Gage Loftin is a financial advisor at LPL Financial with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America, Merrill, and Complete Retirement Solutions Group. Loftin is also involved with Zions Wealth Advisors, an LPL-related entity. 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 portfolio programs, and institutional platforms, supported by extensive research and technology tools.

Jared Henderson is a CFP® and holds a Series 66 license, with 24 years of experience in financial advising. He has been with Equitable Advisors since 2001 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he serves as a councilman in Herriman City and coaches youth soccer for the Utah Avalanche Soccer Club. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach includes matching clients to program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Les Barber Jr. is a financial advisor with OSAIC based in South Jordan, UT, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. He has worked at Royal Alliance since 2013 and was previously with Osaic FA, Inc. from 2004 to 2013. Outside of advising, he serves as a partner in Integrated Financial Group, which offers various insurance and group benefits products. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform, providing brokerage and advisory services across financial planning, managed portfolios, third-party money manager programs, and retirement plan consulting. The firm’s investment process employs model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and offers a variety of discretionary and non-discretionary management options.

Joshua Harper is a financial advisor with OSAIC, holding a Series 66 designation and 20 years of industry experience. He has worked at Integrated Financial Group since 2013 and was previously affiliated with Equitable Advisors. Harper is involved with the Family Forge Initiative, a nonprofit focused on charitable giving in the community. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services supported by model-based asset allocation, portfolio optimization, and a range of investment programs delivered through an extensive multi-advisor platform.

Denton Whipple is a financial advisor with Edward Jones in Draper, UT, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Galloway and Company and has experience in engineering, consulting, and powersports industries. Outside of his advisory role, he operates a motorcycle repair business, Desert Peak Innovation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages assets through a range of advisory programs and investment solutions, supported by a large national network of financial advisors and branch offices.

Jordan Wilkins is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2019. Prior to joining Edward Jones, he was employed at Optum Bank, Apex Systems, and Tucanos Brazilian Grill. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

David Mackay is a CFP® professional with 23 years of industry experience and is currently affiliated with LPL Financial. He worked at Waddell & Reed Inc for 18 years before joining LPL Financial in 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a broad network of investment adviser representatives. The firm offers diverse advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Michelle Lundahl is a financial advisor with Raymond James & Associates, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at UBS Financial Services and BuildbyB LLC, as well as several years with Orangetheory Fitness and community involvement with the Church of Jesus Christ of Latter Day Saints. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, pension plans, and charitable organizations. The firm offers a range of financial planning and consulting services, utilizing multiple portfolio management styles and affiliated research to support tailored, non-discretionary advice.

Tina Montoya is a financial advisor at OSAIC with over 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Sagepoint Financial and Securities America Advisors. Outside of her advisory role, she operates a sole proprietorship under KJP Wealth Management and owns an insurance-related business focusing on research and recommendations for insurance products. OSAIC Wealth serves a diverse client base, including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment approach with portfolio optimization and offers a broad range of advisory and brokerage services across multiple platforms.

Daniel Kartchner is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at E*TRADE Securities and E*TRADE Capital Management. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals 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 provides services through both direct individual plans and employer-based Corporate Financial Planning agreements.

Jodi Vawdrey is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 and 65 licenses. She has 21 years of industry experience, including prior roles at Cetera, Royal Alliance, and Northwestern Mutual. She also operates Vawdrey Wealth Management Group. 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 with a broad investment platform that includes customized strategies and third-party asset management.

Spencer Merkley is a Financial Consultant currently working at Fidelity Investment since 2023. He has held roles as a Financial Advisor at Morgan Stanley in 2023, Financial Consultant at E*Trade Capital Management from 2015 to 2023, and Financial Services Representative at E*Trade Securities from 2011 to 2015. Spencer connects with clients to help them map out a financial roadmap through education and guidance. He holds insurance licenses for both Arkansas and California. Outside of his professional work, Spencer has interests in baseball, board games, cooking and baking, gardening, hiking, and reading.

Riley Montague is a financial advisor with Equitable Advisors and holds the Series 66 designation. He has four years of industry experience, including prior roles at Stifel Independent Advisors and Equitable Advisors. Before entering the financial industry, he worked in the restaurant and fitness sectors. Equitable Advisors serves individual and institutional clients, providing financial planning, retirement plan consulting, and asset management services. The firm utilizes a range of advisory programs, often delivered through third-party managers, and offers services covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Brian Kasteler is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at MML Investors Services, Inc., MassMutual, and First Western Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers financial planning, model portfolio programs, and institutional platforms to individuals, retirement participants, and institutions. The firm supports advisory services through a broad network of representatives utilizing various investment strategies and operational tools.

Keith Hays is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Morgan Stanley since 2023, following a 13-year tenure at E*Trade Securities LLC. 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 uses structured discovery and analytical tools to assist clients in developing their plans.

Thomas Withers is a financial advisor at Merrill with Series 65 and Series 63 credentials and three years of industry experience. His prior work includes roles at Morgan Stanley and Quantem. 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 model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ryley Boman is a CFP® with nine years of industry experience, currently advising clients at Morgan Stanley. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA for a combined total of ten years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Cortney Albanese is a Series 66 credentialed financial advisor with 19 years of industry experience. She has been with OSAIC since 2013 and previously worked at Osaic FA, Inc., Integrity Alliance, LLC, and Equitable Advisors. Outside of her advisory role, Albanese manages a personal tax strategy consulting LLC and serves as an advisor focused on fixed and variable annuities and life insurance through Integrated Financial Group. OSAIC serves a broad range of retail and institutional clients, offering brokerage and advisory services that include comprehensive financial planning and model-based asset allocation. The firm supports individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform and a variety of programmatic and managed account solutions.

Mathew Hufford is a CFP® professional with 25 years of industry experience, currently serving at Wells Fargo Clearing since 2016. His prior work includes roles at UBS Financial Services and Morgan Stanley. Wells Fargo Advisors is a national securities firm providing 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 a broad range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Brennan Castleton is a financial advisor with Morgan Stanley in Sandy, Utah, holding Series 63 and Series 66 designations and two years of industry experience. Prior to joining Morgan Stanley, he worked at E*Trade Securities LLC and held various roles in different industries, including technology and real estate. Outside of his advisory work, Castleton coaches youth sports with Salt Lake City FC. Morgan Stanley Wealth Management provides advisory services and financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured planning conversations and modeling tools, offering a broad range of investment programs and institutional solutions.