Velizar Milchev is a financial advisor at Morgan Stanley with one year of industry experience and holds a Series 66 designation. His prior roles include positions at Insight Global, Western Governors University, and the Utah Non-profit Housing Corporation. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a range of advisory programs supported by firm-approved planning tools and research.

Sidney Soria is a financial advisor with LPL Financial in Murray, UT, holding Series 63 and Series 66 licenses and having 25 years of industry experience. He has worked with LPL Financial since 2007 and with Mountain America Credit Union since 2005. Outside of his advisory role, he is involved with Mountain America Insurance Services, where he sells fixed insurance products, and serves as trustee of his family trust. 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 financial planning and investment management services, including advisory and brokerage platforms that utilize both proprietary and third-party strategies.

Eric Taylor is a financial advisor with Merrill in Lehi, Utah, holding Series 63 and Series 66 licenses and 15 years of industry experience. His career includes roles at E*TRADE Securities and Bank of America. Merrill, along 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ray Johnson is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and managing approximately $1.01 trillion in assets. The firm provides both discretionary and non-discretionary strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Parker Frost is a financial advisor with Morgan Stanley in Sandy, Utah, holding a Series 66 designation and five years of industry experience. Prior to joining Morgan Stanley, he worked at E*Trade Securities and has held various roles including positions at Southern HealthCare Management and Brigham Young University - Idaho. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides services that include estate planning strategies and corporate financial planning agreements.

Britney Thompson is a financial advisor with Edward Jones in South Jordan, UT, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at Bluebird DMC and Clays RV, and she has been involved with Tri-Grace Ministries since 2013 as a media manager. In addition to her advisory role, she owns a design and creative business, Britney Thompson LLC, and speaks at Christian events. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory strategies and affiliated investment products, supported by a nationwide network of financial advisors and branch offices.

Pearl Ariana Hunt is a financial advisor with Morgan Stanley in South Jordan, UT, holding Series 63 and Series 66 licenses with 10 years of industry experience. She has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and methodologies.

Nicholas Roberts is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing Services, Goldenwest Credit Union, and several other firms. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, serving clients through a range of investment and advisory strategies.

Jeffrey Shaver is a financial advisor with Wells Fargo Clearing in Holladay, UT, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Wells Fargo since 2016 and previously held multiple roles at Morgan Stanley from 1998 to 2011. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Ryan Thrasher is a financial advisor with Equitable Advisors in Salt Lake City, UT, holding Series 66 and Series 63 credentials and one year of industry experience. His prior work experience includes roles at Fidelity Investments and Adult Protective Services. Outside of advising, he operates a small online business selling items on eBay. Equitable Advisors serves individual and institutional clients, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm uses a combination of proprietary and third-party advisory programs, focusing on matching clients to appropriate investment models and offering a broad range of investment options.

Joan Du Quette is a financial advisor at RBC Capital Markets with 20 years of industry experience. She holds Series 63 and Series 66 designations. Her prior roles include positions at Merrill, DFPG Investments, The Prudential Insurance Company of America, Pruco Securities, and E*TRADE Capital Management. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, corporations, and charitable organizations through tailored investment programs. The firm offers discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing a range of in-house and third-party investment managers and strategies.

Maddison Delgado is a financial advisor at Cetera with eight years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Cetera, she worked at Fidelity and First Allied Securities, and she also provides financial planning services through Orange Capital Management. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party managers.

Grant Harrison is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for seven years. Harrison is based in Highland, UT. Ameriprise is a large institutional firm offering a retirement-income planning service targeted at individuals with significant investable assets. The firm combines research and modeling with tax-efficient strategies to provide tailored income recommendations, primarily for clients holding assets in Ameriprise Managed Accounts.

Laura Kaelin is a financial advisor at Fidelity with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2012. Outside of her advisory role, she owns Human Design with LK, where she provides Human Design readings. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a wide range of clients, including retail and institutional investors, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, advisory role to multiple registered investment companies, and integration of AI in its research processes.

Alexander Ellwood is a financial advisor with Morgan Stanley in South Jordan, Utah, holding a Series 66 license and 11 years of industry experience. He has worked at Morgan Stanley since 2018 and previously held roles at Telos University, Telos Residential Training Center, and City 1st Mortgage. Outside of advisory work, he operates retail online stores and is involved in digital currency ventures. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets with a structured planning process that utilizes firm-approved tools and modeling techniques.

Brittania Serna is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and its predecessor, Morgan Stanley Smith Barney, since 2009. Morgan Stanley Wealth Management is a large SEC-registered advisory and broker-dealer firm serving both individual and institutional clients. The firm offers a wide range of financial planning and investment services supported by structured planning tools and a variety of advisory programs.

Yerassyl Bakytuly is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 66 and Series 63 licenses and has held positions across multiple firms including Global Life Family Heritage and Equinox. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through Corporate Financial Planning agreements.

Chase Smith is a financial advisor with LPL Financial in Salt Lake City, UT, holding Series 63 and Series 65 credentials and 13 years of industry experience. His prior work includes roles at Fidelity Investments, Michael D Bennett, and Waddell & Reed, Inc. In addition to advisory work, he owns CKS Design LLC and is involved with FastTrack Mortgage Inc., a mortgage and real estate services business. 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 services including financial planning and access to model portfolios, with a platform that supports various strategic and tactical investment approaches.

William Jaques is a financial advisor with LPL Financial in Murray, Utah, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior roles include positions at Mountain West Retirement Advisors LLC, Cetera Advisor Networks LLC, Allegis Advisors, Inc., and Mountain West Pensions, Inc. He is involved with Mountain West Retirement Advisors LLC and Mountain West Pensions, Inc., which operate alongside his advisory practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party asset managers, and customized strategies, supported by advanced operational tools.

Timothy Aun is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has previously worked at E*TRADE Securities LLC, Park Hudson, and Digicert. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning services supported by firm-approved tools and methodologies, including Monte Carlo simulations and secular return estimates.