Summer Excell is a financial advisor with Morgan Stanley in Holladay, Utah, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. She has worked at Morgan Stanley since 2015. Outside of her advisory work, she owns two businesses in West Jordan, Utah, offering makeup services and operating an aerial arts and fitness education company. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and comprehensive investment resources.

Spencer Houtz is a financial advisor with Morgan Stanley in South Jordan, UT, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2018 and previously at Fidelity Brokerage Services from 2011 to 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning processes supported by firm‑approved tools and research.

Ryan Taylor is a financial advisor with LPL Financial based in West Jordan, UT. He holds Series 65 and Series 63 licenses and has two years of industry experience, including prior work at Morgan Stanley. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Fabien Gbefou is a financial advisor at Morgan Stanley with Series 66 and Series 63 licenses. He joined Morgan Stanley in 2026 and has held positions at Fidelity Investments, CRH Americas Materials, Amazon.com, and the University of Utah, among others. His professional background includes roles outside the financial industry. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning through structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services that include financial planning and estate strategies.

Darren Miller is a financial advisor with Morgan Stanley Wealth Management, holding Series 66 and Series 63 credentials and bringing 28 years of industry experience. His prior roles include positions at E*TRADE Capital Management, TIAA-CREF, Wells Fargo Investments, and Fidelity. Morgan Stanley Wealth Management provides a broad range of advisory programs for individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Rex Harper is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds the Series 66 and Series 63 designations and has previously worked at E*TRADE Securities LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured financial planning tools without providing individual security recommendations as part of standalone plans.

Jennifer Gomm is a CFP® with 11 years of experience, currently serving as an advisor at Raymond James Financial Services Advisors, Inc. She has been affiliated with Raymond James since 2015 and operates a business called Businessman's Planning, where she assists clients with insurance-related financial planning. Gomm also serves as a trustee for a family trust. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary advice supported by advanced analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Mana Angilau is a financial advisor with OSAIC in South Jordan, Utah, holding CFP® and Series 66 credentials and six years of industry experience. Mana also has a role at Integrated Financial Group and has been involved in teaching at Brigham Young University and Utah Valley University for over a decade. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm utilizes a model-based investment process with various portfolio management options and maintains extensive custodial and program arrangements supported by a complex affiliate network.

Jess Hansen is a financial advisor with LPL Financial in Salt Lake City, UT, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He previously worked at Fidelity Investments for 18 years and has been affiliated with both LPL Financial and Zions Bank since 2017. Hansen also teaches online courses at Brigham Young University. 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 financial planning and advisory services through its extensive network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies.

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.

Russell Madsen is a financial advisor with LPL Financial holding a Series 65 credential and six years of industry experience. His career includes roles at Adams Wealth Management, Hornor Townsend & Kent LLC, Penn Mutual Life Insurance Company, and MassMutual Life Insurance Company. He is also a member of the Army National Guard, serving since 2003. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, combining technology-driven support with a broad platform that includes third-party asset management and institutional programs.

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 Investments, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Fidelity in various roles since 2013, including seven years at Fidelity Personal and Workplace Advisors. Outside of his advisory work, Fowler is involved as a sole proprietor in a car-sharing business managed by his spouse. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, often delegating daily management to sub-advisers while maintaining oversight and governance.

Julia Lester is a financial advisor with LPL Financial in Sandy, Utah, holding Series 63 and Series 65 registrations and having 30 years of industry experience. She has been with LPL Financial, including its predecessor Linsco/Private Ledger Corp., since 1996. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, wrap and model portfolio programs, and access to third-party asset management, supported by a large network of investment adviser representatives.

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 based in South Jordan, Utah. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. Hunt has worked with Rocky Mountain Investment Advisors, L.L.C. since 1999 and Royal Alliance Associates, Inc. since 1997. He is the managing principal of Retirement Plan Solutions, a consulting and administration firm focused on retirement plans. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm provides brokerage and advisory services with an investment process centered on model-based asset allocation, portfolio optimization, and a range of managed account strategies.