Nathan Cox is a financial advisor with Edward Jones in Heber City, UT, holding CFP® and Series 66 designations and bringing 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he owns and operates businesses including Red Leaf Management LLC and NSC Enterprise LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of investment advisory programs and is notable for its extensive network of financial advisors and branch offices, as well as affiliated capabilities beyond advisory services.

Michael Engel is a financial advisor with Morgan Stanley in Park City, Utah, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. He has been with Morgan Stanley and its related entities since 2009. Outside of his advisory role, he is the sole proprietor of two retail and online store businesses, Engel Entertainment, LLC and Trinidad Charlie, LLC. Morgan Stanley Wealth Management offers advisory programs to both individual and institutional clients, providing tailored financial planning supported by firm‑approved tools and structured processes. The firm manages approximately $2.74 trillion in client assets and provides a broad range of retail and institutional investment services.

Byron Jones is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at Brandes Investment Partners, L.P. for 20 years and ALPS Distributors, Inc. for four years before joining Schwab in 2019. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a centralized platform integrating advisory, brokerage, custody, and cash-sweep services.

Mitchell Winter is a Private Wealth Advisor and the senior advisor leading the Winter-Stein-Potvin-Hokin Group at Merrill Private Wealth Management. His team specializes in assisting high-net-worth clients, including affluent families, corporate executives, private equity and hedge fund partners, professionals, and business owners. They provide services such as private money management, concentrated stock strategies, personal credit and business financing, retirement and education planning, and customized wealth management strategies designed to meet each client's unique and complex financial situation. Mitchell focuses on areas including family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and special needs planning strategies. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA), and earned his bachelor's degree from Lafayette College. Based in New York City, Mitchell has lived on the Upper West Side for his entire adult life. He is actively involved in mentoring, including serving as an intern and externship mentor at Lafayette College, and participates in community organizations such as Bnai Jeshurun and MS Hope for a Cure. His personal interests include golfing, hiking, skiing, traveling, and spending time with his family.

Demitri Hollevoet is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as treasurer for a nonprofit focused on supporting children in war-torn countries through art. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

James Meek is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning supported by advanced modeling tools and a structured discovery process.

Ronald Allison is a ChFC® credentialed financial advisor with 39 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2021. He has held positions at Allianz and Century Tax & Wealth Management, where he is also the owner providing CPA and tax preparation services. Allison serves as chairman of the finance committee for Mt. Calvary Lutheran Church. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using a range of platform arrangements and proprietary and third-party strategies.

Anthony Brookfield is a Private Wealth Manager at Merrill Private Wealth Management. He works closely with a select group of ultra-high-net-worth individuals and families, providing portfolio oversight, investment strategy, and integrating tax, estate, and philanthropic planning. His clients include company founders, entrepreneurs, executives, inheritors of multi-generational wealth, and philanthropists. Anthony's expertise includes concentrated stock strategies, tax-sensitive wealth transfer, endowment-style investing, pre-liquidity event planning, philanthropic giving, and access to banking and lending services. He holds the Certified Investment Management Analyst®, Certified Private Wealth Advisor® certifications, and a Personal Investment Advisor designation. He earned a B.A. in Economics from the University of California, Davis, and an MBA in Finance and International Business from Columbia Business School. Anthony is active in environmental conservation efforts, serving on the National Board of Trustees for Trout Unlimited. He has been involved with Keep Fish Wet, serving as Vice Chair, the Squaw Valley Alpine Foundation, and California Trout, where he was Chairman of the Board for 14 years. He also serves as a local ambassador for Columbia Business School.

Brandon Little is a financial advisor with UBS Financial Services in Park City, UT, holding a Series 66 designation and 10 years of industry experience. He has worked at UBS since 2017 and previously held roles at North Star Resource Group, Minnesota Life Insurance Co., CRI Securities, LLC, and Securian Financial Services, Inc. Outside of his advisory work, he serves as an assistant coach for the boys basketball team at Judge Memorial High School. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, using proprietary research and model-based asset allocations to tailor investment plans. The firm combines institutional trading capabilities with wealth management and offers specialized services such as futures commission merchant operations and securities-backed lending.

