Ian Urry is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses and five years of industry experience. He has worked at Morgan Stanley since 2021 and has held previous roles at E*Trade Securities, Allstate, and other firms. Outside of his advisory work, he is involved with Great Basin Staffing LLC, a talent acquisition and consulting business based in Utah. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer that provides advisory programs and tailored financial planning services to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market modeling techniques.

Andrew Epperson is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 2004. Outside of his advisory role, he is the owner and operator of a real estate business through MELJEN LLC. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management services. The firm utilizes a variety of investment programs and third-party managers to tailor solutions based on client risk tolerance and goals.

Peter Kranenburg Jr. is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Sagepoint Financial, Inc. and Next Financial Group, Inc. Outside of advising, he is involved in a firearms sales business operated with his son. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing in constructing diversified portfolios and provides access to third-party money managers and wrap programs.

Marcus Adkins is a financial advisor at Morgan Stanley with eight years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at E*TRADE Securities LLC and BYU OIT. Outside of finance, he is a video game streamer on Twitch. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and strategies.

Nathaniel Crowther is a financial advisor with Cetera who holds the CFP® designation and has 30 years of industry experience. His career includes roles at Securian Financial Services, Minnesota Life, Strategic Financial Partners, Renaissance Financial Corp, and Cetera Wealth Services. Crowther is also involved in real estate ownership, including managing rental properties and a luxury townhome used for both personal and rental purposes. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers diverse investment management and financial planning services across multiple program structures with access to affiliated and third-party managers.

Mina Hansen is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds the Series 63, Series 65, and Series 66 credentials and has been with Morgan Stanley since 2012. Outside of her advisory role, Hansen is involved in various food and package delivery services, including work with Uber Eats, DoorDash, Amazon Flex, Roadie Inc., and DeliverThat. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs supported by structured discovery processes and sophisticated modeling tools.

Jeremy Leavitt is a CFP® with nine years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. His previous roles include positions at AMERIPRISE FINANCIAL SERVICES, LPL Financial, and Mountain America Federal Credit Union. He is also an adjunct professor at the University of Utah, teaching financial planning courses. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, noted for its specialized Premier Retirement Income service that offers written recommendation reports and ongoing planning advice focused on retirement income strategies.

Nathan Hale is a financial advisor at Cetera with a Series 66 credential and one year of industry experience. His prior work history includes roles at WaFd Bank and Renasant Bank, as well as positions in education and various service industries. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a large network of independent advisors, with access to multiple investment strategies and program structures.

Victoria Mc Bride is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has previously worked at Belong and Peak Orthopaedics. Outside of financial services, she is a fitness instructor and part owner of a fitness studio LLC, Shaly Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and a large national network of advisors and offices.

Travis Pointer is a financial advisor at Merrill with Series 63 and Series 65 licenses and seven years of industry experience. He previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA. Outside of his advisory role, he serves on a committee that allocates education funds for Lehi Elementary. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Brent Bennion is a financial advisor with Morgan Stanley in South Jordan, UT, holding Series 63 and Series 66 licenses and offering 26 years of industry experience. His prior roles include two tenures at Morgan Stanley, a position at Zionsbancorp, and two decades at Fidelity Brokerage Services, Inc. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, emphasizing tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate-sponsored financial planning services.

Bradley Allen is a financial advisor with LPL Financial in South Jordan, UT. He holds Series 63 and Series 66 credentials and has 15 years of industry experience. Prior to joining LPL Financial in 2017, he worked with various insurance carriers and Waddell & Reed Inc. He is also an adjunct teacher at Davis Technology College. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting supported by model portfolios, research, and technology-driven solutions.

Patrick Ball is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds the Series 65 and Series 66 registrations and has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Micah Burrow is a financial advisor at Morgan Stanley with one year of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at firms including Xanterra and Lytle Land and Cattle. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and methodologies.

Elijah Lane is a financial advisor at Edward Jones in Cedar Hill, UT, holding a Series 66 designation. He joined Edward Jones in 2025 and has previous experience in healthcare staffing and medical center roles. Outside of his advisory work, he provides a furnished room for rent in Tulsa, OK. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branches across the United States.

Kateryna Gnatkivska is a financial advisor at Morgan Stanley with Series 65 and Series 63 credentials and two years of industry experience. She previously worked at Tailored Management and has additional experience at Costco Wholesale and Smith Food and Drug. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients, 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 both direct client relationships and corporate financial planning agreements.

Pat Patterson is a Financial Consultant currently working with Fidelity Investments since 2022. He has experience in guiding clients approaching retirement by designing and implementing investment portfolios, with a focus on income planning and ensuring the sustainability of retirement plans. Prior to joining Fidelity Investments, Pat worked as a Financial Consultant at E*TRADE from Morgan Stanley from 2018 to 2022, as a Financial Advisor at Voya Financial Advisors from 2017 to 2018, and as a Financial Consultant at TD Ameritrade from 2015 to 2017. He holds insurance licenses in Arkansas and California. Outside of his professional work, Pat has interests in boating, family activities, military service, music, and surfing.

Aisha Young is a financial advisor with Merrill in Provo, Utah, holding a Series 66 designation and seven years of experience advising clients since 2019. Prior to joining Merrill, she worked for ten years at Best Friends Animal Society. 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, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Cameron Carlson is a financial advisor with Morgan Stanley in South Jordan, UT, holding a Series 66 license and five years of industry experience. His prior work includes roles at Decker Retirement Planning and the University of Nevada Las Vegas. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in assets and utilizing structured planning tools and models to support client strategies.

Jose Garcia is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked extensively with E*TRADE Securities and E*TRADE Capital Management prior to joining Morgan Stanley. Garcia is based in Sandy, Utah. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by proprietary tools and committee-driven investment estimates.