Mark Roesler is a financial advisor with Morgan Stanley in Sandy, Utah, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at E*TRADE Financial Corporate Services LLC and Solomon Page. Outside of his advisory work, he is involved in tutoring biology, chemistry, Spanish, English, and standardized test preparation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs for individuals and institutional clients. The firm emphasizes structured financial planning using firm-approved tools and serves clients through tailored financial strategies without providing individual security recommendations in standalone planning programs.

Daniel Whysong is a financial advisor at Morgan Stanley with four years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at E*TRADE Capital Management LLC, E*TRADE Securities LLC, and various Wells Fargo entities. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning services supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers both direct and employer-based financial planning solutions.

Blair Jenkins is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2013. Outside of his advisory role, he has been involved with the Salt Lake County Republican Party since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, utilizing structured planning tools and modeling techniques.

Lee Zeidner is a Financial Advisor affiliated with Merrill Lynch Wealth Management. In this role, he works closely with clients to understand their financial goals and develop strategies aimed at achieving short-, mid-, and long-term objectives. His responsibilities include providing guidance on general investing, retirement planning, and saving for unexpected expenses. He also facilitates client access to specialists within Bank of America for services such as banking, credit, home financing, and small business solutions. Lee Zeidner holds the designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from Western Washington University. He emphasizes a collaborative approach, focusing on uncovering what matters to clients and their families to create tailored financial strategies. His professional philosophy centers on offering ongoing advice and guidance as clients' needs evolve.

Jason Peterson is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He previously worked at First Trust Portfolios L.P. for 16 years before joining Wells Fargo Advisors in 2020. Outside of his role at Wells Fargo, he has ownership interests in Genesys Wealth Management, LLC and Equity Growth Partners Ltd, LLC, and serves as a trustee for a related 401(k) plan. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning, supported by Wells Fargo research and planning tools.

Jessica Hymel is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She worked at UBS Financial Services for six years before joining Raymond James in 2021 and took a year as a homemaker during 2020–2021. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Eric Richardson is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with J.P. Morgan entities since 2013. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage and investment management capabilities through a non-discretionary advisory program.

Jackson Pingree is a financial advisor at Morgan Stanley with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley and E*TRADE Securities. Outside of his advisory role, he serves as a state and county delegate for the Utah Republican Party. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory services to individuals and institutional clients, including customized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs advanced planning tools and models in its financial planning process.

Richard Habel is a Series 66-licensed financial advisor with 11 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2021 and previously spent seven years at Sterling Financial. Outside of his advisory role, he serves as a board member of the Murray Education Foundation and owns several business ventures, including a retail operation called Millie's Suds, LLC. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals across wealth levels, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through independent professionals, utilizing a variety of portfolio management strategies and platform arrangements tailored to client objectives.

Marques Nielson is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and five years of industry experience. He previously worked at Alliance Benefit Group Rocky Mountain before joining Cambridge Investment Research, Inc. In addition to his advisory work, Nielson is a licensed notary public and owns a small business focused on retirement strategy services. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services. The firm provides a range of investment solutions through independent Financial Professionals and multiple platform arrangements, incorporating both proprietary and unaffiliated model strategies.

Isaiah Thurman is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 66 and Series 63 licenses. His prior work experience includes roles at Cafe Zupas, Olive Garden, Wiggy Wash, Sundance Mountain Resort, and Red Lobster. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and delivers services under various financial planning and investment programs.

William Beck is a CFP®-certified financial advisor with 20 years of industry experience. He currently works at LPL Financial and previously held roles at Northwestern Mutual Wealth Management Company and its related entities for 18 years. Outside of finance, he is the business owner of Pillow Cube, a consumer product company based in Utah. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, delivering both discretionary and non-discretionary management supported by research and diversified strategies.

Steven Pagoaga is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 15 years of industry experience. He has worked with Raymond James since 2019 and previously was with Wells Fargo Clearing and Wells Fargo Advisors. He is also an active member of the US Army National Guard. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting primarily through non-discretionary relationships.

Kip Quinn is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 16 years of industry experience. He has worked with Wells Fargo and its affiliated firms since 2010. 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 and investment solutions, utilizing proprietary research and planning tools to develop tailored recommendations for clients.

Myra Keith Johnson is a financial advisor with Raymond James Financial in South Jordan, UT, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has been with Raymond James Financial since 2009 and has worked with Raymond James Financial Services since 2004. Outside of her advisory role, she works as an operations manager for The Davis Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning using analytical tools and supports a wide advisor network, including municipal and public-finance clients through a unique affiliation with a municipal advisor.

Mark Patterson is a financial advisor at Morgan Stanley with one year of industry experience. Prior to joining Morgan Stanley, he spent over a decade running Chic's Jerky Inc., also known as Good Thyme Catering. Between 2023 and 2025, he took time for travel and education. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by firm-approved tools.

Joseph Nielson is a CFP® professional with 10 years of industry experience, currently serving at Equitable Advisors since 2017. His prior roles include positions at Axa Advisors, LLC, Mass Mutual Investors Services, MassMutual Life Insurance Company, and ADP. Outside of his advisory work, Nielson is involved as a state referee with the United States Powerlifting Association and holds a leadership role with BNI Utah North, supporting local networking groups. Equitable Advisors provides financial planning, retirement consulting, and asset management services to a diverse client base including individuals, pension plans, corporations, and nonprofits. The firm’s approach integrates personalized risk assessment with advisory programs delivered through third-party managers and in-house portfolio advisors.

Michael Nelson is a financial advisor with Morgan Stanley who holds Series 66 and Series 63 licenses and has 12 years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at E*TRADE Securities and also serves as an online adjunct faculty member at Southern New Hampshire University and OLL Services LLC. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers a variety of investment and planning services.

Aaron Fiero is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley and E*TRADE in various capacities since 2016. 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 modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Mark Leone is a financial advisor at Cambridge Investment Research Advisors with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2014. In addition to his advisory role, he is involved as an independent insurance agent and owns an LLC for liability purposes. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals across wealth levels, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals using a range of portfolio management approaches and platform arrangements.