Brian Kahn is a financial advisor with Morgan Stanley in Park City, UT, holding Series 65 and Series 63 licenses and bringing 15 years of industry experience. He has worked with Morgan Stanley and its Private Bank division since 2013 and is also involved in educational activities, including teaching fundamental and technical analysis and trading psychology at the University of Utah’s Adult Education program. Additionally, he volunteers as an event planner for Park City Green Drinks, a community group focused on green lifestyle topics. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Nicholas Mcbride is a CFP®-certified financial advisor with 14 years of industry experience, currently affiliated with J.P. Morgan Securities in Park City, UT. His career includes roles at Fidelity and various divisions within J.P. Morgan since 2011. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized reporting. The firm combines institutional advisory capabilities with broker-dealer and investment management functions, delivering services through a select group of Wealth Advisors.

Lisa Schneider is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has nine years of industry experience. Prior to her current role, she worked at Raymond James & Associates for nine years. Outside of her advisory role, she is a vocalist and instrumentalist with Mountain Mama Music. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports institutional consulting and portfolio management through a large advisor network.

Ryan Forsyth is a financial advisor with LPL Financial in Heber, Utah, holding a Series 66 designation and bringing 20 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is also involved with Mountain America Credit Union. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a broad network of investment adviser representatives, offering a range of financial planning and advisory services.

Larry Gwin is a financial advisor with LPL Financial in Park City, UT, holding Series 63 and Series 66 credentials and bringing 41 years of industry experience. He has been with LPL Financial since 2009 and is involved with Pensions West as a third-party administrator. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, institutions, and charitable organizations. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced portfolio management technologies.

Katherine Phillips is a CFP® professional with 13 years of experience in the financial services industry. She currently works at OSAIC and has previously been with Lincoln Financial Advisors Corporation, Confluence Wealth Management, and Wells Fargo Advisors. In addition to her advisory role, she is licensed as an insurance agent offering traditional life insurance and fixed and indexed annuities. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm integrates brokerage and investment advisory services with financial planning and uses a range of tools and third-party platforms to construct and manage portfolios across various asset classes.

Erik Tower is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Trevor Ricks is a CFP® with 13 years of industry experience, currently associated with Wells Fargo Clearing. He has previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC, with a combined tenure spanning over a decade. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a wide range of brokerage and advisory solutions.

Neil Napoleon is a financial advisor with Morgan Stanley in Park City, UT, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and analytical models to support its financial planning process.

Cynthia Laroche is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 15 years. Outside of her advisory role, she owns Wisdom, Strength & Beauty L.L.C., a real estate rental business in Park City, Utah. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios, third-party subadvisors, and proprietary research.

Sonja Blumoff is a Wealth Management Advisor with Merrill Lynch Wealth Management, serving as Senior Vice President and partner at Cecil, Blumoff & Associates Wealth Management. She has over 23 years of experience in the field, focusing on total wealth management and individualized investing and planning strategies for individuals, families, and small businesses. Sonja joined Merrill Lynch in 2003 and has leveraged her prior experience as an equity analyst to develop advanced wealth management strategies for her clients. She holds the Certified Investment Management Analyst® (CIMA®) designation and completed the Fundamentals of Alternative Investments Certificate Program by the Chartered Alternative Investment Analyst Association. Sonja earned her bachelor's degree from Southern Methodist University (SMU), a master's degree from the University of North Texas, and an MBA in Finance from the Edwin L. Cox School of Business at SMU. She has been recognized repeatedly by Forbes, being named to their "America's Top Women Wealth Advisors" and "Best-in-State Wealth Advisors" lists over several years. Outside of her professional career, Sonja is involved with VNA Meals on Wheels, supporting older adults in maintaining their independence at home. She enjoys traveling, outdoor activities, spending time with family and friends, training in the gym, reading, and seeking new opportunities for learning and adventure.