Robert Harrington is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. He has been with LPL Financial since 2006 and previously worked at VOYA Financial Advisors, Inc. from 2004 to 2006. Outside of advising, Harrington owns Skyline Electronics, a business that sells electronic equipment to manufacturers. 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, and institutional platforms, supported by a large network of investment adviser representatives.

Nicole Klekas is a Series 66-licensed financial advisor with Raymond James Financial, based in Holladay, UT, and has 16 years of industry experience. She previously worked for Morgan Stanley for 10 years and is currently associated with Cottonwood Capital Management. Outside of her advisory role, she serves as an office manager at Cottonwood Capital Management. 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 institutions. The firm offers tailored, non-discretionary consulting and supports institutional consulting and portfolio management across a large network of advisors.

Angela Rogers is a financial advisor at Morgan Stanley with 18 years of industry experience. She has been with Morgan Stanley since 2009 and holds the Series 63 and Series 66 designations. Outside of her advisory role, she is involved in sales and marketing for an online retail business on Etsy. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets.

Jordan Bumgardner is a financial advisor at Morgan Stanley with three years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at firms including Fidelity Investments, Northwestern Mutual, and Retirement Solutions. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and approved tools, incorporating market outlooks and simulations to model outcomes.

Davey Wynn is a Financial Consultant currently working at Fidelity Investments since 2023. He has over a decade of experience in the financial services industry, having previously served as a Financial Consultant at E*Trade Financial and Morgan Stanley from 2012 to 2023. Davey collaborates with clients to understand their financial goals and develop disciplined, unemotional plans to guide them toward achieving both short-term and long-term objectives. He holds insurance licenses in Arkansas and California, supporting his ability to provide comprehensive financial advice. Davey emphasizes building strong, lifelong relationships with clients and their families, grounded in trust and integrity. Outside of his professional role, he engages in activities such as fishing, hiking, soccer, traveling, and volunteering.

Craig Corbett is a financial advisor with Primerica Advisors based in Salt Lake City, UT. He holds Series 63 and Series 65 licenses and has 28 years of experience with Primerica, serving since 1997. Outside of advising, he has been involved in sales of home security and automation products and previously served as a team manager for a local soccer club. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable entities. The firm delivers advisory services through a large network of advisors and employs model-based investment strategies supported by third-party asset managers and custodial firms.

Lindsey Clissold is a financial advisor at Fidelity with six years of industry experience. She holds the Series 66 designation and has worked at Fidelity Brokerage Services LLC since 2019 and at Fidelity Investments since 2025. Prior to that, she spent six years at Select Portfolio Servicing, Inc. Fidelity’s Strategic Advisers LLC, where Lindsey is based, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its use of systematic methodologies, AI-driven research, and advisory roles for multiple investment companies.

Christopher Campbell is a CFP® with nine years of industry experience. He is currently an advisor at Charles Schwab, having previously worked at Fidelity Investments and Wells Fargo Retail. Campbell holds Series 63 and Series 66 licenses. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management alongside brokerage, custody, and financial planning services. The firm utilizes multi-asset model portfolios with strategic asset allocation supported by research and due diligence on alternative investments.

Geoff Newman is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds the Series 66 and Series 63 designations and has previously worked with E*TRADE Securities LLC and Fidelity Investments. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide array of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and investment research.

Nicholas Papez is a financial advisor with Ameriprise, holding a Series 66 designation and two years of industry experience. Before joining Ameriprise, he worked in technology sales at Menlo Security. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate personalized recommendation reports.

David Rogers is a financial advisor with Morgan Stanley in Sandy, UT, holding Series 63 and Series 66 credentials, and has four years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at E*Trade Securities from 2021 to 2023. Outside of his advisory role, he has worked as a contracted delivery driver for services including DoorDash, UberEats, and GrubHub. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools.

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.