Lex Drollinger is a financial advisor with LPL Financial in South Jordan, Utah, holding Series 63 and Series 65 licenses and 19 years of industry experience. His prior work includes roles at Waddell & Reed, Inc and various insurance carriers affiliated with W&R Insurance Agencies. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and investment technologies.

Thomas Honeycutt is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at firms including E*TRADE Securities LLC, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Outside of his advisory role, he is the owner and partner of Joyous Resolution, LLC, a collegiate clothing manufacturing business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm‑approved tools and investment research.

Ryan Searle is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. He has held roles at Edward Jones since 2021 and has prior experience in various organizations including Young Mazda and DoorDash Inc. He serves as the treasurer of The Wellness Farm Foundation, overseeing financial decisions and coordination with accountants. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including managed solutions, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large network of advisors and branch offices across the United States.

Sammie Conger is a CFP® professional with 40 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. Prior to this, Conger worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of financial advising, Conger serves as a counselor in a non-investment-related capacity and is involved with Tuskegee University. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Justin Ricks is a financial advisor with Mass Mutual Investors Services in Lehi, Utah, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been with MML Investors Services, Inc. and Mass Mutual Life Insurance Company since 2003. Outside of his advisory role, Ricks works as an online adjunct classroom facilitator for Columbia University and Southern New Hampshire University and provides disability consulting services to families with disabled loved ones. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations, utilizing firm-approved analytical tools and offering educational seminars.

Neal Johnson is a financial advisor with Raymond James Financial in Draper, Utah, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been affiliated with Raymond James Financial Services, Inc. since 1998 and also serves as a partner at Jias Investments, LLC. Outside of his advisory work, he is involved with Bison Investment Properties, LLC, where he participates in rental real estate investment activities. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, pension plans, charitable organizations, and municipal entities. The firm offers tailored, typically non-discretionary advice and manages risk-based reviews, supported by a broad network of institutional and public finance resources.

Patrick Latimer is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He previously worked at MML Investor Services Inc and MassMutual Life Insurance Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management alongside research and model portfolios from multiple sources.

Shane Dayton is a financial advisor with LPL Enterprise in South Jordan, UT, holding a CFP® designation and Series 63 and 66 licenses. He has 20 years of industry experience, including prior roles at The Prudential Insurance Company of America, Allstate Insurance Company, Morgan Stanley, and Fidelity Investments. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to various investment and insurance products through its integrated platform.

Nathan Woodward is a financial advisor at LPL Financial with 22 years of industry experience. He previously worked at MML Investors Services and MassMutual Life Insurance Company. Outside of his advisory duties, Woodward serves as a tennis umpire for high school, college, and amateur matches in Utah. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Steven Sheffield is a financial advisor at Wells Fargo Advisors with 16 years of industry experience. He previously worked at LPL Financial and has been involved with Cycling Utah Inc. since 2019. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, cash-flow, and specialized areas such as business-owner transition and special-needs planning.

Douglas Rees is a financial advisor with Raymond James Financial Services Advisors in Salt Lake City, UT, holding Series 63 and Series 65 credentials and 45 years of industry experience. He has been with Raymond James since 2009. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth investors, pension plans, charitable organizations, and state and municipal government entities, offering tailored, primarily non-discretionary solutions and a specialized SIMPLE IRA Employer Advisory & Consulting Services program for small businesses.

Diki Sherpa is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2011. 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’s planning process uses structured tools and scenario modeling but does not include individual security recommendations in standalone plans.

Darren Morrison is a Series 66-licensed financial advisor with Thrivent Investment Management in Salt Lake City, UT, bringing 13 years of industry experience. He has been with Thrivent and Thrivent Financial for Lutherans since 2013 and 2014, respectively. Outside of his financial advisory role, he serves as co-chair on the Board of Christian Education at Prince of Peace Lutheran, where he helps oversee policy and procedures for the elementary school. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and offering a combination of planning and managed-account options through a consolidated platform called WealthPlan. The firm emphasizes planning without discretionary trading authority and conducts periodic reviews of its recommendations.

Matthew Brunner is a financial advisor at Raymond James & Associates with 11 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and sponsors wrap fee advisory programs.

Kent Griffiths is a CFP® with 30 years of industry experience and has been with LPL Financial since 1995. He holds Series 63 and Series 65 licenses and operates out of Sandy, Utah. In addition to his advisory role, he is involved in tax preparation and accounting through Sage Tax Service. LPL Financial serves a broad client base including individuals, retirement plans, and institutions, offering a range of financial planning and advisory programs. The firm provides both discretionary and non-discretionary management, utilizing proprietary research, model portfolios, and various investment strategies.

Brady Sessions is a financial advisor with Morgan Stanley, holding Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at E*TRADE Securities LLC from 2022. He has also held positions outside finance in health and fitness and retail sectors and has been associated with Utah State University since 2018. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and approved tools to model outcomes without offering individual security recommendations as part of standalone plans.

Garrett Johnson is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Mountain America Credit Union and the Provo School District. Outside of his advisory work, he is a partner at Roys Records, a business unrelated to investments. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Yibai Chen is a financial advisor with Morgan Stanley, holding a Series 66 license and eight years of industry experience. He previously worked at Goldman Sachs from 2015 to 2016 before joining Morgan Stanley in 2017. Outside of his advisory role, Chen is involved in managing rental property investments in Utah. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide array of advisory programs, focusing on tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and offers services that include but are not limited to wrap programs, private funds, and structured-product activities.

Ashley Russell is a Financial Consultant at Fidelity Investments, where she has been working since 2018. She has held various roles within Fidelity, including Investment Consultant, Planning Consultant, Relationship Manager, Workplace Planning Consultant, and Client Relationship Advocate. Her professional experience spans multiple areas within financial consulting, enabling her to partner with clients in creating tailored financial plans that address their unique situations. Ashley emphasizes building strong, trusting relationships to support individuals and families in their pursuit of financial success. Ashley is a Certified Financial Planner (CFP®).

Michael Christiansen is a financial advisor at J.P. Morgan Securities in Draper, Utah, holding a Series 66 credential with two years of industry experience. His prior roles include positions at Cetera Investment Advisers LLC and Renaissance Financial. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services that combine quantitative asset-allocation modeling with centralized due diligence. The firm delivers services on a non-discretionary basis through a select group of Wealth Advisors.