Justin Bastian is a Series 66-licensed financial advisor with 17 years of industry experience, currently affiliated with Morgan Stanley in South Jordan, Utah. His prior experience includes roles at Wells Fargo, Advisor Group, LPL Enterprise, and other firms. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, emphasizing structured financial planning supported by firm-approved tools and modeling techniques. The firm manages substantial client assets and provides services both directly and through corporate agreements.

Christian Green is a financial advisor with Morgan Stanley, holding a Series 66 designation and five years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at Fidelity Investments for four years and has held roles in marketing and security firms. Outside of advising, he is involved as a contractor with Balloon Architects, a marketing firm based in Murray, Utah. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and extensive asset management. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Isaac Funes is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has worked in various roles, including financial planning and project management in roofing. Outside of financial advisory, he is involved with Master Roofing as a repair technician and project manager. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers portfolio management, financial planning, and access to multiple program platforms with discretionary and non-discretionary authorities, supported by a large network of over 10,000 advisors.

Adam Pace is a financial advisor at Wells Fargo Clearing in Riverton, UT, with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo in various capacities since 2014. 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 advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Timothy Shaw is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 designation and has previously worked at E*TRADE Capital Management LLC and E*Trade Securities LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques in its financial planning process.

David Martinez is a Series 66-licensed financial advisor with eight years of industry experience, currently working at Edward Jones in Saratoga Springs, UT. His prior experience includes roles at Transamerica Financial Advisors, World Financial Group, and Wells Fargo Clearing Services LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branch offices nationwide.

Christopher Bingham is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at E*TRADE Capital Management and E*Trade Securities. Outside of his advisory role, he is the sole owner of Coast 2 Coast Property Management, a property management business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with tailored financial planning and a broad range of advisory programs.

Tiffany Orgill is a financial advisor with Merrill in Provo, Utah, holding Series 63 and Series 65 licenses and 17 years of industry experience. She has worked at Merrill since 2013 and concurrently with Bank of America since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Abbatangelo is a financial advisor at Morgan Stanley with Series 66 and Series 63 licenses and two years of industry experience. His prior work includes roles in various sectors such as gaming, hospitality, and university administration. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, utilizing structured discovery processes and firm-approved tools to support client planning needs.

Edward Ashton is a financial advisor at Morgan Stanley in South Jordan, UT, holding a Series 66 designation with 8 years of industry experience. He has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and advanced modeling tools.

Kenneth Barnett is a financial advisor at Morgan Stanley with approximately one year of industry experience. He holds Series 66 and Series 63 licenses and has worked in various roles across multiple industries prior to joining Morgan Stanley. Barnett has been involved with Advantage Utah/FC Printing LLC and Impact Transmission 2 in addition to his advisory role. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning and estate planning strategies. The firm manages a broad portfolio of client assets and employs structured planning tools and scenario modeling as part of its advisory services.

Jordan Jones is a financial advisor with Mass Mutual Investors Services in Lehi, UT, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has been with MML Investors Services LLC since 2012 and MassMutual Life Insurance Company since 2009. Outside of his advisory role, Jones owns Lost Boys Media, a social media advertising and marketing firm, and the Diamond Collective, a sports apparel and service brand. MML Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative financial planning engagements using firm-approved analytical tools.

Jack Jensen is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at E*TRADE Securities LLC and CUSO Financial Services, LP. 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 supported by firm-approved tools and processes.

James Taylor is a financial advisor at Merrill with 23 years of industry experience. He holds the Series 66 designation and has worked at Merrill Lynch, Pierce, Fenner & Smith since 2006 and Bank of America, N.A. since 2011. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm’s investment approach includes multiple program strategies governed by its CIO and platform oversight, with recent emphasis on tax-efficient services and integration with Bank of America’s banking and capital-markets platform.

Todd Moulton is a financial advisor at Raymond James Financial with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2009. Outside of his advisory role, he owns Moulton Stables, where he raises and processes steers annually with his wife. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm delivers non-discretionary planning and investment consulting tailored to client goals, employing analytical tools and risk profiling, and supports municipal and public-finance work through a unique municipal advisor affiliation.

Mark Delbalzo II is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments and Fidelity Brokerage Services LLC since 2021. His prior work includes roles at Wells Fargo Clearing Services and various other organizations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is known for its use of systematic methodologies and its advisory role to multiple registered investment companies and fund-of-funds.

Douglas Daniels is a financial professional with 34 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 66 credentials and has held roles at firms including Unified Financial Planning, Peak Financial Network Solutions, and CUSO Financial Services. Daniels is also involved in selling life, disability, annuities, long-term care, and Medicare health insurance through his insurance activities. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, utilizing both affiliated and third-party managers across multiple program structures.

Maura Knutsen is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 licenses and four years of industry experience. Her prior roles include positions at Mountain America Credit Union and JPMorgan Chase Bank, N.A. before joining J.P. Morgan Securities. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending investment strategies.

Joshua Anderson is a financial advisor with Morgan Stanley, holding a Series 66 license and two years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at Cottonwood Title Insurance Agency, Inc. from 2020 to 2023. His background also includes roles at Weber State University and Bonneville International. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes a structured planning process incorporating firm-approved tools and models to assist clients in financial decision-making.

Randy Graham is a financial advisor with Ameriprise in Draper, UT, holding a Series 66 designation and 11 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2013. Outside of his advisory role, he is involved in consulting through Xanthus Business Advisors PC and assists with tax preparation at Profitable Accounting Services Inc. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing annual planning advice focused on retirement income strategies and tax-aware withdrawals.