Jess Hansen is a financial advisor with LPL Financial in Salt Lake City, UT, holding Series 63 and Series 66 licenses and with 26 years of industry experience. He previously worked at Fidelity Investments for 18 years and has also been affiliated with Zions Bank since 2017. Hansen teaches online courses at Brigham Young University. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a broad range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Lance Stoppenhagen is a financial advisor at Morgan Stanley with nine years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at E*Trade Securities LLC from 2016 to 2020. Outside of his advisory role, he is involved with Lagoon in Farmington, UT, a recreational business. Morgan Stanley Wealth Management serves individual and institutional clients by providing a broad range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and methodologies.

Patrick Griffin is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and seven years of industry experience. He has worked at Ameriprise since 2019 and is also co-owner of Alta Management Group LLC, which manages his advisory business. Outside of his financial work, he manages a men's softball team in a Salt Lake City County league. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice, utilizing internal research, third-party data, and algorithmic tools.

Andrew Patch is a financial advisor at Merrill with Series 66 and Series 63 credentials and four years of industry experience. He previously worked at Fidelity Investments for five years and has held roles at Morgan Stanley/E*TRADE, Target, and America First Credit Union. 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 investment strategies for individual, high-net-worth, and institutional clients.

Russell Madsen is a financial advisor with LPL Financial, holding a Series 65 designation and six years of industry experience. His prior roles include positions at Adams Wealth Management, Hornor Townsend & Kent LLC, and Penn Mutual Life Insurance Company. Madsen also serves in the Army National Guard, a role he has held since 2003. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from LPL Research and third-party subadvisors.

David Jensen is a CFP® with 23 years of industry experience and has been with Edward Jones since 2009. He holds Series 63 and 65 licenses and is based in Midvale, UT. Outside of his advisory role, he is involved as a landlord in rental property management. Edward Jones is a full-service wealth management firm serving more than 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 strategies, separately managed accounts, and affiliated mutual funds.

Owen Mitchell is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and has previously worked at Trestlewood and Doterra. 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 with a nationwide network of more than 23,700 advisors, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Ryan Fowler is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and over 26 years of industry experience. He has worked with various Fidelity entities since 2013, including Fidelity Personal and Workplace Advisors and Fidelity Investments. Outside of his advisory role, he is involved in a Turo car-sharing sole proprietorship managed by his spouse. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm supports a range of strategies, including discretionary and non-discretionary management, fund advisory, and model portfolio delivery.

Julia Lester is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with LPL Financial (formerly Linsco/Private Ledger Corp.) since 1996. 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 provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by in-house and third-party research and technology.

Blaine Durrant is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at E*TRADE Securities and E*TRADE Capital Management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a wide range of advisory programs, including tailored financial planning using structured discovery conversations and advanced modeling tools.

Samuel Thomas is a CFP® professional with 21 years of industry experience, currently serving at Charles Schwab since 2023. His prior roles include positions at Morgan Stanley and E*TRADE. Outside of his advisory work, he is part owner and part manager of a dog walking and boarding business that involves his family. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory models with access to discretionary separately managed accounts and offers multi-asset investment guidance supported by centralized operations.

Parker Briggs is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at Teton Wealth Group LLC, E*TRADE Securities LLC, and multiple educational institutions. Outside of his advisory work, he hosts a Spotify podcast titled "Meandering Moments." Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market simulations.

Kevin Hunt is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 credentials and 36 years of industry experience. He has served at Rocky Mountain Investment Advisors, L.L.C. since 1999 and Royal Alliance Associates, Inc. since 1997. Hunt is also managing principal of Retirement Plan Solutions, a consulting and administration firm focused on retirement plans. Osaic Wealth, Inc. serves a diverse client base including individuals, institutions, and charitable organizations through a large network of advisors and advisory platforms. The firm provides integrated brokerage, investment advisory, financial planning, and retirement plan consulting services with a focus on portfolio construction using proprietary tools and access to third-party investment solutions.

Kim Spencer is Vice President and Financial Consultant at Fidelity Investments, a role held since 2011. She has been with Fidelity Investments since 1998, progressing through positions including Financial Consultant, Relationship Manager, Investments Representative, and Financial Representative. Her expertise includes financial planning, investment strategy, generating cash flow, wealth accumulation, protection strategies, and tax-efficient investing. She holds insurance licenses in Arkansas and California. Outside of her professional work, Kim enjoys biking, board games, outdoor adventures, skiing, yoga, and spending time with her pets.

William Anderson is a CFP® professional with 24 years of industry experience, currently affiliated with Raymond James Financial in Salt Lake City, UT. He previously worked at Edward Jones for 21 years before joining Raymond James and founding S.W. Anderson Financial, where he provides financial services to individuals and businesses. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Cathleen Wright is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. She previously worked at UBS Financial Services for 11 years before joining Wells Fargo in 2026. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Matthew Lauritzen is a financial advisor with LPL Financial in Salt Lake City, UT, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He previously worked at Morgan Stanley for 12 years before joining LPL Financial and Zions Bank in 2024. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Ryan Cook is a financial advisor with Mass Mutual Investors Services in Lehi, Utah, holding Series 65 and Series 63 licenses and two years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services, Cradlepoint, Amazon, Kohl's, and Foot Locker. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved tools to deliver written recommendations within collaborative annual engagements.

Amy Marty is a financial advisor at Edward Jones with 32 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Sagepoint Financial, Inc. and Keeler Thomas Inc. for 16 years each, as well as at OSAIC. Outside of finance, she serves as secretary for Wasatch Eyeworks, an optometry practice in Draper, UT. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of approximately 23,701 financial advisors and 15,121 branch offices.

Joyce Santos Roeder is a Wealth Management Planning Consultant at Fidelity Investments. She has been with Fidelity since 2021, holding various roles within the company, progressing through Customer Relationship Advocate, High Net Worth Associate, and positions in Wealth Management Services and Operations before her current role. In her current position, Joyce focuses on building strong, trusted relationships with clients to support a holistic and proactive experience. She assists clients with a wide range of service needs and facilitates access to appropriate resources and business partners when additional support is required. Outside of her professional work, Joyce has personal interests that include beach activities, reading, running, traveling, and yoga.