Nathan Thurman is a financial advisor at Morgan Stanley with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at E*TRADE Securities LLC and Utah Valley University prior to joining Morgan Stanley. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and analyses to support client financial plans.

Enkhuujin Stark is a financial advisor at Morgan Stanley with one year of industry experience. They hold the Series 66 designation and previously worked at ARUP Laboratories and the University of Utah. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, utilizing structured planning tools and investment models to support client objectives.

Paula Larson is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. Her career includes roles at E*TRADE Capital Management, Fidelity Brokerage Services, and Wells Fargo Advisors. Outside of her advisory work, she is involved in photography as a personal business. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutions with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and a structured discovery process.

Kamron Sanders is a Series 66-licensed financial advisor with Edward Jones in Draper, UT, bringing two years of industry experience. His prior work includes roles at Utah Mortgage Loan Corporation and New Star Communications International LLC. Sanders is also a published children's author. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a fiduciary standard, offering a range of advisory strategies and affiliated investment options supported by a large nationwide network of financial advisors and branch offices.

Justin Powell is a Series 66 licensed financial advisor at Morgan Stanley with three years of industry experience. His prior work includes positions at E*TRADE Securities and non-financial roles at Grub Burger Bar and in education. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, incorporating structured financial planning and employing firm-approved tools and models to inform client strategies.

Robert Collins is a financial advisor with Merrill in Provo, Utah, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Bank of America. Outside of advising, he is involved in a personal investment partnership related to a condominium development project. Merrill serves a broad client base—including individuals, retirement plans, corporations, and institutions—by offering managed account programs, discretionary portfolio management, and brokerage services. The firm employs a range of program strategies with both client and advisor discretion and integrates closely with Bank of America affiliates to support trading, lending, and capital-market activities.

Selina Raass is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds the CFP® designation as well as Series 63 and Series 65 licenses. Her prior work includes roles at Bank of America, N.A., and Merrill. Morgan Stanley Wealth Management is an 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 that utilizes structured discovery conversations and firm-approved planning tools.

Arthur Condie is a financial advisor at Edward Jones with nine years of industry experience. He has held his current position since 2017 and previously worked at Intermountain Health Care for two years. Condie receives merchant service residuals tied to businesses in Spanish Fork and Orem, Utah. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory programs and services through a large national network of financial advisors and branch offices.

Bernell Baker is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and possessing 18 years of industry experience. He has worked at LPL Financial since 2012 and concurrently at Aliant Credit Union since the same year. Outside of his advisory role, Baker is involved with an insurance marketing organization that facilitates placing fixed annuity and insurance business with multiple carriers. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL Research and third-party subadvisors.

Mckay Warren is a financial advisor with OSAIC, holding a Series 66 designation and five years of industry experience. He has worked with OSAIC since 2019 and is also involved with Hobble Creek Wealth. Outside of his advisory role, he serves as a divorce consultant for Peaceful Divorce Solutions, assisting in the equitable division of marital assets during mediation. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing asset-allocation tools and third-party solutions to manage diverse portfolios for individual and high-net-worth investors, pension plans, corporations, and charitable organizations.

Daniel Wilson is a financial advisor with Fidelity in Lehi, Utah, holding Series 63 and Series 66 credentials and 17 years of industry experience. He has been with Fidelity Investments since 2010, including roles at Fidelity Personal and Workplace Advisors and Strategic Advisers LLC. Outside of his advisory work, he is involved in managing rental properties with his brother. Strategic Advisers LLC, a Fidelity Investments company, 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 to manage portfolios from a diversified universe of funds and ETFs.

Clinton Parsons is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2022. His prior experience includes roles at E*Trade Capital Management LLC and E*Trade Securities LLC, spanning over a decade. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Anthony Louviere is a financial advisor at Morgan Stanley with 22 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2012, including Morgan Stanley Smith Barney and Morgan Stanley Bank, N.A. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to both individual and institutional clients. The firm provides tailored financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Nathan Van Rij is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs that include tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides a range of investment and financial planning services through its broad platform.

Andrew Hilgenberg is a financial advisor with Fisher Investments, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked at Fisher Investments since 2019 and previously was employed at Fidelity Investments and Fidelity Personal and Workplace Advisors. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across diverse asset classes. The firm uses a centralized investment process combining quantitative and qualitative research and employs tax-aware and risk management strategies.

Chandler Frischknecht is a financial advisor at Morgan Stanley with two years of industry experience. He holds a Series 66 license and has worked at Morgan Stanley since 2021. Prior to that, he was with Dimensional Impact and has experience in academic and financial services roles. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market modeling techniques as part of its advisory services.

Gina Burton is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2015. The firm provides a wide array of advisory programs for individuals and institutional clients, offering tailored financial planning that incorporates structured discovery conversations and firm-approved planning tools. Morgan Stanley Wealth Management manages approximately $2.74 trillion in client assets and delivers services that include both direct client plans and Corporate Financial Planning agreements.

Michael Frandsen is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Cambridge since 2016, with prior experience that includes a role at the Church of Jesus Christ of Latter-day Saints. Frandsen is also the founder of MDF Holdings, a real estate venture based in Provo, UT. Cambridge Investment Research Advisors is a large SEC-registered firm serving a broad range of clients, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a variety of portfolio management strategies and platform arrangements.

Sean Larson is a financial advisor with Morgan Stanley in Sandy, Utah, holding Series 63 and Series 66 licenses and possessing nine years of industry experience. He previously worked at E*Trade Securities LLC for six years and has experience with Vivint SmartHome, Chrysalis, and Southern Utah University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Allen Marler is a CFP® professional with 24 years of industry experience, currently advising at OSAIC. He has a long career background including roles at Securities America Advisors, Inc. and ownership of LCM Financial Services, Inc., where he provides tax preparation and planning services. He is also involved in selling life, long-term care, and disability insurance. OSAIC serves a diverse client base including individual, high-net-worth, and institutional investors through a large network of financial advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across various asset classes.