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.

Vance Whitby serves as a Wealth Management Advisor and Senior Portfolio Manager at Merrill Lynch Wealth Management. Since 1998, he has focused on helping affluent clients develop goals-based retirement plans tailored to each life stage. Vance employs an in-depth and realistic process to assist clients in creating predictable income strategies, capital preservation, and pursuit of long-term financial goals. Vance holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation and Personal Investment Advisor (PIA) credential. He earned a Bachelor's degree from Brigham Young University and a Master's degree from George Washington University. Utilizing the resources and support available through Merrill Lynch and Bank of America, N.A., he provides clients with integrated estate planning, lending, and insurance strategies. Outside of his professional work, Vance has three daughters and spends his free time cycling, skiing, and enjoying outdoor activities.

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.

Logan Johnson is a financial advisor at Morgan Stanley with four years of industry experience. Before joining Morgan Stanley in 2021, he worked at E*Trade and spent 14 years at Lagoon Amusement Park in a customer service role. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools.

Mara Jackson is a financial advisor at Morgan Stanley with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo Clearing Services and Insight Global before joining Morgan Stanley in 2023. Outside of her advisory role, she is involved in local community activities, serving as treasurer for Oquirrh Elementary and operating a childcare service. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services. The firm employs a structured planning process that incorporates firm-approved tools and modeling techniques to assist clients with their financial goals.

Tyler Gentry is a financial advisor at Edward Jones in Lehi, Utah, holding CFP®, ChFC®, and Series 66 designations with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large nationwide network of advisors and branch offices.

Colton Reading is a financial advisor with LPL Financial in South Jordan, UT, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. He has been with LPL Financial since 2003 and was affiliated with Financial Advocates Investment Management for 11 years. Outside of his advisory role, Reading has also worked as an insurance agent focusing on life, health, long-term care, and disability insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting supported by both in-house and third-party research.

Matthew Pettit is a financial advisor with LPL Financial in Sandy, UT, holding Series 63 and Series 66 credentials and 12 years of industry experience. His prior work includes positions at Cuso Financial Services, Zions First National Bank, and Fidelity. Outside of his advisory role, he is involved with Treetop Enterprises LLC in Salt Lake City, a business connected to Airbnb real estate rentals. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, 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 model portfolios, research, and technology-driven strategies across its services.

Clint Zundel is a CFP® with 15 years of industry experience currently affiliated with Fidelity. He previously worked at Fidelity Investments Institutional Services Company, INC. for 25 years and has been with FBS LLC since 2020. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction in managing discretionary and non-discretionary portfolios, and is noted for its use of systematic methodologies and formal advisory roles to multiple funds.

Jonas Tripp is a financial advisor at Morgan Stanley with eight years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at E*TRADE Securities LLC, PFS Investments Inc., Alliance Health, and Primerica Financial Services. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individual and institutional clients, including customized financial planning supported by firm-approved tools and analyses.