Matthew Meese is a financial advisor with LPL Financial who holds a Series 66 designation and has 20 years of industry experience. He previously worked at Merrill for three years before joining LPL Financial in 2009. Outside of advisory services, he is involved as an agent in non-variable insurance products, including Medicare Advantage plans and term life insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Benjamin Pali is a financial advisor with Ameriprise in Saratoga Springs, UT, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior work includes roles at Keeler Thomas Management LLC and SagePoint Financial. He is a silent partner with a 40% share in a physical therapy franchise, Fyzical Therapy & Balance Centers, managed by his brother. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations through a centralized consulting team.

Cameron Fisher is a financial advisor with LPL Financial in West Jordan, UT, holding a Series 66 credential and two years of industry experience. He has worked with several financial and credit union firms, including Mountain America Credit Union and Fidelity Investments. Outside of his advisory role, Fisher is involved with Fisher Capital Ventures, a real estate-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Lisa Adamson is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. Her prior work includes roles at E*TRADE Capital Management, Wells Fargo Clearing, UBS Financial Services, and Citigroup Global Markets. She serves as co-trustee for family trusts. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and serves clients in both retail and institutional capacities.

Mc Kay Howard is a financial advisor at Morgan Stanley with Series 63 and Series 66 registrations and four years of experience in the industry. Prior to joining Morgan Stanley, Howard held roles at E*Trade Securities and various positions in healthcare and education sectors. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through financial advisors and specialized planning groups.

Mccall Jensen is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, Jensen held roles in retail and sales, including positions at Gap and as a seller on Poshmark. Outside of advisory work, Jensen has engaged in clothing sales through Poshmark and Gap. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Vincent Murro is a financial advisor at Morgan Stanley with 10 years of industry experience. He has worked at Morgan Stanley since 2017, including a role with Morgan Stanley Services Group, Inc. Prior to that, he was employed at Randstad USA. He holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes that incorporate tools such as Secular Return Estimates and Monte Carlo simulations.

Randy Polizzi is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds a Series 66 designation and has worked at E*TRADE and Morgan Stanley during his career. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and analyses.

Judd Connell is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley and its related entities since 2016, including a period at E*Trade Securities LLC. Morgan Stanley Wealth Management offers a range of advisory programs to 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 provides services through both direct client relationships and corporate financial planning agreements.

Benjamin Schmalz is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has held roles at Morgan Stanley Smith Barney, E*Trade Capital Management, E*Trade Securities, and Fidelity, spanning over a decade. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and proprietary investment models to support its advisory process.

Shane Richardson 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 U.S. Bank and Wells Fargo Clearing. Outside of his advisory role, Richardson is involved in health and wellness as an employee of FitFreaks Corp and is the sole proprietor and product ambassador of Naked Pineapple, a skincare line. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers services through various financial platforms and corporate agreements.

Braydon Mason is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 designations, and has seven years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at E*TRADE Securities from 2018 to 2023 and has a background that includes employment at O'Reilly Auto Parts and Utah State University. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm employs structured planning tools and modeling techniques to support client financial plans, managing approximately $2.74 trillion in client assets.

Niall Kaines is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses. He has been with Morgan Stanley since 2026 and has prior experience in roles ranging from education to small business operations. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and research from its Global Investment Committee.

Alan Smiley is a financial advisor at Wells Fargo Advisors with 36 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Wells Fargo Clearing, Wells Fargo Investments, LLC, and Zions Direct, Inc. Outside of his advisory role, he teaches fly fishing through a private venture in Draper, Utah. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm utilizes proprietary research and planning tools to develop tailored recommendations and integrates advisory services with other financial products and referral channels.

Zachary Pille is a financial advisor with Raymond James Financial Services Advisors, Inc. in Salt Lake City, UT, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. His prior roles include positions at State Street Global Advisors and Morgan Stanley Smith Barney. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning supported by analytical tools and maintains unique services such as municipal advisory affiliation and specialized SIMPLE IRA consulting programs.

Melissa Thomas is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at E*TRADE Securities LLC, Select Portfolio Services, and Fidelity Brokerage Services, LLC. Morgan Stanley Wealth Management offers advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process utilizing firm-approved tools and modeling techniques.

Jordan Castleton is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked with various Fidelity entities since 2010, including Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC serves a diverse client base including retail and institutional investors, providing investment management and advisory services through discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and maintains formal advisory roles to multiple registered investment companies.

Ian Urry is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses and five years of industry experience. He has worked at Morgan Stanley since 2021 and has held previous roles at E*Trade Securities, Allstate, and other firms. Outside of his advisory work, he is involved with Great Basin Staffing LLC, a talent acquisition and consulting business based in Utah. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer that provides advisory programs and tailored financial planning services to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market modeling techniques.

D Brook Wardle is a financial advisor at Fidelity with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with various Fidelity entities since 1993. Outside of his advisory role, he is a partner at Orion Forensic Litigation Consulting Inc., a forensic psychology firm based in Utah. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Maxwell Mcleod is a financial advisor at Ameriprise with a Series 66 credential and four years of industry experience. His prior roles include positions at Wells Fargo Clearing and Mutual of America. Outside of his advisory role, he manages an advisory business with Alta Management Group, LLC. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that emphasize dependable income sources and tax-aware withdrawal strategies.