Annah Davis is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2018, following four years at State Farm. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Rocio Gonzales is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Bank of America, Merrill, and Wells Fargo. Gonzales is currently based in West Jordan, Utah. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with additional brokerage and investment management capabilities.

Bita Mesdaghi is a financial advisor at Fidelity with 19 years of industry experience. She holds Series 63 and Series 66 credentials and has worked across several Fidelity entities since 2006. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, AI in research, and its advisory role to multiple registered investment companies.

Raymond Whittenburg is a financial advisor at OSAIC with 40 years of industry experience. He holds the ChFC® designation along with Series 63 and 65 licenses. Prior to joining OSAIC in 2024, he spent nine years at Woodbury Financial Services. He is president of Whittenburg Insurance & Investment Group, overseeing approximately 25 licensed insurance agents in the sale of life insurance and annuity products. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, providing integrated brokerage and advisory services through a broad network of financial advisers. The firm employs a variety of asset-allocation tools and third-party platforms to offer discretionary and non-discretionary portfolio management solutions.

Robert Cheney is a financial advisor with Wells Fargo Advisors in Draper, UT, holding Series 63 and Series 65 credentials and possessing 32 years of industry experience. He has been with Wells Fargo Advisors since 2013. Outside of his role at Wells Fargo, he owns and operates several investment-related businesses, including Accura Wealth Advisors LLC and Family Wealth Management, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services using proprietary research and tools, with flexible implementation options through its brokerage and advisory programs.

Joshua Woodbury is a financial advisor with Charles Schwab, holding a Series 66 designation and 12 years of industry experience. He has worked at Charles Schwab since 2018 and previously held positions at Raymond James Financial Services and The Tax Company. Outside of his advisory work, he is a partner in Woodbury Real Estate Enterprises, a real estate venture. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a mix of non-discretionary and discretionary investment advisory services through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm combines integrated custody, brokerage, and advisory functions with access to alternative investments and multi-asset model portfolios.

Jason Crouch is a financial advisor with Morgan Stanley in South Jordan, Utah, holding Series 63 and Series 66 licenses and four years of industry experience. He has previously worked at E*Trade Securities and held various roles in real estate and service industries. Outside of advising, he serves as Treasurer and Board Member for a local community organization. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations and Secular Return Estimates in its financial planning process.

Lisa Bowers is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds a Series 66 designation and has worked at firms including Wells Fargo, TD Ameritrade, and E*Trade Securities. Outside of her advisory work, Bowers is a musician and singer-songwriter, operating her own music website. 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 and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market analysis.

Isabelle Smith is a financial advisor at Raymond James Financial in Orem, UT, holding a Series 66 designation with one year of industry experience. Prior to her current role, she worked at several firms including Security Service Federal Credit Union and Granite Credit Union. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, and supports both advisory programs and institutional portfolio management across a large advisor network.

Neil Schimka is a financial advisor with Mass Mutual Investors Services in Lehi, UT, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His career includes roles at J.P. Morgan Securities, U.S. Bancorp Investments, Wells Fargo Clearing Services, and currently MassMutual Life Insurance Company and MML Investors Services. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs with an emphasis on collaborative, goal-oriented planning.

Alissa Foster is a financial advisor at Morgan Stanley with seven years of industry experience. She holds Series 63 and Series 66 designations. Her prior work includes roles at E*Trade Securities and CaptionCall. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning that utilizes firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides planning services directly to individuals and through corporate financial planning agreements.

Archie Tanaka is a financial advisor at Ameriprise with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Ameriprise and its affiliated entities since 1999. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing detailed recommendation reports that address income, Social Security, and tax-smart withdrawal strategies. The firm combines research and modeling with automated and personalized advice, primarily for clients maintaining assets in Ameriprise-managed accounts.

Nathan Rigby is a financial advisor at Morgan Stanley with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JPMorgan Securities LLC and Chase Bank. Outside of advising, he is also employed by Instacart in a delivery service role. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and models.

John Wright is a ChFC® credentialed financial advisor with 27 years of industry experience, currently affiliated with Ameriprise in Lehi, Utah. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Wright serves on the board of the American Fork Symphony and performs as a violinist. Ameriprise is a large institutional firm that offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations through a centralized consulting team.

Philip Nelson is a financial advisor at Edward Jones with a Series 66 credential and two years of industry experience. His prior roles include positions at Goldman Sachs & Co. LLC and Morgan Stanley. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs and investment solutions, managing over $1 trillion in assets through a nationwide network of financial advisors and branch offices.

Dakota Bradshaw is a financial advisor with Morgan Stanley in South Jordan, UT, holding Series 66 and Series 63 licenses and having two years of industry experience. Prior to joining Morgan Stanley, Bradshaw worked at Goldman Sachs for four years and had roles at Fidelity Investments, Wells Fargo Clearing Services, and other firms. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and market scenario modeling.

Jared Kichiro is a financial advisor with Morgan Stanley in Sandy, Utah, holding a Series 66 license and five years of industry experience. His prior roles include positions at Fidelity Brokerage Services LLC, Golden Customer Care, 24-7 In Touch, and Netflix Inc. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and Corporate Financial Planning agreements.

Chance Hiskey is a financial advisor with Edward Jones in South Jordan, UT, holding a Series 66 credential and 18 years of industry experience, all with Edward Jones since 2008. He is involved in several real estate-related ventures, including property ownership and management companies held jointly with colleagues. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs, supported by a nationwide network of over 23,700 financial advisors and more than $1 trillion in assets under management.

Joshua Ready is a financial advisor with Cetera, holding a Series 66 designation and 20 years of industry experience. He previously worked at U.S. Bancorp Investments, Inc. for 12 years before joining Cetera and founding READY WEALTH in 2025. Outside of his advisory role, he is also an author of children's books. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services, operating as a multi-manager platform with over $256 billion in assets under management and more than 10,000 advisors nationwide.

James Wadsworth is a financial advisor with Morgan Stanley in Sandy, Utah, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He previously worked at E*Trade Securities from 2013 to 2023 before joining Morgan Stanley in 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.