Marcus Adkins is a financial advisor at Morgan Stanley with eight years of industry experience. He holds Series 66 and Series 63 designations and previously worked at E*TRADE Securities LLC before joining Morgan Stanley. Outside of his advisory work, Adkins is a video game streamer on Twitch. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by structured discovery processes and advanced modeling tools.

Maria Arellano is a financial advisor at LPL Financial with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley and TD Ameritrade prior to joining LPL Financial in 2017. She also has experience in an academic role at Westminster College. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors and utilizes both proprietary and third-party investment strategies.

Nathaniel Crowther is a financial advisor with Cetera who holds the CFP® designation and has 30 years of industry experience. His career includes roles at Securian Financial Services, Minnesota Life, Strategic Financial Partners, Renaissance Financial Corp, and Cetera Wealth Services. Crowther is also involved in real estate ownership, including managing rental properties and a luxury townhome used for both personal and rental purposes. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers diverse investment management and financial planning services across multiple program structures with access to affiliated and third-party managers.

Jeramiah Botkin is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones and Savage Services. Outside of his advisory role, he is associated with Brickhouse Bees LLC, a non-investment business owned by his spouse. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing both proprietary and third-party strategies.

Mina Hansen is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds the Series 63, Series 65, and Series 66 credentials and has been with Morgan Stanley since 2012. Outside of her advisory role, Hansen is involved in various food and package delivery services, including work with Uber Eats, DoorDash, Amazon Flex, Roadie Inc., and DeliverThat. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs supported by structured discovery processes and sophisticated modeling tools.

Austin Green is a CFP®-designated financial advisor with 20 years of industry experience. He has been with LPL Financial since 2011 and has prior experience at Wells Fargo Investments. Green is also involved with Mountain America Credit Union and Mountain American Insurance Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, 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.

Jeremy Leavitt is a CFP®-certified financial advisor with nine years of industry experience, currently with Ameriprise since 2020. He has prior experience at LPL Financial and Mountain America Federal Credit Union. In addition to his advisory role, he serves as an adjunct professor teaching financial planning courses at the University of Utah. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm’s retirement income service includes a written Recommendation Report supported by investment research and algorithmic tools, with implementation managed in collaboration with clients and their advisors.

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.

Weston Morley is a financial advisor with LPL Financial in Salt Lake City, UT, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Zions Bank, Fidelity Investments, BancWest Investment Services, and Bank of the West. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers diverse advisory solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Victoria Mc Bride is a financial advisor with Edward Jones in Riverton, UT, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked at Belong and has been involved in fitness instruction both as a fitness instructor at Shaly Inc and a part owner of Studio Movement Collective LLC, a fitness studio. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, managing approximately $1.01 trillion in assets and operating a large nationwide network of advisors and branch 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 eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA. Pointer serves on the committee responsible for allocating Land Trust funds to Lehi Elementary School, focusing on supporting educational programs in math, language arts, and science. 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. The firm offers model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include work with Waddell & Reed Inc and various insurance carriers, as well as founding B J Allen & Associates, LLC, where he was involved for over three decades. Outside of advisory work, he serves as an adjunct teacher at Davis Technology College. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions delivered through a large network of advisors utilizing both proprietary and third-party models.

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. Prior to joining LPL Financial, he has worked at Morgan Stanley, Zions Bancorporation, and Stifel. Outside of his advisory role, he officiates football games with the Sheridan Football Officials Association. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, 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.

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®-designated financial advisor with 33 years of industry experience, currently affiliated with LPL Financial since 2025. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 1992 to 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, 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.

Patrick Ball is a financial advisor with Morgan Stanley in South Jordan, Utah, holding Series 65 and Series 66 credentials and 21 years of industry experience. He has been with Morgan Stanley since 2014 and previously worked at Harrisdirect LLC in 2005. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning processes supported by firm-approved tools to develop financial plans.

Micah Burrow is a financial advisor at Morgan Stanley with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Morgan Stanley in 2025, he held roles at Xanterra, Lytle Land and Cattle, Vivint, and Abilene Christian University. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.