lake, UT. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, using a combination of research, modeling, and tax-efficiency analysis to generate tailored, non-discretionary recommendations delivered through a centralized consulting team.

Auston Belka is a financial advisor at Wells Fargo Advisors with a Series 66 designation and over 18 years of experience at Wells Fargo Bank. He joined Wells Fargo Advisors in 2025. Outside of his advisory role, he and his wife hold a real estate investment entity for personal investing purposes. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services through a large network of advisors. The firm offers a broad range of planning services and integrates advisory solutions with other financial products and referral channels.

Tyler Vongsawad is a financial advisor with LPL Financial, holding the CFP® and ChFC® designations and bringing 21 years of industry experience. He previously worked at Northwestern Mutual in various roles from 2005 to 2024. Outside of advising, he is an author and participates in occasional speaking engagements. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutions through a national network. The firm offers financial planning, advisory programs, and retirement plan consulting with both discretionary and non-discretionary management options, supported by research and a variety of investment strategies.

Guilin Jiang is a financial advisor at Morgan Stanley in Sandy, Utah, holding a Series 66 designation and bringing four years of industry experience. He has been with Morgan Stanley since 2021 and has also operated as a self-employed advisor since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools supported by its Global Investment Committee’s return estimates and Monte Carlo simulations.

Joshua Ames is a financial advisor with Equitable Advisors in Draper, Utah. He holds a Series 66 designation and has two years of industry experience. Prior to joining Equitable Advisors, he worked at Decimal LLC and KPMG Spark. Ames is a member of professional networking organizations BNI and NAIFA. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm provides financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating through multiple sponsored and endorsed investment platforms.

Melinda Cespedes is a financial advisor at Ameriprise with seven years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2017, including its affiliate Ameriprise Financial Services, Inc., and previously at Planned Security Resources. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm provides written recommendation reports using a combination of research, modeling, and tax-efficiency analysis, supported by a centralized consulting team.

Sunnie Wight is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Prior to joining Morgan Stanley in 2023, she worked at E*Trade Securities and E*TRADE Capital Management for over a decade. 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 structured planning tools alongside advisory services.

Brett Jenson is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 66 credentials and previously spent 21 years at Lincoln Financial Advisors Corporation. In addition to his advisory role, he is licensed to offer various insurance products, including accident and health, disability, and life insurance. OSAIC serves a diverse range of retail and institutional clients through an extensive network of affiliated financial advisers. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and multiple investment platforms to construct portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Mark Fairclough is the Vice President and Executive Planning Consultant at Fidelity Investments, a role he has held since 2022. In this position, he engages in holistic wealth planning and benefits education to assist individuals and families in making informed decisions aimed at achieving their personalized financial goals. He emphasizes serving as a comprehensive financial resource to help clients navigate significant life events and celebrate financial milestones. Mark has accumulated extensive experience at Fidelity Investments, progressing through various roles since 2010. His previous positions include Workplace Financial Consultant, Annuity Sales Representative, Financial Consultant, and Portfolio Specialist. Prior to joining Fidelity, he worked as an Operations Analyst at Riggs Capital Management from 2008 to 2010. He holds insurance licenses in Arkansas and California, enabling him to provide licensed insurance advice and services in these states.

Devin Murphy is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at firms including E*TRADE Capital Management, CapFinancial Partners (CAPTRUST), Northwestern Mutual, and Fidelity Investments. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning and a range of investment services supported by firm-approved planning tools and methodologies.

Yu Huang is a financial advisor at Morgan Stanley with a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley in 2022, Yu held positions at Nu Skin, E Excel International, ISOTRUSS, and English Life. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support client outcomes.

Eric Wallace is a financial advisor at Raymond James Financial with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Raymond James Financial Services Advisors since 2019. Prior to that, he spent 18 years with First Western Advisors. Outside of his advisory role, he owns a business selling sports cards and memorabilia. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers tailored, mostly non-discretionary advisory services and supports small businesses through its SIMPLE IRA Employer Advisory & Consulting Services program.