Brandon Little is a financial advisor with UBS Financial Services in Park City, UT, holding a Series 66 designation and 10 years of industry experience. He has worked at UBS since 2017 and previously held roles at North Star Resource Group, Minnesota Life Insurance Co., CRI Securities, LLC, and Securian Financial Services, Inc. Outside of his advisory work, he serves as an assistant coach for the boys basketball team at Judge Memorial High School. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, using proprietary research and model-based asset allocations to tailor investment plans. The firm combines institutional trading capabilities with wealth management and offers specialized services such as futures commission merchant operations and securities-backed lending.

Brian Kahn is a financial advisor with Morgan Stanley in Park City, UT, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Morgan Stanley since 2013 and previously worked at Morgan Stanley Private Bank, National Association starting in 2015. Outside of his advisory role, Kahn is involved in education and community activities, including teaching adult education courses at the University of Utah on fundamental and technical analysis and volunteering as an event planner for Park City Green Drinks. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and delivers services that include financial planning, estate strategies, and access to various investment products.

Nicholas Mcbride is a CFP®-certified financial advisor with 14 years of industry experience, currently affiliated with J.P. Morgan Securities in Park City, UT. His career includes roles at Fidelity and various divisions within J.P. Morgan since 2011. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized reporting. The firm combines institutional advisory capabilities with broker-dealer and investment management functions, delivering services through a select group of Wealth Advisors.

Lisa Schneider is a Series 66-licensed financial advisor with nine years of industry experience, currently associated with Raymond James Financial Services Advisors, Inc. She has worked at various Raymond James affiliates since 2016. Outside of her advisory role, she is involved in music as a vocalist and instrumentalist with Mountain Mama Music. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and is notable for its municipal advisor affiliation and specialized advisory programs.

Larry Gwin is a financial advisor with LPL Financial in Park City, UT, holding Series 63 and Series 66 credentials and possessing 41 years of industry experience. He has been with LPL Financial since 2009. In addition to his advisory role, he is involved with Pensions West as a third-party administrator. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across discretionary and non-discretionary platforms.

Erik Tower is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent six years at A. G. Edwards & Sons, Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets and employing over 14,000 advisors.

Neil Napoleon is a financial advisor with Morgan Stanley in Park City, UT, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and analytical models to support its financial planning process.

Cynthia Laroche is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. She has previously worked with Wells Fargo Clearing and Prudential Equity Group. Outside of her advisory role, she is involved as an owner in a real estate rental business in Park City, UT. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party asset managers, and customized strategies, supported by advanced advisor tools and a broad suite of non-advisory financial products.

Sonja Blumoff is a Wealth Management Advisor with Merrill Lynch Wealth Management, serving as Senior Vice President and partner at Cecil, Blumoff & Associates Wealth Management. She has over 23 years of experience in the field, focusing on total wealth management and individualized investing and planning strategies for individuals, families, and small businesses. Sonja joined Merrill Lynch in 2003 and has leveraged her prior experience as an equity analyst to develop advanced wealth management strategies for her clients. She holds the Certified Investment Management Analyst® (CIMA®) designation and completed the Fundamentals of Alternative Investments Certificate Program by the Chartered Alternative Investment Analyst Association. Sonja earned her bachelor's degree from Southern Methodist University (SMU), a master's degree from the University of North Texas, and an MBA in Finance from the Edwin L. Cox School of Business at SMU. She has been recognized repeatedly by Forbes, being named to their "America's Top Women Wealth Advisors" and "Best-in-State Wealth Advisors" lists over several years. Outside of her professional career, Sonja is involved with VNA Meals on Wheels, supporting older adults in maintaining their independence at home. She enjoys traveling, outdoor activities, spending time with family and friends, training in the gym, reading, and seeking new opportunities for learning and adventure.

William Fahey Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. His prior roles include positions at Grove Point Advisors, Grove Point Investments, and Pacific West Financial Consultants. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of over 22,800 advisors.

Chase Nielsen is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity and JP Morgan Chase Bank prior to his current role. Outside of finance, he owned and operated a landscaping and snow removal business for 10 years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment recommendations.

Dennis Madden is a CFP® credentialed financial advisor with Morgan Stanley in Park City, UT, with 23 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2014 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and tailored financial planning to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured discovery conversations and firm-approved planning tools as part of its financial planning process.

Thomas Gies is a financial advisor with Edward Jones in Park City, UT, holding Series 63 and Series 66 credentials and 17 years of industry experience. He worked at Franklin Templeton for 16 years before joining Edward Jones in 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory strategies and affiliated financial services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Tashtego Elwyn is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Raymond James & Associates since 1993 and currently serves as a trustee and member of the Finance and Investment Committee at Emory University. He is also a partner in a business invested in Lemon Perfect Water. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, offering tailored financial planning and consulting services that draw on a broad range of portfolio management styles and affiliated research.

Geoffrey King is a financial advisor with Wells Fargo Clearing, holding the CFP® and ChFC® designations and over 31 years of industry experience. He has been with Wells Fargo since 2016 and previously worked at Prudential Equity Group, LLC from 2001 to 2003. Wells Fargo Advisors provides investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party data.

Kelly Mcgrew is a financial advisor at RBC Capital Markets with 43 years of industry experience. He holds Series 63 and Series 65 designations and has worked at RBC Capital Markets since 2019, following a decade at UBS Financial Services. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs that include portfolio management, financial planning, and brokerage services. The firm offers tailored investment strategies using both in-house and third-party managers, supported by RBC’s capital markets capabilities and affiliated asset managers.

Veronica Delacruz is a financial advisor at Edward Jones with four years of industry experience. She holds a Series 66 designation and previously worked at Grand Valley Bank from 2016 to 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of households and organizations. The firm manages approximately $1.01 trillion in assets and offers various advisory programs with discretionary and non-discretionary strategies, alongside affiliated mutual funds and trust services.

Stephen Spaulding IV is a financial advisor with Edward Jones in Park City, UT, holding CFP®, ChFC®, and Series 66 designations. He has 15 years of industry experience, including 10 years with Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

Richard Brusky is a financial advisor with LPL Financial in Park City, Utah, holding Series 63 and Series 65 credentials and possessing 47 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Prudential Equity Group. Outside of his advisory work, he serves as co-executor for an investment-related estate. 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 and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Barry Sobel is a financial advisor at Raymond James & Associates with 36 years of industry experience. He holds a Series 63 designation and has been with Raymond James since 2016. In addition to his advisory role, Sobel has been involved with Tucket Footwear since 2014 and participates in political activities with AIPAC. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, and offers services ranging from financial planning to institutional consulting.