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 65 and Series 63 licenses and bringing 15 years of industry experience. He has worked with Morgan Stanley and its Private Bank division since 2013 and is also involved in educational activities, including teaching fundamental and technical analysis and trading psychology at the University of Utah’s Adult Education program. Additionally, he volunteers as an event planner for Park City Green Drinks, a community group focused on green lifestyle topics. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

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 financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has nine years of industry experience. Prior to her current role, she worked at Raymond James & Associates for nine years. Outside of her advisory role, she is a vocalist and instrumentalist with Mountain Mama Music. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports institutional consulting and portfolio management through a large advisor network.

Larry Gwin is a financial advisor with LPL Financial in Park City, UT, holding Series 63 and Series 66 credentials and bringing 41 years of industry experience. He has been with LPL Financial since 2009 and is involved with Pensions West as a third-party administrator. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, institutions, and charitable organizations. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced portfolio management technologies.

Erik Tower is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

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 licenses and bringing 42 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 15 years. Outside of her advisory role, she owns Wisdom, Strength & Beauty L.L.C., a real estate rental business in Park City, Utah. 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 consulting services, utilizing model portfolios, third-party subadvisors, and proprietary research.

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 at LPL Financial with 50 years of industry experience. He previously worked at Grove Point Advisors, LLC and Grove Point Investments, LLC, where he spent a combined 18 years. Fahey also operates Fahey Investment Planning, LLC, a business related to his advisory work. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing various investment strategies and technology platforms.

Chase Nielsen is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds the Series 66 and Series 63 licenses and has worked with firms including Fidelity Personal and Workplace Advisors and several Fidelity entities prior to joining J.P. Morgan in 2020. Outside of finance, he has operated Nielsen's Landscaping & Snow Removal LLC for ten years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its 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 at Edward Jones with 16 years of industry experience. He previously worked at Franklin Templeton for 16 years before joining Edward Jones in 2025. His credentials include Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

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 CFP® and ChFC® with 30 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options, tailored to plan objectives and demographics.

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 at LPL Financial with 47 years of industry experience. He previously worked for Wells Fargo Clearing and Wells Fargo Advisors. Outside of advising, he serves as co-executor for an estate related to his family. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide, offering a range of advisory and brokerage services through a large network of 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.