Stephen Shake is a financial advisor with LPL Financial in South Jordan, UT, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has worked at Mountain America Credit Union and LPL Financial since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by extensive research and technology tools.

James Briscoe is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at E*Trade Securities LLC for 10 years before joining Morgan Stanley in 2021. Outside of finance, he works as a tow truck driver for Abe's Towing in Utah. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment research to support its advisory services.

Jesse Amaya is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing Services LLC and BRVC Pools. Prior to his advisory career, he was involved with Amaya, Inc. for over a decade. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, emphasizing structured financial planning supported by firm-approved tools and methodologies.

Jennifer Bearnson is a financial advisor with RBC Capital Markets in Salt Lake City, UT, holding a Series 66 designation and 17 years of industry experience. She has been with RBC Capital Markets Corporation since 2004. 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 various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Natasha Udink is a financial advisor at Morgan Stanley with seven years of industry experience. She holds the Series 63 and Series 65 credentials and previously worked at E*TRADE Securities LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning services supported by structured discovery conversations and firm-approved planning tools.

Tristan Hughes is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Morgan Stanley and affiliated entities since 2022. Prior to that, he was with Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC for seven years. Hughes is also associated with Westminster College. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools in delivering its services.

Robert Mayne is the Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2018. In this role, he partners with clients and their families to create personalized wealth plans aimed at helping them pursue their financial goals and manage risks and challenges. Robert has been with Fidelity Investments since 2012, progressing through various roles including Financial Representative, Investments Consultant, Financial Consultant, and currently, Vice President, Wealth Planner. This progression reflects his extensive experience in wealth planning and financial consulting. No additional information about his education, credentials, personal interests, or community involvement has been provided.

Tyler Lamprecht is a Series 66-licensed financial advisor with Wells Fargo Advisors in Salt Lake City, UT, bringing 24 years of industry experience. He has been with Wells Fargo Advisors since 2012. Outside of his advisory role, he serves as an executor for his father’s estate. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu including retirement, education, risk, and wealth-transfer planning, as well as specialized services such as business-owner transition and sports & entertainment planning.

Michael Gourley is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at LPL Financial since 2019. Prior to that, he was with Securities America Advisors and Securities America Inc. from 2014 to 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing research and model portfolios from LPL Research and third-party subadvisors.

Wai Tang is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 credential and previously worked at WCF Insurance and Capital Trading LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including comprehensive financial planning supported by firm-approved tools and methodologies.

Annabelle Slater is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 13 years of industry experience. Her prior roles include positions at Morgan Stanley, E*TRADE, and Edward Jones. Outside of her advisory work, she has managed business activities on platforms such as Instagram and Etsy. J.P. Morgan Securities LLC serves primarily institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a non-discretionary approach. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Brett Paxman is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 designation and has been affiliated with both Bank of America, N.A. and Merrill since 2010. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary strategies developed by internal and third-party investment teams.

Michael Bennett is a financial advisor with LPL Financial in Salt Lake City, UT, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His prior work includes over three decades at Waddell & Reed, Inc., and various insurance carriers. He also serves in a leadership role at SLWR LLC and is involved with the Capitol Hill Kiwanis organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers comprehensive financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by model portfolios, third-party research, and technology-driven strategies.

David Caestecker is a financial professional with one year of experience, currently affiliated with Cetera. He holds a Series 66 designation and has previously worked with Renaissance Financial and Tarantula Hill Brewing Co. His background includes financial planning and asset management. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management and consulting services, supported by over 10,000 advisors managing more than $256 billion in assets.

Heidi Warr is a ChFC® and Series 66 registered financial advisor with Edward Jones in Draper, Utah. She has 11 years of industry experience and has been with Edward Jones since 2014. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

John Mcgrath is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with UBS Financial Services Inc. since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and providing a range of investment products and financial planning options.

Courtney Robert is a financial advisor at Ameriprise with seven years of industry experience and holds a Series 66 designation. Prior to joining Ameriprise in 2026, Courtney worked at Wells Fargo Bank and Wells Fargo Clearing, as well as Equitable Advisors and Edward Jones. Outside of advisory work, Courtney serves as treasurer and board member of Brooke's Good Deeds, a nonprofit organization. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement-income planning through a combination of written recommendations and ongoing advice.

Spencer Young is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and nine years of industry experience. He previously worked at Edward Jones from 2016 to 2022. Outside of his advisory role, he serves as a volunteer voting member of the Summit County Board of Adjustment in Utah. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendations and ongoing annual advice focused on dependable income and tax-aware withdrawal strategies.

Ryan Boswell is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked with Cetera and Cetera Wealth Services, LLC since 2013. Outside of advising, he serves as a financial analyst for L3, focusing on program management review, forecasting, and revenue projections. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers and a variety of program structures.

Robert Harrington is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. He has been with LPL Financial since 2006. Outside of his advisory role, he owns Skyline Electronics, a business that sells electronic equipment to manufacturers and handles sales and marketing. 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 financial planning, a range of advisory programs, retirement consulting, and brokerage services, with access to discretionary and non-discretionary management, model portfolios, and research from multiple sources.