Kohler Black is a CFP® professional at Charles Schwab with eight years of industry experience. He has worked at Charles Schwab since 2020, previously with TD Ameritrade, Ameriprise Financial Services, Cambridge Financial/Penn Mutual, and Vivint Smart Home. Outside of advisory work, he owns a small portfolio of single-family rental properties. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options supported by multi-asset model portfolios and centralized operational infrastructure.

Cortney Albanese is a financial advisor with OSAIC, holding a Series 66 designation and 19 years of industry experience. She has been with OSAIC since 2013. Outside of her advisory role, she manages Albane Consulting LLC, an LLC established for her personal tax strategies. OSAIC serves a broad client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs.

Mathew Hufford is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors, LLC. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Brennan Castleton is a financial advisor with Morgan Stanley in Sandy, Utah, holding Series 63 and Series 66 designations and two years of industry experience. Prior to joining Morgan Stanley, he worked at E*Trade Securities LLC and held various roles in different industries, including technology and real estate. Outside of his advisory work, Castleton coaches youth sports with Salt Lake City FC. Morgan Stanley Wealth Management provides advisory services and financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured planning conversations and modeling tools, offering a broad range of investment programs and institutional solutions.

David Manookin is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Royal Alliance Associates, Inc. since 2005 and previously worked at Stuart Investment Advisory Corp. from 2003 to 2004. Manookin serves as vice president of the South High Alumni Association, a nonprofit organization raising funds for scholarships at Salt Lake Community College. OSAIC serves a diverse clientele including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of financial advisers. The firm offers integrated brokerage and investment advisory services with access to multiple advisory platforms and third-party managed-account solutions.

Dawn Dachenhausen is a financial advisor with Cambridge Investment Research Advisors and holds Series 63, 65, and 66 securities licenses. She has 12 years of industry experience, including previous roles at Moreton Asset Management and Utah Retirement Systems. Dachenhausen is also a member of the Utah Securities Commission and owns an independent insurance agency. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers a range of portfolio management options and proprietary strategies, supported by institutional resources and a compliance framework that includes handling related conflicts of interest.

Lex Drollinger is a financial advisor with LPL Financial in South Jordan, Utah, holding Series 63 and Series 65 credentials and possessing 20 years of industry experience. He previously worked at Waddell & Reed, Inc. and various insurance carriers associated with W&R Insurance Agencies. Drollinger is also involved in Progressive Planning, LLC, an entity related to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

Thomas Honeycutt is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at firms including E*TRADE Securities LLC, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Outside of his advisory role, he is the owner and partner of Joyous Resolution, LLC, a collegiate clothing manufacturing business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm‑approved tools and investment research.

Ryan Searle is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. He has held roles at Edward Jones since 2021 and has prior experience in various organizations including Young Mazda and DoorDash Inc. He serves as the treasurer of The Wellness Farm Foundation, overseeing financial decisions and coordination with accountants. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including managed solutions, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large network of advisors and branch offices across the United States.

Sammie Conger is a CFP® professional with 40 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. Prior to this, Conger worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of financial advising, Conger serves as a counselor in a non-investment-related capacity and is involved with Tuskegee University. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Justin Ricks is a financial advisor with Mass Mutual Investors Services in Lehi, Utah, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been with MML Investors Services, Inc. and Mass Mutual Life Insurance Company since 2003. Outside of his advisory role, Ricks works as an online adjunct classroom facilitator for Columbia University and Southern New Hampshire University and provides disability consulting services to families with disabled loved ones. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations, utilizing firm-approved analytical tools and offering educational seminars.

Neal Johnson is a financial advisor with Raymond James Financial in Draper, UT, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1998 and also operates Jias Investments, LLC. Outside of his advisory work, he is a partner in Bison Investment Properties, LLC, where he is involved in acquiring and financing rental real estate. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services and supports municipal and public finance work through a unique affiliation, alongside specialized retirement plan consulting and technology-driven investment modeling.

Patrick Latimer is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He previously worked at MML Investor Services Inc and MassMutual Life Insurance Company. 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 consulting, utilizing both discretionary and non-discretionary management alongside research and model portfolios from multiple sources.

Shane Dayton is a financial advisor with LPL Enterprise in South Jordan, UT, holding a CFP® designation and Series 63 and 66 licenses. He has 20 years of industry experience, including prior roles at The Prudential Insurance Company of America, Allstate Insurance Company, Morgan Stanley, and Fidelity Investments. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to various investment and insurance products through its integrated platform.

Nathan Woodward is a financial advisor at LPL Financial with 22 years of industry experience. He previously worked at MML Investors Services and MassMutual Life Insurance Company. Outside of his advisory duties, Woodward serves as a tennis umpire for high school, college, and amateur matches in Utah. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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.

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® with 30 years of industry experience and has been with LPL Financial since 1995. He holds Series 63 and Series 65 licenses and operates out of Sandy, Utah. In addition to his advisory role, he is involved in tax preparation and accounting through Sage Tax Service. LPL Financial serves a broad client base including individuals, retirement plans, and institutions, offering a range of financial planning and advisory programs. The firm provides both discretionary and non-discretionary management, utilizing proprietary research, model portfolios, and various investment strategies.

Brady Sessions is a financial advisor with Morgan Stanley, holding Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at E*TRADE Securities LLC from 2022. He has also held positions outside finance in health and fitness and retail sectors and has been associated with Utah State University since 2018. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and approved tools to model outcomes without offering individual security recommendations as part of standalone plans.