Frankie Tipiani is a financial advisor with Morgan Stanley in Sandy, Utah, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley in 2022, Tipiani worked in various roles including positions at Wasatch Medical Clinic and International Cruise and Excursions. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured planning tools and scenario modeling, offering financial plans without providing individual security recommendations.

Jeno Jaramillo is a financial advisor at Morgan Stanley with two years of industry experience. He holds a Series 66 designation and has prior experience at Goldman Sachs and several other firms. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Michelle Chadwick is a CFP® and holds a Series 66 license, with five years of experience at Edward Jones. Prior to joining Edward Jones in 2020, she worked for thirteen years at Lone Peak Veterinary and has been a Mary Kay beauty consultant since 2006. Outside of her advisory role, she is involved in beauty consulting and manages horse boarding activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households and corporate entities. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Belith Trujillo is a financial advisor with Morgan Stanley in South Jordan, Utah, holding a Series 66 designation and five years of industry experience. Prior to joining Morgan Stanley in 2021, Trujillo worked at Tailored Management, Uber, Byram Healthcare, and CaptionCall. Outside of advising, Trujillo is a partner in a local laundry service business. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, including financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services that include estate planning and corporate financial planning agreements.

Amy Archibald is a financial advisor with Edward Jones in South Jordan, Utah, holding a Series 66 designation and two years of industry experience. She previously worked as a CPA for the State of Utah Department of Human Services. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large national network of financial advisors and branch offices.

Nuno Lucas is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 designations. His career includes longstanding roles at various units within Fidelity Investments since 2006. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with a notable focus on model portfolios and the use of AI-driven methodologies.

Kenneth Cuthbert is a Senior Financial Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA), underscoring his role in providing personalized investment guidance to clients. Kenneth earned a Bachelor's Degree from Utah State University. His educational background supports his expertise in financial planning and wealth management.

Douglas Christensen is a financial advisor at Merrill with 18 years of industry experience. He has held roles at Merrill since 2019 and previously worked at Wells Fargo Bank for 13 years. Christensen is a passive owner of a family business that sells custom couches to consumers and interior designers. 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 investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Conor Oneill is a financial advisor with Cetera who holds a Series 66 designation and has one year of industry experience. Prior to joining Cetera, he had a brief tenure at Morgan Stanley and Renaissance Financial. Outside of his advisory role, he serves as a board member of the University of Utah Young Alumni Committee and coaches lacrosse. Cetera Investment Advisers LLC provides a range of investment advisory services through a nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients with diverse portfolio management and financial planning solutions.

Jacob Sonne is a financial advisor with Mass Mutual Investors Services in Lehi, Utah, holding Series 65 and Series 63 licenses and three years of industry experience. Prior to joining Mass Mutual Investors Services, he worked at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, utilizing firm-approved tools to analyze client goals and offering collaborative, annual planning engagements.

Kevin Bolton is a financial advisor at Morgan Stanley with 12 years of industry experience, including 10 years at his current firm. He holds the Series 63 and Series 66 licenses. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering financial planning and investment services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers tailored solutions through its Financial Advisors and Estate Planning Strategies Group.

Larry Boydstun is a financial advisor at LPL Financial with 44 years of industry experience. He has held a Series 63 and Series 66 license and has been with Linsco/Private Ledger Corp. since 1989. His outside business activities include a tax-related corporation, L.R. Boydstun Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by model portfolios and research from various sources.

Brandon Patrick is a financial advisor with Equitable Advisors in Draper, UT, holding a Series 66 designation and 17 years of industry experience. He has been with Equitable Advisors since 2008, including its prior affiliation with Axa Advisors. Outside of his advisory role, he serves as trustee of the Brandon & Becky Patrick Living Trust. Equitable Advisors serves individual clients, plans, corporations, and institutions by offering financial planning, retirement plan consulting, and asset management programs. The firm utilizes a variety of advisory models and third-party managers, providing access to mutual funds, ETFs, separately managed accounts, and select alternative investments.

Brian Watterson is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since joining the firm in 2011, he has focused on understanding the priorities of high-net-worth individuals and families, providing personalized attention and disciplined financial strategies tailored to client objectives. As a Portfolio Manager, Brian manages discretionary personalized and defined strategies that may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment approaches. Brian holds a Bachelor of Science degree in Mathematics from Utah Valley University. He is a Certified Investment Management Analyst® (CIMA®) professional, a Certified Plan Fiduciary Advisor (CPFA), a Personal Investment Advisor (PIA), and a Retirement Accredited Financial Advisor (RAFA). He is also a member of the Investment & Wealth Institute. Brian is engaged in his community through his church and has served a two-year mission in Armenia. Residing in Jurupa Valley with his wife and five children, Brian’s personal interests include basketball, football, genealogy, hiking, reading, running marathons, and softball. He is committed to building strong relationships with clients by providing knowledgeable and accessible guidance to help them make important financial decisions.

Dallas Sproul is a financial advisor with Morgan Stanley in Sandy, Utah, holding Series 63 and Series 66 registrations and over 12 years of industry experience. He has worked at Morgan Stanley since 2023 and previously held positions at E*TRADE Securities LLC from 2013 to 2023. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeled outcomes. The firm manages approximately $2.74 trillion in client assets and provides services directly to individuals as well as through corporate financial planning agreements.

Michael Forbes is a financial advisor at Raymond James Financial with 41 years of industry experience. He previously worked at D.A. Davidson & Co. for 16 years before joining Raymond James in 2025. Outside of his advisory role, he is an investor in an oil and gas drilling company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary advice supported by analytical tools and incorporates municipal and public finance expertise uncommon among large institutional advisors.

David Hohmann is a financial advisor at Morgan Stanley with 14 years of industry experience. He previously worked at Fidelity Personal and Workplace Advisors and E*TRADE Capital Management LLC. He holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning through a structured process and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers a range of advisory programs including estate planning and corporate financial planning agreements.

Brent Jackman is Vice President and Branch Leader at Fidelity Investments, a position he has held since 2022. He has been with Fidelity Investments for over 33 years, progressing through various roles including Assistant Branch Leader, Branch Service Manager, and Private Client Group Manager. Throughout his career, Brent has focused on attracting and retaining financial professionals to assist clients in achieving their financial goals. His extensive experience spans leadership and client service within the financial services industry. Outside of work, Brent enjoys family activities, fitness, football, gardening, and running.

Ivana Packer is a financial advisor at Morgan Stanley with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Fidelity Brokerage Services and Capital Wealth Advisors. She has been with Morgan Stanley since 2020. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial and estate planning. The firm employs a structured discovery process and advanced planning tools but does not provide individual security recommendations within its standalone planning services.

Saryn Keller is a financial advisor at Primerica Advisors with one year of industry experience. She holds Series 63 and Series 65 licenses and has worked in various roles including at Primerica Financial Services and Parham Doctor's Hospital. Her other business activities include sales of loan products and referrals for home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies created by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.