Jason Hancock is a financial advisor at Raymond James Financial with nine years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley, HarrisDirect LLC, E*TRADE Capital Management LLC, NICE inContact, and Goldman Sachs & Co. His career background includes roles at both wirehouses and brokerage firms. 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, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and it supports municipal advisory and public finance services uncommon among large institutional advisors.

Aaron Henson is a financial advisor with Morgan Stanley, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at E*Trade Capital Management, E*Trade Securities, and Fidelity Brokerage Services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services including estate planning strategies and relationships with various investment vehicles.

Benjamin Ahyou is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JP Morgan Chase Bank NA for 16 years before joining LPL Financial in 2024. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Stephen Young is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, he worked at Mountain America Credit Union and held various roles in different industries. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Adam Duncan is a financial advisor at Wells Fargo Clearing with 5 years of industry experience. He holds a Series 66 designation and previously worked at firms including SoFi Wealth, Fidelity Brokerage Services, and Discover. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm offers an IPS-driven advisory process grounded in modern portfolio theory, acting as an ERISA fiduciary and providing both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Scott Johnson is a financial advisor at Wells Fargo Clearing with eight years of industry experience and a Series 66 designation. He has worked at Wells Fargo Clearing since 2017 and has been with Wells Fargo Bank, NA since 2001. Outside of his advisory role, he co-owns an online business selling shoes and clothing. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Andrew Harding is a financial advisor with Morgan Stanley in Holladay, Utah, holding a Series 66 credential and 16 years of industry experience. His prior work includes roles at Bank of America and Merrill. Outside of his advisory work, he is a limited partner in Harding Family Investments LLC, a for-profit business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by structured discovery and firm-approved planning tools.

Austin Furniss is a financial advisor with Ameriprise in Midvale, UT, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Bank. He serves on the Board of Directors for the Salt Point Vista Homeowner's Association and is a member of the Board of Trustees there. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, known for its Premier Retirement Income service that provides written retirement planning recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Johnathon Murri is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he held roles at several companies including Codale Electric Supply, Bethco Solutions, and Black Widow Pest Control. He is also involved in selling trading cards through an eBay business. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Carl Laurella is a financial advisor at Merrill in Salt Lake City, UT, holding Series 63 and Series 65 licenses with 40 years of industry experience. He has worked at Merrill since 1985 and is affiliated with Bank of America since 2009. Outside of his advisory role, he is connected to a family-owned tutoring business. 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 both model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional accounts.

Heivaha Ongoongotau is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has held roles at Morgan Stanley and its affiliates since 2012, as well as prior positions at Fidelity Investments, E*Trade Securities, and Delta Airlines. Outside of his advisory work, he manages Moana Management Group, LLC, a property management business based in Utah. 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. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and the Global Investment Committee’s research to support client financial plans.

Aaron Phillips is a Series 66 registered advisor with Raymond James Financial Services Advisors, Inc., based in Holladay, UT. He has 10 years of industry experience, including over a decade with Morgan Stanley in various roles prior to joining Raymond James. Outside of advisory work, Phillips is involved in entrepreneurial activities as the CEO of Cottonwood Capital LLC and Stanida Investment Co. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a broad client base including individuals, high-net-worth clients, corporations, and institutions. The firm provides tailored, non-discretionary planning and uses analytical tools such as deterministic and probability modeling to support client goals, while also maintaining specialized offerings in municipal finance and SIMPLE IRA employer advisory services.

Anthony Gardner is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He previously worked at A. G. Edwards & Sons, Inc. for eight years before joining Wells Fargo in 2016. Gardner serves as a co-trustee for multiple family trusts. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets, offering both brokerage and advisory solutions supported by research and analytics focused on diversification and modern portfolio theory.

Greydon Parkins is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 licenses and six years of industry experience. He has worked at Fidelity Brokerage Services LLC since 2020 and previously spent five years with Big O Tires. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services such as discretionary portfolio management and fund advisory with a focus on systematic methodologies and long-term asset allocation.

Cody Aubry is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Brokerage Services LLC since 2015, joining Fidelity Investments in 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs. The firm serves a broad client base and incorporates systematic methodologies and oversight controls in its investment approach.

Izic Yapias is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience with LegalShield and Smart Home Pro's, Inc. He also served at The University of Utah for eight years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines fundamental research with quantitative and algorithmic portfolio construction to deliver model portfolios and manages multiple registered investment companies and fund-of-funds.

Hunter Stallings is a financial advisor at Morgan Stanley with one year of industry experience. His prior work includes roles at Fidelity Investments, Enevive, and Lamar National Bank. Outside of advising, he occasionally works as a DoorDash driver and engages in reselling activities on the side. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services that incorporate firm-approved tools and investment committee input.

Kelli Prescott is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide array of advisory programs to both individual and institutional clients. The firm emphasizes structured financial planning and manages approximately $2.74 trillion in client assets.

Nadezhda Leake is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. She holds a Series 66 designation and has worked at several firms including Morgan Stanley, RBC Capital Markets, Transamerica Financial Advisors, and UBS Financial Services. Leake is based in Salt Lake City, UT. 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 both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute alongside diversification principles and modern portfolio theory.

Douglas Bower is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, with a brief one-year tenure at Morgan Stanley. Outside of his advisory role, he is a partial owner and business strategist for GymLyons LLC, a retail and online store based in South Jordan, Utah. Wells Fargo Advisors provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.