Jace Hansen is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Merrill Lynch, Loren Cook, Hiland Dairy, and Morgan Stanley. Outside of his advisory role, he is employed as a customer service associate in home improvement. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Joshua Walkenhorst is a Series 66-licensed financial advisor at Morgan Stanley with one year of industry experience. Prior to joining Morgan Stanley, he spent several years affiliated with Brigham Young University. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning approach uses structured discovery conversations and proprietary tools to model outcomes, with clients responsible for implementing their plans.

Amanda Mahr is a financial advisor at Morgan Stanley with five years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Fidelity Brokerage Services LLC, Low VA Rates, and Vivint Smart Home. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

John Engh is a CFP® professional with 17 years of experience in the financial services industry. He is currently with LPL Financial, where he has worked since 2019, following 11 years at MML Investor Services Inc. and MassMutual Life Insurance Company. Outside of his advisory role, he is involved in a wedding planning business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network. The firm offers a range of advisory and brokerage services, including financial planning, retirement consulting, and model portfolio management.

Steven Shelton is a financial advisor with Ameriprise in West Jordan, UT, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2007. Outside of his advisory role, Shelton is involved in coaching volleyball for local high school and community teams and co-manages a business that handles payroll and staffing for his practice. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, combining research-driven modeling and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional providers.

Jasmine Pascua is a financial advisor at Raymond James & Associates with four years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, and government entities. The firm offers wealth advisory planning, investment consulting, and institutional services, with a notable focus on municipal and public finance clients.

Ryan Richards is a CFP® professional with 15 years of industry experience, currently serving at Raymond James Financial in Draper, UT. His prior experience includes six years at Morgan Stanley. Richards is also the owner of Richards Private Wealth, LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, supported by a broad affiliate network and a range of implementation options.

Loren Overy is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2023, following prior roles at E*TRADE Capital Management and E*TRADE Securities. From 2014 to 2017, Overy was involved with the Utah Jazz as a member of the interactive team, promoting fan engagement during games. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved planning tools and strategies. The firm manages approximately $2.74 trillion in client assets and delivers services through a broad range of offerings including estate planning and investment advisory.

Jeremy Mckay is a financial advisor with J.P. Morgan Securities in Salt Lake City, UT, holding Series 66 and Series 63 licenses and having 14 years of industry experience. He has been with JP Morgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Quinn Ringer is a financial advisor with OSAIC, holding a Series 66 credential and four years of industry experience. Prior to joining OSAIC in 2021, Ringer worked at Integrated Financial Group and Bank of America - Merrill Lynch. Outside of advisory work, Ringer is the sole member of QGR Consulting LLC, an entity established for tax planning purposes. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to multiple third-party investment platforms.

Tracy Duckworth is a financial advisor at Morgan Stanley with 38 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2012. Outside of her advisory role, she is a partner in Teton 18, a real estate business based in Holladay, Utah. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and investment modeling techniques as part of its advisory services.

Jefferson Todd is a financial advisor at Morgan Stanley with 27 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and maintains a concurrent association with Discover Brokerage Direct, Inc. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individual and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools alongside its Global Investment Committee’s models to support its advisory services.

Jeremy Jenson is a financial advisor with Morgan Stanley in South Jordan, Utah, holding Series 65 and Series 63 licenses and having eight years of industry experience. He has been with Morgan Stanley since 2014. Outside of his advisory role, he is engaged as a DoorDash driver. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including customized financial planning that incorporates firm-approved tools and modeling techniques.

Jesse Woodcox is a financial advisor with Morgan Stanley in South Jordan, UT, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. Prior to his current role at Morgan Stanley, he worked at E*TRADE Capital Management and E*TRADE Securities. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their planning process uses structured discovery conversations and firm-approved tools to model financial outcomes.

Jeffrey Schuler is a financial advisor at Morgan Stanley with 3 years of industry experience. He holds a Series 66 designation. Prior to joining Morgan Stanley in 2022, he worked at ARUP Laboratories and Sound Concepts, Inc. Morgan Stanley Wealth Management offers advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm‑approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through a structured planning process that does not include individual security recommendations as part of standalone plans.

Stephen Shake is a financial advisor with LPL Financial in South Jordan, UT, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has worked at Mountain America Credit Union and LPL Financial since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by extensive research and technology tools.

James Briscoe is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at E*Trade Securities LLC for 10 years before joining Morgan Stanley in 2021. Outside of finance, he works as a tow truck driver for Abe's Towing in Utah. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment research to support its advisory services.

Jesse Amaya is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing Services LLC and BRVC Pools. Prior to his advisory career, he was involved with Amaya, Inc. for over a decade. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, emphasizing structured financial planning supported by firm-approved tools and methodologies.

Natasha Udink is a financial advisor at Morgan Stanley with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at E*TRADE Securities LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support its advisory services.

Tristan Hughes is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Morgan Stanley and affiliated entities since 2022. Prior to that, he was with Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC for seven years. Hughes is also associated with Westminster College. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools in delivering its services.