Jacob Westlund is a financial advisor with Wells Fargo Clearing in Park City, UT, holding a Series 66 designation and nine years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a power of attorney for his sister. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from Wells Fargo Investment Institute and third-party sources with diversification principles and modern portfolio theory to support its brokerage and advisory solutions.

Christine Woznicki is a financial advisor with Edward Jones in Park City, Utah, holding Series 63 and Series 66 licenses and having 11 years of industry experience. She has worked at Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies under a fiduciary standard.

Steven Lauder is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, and Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Hayden Yogman is a CFP®-designated financial advisor at Edward Jones with 10 years of industry experience. He has held prior roles at firms including Prudential Insurance Company of America, Goldman Sachs, and UBS Financial Services. Edward Jones is a full-service wealth management firm serving a broad client base that includes individuals, institutions, pension plans, corporate clients, and charitable organizations. The firm offers multiple advisory strategies with a fiduciary standard and manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors.

Chris Kidd is a CFP®-certified financial advisor with 28 years of industry experience, currently affiliated with Morgan Stanley in Park City, Utah. His career includes tenures at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Bank of America, N.A., and Merrill. Outside of his advisory role, he is involved in property management. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory programs supported by structured planning tools and broad investment resources.

Robert Barnard is a CFP® with 43 years of experience in the financial industry. He has worked at Wells Fargo Clearing since 2016 and was previously with Prudential Equity Group, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting. The firm employs over 14,000 financial advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

Alejandro Malespin is a financial advisor with Morgan Stanley in Park City, UT. He holds a Series 66 designation and began his advisory career at Morgan Stanley in 2026. Prior to joining the firm, he worked at Foothill Montessori of Salt Lake for three years and has experience in education and the hospitality industry. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and research.

John Hubley is a financial advisor at Mass Mutual Investors Services with two years of industry experience. His prior work includes roles at Hearth and Hill, Deer Valley, and Oracle. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, with planning engagements structured as annual, collaborative relationships using firm-approved analytical tools.

Jon Monk is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has worked since 2007. Prior to joining Merrill, he spent five years as an investment banker focusing on mergers and acquisitions. Jon's work centers around helping individual and corporate clients navigate significant life events, including retirement and business sales. His approach integrates estate planning, lending and credit considerations, investment management, and comprehensive wealth management. With 15 years of experience in the financial services industry, Jon has expertise in corporate benefit programs such as equity compensation, defined benefit and contribution plans, and nonqualified deferred compensation. He assists corporate executives in aligning their corporate benefits within long-term financial plans. His client services include college education planning, family wealth management, portfolio management, small business strategies, sports and entertainment, tax minimization, and support for endowments, foundations, and non-profits. Jon holds a high school diploma from Cardinal Newman, attended Tulane University without earning a degree, and earned a bachelor's degree from the University of New Orleans. He has earned several professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His lending services are facilitated through Bank of America, N.A. Outside of work, Jon enjoys golfing, hiking, soccer, and tennis.

Gary Howard is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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 through more than 14,000 advisors, offering both brokerage and advisory solutions.

Jules Rousseau is a financial advisor with Morgan Stanley who holds Series 63 and Series 66 credentials and has 37 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, he was employed at Citigroup Global Markets beginning in 1993. Outside his advisory role, Rousseau serves on the Investment Committee and Finance Committee for the Catholic High School Foundation in Baton Rouge. Morgan Stanley Wealth Management serves both individual and institutional clients by 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 supported by firm-approved tools and modeling techniques.

Katherine Miller is a financial advisor at Edward Jones in Park City, UT, holding a Series 66 designation with less than one year of industry experience. Her prior work includes roles at PacifiCorp and various legal and public service positions. Outside of finance, her background includes experience in hospitality and law-related activities. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Justina Smith is a financial advisor at Edward Jones with CFP®, ChFC®, and Series 66 designations and four years of industry experience. She has been with Edward Jones since 2022 and previously worked at the University of Utah from 2015 to 2021. 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 advisory strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Gregory Cunningham is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been associated with Raymond James since 2010 and leads Cunningham Wealth Group, a marketing name for his current business operations. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning and consulting supported by analytical tools and recent technological advancements.

Sandra Berglund is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 27 years of industry experience. She has been with Morgan Stanley Smith Barney since 2010 and Morgan Stanley Private Bank, National Association since 2015. 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 employs structured planning processes supported by firm-approved tools.

Christopher Sawch is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at Morgan Stanley and UBS Financial Services. Outside of his advisory work, he has ownership interests in investment-related entities, including Shearwater Creek LLC and Ack Capital, LLC, the latter co-owned with his spouse. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services utilizing proprietary research and tools, delivering tailored recommendations through meetings and written summaries.

Howard Ashlock is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Stifel since 2018. He previously worked at Bank of America and Merrill during an eight-year period from 2010 to 2018. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Denver Smith is a financial advisor with UBS Financial Services in Park City, Utah, holding Series 63 and Series 66 designations and having 18 years of industry experience. He has been with UBS since 2014. Outside of his advisory role, he serves as an officer for Dad Force One, a community group that raises funds for school security through events such as crawfish boils and neighborhood scavenger hunts. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment strategies.

Ann Sowder is a financial advisor at OSAIC with 26 years of industry experience. She holds a Series 66 designation and previously worked at Lincoln Financial Advisors from 1999 to 2025. Outside her advisory role, she is also licensed as an insurance agent. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services along with access to third-party investment managers. The firm employs various asset-allocation and portfolio construction tools, supporting both discretionary and non-discretionary account management.

Payton Whalen is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 66 licenses. Outside of his advisory role, Whalen works as an independent contractor caddying at Glenwild Golf Club and Spa in Park City, Utah. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.