Matthew Pettit is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and possessing 12 years of industry experience. He has worked at LPL Financial and Cuso Financial Services, including multiple tenures at both firms, as well as a year at Zions First National Bank. Outside of his advisory work, he is involved with Treetop Enterprises LLC, a business connected to Airbnb operations. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, providing both discretionary and non-discretionary management, and incorporates model portfolios, third-party research, and various portfolio management technologies.

Charles Christensen is a financial advisor with LPL Financial in South Salt Lake, UT, holding a Series 66 designation and seven years of industry experience. His career history includes roles at America First Credit Union, Empower Financial Services, Alaska USA FCU, CUNA Brokerage Services, and Mountain America Credit Union, among others. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Clint Zundel is a CFP® with 15 years of industry experience currently affiliated with Fidelity. He previously worked at Fidelity Investments Institutional Services Company, INC. for 25 years and has been with FBS LLC since 2020. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction in managing discretionary and non-discretionary portfolios, and is noted for its use of systematic methodologies and formal advisory roles to multiple funds.

Coree Sullivan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm offering 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 provides both brokerage and advisory solutions.

David Noble is a financial advisor with Primerica Advisors in Salt Lake City, UT, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has worked with PFS Investments, Inc. since 2011 and has been affiliated with Primerica Financial Services since 2001. Outside of advising, he has been involved in sales of home security and automation products as well as loan products through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which serves individual and high-net-worth clients using model-delivery strategies and selectively available separately managed accounts within a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, providing a tiered percentage-based fee model and maintaining oversight of its investment offerings.

Jonas Tripp is a financial advisor at Morgan Stanley with eight years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at E*TRADE Securities LLC, PFS Investments Inc., Alliance Health, and Primerica Financial Services. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individual and institutional clients, including customized financial planning supported by firm-approved tools and analyses.

Giancarlo Rondon is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at Matrix, Fidelity Investments, and R. J. Lewis, as well as self-employment and various positions unrelated to finance. Outside of advising, he is involved in manufacturing as a violin maker and operates a construction and engineering contracting business. Morgan Stanley Wealth Management is an SEC-registered advisory and broker-dealer firm serving individual and institutional clients with a broad range of financial planning and investment services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and methodologies designed to model financial outcomes and support tailored client strategies.

Jason Money is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. His career includes roles at Morgan Stanley since 2023, E*TRADE Capital Management LLC and E*TRADE Securities LLC from 2017 to 2023, and TD Ameritrade from 2003 to 2017. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm employs a structured planning process supported by advanced modeling tools and oversees approximately $2.74 trillion in client assets.

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.

Tamara Radice is a CFP® professional with 23 years of industry experience. She has worked at Edward Jones from 2002 to 2025 before joining Ameriprise in 2025. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, providing detailed recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools to deliver tailored advice through its centralized retirement-income consulting team.

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.

Kimball Potter is a financial advisor with J.P. Morgan Securities in Salt Lake City, UT, holding a Series 66 designation and five years of industry experience. His prior work includes positions at Fredrickson & Associates, Ameriprise, First Community Bank of Layton, and Blind Spot. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

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.

Richard Habel is a Series 66-licensed financial advisor with 11 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2021 and previously spent seven years at Sterling Financial. Outside of his advisory role, he serves as a board member of the Murray Education Foundation and owns several business ventures, including a retail operation called Millie's Suds, LLC. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals across wealth levels, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through independent professionals, utilizing a variety of portfolio management strategies and platform arrangements tailored to client objectives.