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.

Skyler Lawson is a financial advisor at Morgan Stanley with Series 66 credentials and less than one year of industry experience. Prior to joining Morgan Stanley in 2026, Lawson held brief positions at Bank of America, Merrill, Northwestern Mutual, and worked as an independent broker. He also serves as an officer of Lawson. Capital LLC, a sole proprietorship managing his personal long-term investments. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to 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.

Joseph Guanzon is a financial advisor with Morgan Stanley in South Jordan, UT, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has been with Morgan Stanley since 2011. Outside of his advisory role, he is employed with DoorDash in a customer service capacity. 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 uses structured planning processes supported by firm-approved tools to develop financial plans.

Delwin Frew is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Stifel Nicolaus since 2008. Outside of his advisory work, he serves as a board member and fundraising ambassador for the Sutter Auburn Faith Hospital Foundation. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. Its investment approach uses proprietary methodologies based on forward-looking capital market assumptions and probabilistic modeling to support client decision-making.

Alexis Slade is a financial advisor with LPL Financial based in South Jordan, Utah. She holds the Series 63 and Series 65 designations and has one year of industry experience. Her background includes roles at UPS, Oakcrest Girls Camp, and Utah State University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a large national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from both internal and third-party sources.

Allison Kizzee is a financial advisor at Ameriprise Financial Services with seven years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2016. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Cody Fivecoat is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at E*TRADE Capital Management and E*TRADE Securities. He has also been affiliated with Utah State University since 2016. 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 supported by structured discovery processes and firm-approved tools.

James Shipp is a financial advisor with Ameriprise in Orem, Utah, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he manages Shipp Company LLC, a business unrelated to investments. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, utilizing a centralized consulting team to deliver tailored, research-driven recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Jared Mitchell is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Edward Jones since 2002. He holds Series 63 and Series 66 licenses and operates out of Lehi, Utah. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Abraham Tarkeshian is a financial advisor at Morgan Stanley with 10 years of industry experience. He has been with Morgan Stanley since 2014 and holds Series 63 and Series 66 licenses. 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, managing approximately $2.74 trillion in client assets.

Darel Crosby is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He previously spent 15 years with Next Financial Group Inc before joining LPL Financial in 2025. Crosby also operates Crosby Retirement Planning, LLC, an entity supporting his advisory business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and corporations through a national network. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with research and model portfolios from multiple sources.

Sam Moody is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2015 and JPMorgan Chase Bank since 2012. Outside of finance, he owns and operates a baseball glove repair business and manages an e-commerce store selling home goods. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.