Alan Nygren is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity since 2011, progressing through various positions including Financial Consultant, Portfolio Specialist, Client Management Representative, Retirement Solutions Representative, and Investment Solutions Representative. Prior to joining Fidelity, Alan worked as a Personal Banker at Wells Fargo Bank from 2007 to 2011. As a CERTIFIED FINANCIAL PLANNER™ practitioner, Alan focuses on helping individuals and families build, manage, preserve, and transition their wealth. His approach to financial planning emphasizes risk management, investment strategies, income planning, and estate planning considerations. He holds a California Insurance License. Alan's personal interests include biking, family activities, football, golf, hiking, and traveling.

Philip Casey is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. His career includes previous roles at Wells Fargo Investments, LLC and Ameriprise. He is based in Holladay, UT. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research and analytics.

Fipe Higginbotham is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2019, with prior experience at E*Trade Securities. 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 methodologies.

Jared Flack is a financial advisor at Morgan Stanley with two years of industry experience. He holds a Series 66 designation and previously worked at Select Portfolio Servicing, Walmart, Western Governors University, and Allegheny Technologies Incorporated. Outside of his advisory role, Jared co-hosts and creates content for a podcast called The Chaos Commitment, which focuses on relationship insights for marriage and parenting. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm emphasizes a structured planning process supported by advanced modeling tools and serves clients through both direct and corporate financial planning arrangements.

Christopher Anderson is a financial advisor with Morgan Stanley in South Jordan, UT, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and market simulations.

Tina Hess is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. She has worked at LPL Financial since 2021 and has a background in tax preparation and accounting through her ongoing involvement with Barber Tax Service. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of financial planning and asset management solutions, combining broad platform capabilities with extensive non-advisory financial activities.

Amy Trappett is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Her prior work includes multiple roles at Wells Fargo Bank from 2017 to 2022. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Kaden Stout is a financial advisor at Merrill with Series 66 and Series 63 licenses and two years of industry experience. He previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. Stout has also held roles outside finance, including positions at Dandy Dental Labs and Podium. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for a range of clients including individuals, high-net-worth clients, and institutions. The firm employs model-based and discretionary strategies developed by internal and third-party managers, with specialized options for tax-sensitive investors.

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.