Nathan Woodward is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. Prior to joining LPL Financial in 2019, he worked at MML Investors Services LLC and MassMutual Life Insurance Company. Outside of his advisory role, he serves as a tennis umpire for high school, college, and amateur matches. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management access, and institutional platforms, supported by advanced research and operational tools.

Tonya Rice is a financial advisor at RBC Capital Markets with 17 years of industry experience. She has held positions at UBS Financial Services from 2014 to 2026 before joining RBC Capital Markets in 2026. She holds Series 63 and Series 66 designations. 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 a variety of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.

Steven Sheffield is a financial advisor at Wells Fargo Advisors with 16 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at LPL Financial and Backcountry.com LLC. Outside of finance, he is involved with Cycling Utah Inc., a nonprofit organization. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options tailored to clients who meet a net-worth threshold. The firm combines advisory services with banking and other financial products through a large network of advisors.

Douglas Rees is a financial advisor with Raymond James Financial Services Advisors, Inc. in Salt Lake City, UT, holding Series 63 and Series 65 licenses and with 45 years of industry experience. He has been with Raymond James since 2009. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individual, high-net-worth, institutional, and charitable clients. The firm offers tailored non-discretionary planning and uses analytical tools to support client goals, and it maintains specialized programs in municipal and public finance as well as SIMPLE IRA employer advisory services.

Diki Sherpa is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2011. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured tools and scenario modeling but does not include individual security recommendations in standalone plans.

Darren Morrison is a Series 66-licensed financial advisor with Thrivent Investment Management in Salt Lake City, UT, bringing 13 years of industry experience. He has been with Thrivent and Thrivent Financial for Lutherans since 2013 and 2014, respectively. Outside of his financial advisory role, he serves as co-chair on the Board of Christian Education at Prince of Peace Lutheran, where he helps oversee policy and procedures for the elementary school. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and offering a combination of planning and managed-account options through a consolidated platform called WealthPlan. The firm emphasizes planning without discretionary trading authority and conducts periodic reviews of its recommendations.

Matthew Brunner is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and 12 years of industry experience. He previously worked at Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base that includes individuals, institutions, and public entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by affiliated research and model manager options.

Kent Griffiths is a CFP® professional with 31 years of experience in the financial industry, all with LPL Financial. He is based in Sandy, Utah, and also provides tax preparation services through Sage Tax Service. LPL Financial is a national broker‑dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of investment solutions, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Brady Sessions is a financial advisor at Morgan Stanley with four years of industry experience. He holds the Series 66 and Series 63 designations. His prior work includes roles at E*TRADE Securities LLC and various positions outside finance, including teaching at Utah State University. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-based financial planning services.

Garrett Johnson is a Series 66-licensed financial advisor at LPL Financial with two years of industry experience. Prior to joining LPL in 2023, he worked with Mountain America Credit Union and has additional experience in education and nonprofit roles. Outside of his advisory work, he is a partner at Roys Records, a home-based business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, supported by model portfolios, third-party subadvisors, and technology-driven operational tools.

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 with two years of industry experience. He holds a Series 66 designation and has previously worked at firms including Cetera Investment Advisers LLC and Renaissance Financial. Outside of his advisory role, he has experience providing securities, insurance, and advisory services at Renaissance Financial. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Its advisory process includes centralized due diligence with quantitative and qualitative research, and it incorporates an ESG eligibility framework in recommendations.

Timothy Heaton is a financial advisor with Primerica Advisors in West Jordan, UT, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior work includes roles at Broadcom, Dell EMC, and the University of Utah. Outside of his advisory work, he is a 50% owner of Heaton Honey LLC. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients through a large network of advisors. The firm employs model-driven investment strategies, supported by third-party asset managers and custodians, focusing primarily on individual investors rather than institutional portfolios.

Larry Kendrick Jr. is a financial advisor with LPL Financial, holding Series 63 and 65 licenses and having 40 years of industry experience. He has worked at LPL Financial since 2009 and previously held roles at Wellspring Wealth Management LLC, Associated Planners Investment Advisory Inc., and WS Griffith Securities, Inc. Outside of his advisory work, he holds a partial ownership interest in a restaurant and is involved with a life insurance agency that provides fixed insurance products. 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, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools for advisors.

Michael Blackham is a financial advisor with LPL Financial in Taylorsville, UT, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has worked at Mountain America Credit Union since 2007 and has been affiliated with LPL Financial since the same year. In addition to his advisory role, he is an insurance representative for Mountain America Insurance, selling fixed annuities and other insurance products. 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 financial planning and investment management services, combining advisory platforms with extensive non-advisory financial activities and oversight of substantial discretionary assets.

Jennifer Campbell is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. She previously worked at Woodside Energy and BHP before joining Cetera in 2023. 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 serving individual clients, retirement plans, corporate, charitable, and institutional accounts. The firm offers a variety of portfolio management and consulting services, operating as a multi-manager platform with access to numerous third-party managers and model portfolios.

Brian Collard is a CFP® with 20 years of industry experience. He is currently an advisor at Raymond James Financial Services Advisors, Inc., having joined in 2026. Prior to this, he worked at Stifel Independent Advisors, LLC and Wells Fargo Advisors. Outside of his advisory role, he is the Chief Financial Officer and part owner of Legacy Marine, LLC, a boatyard specializing in maintenance and painting. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports clients through a broad network of advisors and specialized advisory programs.

Jonathan Evans is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise and Sigma Financial Corporation. 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 through a large network of investment adviser representatives, utilizing various investment strategies and platforms.

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.