Garrett Johnson is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Mountain America Credit Union and the Provo School District. Outside of his advisory work, he is a partner at Roys Records, a business unrelated to investments. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

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 in Draper, Utah, holding a Series 66 credential with two years of industry experience. His prior roles include positions at Cetera Investment Advisers LLC and Renaissance Financial. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services that combine quantitative asset-allocation modeling with centralized due diligence. The firm delivers services on a non-discretionary basis through a select group of Wealth Advisors.

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 Series 65 credentials and bringing 40 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he has part ownership in a restaurant business and is involved with a state-registered life insurance agency that provides fixed insurance products to clients. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

Michael Blackham is a financial advisor with LPL Financial in Taylorsville, UT, holding Series 63 and Series 66 designations and 21 years of industry experience. He has worked at Mountain America Credit Union and LPL Financial since 2007. He also sells fixed annuities, life, health, and disability insurance as an insurance representative for Mountain America Insurance. 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 advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and various management approaches.

Monte Meier is a financial advisor with LPL Financial in Midway, UT, holding a Series 66 designation and 15 years of industry experience. He has been with LPL Financial since 2015 and has operated under his own business since 2005. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and brokerage services, with access to model portfolios, research, and various investment management options.

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.

Jonathan Evans is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 29 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Sigma Financial Corporation and SPC, both from 2012. 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, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

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.

Benton Blake is a financial advisor at LPL Financial with four years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2021. Outside of his advisory role, he is a co-owner of Hideout Ranch, a horse breeding operation in Utah. 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, supported by LPL Research and third-party subadvisors.

Brad Neves is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 15 years of industry experience. He has held roles at several firms including Nelson Financial Group, Voya Financial Advisors, and Nobility Wealth Management. Outside of advisory work, Neves serves as CFO and President of the annuity division at NFG Brokerage, LLC, where he oversees annuity sales and distribution. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform that includes both affiliated and third-party managers, supporting a variety of program structures and investment strategies.

Maria Alderete is a financial advisor with Edward Jones in Taylorsville, UT, holding Series 63 and Series 65 licenses and eight years of industry experience. She has worked at Edward Jones since 2019 and previously held positions at Bank of America, Merrill, and Crewe Capital Advisors LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Travis Draper is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and previously worked at E*TRADE Securities LLC and onVector Technology. Outside of finance, he was involved in pest control through Termite Insect and Rodent Control from 2014 to 2021. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm‑approved tools and advisory services.

Spencer Royce is a financial advisor at Edward Jones in Riverton, UT, holding a Series 66 designation with two years of industry experience. Prior to his current role, he worked at Squeeze Media and Aptive Environmental, and spent several years affiliated with Brigham Young University. 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 under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Autumn Gleave is a financial advisor at Morgan Stanley with nine years of industry experience. She has held prior roles at Fidelity Brokerage Services, E*Trade Securities, and E*Trade Capital Management. Her professional designations include Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Christopher Palmer is a financial advisor at Fidelity with two years of industry experience. He holds Series 63 and Series 66 licenses and has a diverse work history including roles at The Church of Jesus Christ of Latter-day Saints, MyTireGuys, and American Fork High School. Outside of advising, Palmer works as a fiction author and provides notary services. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to retail and institutional investors, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios including multi-manager and fund-of-funds structures.

Robert Earl is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked with various Wells Fargo entities since 2009. Outside of his advisory role, he has ownership interests in EARL STREET, LLC and Oakridge Holdings, Inc., both involved in investment-related activities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, using proprietary research and tools to develop tailored recommendations that clients can implement through various brokerage or advisory programs.

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.