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.

Travis Bowden is a financial advisor at Ameriprise with 25 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2000. Outside of his advisory role, he is the owner and president of Travis R Bowden, P.C., a business management firm. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports through a centralized consulting team.

Todd Handley is a financial advisor at Ameriprise with 32 years of industry experience. He has worked at Ameriprise since 2018 and previously held roles at MML Investors Services Inc and Mass Mutual Life Insurance. Outside of advising, he is a co-owner of Splash Properties LLC, a business involved in residential construction projects. Ameriprise serves clients primarily through its Premier Retirement Income service, which provides retirement-income planning for individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized consulting team.

Michael Thompson is a financial advisor with Morgan Stanley in Sandy, Utah, holding Series 63 and Series 66 credentials and eight years of industry experience. His prior roles include positions at E*TRADE Securities LLC and Mass Mutual Investors Services. Outside of finance, he has experience performing live symphonic orchestral and choral music. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and investment research, managing approximately $2.74 trillion in client assets.

Alexandros Vlamakis is a Series 66-licensed financial advisor with Merrill in Salt Lake City, UT, bringing five years of industry experience. Prior to joining Merrill in 2022, he worked at Wells Fargo Clearing Services and Wells Fargo Bank. Outside of finance, he is a managing member of DAT Card CO. LLC, a small business involved in selling and trading Pokémon trading cards. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Elisabet Forsman Knecht is a financial advisor at Ameriprise with 11 years of industry experience and holds a Series 66 designation. She has been with Ameriprise since 2014. Outside of her advisory role, she serves on several nonprofit boards focused on women’s business networking and teaches an advanced Swedish language class as an adjunct professor at Brigham Young University. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, combining research-driven modeling and tax-efficient strategies. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Collin Duffy is a financial advisor at Charles Schwab with a Series 66 designation and three years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank, SSB since 2022 and 2023, respectively. Outside of finance, he has held various roles in the hospitality and marina sectors. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary strategies, providing clients with multi-asset portfolios and alternative investment options.

Eric Smith is a financial advisor at Mass Mutual Investors Services with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been with MML Investors Services LLC and MassMutual Life Insurance Company since 2013. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, using firm-approved software tools to develop written investment recommendations.

Bradley Kast is a financial advisor at MassMutual Investors Services with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at E*TRADE Capital Management and Morgan Stanley Private Bank. In addition to his advisory role, he is also licensed to sell life, disability, long-term care insurance, fixed annuities, and health insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved software and supports a range of specialized planning programs.

Antonio Velarde is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior experience includes multiple roles at E*TRADE Securities LLC and E*TRADE Capital Management LLC. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through direct relationships and Corporate Financial Planning agreements.