Nathan Hale is a financial advisor at Cetera with a Series 66 credential and one year of industry experience. His prior work history includes roles at WaFd Bank and Renasant Bank, as well as positions in education and various service industries. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a large network of independent advisors, with access to multiple investment strategies and program structures.

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 at Equitable Advisors with five years of industry experience. He holds the Series 66 designation and previously worked at Advocates Inc. and Stifel Independent Advisors, LLC. Outside of his advisory role, he also works as an independent contractor for DoorDash. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, brokerage, insurance, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing a variety of sponsored and endorsed programs to deliver advisory and brokerage solutions.

Travis Pointer is a financial advisor with Merrill in Lehi, Utah, holding Series 63 and Series 65 licenses and seven years of industry experience. He previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA from 2018 to 2022. Outside of his advisory role, Pointer serves on a committee managing Land Trust funds for Lehi Elementary, participating in decisions on educational resource allocations. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including 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.

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 in South Jordan, Utah, with 20 years of industry experience. He has been with Morgan Stanley since 2014 and holds Series 65 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved planning tools.

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 experience, currently serving as a financial advisor at Raymond James Financial. He has worked with Raymond James since 2019 and is also associated with First Western Advisors, where he contributes to financial planning and management. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored financial plans and investment recommendations.

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 five years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including Wells Fargo Clearing Services and Insight Global. Outside of her advisory role, she is involved in community activities such as serving as treasurer for a local public school and operates a childcare service. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, providing tailored financial planning through firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and emphasizes advisory services supported by advanced modeling techniques.

Tyler Gentry is a financial advisor at Edward Jones in Lehi, Utah, holding CFP®, ChFC®, and Series 66 designations with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large nationwide network of advisors and branch offices.

Colton Reading is a financial advisor with LPL Financial in South Jordan, UT, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. He has been with LPL Financial since 2003 and was affiliated with Financial Advocates Investment Management for 11 years. Outside of his advisory role, Reading has also worked as an insurance agent focusing on life, health, long-term care, and disability insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting supported by both in-house and third-party research.