David Manookin is a financial advisor with Osaic, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2005 and previously at Stuart Investment Advisory Corp. from 2003 to 2004. Outside of his advisory role, he serves as Vice President of the South High Alumni Association, a nonprofit focused on raising funds for scholarships at Salt Lake Community College. Osaic Wealth serves a diverse client base that includes individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services emphasizing model-based asset allocation, portfolio optimization, and a variety of managed account programs.

Dawn Dachenhausen is a financial advisor with Cambridge Investment Research Advisors who holds Series 63, 65, and 66 licenses and has 12 years of industry experience. Her prior roles include positions at Moreton Asset Management and Utah Retirement Systems. She serves as a Securities Commission Member for the State of Utah and owns a retirement planning business operating under the name Retirement Strategy Group. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services across multiple platforms and custodians.

Lex Drollinger is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. His prior roles include work with Waddell & Reed, U.S. Bancorp Investments, and various insurance carriers associated with W&R Insurance Agencies. He is also involved with Progressive Planning, LLC, an entity related to his business with LPL. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of more than 22,800 advisors and a diverse set of financial products and services.

Thomas Honeycutt is a financial advisor with Morgan Stanley in South Jordan, UT, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. His prior roles include positions at E*TRADE Securities LLC, Morgan Stanley Services Group Inc., and Wells Fargo Clearing. Outside of his advisory career, he is the sole proprietor and owner of Joyous Resolution, LLC, a collegiate clothing manufacturing business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by firm‑approved tools and analysis methods.

Ryan Searle is a financial advisor at Edward Jones with five years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2021. Outside of his advisory role, he serves as the treasurer of The Wellness Farm Foundation board in Bluffdale, UT. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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, UT, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1998 and also operates Jias Investments, LLC. Outside of his advisory work, he is a partner in Bison Investment Properties, LLC, where he is involved in acquiring and financing rental real estate. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services and supports municipal and public finance work through a unique affiliation, alongside specialized retirement plan consulting and technology-driven investment modeling.

Patrick Latimer is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 16 years of industry experience. He previously worked at MML Investor Services Inc. and MassMutual Life Insurance Company. 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Shane Dayton is a CFP® professional with 20 years of experience in the financial services industry. He is currently with LPL Enterprise and has previously worked at firms including The Prudential Insurance Company of America, Morgan Stanley, and Fidelity Investments. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers services such as financial planning, access to third-party asset managers, and a Model Wealth Portfolios wrap program.

Nathan Woodward is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. Prior to joining LPL Financial in 2019, he worked at MML Investors Services LLC and MassMutual Life Insurance Company. Outside of his advisory role, he serves as a tennis umpire for high school, college, and amateur matches. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management access, and institutional platforms, supported by advanced research and operational tools.

Tonya Rice is a financial advisor at RBC Capital Markets with 17 years of industry experience. She has held positions at UBS Financial Services from 2014 to 2026 before joining RBC Capital Markets in 2026. She holds Series 63 and Series 66 designations. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.

Steven Sheffield is a financial advisor at Wells Fargo Advisors with 16 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at LPL Financial and Backcountry.com LLC. Outside of finance, he is involved with Cycling Utah Inc., a nonprofit organization. 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 tailored to clients who meet a net-worth threshold. The firm combines advisory services with banking and other financial products through a large network of advisors.

Douglas Rees is a financial advisor with Raymond James Financial Services Advisors, Inc. in Salt Lake City, UT, holding Series 63 and Series 65 licenses and with 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, high-net-worth, institutional, and charitable clients. The firm offers tailored non-discretionary planning and uses analytical tools to support client goals, and it maintains specialized programs in municipal and public finance as well as SIMPLE IRA employer advisory services.

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 with Raymond James & Associates, holding Series 63 and Series 66 designations and 12 years of industry experience. He previously worked at Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base that includes individuals, institutions, and public entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by affiliated research and model manager options.

Kent Griffiths is a CFP® professional with 31 years of experience in the financial industry, all with LPL Financial. He is based in Sandy, Utah, and also provides tax preparation services through Sage Tax Service. LPL Financial is a national broker‑dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of investment solutions, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Brady Sessions is a financial advisor at Morgan Stanley with four years of industry experience. He holds the Series 66 and Series 63 designations. His prior work includes roles at E*TRADE Securities LLC and various positions outside finance, including teaching at Utah State University. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-based financial planning services.

Garrett Johnson is a Series 66-licensed financial advisor at LPL Financial with two years of industry experience. Prior to joining LPL in 2023, he worked with Mountain America Credit Union and has additional experience in education and nonprofit roles. Outside of his advisory work, he is a partner at Roys Records, a home-based business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, supported by model portfolios, third-party subadvisors, and technology-driven operational tools.

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.