Lucas Bueno is a financial advisor at Morgan Stanley with 10 years of industry experience. He previously worked at Fidelity Brokerage Services LLC for eight years before joining Morgan Stanley in 2023. He holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies.

Mark Roesler is a financial advisor with Morgan Stanley in Sandy, Utah, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at E*TRADE Financial Corporate Services LLC and Solomon Page. Outside of his advisory work, he is involved in tutoring biology, chemistry, Spanish, English, and standardized test preparation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs for individuals and institutional clients. The firm emphasizes structured financial planning using firm-approved tools and serves clients through tailored financial strategies without providing individual security recommendations in standalone planning programs.

Daniel Whysong is a financial advisor at Morgan Stanley with four years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at E*TRADE Capital Management LLC, E*TRADE Securities LLC, and various Wells Fargo entities. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning services supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers both direct and employer-based financial planning solutions.

Blair Jenkins is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2013. Outside of his advisory role, he has been involved with the Salt Lake County Republican Party since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, utilizing structured planning tools and modeling techniques.

Lee Zeidner is a Financial Advisor affiliated with Merrill Lynch Wealth Management. In this role, he works closely with clients to understand their financial goals and develop strategies aimed at achieving short-, mid-, and long-term objectives. His responsibilities include providing guidance on general investing, retirement planning, and saving for unexpected expenses. He also facilitates client access to specialists within Bank of America for services such as banking, credit, home financing, and small business solutions. Lee Zeidner holds the designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from Western Washington University. He emphasizes a collaborative approach, focusing on uncovering what matters to clients and their families to create tailored financial strategies. His professional philosophy centers on offering ongoing advice and guidance as clients' needs evolve.

Jason Peterson is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He previously worked at First Trust Portfolios L.P. for 16 years before joining Wells Fargo Advisors in 2020. Outside of his role at Wells Fargo, he has ownership interests in Genesys Wealth Management, LLC and Equity Growth Partners Ltd, LLC, and serves as a trustee for a related 401(k) plan. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning, supported by Wells Fargo research and planning tools.

Jessica Hymel is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She worked at UBS Financial Services from 2014 to 2020 before joining Raymond James in 2021, with a brief period as a homemaker. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, with a focus on both retail and institutional advisory services, including public finance and municipal work.

Eric Richardson is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with J.P. Morgan entities since 2013. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage and investment management capabilities through a non-discretionary advisory program.

Jackson Pingree is a financial advisor with Morgan Stanley, holding Series 66 and Series 63 licenses and bringing six years of industry experience. Prior to his current role, he worked at E*TRADE Securities LLC and has a background that includes a position at Professional Sports Therapy and a year at Brigham Young University. He is also active as a state and county delegate for the Utah Republican Party. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs structured planning tools and provides advisory services without giving individual security recommendations as part of its standalone planning program.

Marques Nielson is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and five years of industry experience. He previously worked at Alliance Benefit Group Rocky Mountain before joining Cambridge Investment Research, Inc. In addition to his advisory work, Nielson is a licensed notary public and owns a small business focused on retirement strategy services. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services. The firm provides a range of investment solutions through independent Financial Professionals and multiple platform arrangements, incorporating both proprietary and unaffiliated model strategies.

Isaiah Thurman is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 66 and Series 63 licenses. His prior work experience includes roles at Cafe Zupas, Olive Garden, Wiggy Wash, Sundance Mountain Resort, and Red Lobster. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and delivers services under various financial planning and investment programs.

William Beck is a CFP®-certified financial advisor with 19 years of industry experience, currently affiliated with LPL Financial since 2024. His prior experience includes over a decade at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management. Outside of advisory work, he is a business owner of Pillow Cube, a non-investment-related venture. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, with both discretionary and non-discretionary management supported by research and technology-driven investment solutions.

Steven Pagoaga is a financial advisor with Raymond James & Associates in Millcreek, Utah, holding a Series 66 designation and bringing 15 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. He also serves in the US Army National Guard. Raymond James & Associates offers financial planning and investment consulting services to a diverse client base that includes individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations, supporting clients through both non-discretionary and discretionary advisory programs.

Kip Quinn is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 16 years of industry experience. He has worked with Wells Fargo and its affiliated firms since 2010. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions, utilizing proprietary research and planning tools to develop tailored recommendations for clients.

Myra Keith Johnson is a financial advisor with Raymond James Financial in South Jordan, Utah, holding Series 63 and Series 65 credentials. She has 34 years of industry experience, including over 17 years with Raymond James Financial. Outside of her advisory role, she serves as an operations manager at The Davis Group. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers tailored, primarily non-discretionary advisory services and maintains a notable presence in municipal and public finance through its affiliation with Raymond James’ Public Financing department.

Mark Patterson is a financial advisor at Morgan Stanley with one year of industry experience. Prior to joining Morgan Stanley, he spent over a decade running Chic's Jerky Inc., also known as Good Thyme Catering. Between 2023 and 2025, he took time for travel and education. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by firm-approved tools.

Michael Nelson is a financial advisor with Morgan Stanley who holds Series 66 and Series 63 licenses and has 12 years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at E*TRADE Securities and also serves as an online adjunct faculty member at Southern New Hampshire University and OLL Services LLC. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers a variety of investment and planning services.

Aaron Fiero is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley and E*TRADE in various capacities since 2016. 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 modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Alicia Allen is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to her advisory role, she spent two years in homemaking. Outside of her advisory work, she teaches a youth Sunday School class at the Church of Jesus Christ of Latter Day Saints and conducts research as a research assistant for the Utah Women and Leadership Project. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering both discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Bradley Britton is a CFP® and Series 66-registered advisor with UBS Financial Services, where he has worked since 2006, bringing 20 years of industry experience. He serves as the secretary for the Parry Farms Home Owners' Association, managing commonly owned property in Bluffdale, Utah. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing proprietary research and asset allocation models to tailor financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers a range of capital markets, custody, and lending solutions.