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.

Timothy Heaton is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. His work history includes roles at Broadcom, Dell EMC, and ongoing involvement with the University of Utah. He is also a co-owner of Heaton Honey LLC, an entrepreneurial venture. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, offering model-based portfolio strategies managed by third-party asset managers.

Larry Kendrick Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he has part ownership in a restaurant business and is involved with a state-registered life insurance agency that provides fixed insurance products to clients. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

Michael Blackham is a financial advisor with LPL Financial in Taylorsville, UT, holding Series 63 and Series 66 designations and 21 years of industry experience. He has worked at Mountain America Credit Union and LPL Financial since 2007. He also sells fixed annuities, life, health, and disability insurance as an insurance representative for Mountain America Insurance. 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 advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and various management approaches.

Jennifer Campbell is a financial advisor at Cetera with a Series 66 designation and two years of industry experience. She has previously worked at Woodside Energy and BHP. Outside of her advisory role, she serves as a mentor for Silicon Slopes, a networking group supporting women and people in technology. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, retirement services, and access to third-party money managers through a multi-manager platform with various program options and custodial relationships.

Jonathan Evans is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 29 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Sigma Financial Corporation and SPC, both from 2012. 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 financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Quinten Knudsen is a financial advisor at Morgan Stanley with seven years of industry experience. He previously worked at Fidelity Brokerage Services and has a background that includes roles at Stericycle and self-employment. Outside of finance, he is active as a music teacher, composer, and organist through his venture, qknudsen music. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.

Benton Blake is a financial advisor at LPL Financial with four years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2021. Outside of his advisory role, he is a co-owner of Hideout Ranch, a horse breeding operation in Utah. 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 financial planning and advisory programs, including model portfolios and retirement plan consulting, supported by LPL Research and third-party subadvisors.

Brad Neves is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 15 years of industry experience. He has held roles at several firms including Nelson Financial Group, Voya Financial Advisors, and Nobility Wealth Management. Outside of advisory work, Neves serves as CFO and President of the annuity division at NFG Brokerage, LLC, where he oversees annuity sales and distribution. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform that includes both affiliated and third-party managers, supporting a variety of program structures and investment strategies.

Thomas Francis is a Planning Consultant at Fidelity Investments, a position he has held since 2025. He has a background in retirement planning, having served as Director Retirement Planner at Fidelity Investments from 2024 to 2025. His professional experience also includes roles as a Senior Associate at Sofi in 2024, Solutions Advisor at Merrill Lynch from 2023 to 2024, and Investment Solutions Representative at Fidelity Investments from 2020 to 2023. Thomas holds an Arkansas Insurance License. He emphasizes building strong relationships with clients and their families, focusing on trust, reliability, and competency to determine what financial success looks like for each individual. Outside of his professional work, Thomas enjoys baseball, camping, fitness, horseback riding, movies, and traveling.

Maria Alderete is a financial advisor with Edward Jones in Taylorsville, UT, holding Series 63 and Series 65 licenses and eight years of industry experience. She has worked at Edward Jones since 2019 and previously held positions at Bank of America, Merrill, and Crewe Capital Advisors LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Travis Draper is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and previously worked at E*TRADE Securities LLC and onVector Technology. Outside of finance, he was involved in pest control through Termite Insect and Rodent Control from 2014 to 2021. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm‑approved tools and advisory services.

Spencer Royce is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and has previously worked at Squeeze Media and Brigham Young University. He also has experience outside finance, including roles at Aptive Environmental and McDonald's. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a large network of financial advisors and branch offices.

Jase Pennock is a financial advisor at Thrivent Investment Management with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and E*TRADE Capital Management. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based, holistic planning across a range of topics without discretionary trading authority. The firm allows clients to combine planning with managed account services under a consolidated billing option called “WealthPlan.”