Mana Angilau is a financial advisor with Osaic, holding CFP® and Series 66 credentials and five years of industry experience. She has been with Osaic since 2020 and also holds a role at Integrated Financial Group. Angilau has been involved in academia, working with Brigham Young University and Utah Valley University since 2015. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing advanced asset-allocation tools and third-party solutions to construct diversified portfolios for individual and high-net-worth investors, institutions, and charitable organizations.

Lance Stoppenhagen is a financial advisor at Morgan Stanley with nine years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Morgan Stanley, he worked at E*Trade Securities LLC and the University of Utah Medical Center. Outside of finance, he is involved with Lagoon, a recreation business in Farmington, Utah. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutions, offering financial planning and investment programs supported by firm-approved tools and strategies.

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.

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.

Andrew Walker is a financial advisor with LPL Financial in Orem, Utah, holding Series 63 and Series 65 licenses and with 23 years of industry experience. He previously worked at Commonwealth Financial Network and Merrill Financial Associates. Walker is also involved with Tamarack Management Holdings LLC and operates Walker-Covey Wealth Advisors. 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 financial planning and advisory programs, incorporating both discretionary and non-discretionary management, model portfolios, and research from multiple sources.

Julia Lester is a financial advisor at LPL Financial with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has been with LPL Financial, including its predecessor Linsco/Private Ledger Corp., since 1996. 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 advisory programs, financial planning, and retirement plan consulting, with discretionary and non-discretionary management supported by research and model portfolios.

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.

Robert Dowdle is a CFP® and ChFC® credentialed financial advisor with 19 years of industry experience. He is currently with LPL Financial and previously worked for Northwestern Mutual in various capacities from 2006 to 2025. Dowdle is involved with his own business entities related to investment and insurance. 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, with both discretionary and non-discretionary management options.

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.

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.

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.

Darrell Rainey Jr. is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Wells Fargo Advisors, LPL Financial, and Wells Fargo Clearing Services. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Jonathan Pack is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 27 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022, following eleven years at Bank of America and over two decades at Merrill. 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 methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through various planning and investment platforms.

Weston Bench is a financial advisor at Morgan Stanley in Provo, UT, holding Series 63 and Series 65 credentials with six years of industry experience. His prior experience includes roles at Goldman Sachs & Co. LLC and two academic positions at the University of Utah and Utah Valley University. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process using firm-approved tools and scenario modeling.

Michael Hollen is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Morgan Stanley and E*TRADE Capital Management in previous roles. Outside of his advisory work, he is a non-managing member of Three Mutts LLC, a property management business based in Salt Lake City. 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 and financial planning services that utilize structured discovery processes and firm-approved planning tools.