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.

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.

Sammie Conger is a financial advisor with Wells Fargo Clearing in Lehi, UT, holding a CFP® designation along with Series 63 and Series 65 licenses. Conger has 40 years of industry experience, including 14 years at A. G. Edwards & Sons, Inc., and has been with Wells Fargo since 2016. Outside of advising, Conger serves as a counselor with Zeiders and is involved with Tuskegee University. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm operates on a large scale, managing approximately $671 billion in assets and offering both brokerage and advisory solutions.

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.