James Olson is a financial advisor with LPL Financial, holding the Series 63 and Series 66 designations and bringing 28 years of industry experience. He has been with Linsco Private Ledger since 2004. Olson also operates Olson Investment Management as a separate business entity. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement plan consulting, offering both discretionary and non-discretionary management supported by research and model portfolios.

Barry Porter is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he is involved with the National Longhouse of the Comanche Tribe, where he manages dues collection and expense payments. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a range of capital markets and research resources to support its advisory network.

Max Burgin is a financial advisor with Morgan Stanley in Park City, UT, holding Series 65 and Series 63 licenses and two years of industry experience. His prior roles include positions at Wells Fargo Clearing, Fidelity Investments, and various non-financial organizations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques.

Gregory Golding is a financial advisor at UBS Financial Services with 37 years of industry experience. He has been with UBS since 2006 and holds the Series 63 and Series 65 designations. Outside of his advisory role, he is a partner in Gregari 1821 LLC, an investment vehicle focused on private equity. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm utilizes proprietary research and model-based asset allocations to tailor plans aligned with clients’ goals and risk tolerances.

John Mcgrath is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with UBS Financial Services Inc. since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and providing a range of investment products and financial planning options.

Joseph Cronley is a CFP® professional with 24 years of experience in the financial services industry, all with Edward Jones since 2002. He has a background as a military training instructor with the U.S. Navy NROTC at the University of Utah and is a trustee for the Knights of Columbus Council 1129. Additionally, he is involved as a partner in a homebuilding business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs, including discretionary wrap fee strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets and maintains a large nationwide network of financial advisors and branch offices.

Matthew Sonder is a financial advisor with Morgan Stanley in Park City, UT, holding Series 65 and Series 66 licenses and possessing 26 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. 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 tailored financial planning, and manages approximately $2.74 trillion in client assets.

Daniel Platt is a financial advisor with Morgan Stanley in Park City, UT, holding Series 63 and Series 65 licenses and with 16 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2012 and at Morgan Stanley Private Bank, N.A. since 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market simulations.

Angela Phillips is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she is a partner in Sea Action LLC, a business involving sailboats. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Emily Rodarte is a financial advisor at Edward Jones with 11 years of industry experience. She holds a Series 66 designation and has worked at Edward Jones and Raymond James Financial Services Advisors. Outside of her advisory role, she works as a medical transcriptionist on a part-time basis. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Frederic Parke is a financial advisor with J.P. Morgan Securities in Park City, UT, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His prior work includes roles at JPMorgan Chase Bank, Pruco Securities, Group Rossignol, Tesla, Deer Valley Resort Company, and Parkestone Capital Management. J.P. Morgan Securities LLC 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage and investment management capabilities.

Monte Meier is a financial advisor with LPL Financial in Midway, UT, holding a Series 66 designation and 15 years of industry experience. He has been with LPL Financial since 2015 and has operated under his own business since 2005. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and brokerage services, with access to model portfolios, research, and various investment management options.

Bruce Allen is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Next Financial Group Inc for 17 years. Outside of his advisory work, he is involved as an artist and musician with Wayfarrer Galleries in Park City, UT. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.

Macie House is a financial advisor at Robert W. Baird & Co. with 30 years of industry experience. She holds the Series 65 and Series 63 designations and has been with Robert W. Baird since 2017. Prior to that, she worked at Northwest Capital Management, Inc. from 2015 to 2017 and was briefly involved with Root Whole Body Health in 2017. The DDK Group, part of Robert W. Baird’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, utilizing a combination of manager-traded and model-traded SMA strategies supported by internal research and ongoing manager monitoring.

Tracy Pati is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds the Series 66 designation and has worked with Morgan Stanley and its Private Bank since 2016 and 2017, respectively. Outside of finance, she has been involved in coaching lacrosse at the University of Utah and with Utah women's lacrosse organizations. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning processes and firm-approved tools to support client goals.

Susanne Thalman is a Series 66-licensed financial advisor with Edward Jones in Park City, UT, where she has worked since 2008. She has 18 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates under a fiduciary standard.

David Finley is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining J.P. Morgan, he worked at Zions Bank and has been involved in various roles including coaching water polo at Wasatch County School District and Wasatch Water Polo Club. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a centralized due diligence process to recommend investment strategies.

Cole Tan is a financial advisor at Wells Fargo Advisors with six years of industry experience. He previously worked at LPL Financial, Goldman Sachs, and Wasatch Touring. Tan holds the Series 66 designation. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services. The firm provides tailored recommendations using proprietary research and planning tools, with planning engagements typically structured on a discrete basis.

Scott Komaromy is a CFP® with 13 years of industry experience. He has been with Robert W. Baird & Co. since 2019 and previously worked with Wells Fargo Clearing and WELLS FARGO Advisors, LLC. He is part of The DDK Group at Robert W. Baird & Co., which serves individuals, families, pensions, corporations, and institutional clients through a range of consulting and portfolio management services tailored to client goals and risk tolerances.

Kevin Shields is a financial advisor with Morgan Stanley in Park City, UT, holding the Series 63 and Series 66 designations and bringing 10 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2018, preceded by two years at Goldman Sachs & Co. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs with an emphasis on tailored financial planning supported by firm-approved tools and methodologies.