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.

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.

Elijah Lane is a financial advisor at Edward Jones in Cedar Hill, UT, holding a Series 66 designation. He joined Edward Jones in 2025 and has previous experience in healthcare staffing and medical center roles. Outside of his advisory work, he provides a furnished room for rent in Tulsa, OK. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branches across the United States.

Kateryna Gnatkivska is a financial advisor with Morgan Stanley in South Jordan, UT, holding Series 63 and Series 65 credentials and having two years of industry experience. Prior to joining Morgan Stanley in 2023, she worked at Tailored Management and held positions at Costco Wholesale and Smith Food and Drug. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario analyses as part of its services.

Pat Patterson is a Financial Consultant currently working with Fidelity Investments since 2022. He has experience in guiding clients approaching retirement by designing and implementing investment portfolios, with a focus on income planning and ensuring the sustainability of retirement plans. Prior to joining Fidelity Investments, Pat worked as a Financial Consultant at E*TRADE from Morgan Stanley from 2018 to 2022, as a Financial Advisor at Voya Financial Advisors from 2017 to 2018, and as a Financial Consultant at TD Ameritrade from 2015 to 2017. He holds insurance licenses in Arkansas and California. Outside of his professional work, Pat has interests in boating, family activities, military service, music, and surfing.

Jeffrey Teran is a CFP® professional with 20 years of industry experience, currently with Raymond James Financial. He previously spent 19 years with First Western Advisors and maintains a part-time role there providing financial planning and management support. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm emphasizes non-discretionary planning tailored to client goals and supports municipal and public finance work through its affiliation with a municipal advisor.

Cameron Carlson is a financial advisor with Morgan Stanley in South Jordan, UT, holding a Series 66 license and five years of industry experience. His prior work includes roles at Decker Retirement Planning and the University of Nevada Las Vegas. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in assets and utilizing structured planning tools and models to support client strategies.

Jose Garcia is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at E*TRADE Capital Management and E*TRADE Securities from 2011 through 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs structured financial planning processes supported by firm-approved tools and methodologies.

Logan Johnson is a financial advisor at Morgan Stanley with four years of industry experience. Before joining Morgan Stanley in 2021, he worked at E*Trade and spent 14 years at Lagoon Amusement Park in a customer service role. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools.

Mara Jackson is a financial advisor at Morgan Stanley with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Insight Global and Wells Fargo Clearing Services. Outside of her advisory role, she is involved in community activities including serving as treasurer for a local elementary school and operates a childcare service. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a variety of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by firm‑approved tools and modeling techniques.

Tyler Gentry is a financial advisor at Edward Jones in Lehi, Utah, holding CFP®, ChFC®, and Series 66 designations with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large nationwide network of advisors and branch offices.

Colton Reading is a financial advisor with LPL Financial in South Jordan, Utah, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been affiliated with LPL Financial since 2003 and spent 11 years with Financial Advocates Investment Management. Outside of advisory work, he has been involved as a non-variable insurance agent focusing on life, health, long-term care, and disability insurance. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Matthew Pettit is a financial advisor at LPL Financial with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Cuso Financial Services, Zions First National Bank, and Fidelity. Outside of his advisory work, he is involved with Treetop Enterprises LLC, an Airbnb-related business in Salt Lake City. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational tools and a large network of advisors.

Charles Christensen is a financial advisor at LPL Financial in South Salt Lake, UT, holding a Series 66 designation with seven years of industry experience. His work history includes roles at America First Credit Union, Empower Financial Services, and Alaska USA Federal Credit Union, among others. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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 bringing 27 years of industry experience. He previously worked at UBS Financial Services, Morgan Stanley, and KeyBanc Capital Markets. Sullivan 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, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.