Weston Morley is a Series 66 licensed financial advisor with six years of industry experience. He is currently affiliated with LPL Financial and has previous experience at Zions Bank, Fidelity Investments, BancWest Investment Services, and Bank of the West. He is involved with Zions Wealth Advisors, a business related to his LPL advisory activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services incorporating both discretionary and non-discretionary management strategies.

Victoria Mc Bride is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has previously worked at Belong and Peak Orthopaedics. Outside of financial services, she is a fitness instructor and part owner of a fitness studio LLC, Shaly Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and a large national network of advisors and offices.

Adam Pignatti is a financial advisor with Equitable Advisors, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Advocates Inc. and Stifel Independent Advisors, LLC. Outside of finance, he works as an independent contractor delivering food for DoorDash. Equitable Advisors serves individual and institutional clients, providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party investment models and offers a range of mutual funds, ETFs, separately managed accounts, and select alternative investments.

Travis Pointer is a financial advisor at Merrill with Series 63 and Series 65 licenses and seven years of industry experience. He previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA. Outside of his advisory role, he serves on a committee that allocates education funds for Lehi Elementary. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Brent Bennion is a financial advisor with Morgan Stanley in South Jordan, UT, holding Series 63 and Series 66 licenses and offering 26 years of industry experience. His prior roles include two tenures at Morgan Stanley, a position at Zionsbancorp, and two decades at Fidelity Brokerage Services, Inc. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, emphasizing tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate-sponsored financial planning services.

Bradley Allen is a financial advisor with LPL Financial in South Jordan, UT. He holds Series 63 and Series 66 credentials and has 15 years of industry experience. Prior to joining LPL Financial in 2017, he worked with various insurance carriers and Waddell & Reed Inc. He is also an adjunct teacher at Davis Technology College. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting supported by model portfolios, research, and technology-driven solutions.

Briggin Bluemel is a financial advisor with LPL Financial in Salt Lake City, UT, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Morgan Stanley, Stifel, and Zions Bancorporation. Outside of his advisory work, he serves as a football official with the Sheridan Football Officials Association. 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 provides a range of advisory programs, financial planning services, and retirement plan consulting, offering both discretionary and non-discretionary management supported by in-house and third-party research.

Debbie Fife is a financial advisor at Wells Fargo Advisors with 22 years of industry experience. She holds a Series 63 designation and has worked at Wells Fargo Advisors since 2012. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu tailored to clients who meet certain net-worth thresholds, utilizing Wells Fargo research and tools to develop recommendations delivered through meetings and written summaries.

Travis Breitling is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based analyses and planning without discretionary trading authority. The firm combines planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping these services separate.

Mark Muir is a CFP® professional with 33 years of industry experience. He is currently with LPL Financial, where he has worked since 2025, and previously spent 33 years at Ameriprise and Ameriprise Financial Services, Inc. outside his advisory role, he is involved with Mark Muir & Associates, a DBA for his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, institutions, and charitable organizations. The firm provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Patrick Ball is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds the Series 65 and Series 66 registrations and has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Micah Burrow is a financial advisor at Morgan Stanley with one year of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at firms including Xanterra and Lytle Land and Cattle. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and methodologies.

Elijah Lane is a financial advisor at Edward Jones in Cedar Hill, UT, holding a Series 66 designation. He joined Edward Jones in 2025 and has previous experience in healthcare staffing and medical center roles. Outside of his advisory work, he provides a furnished room for rent in Tulsa, OK. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branches across the United States.

Kateryna Gnatkivska is a financial advisor at Morgan Stanley with Series 65 and Series 63 credentials and two years of industry experience. She previously worked at Tailored Management and has additional experience at Costco Wholesale and Smith Food and Drug. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate financial planning agreements.

Pat Patterson is a Financial Consultant currently working with Fidelity Investments since 2022. He has experience in guiding clients approaching retirement by designing and implementing investment portfolios, with a focus on income planning and ensuring the sustainability of retirement plans. Prior to joining Fidelity Investments, Pat worked as a Financial Consultant at E*TRADE from Morgan Stanley from 2018 to 2022, as a Financial Advisor at Voya Financial Advisors from 2017 to 2018, and as a Financial Consultant at TD Ameritrade from 2015 to 2017. He holds insurance licenses in Arkansas and California. Outside of his professional work, Pat has interests in boating, family activities, military service, music, and surfing.

Jeffrey Teran is a CFP® with 20 years of industry experience, currently serving at Raymond James Financial. He has worked with Raymond James Financial Services Advisors, Inc. since 2019 and has been associated with First Western Advisors since 2000. At First Western Advisors, he is involved in financial planning and management. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting that utilizes risk profiling and analytical modeling to support client goals.

Cameron Carlson is a financial advisor with Morgan Stanley in South Jordan, UT, holding a Series 66 license and five years of industry experience. His prior work includes roles at Decker Retirement Planning and the University of Nevada Las Vegas. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in assets and utilizing structured planning tools and models to support client strategies.

Jose Garcia is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked extensively with E*TRADE Securities and E*TRADE Capital Management prior to joining Morgan Stanley. Garcia is based in Sandy, Utah. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by proprietary tools and committee-driven investment estimates.

Logan Johnson is a financial advisor at Morgan Stanley with four years of industry experience. Before joining Morgan Stanley in 2021, he worked at E*Trade and spent 14 years at Lagoon Amusement Park in a customer service role. 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 supported by structured discovery and firm-approved tools.

Mara Jackson is a financial advisor at Morgan Stanley with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo Clearing Services and Insight Global before joining Morgan Stanley in 2023. Outside of her advisory role, she is involved in local community activities, serving as treasurer for Oquirrh Elementary and operating a childcare service. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services. The firm employs a structured planning process that incorporates firm-approved tools and modeling techniques to assist clients with their financial goals.