Sean Wixom is a financial advisor with LPL Financial, holding a Series 66 designation. He has one year of industry experience, having previously worked at Mountain America Investment Services and in various roles outside finance, including positions at Costco Wholesale and Southwest Career and Technical Academy. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

Richard Cruser is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2023. Prior to that, he spent several years at E*TRADE in various capacities between 2015 and 2023. 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 uses structured discovery conversations and firm-approved tools, supported by extensive client assets under management.

Dane Zidek is a financial advisor with Morgan Stanley in South Jordan, UT, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley in 2021, he worked at several companies including Deseret First Credit Union and Lendio. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and investment research.

Jeffrey Meiling is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with LPL Financial and Cyprus Credit Union since 2015. 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 advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Mckinley Eastmond is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at E*TRADE Capital Management and E*TRADE Securities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs and tailored financial planning using structured discovery conversations and firm-approved tools.

Kraig Burlingame is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Cetera Advisor Networks and Suncomm, as well as experience working outside the financial sector. Burlingame is engaged with Walker Investments, a non-investment related business involving non-variable insurance services. 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 offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Joseph Taylor is a financial advisor with LPL Financial in Cottonwood Heights, UT, holding Series 63 and Series 65 credentials and 28 years of industry experience. He worked with MML Investors Services, Inc. and Massachusetts Mutual Life Insurance Company for 22 years before joining LPL Financial in 2019. Taylor also maintains a separate business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services with discretionary and non-discretionary management options supported by in-house and third-party research.

Jeffrey Hansen is a financial advisor with Morgan Stanley who holds a Series 66 designation and has eight years of industry experience. He previously worked at Grifols/Biomat USA from 2016 to 2018. Outside of his advisory role, he is involved with Greatest Goods, LLC, an online retail business based in Lehi, Utah. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 employs a structured planning process using firm-approved tools and market outcome models.

Robert Madsen is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Primerica Advisors since 2000 and is also employed in medical laboratory testing at ARUP Laboratories. Outside of advising, he is involved in sales of loan products and home security-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm uses third-party asset managers and provides a tiered wrap-fee structure for its services.

Monica Allen is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 11 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously with WELLS FARGO Advisors, LLC from 2014 to 2016. Outside of her advisory role, she serves as a special power of attorney for her sister-in-law and participates in continuing education through the University of Utah Lifelong Learning program. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm's IPS-driven advisory process incorporates modern portfolio theory and includes a diverse investment menu with insurance-related vehicles and bank deposit sweep options.

Collin Rigby is a financial advisor with Charles Schwab, holding a Series 66 designation and bringing 20 years of industry experience. His prior work includes extensive roles at TD Ameritrade Investment Management, LLC, and TD Ameritrade, Inc., spanning from 2006 to 2024. He is currently based in Cottonwood Heights, UT. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, delivering multi-asset model portfolios and alternative investment options within an integrated operational structure.

Benjamin Clifford is a CFP® professional with 16 years of experience, currently affiliated with LPL Financial. His prior roles include positions at Tina Hess and Amy's Group RE LLC, alongside long-term involvement with Barber Tax Service, where he manages tax preparation and accounting services. Clifford also maintains business activities in financial advising and tax services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, and institutions. The firm offers a range of advisory programs and financial planning services supported by research and multiple portfolio management options.

Kelly Spencer is a financial advisor at Wells Fargo Advisors with 36 years of industry experience. He has held various roles within Wells Fargo-affiliated firms since 2009. Spencer holds Series 63 and Series 65 designations. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients who meet certain net-worth criteria, utilizing proprietary research and tools to develop customized recommendations.

Corinne Brunyer is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Morgan Stanley and E*TRADE in various advisory roles throughout her career. Morgan Stanley Wealth Management offers a broad range of advisory programs serving both individual and institutional clients, providing tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and delivers services through its Financial Advisors and Estate Planning Strategies Group.

Ray Davis is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has been associated with Raymond James Financial Services, Inc. since 2011 and leads the Davis Group since 2016. Outside of his advisory role, he serves as a servicing agent for fixed annuity contracts with Allianz on a non-compensated basis. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored financial plans developed through client interviews, risk profiling, and firm research.

Marisa Hampton is a financial advisor at Ameriprise with two years of industry experience. She holds a Series 66 designation and previously worked at Health Plan of San Joaquin and Michaels Arts and Crafts. Outside of her advisory role, she is employed as licensed staff at Alta Management Group LLC. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports, supported by a centralized consulting team and algorithmic tools.

Kristi Chapman is a financial advisor at LPL Financial with seven years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Bank and Wells Fargo Clearing Services for a combined 29 years. She is also associated with Mountain America Credit Union. 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 various advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management alongside research and model portfolios.

Benjamin Swallow is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2018. Prior to that, he was with Morgan Stanley Services Group Inc. and Bank of America, N.A. from 2010 to 2018. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individuals and institutional clients with a 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 offers services directly to individuals as well as through Corporate Financial Planning agreements.

Richard Royce is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2015. Outside of his advisory work, he is involved in photography as an owner and photographer of a fine art photography business. Edward Jones is a full-service wealth management firm serving individuals and institutions, including high-net-worth households and corporate clients. The firm manages over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

Paulo Ledesma is a financial advisor at Morgan Stanley with three years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Investment Contact Center. His background also includes experience outside finance, having worked in physical therapy and retail. 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 customized financial planning supported by structured tools and modeling techniques.