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.

Curtis Ramsay is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012, with prior experience at Edward Jones and JPMorgan Chase Bank. Outside of his advisory role, he owns "Stick to the Pavement," a social media initiative focused on posting pictures and engaging with followers. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and an ESG eligibility framework.

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.

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.

Keaton Jensen is a financial advisor with RBC Capital Markets based in Salt Lake City, UT. He holds a Series 66 designation and has nine years of industry experience. His prior work includes roles at Merrill, Bank of America, N.A., and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers a variety of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

John Holmgren is a financial advisor with Ameriprise who holds Series 63 and Series 65 designations and has 30 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 1996. Outside of his advisory role, Holmgren serves on the Board of Directors for the Parker Theatre in South Salt Lake, Utah. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that emphasizes dependable income sources and tax-aware withdrawal strategies through a collaborative, non-discretionary service model.

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.

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, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors in 2023, he was employed at Decimal LLC and KPMG Spark, among other positions. He is a member of networking organizations BNI and NAIFA. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutions by providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm combines personal risk assessment with program models and third-party asset managers to deliver customized investment solutions.

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 with OSAIC based in Salt Lake City, UT, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. He worked at Lincoln Financial Advisors Corporation for 21 years before joining OSAIC in 2025. His outside business activities include acting as an insurance agent offering various health and life insurance products. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment approach with multiple advisory services and a wide range of portfolio management options supported by a complex affiliate network and proprietary strategies.