Marques Nielson is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and five years of industry experience. He previously worked at Alliance Benefit Group Rocky Mountain before joining Cambridge Investment Research, Inc. In addition to his advisory work, Nielson is a licensed notary public and owns a small business focused on retirement strategy services. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services. The firm provides a range of investment solutions through independent Financial Professionals and multiple platform arrangements, incorporating both proprietary and unaffiliated model strategies.

Isaiah Thurman is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 66 and Series 63 licenses. His prior work experience includes roles at Cafe Zupas, Olive Garden, Wiggy Wash, Sundance Mountain Resort, and Red Lobster. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and delivers services under various financial planning and investment programs.

William Beck is a CFP®-certified financial advisor with 19 years of industry experience, currently affiliated with LPL Financial since 2024. His prior experience includes over a decade at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management. Outside of advisory work, he is a business owner of Pillow Cube, a non-investment-related venture. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, with both discretionary and non-discretionary management supported by research and technology-driven investment solutions.

Steven Pagoaga is a financial advisor with Raymond James & Associates in Millcreek, Utah, holding a Series 66 designation and bringing 15 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. He also serves in the US Army National Guard. Raymond James & Associates offers financial planning and investment consulting services to a diverse client base that includes individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations, supporting clients through both non-discretionary and discretionary advisory programs.

Kip Quinn is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 16 years of industry experience. He has worked with Wells Fargo and its affiliated firms since 2010. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions, utilizing proprietary research and planning tools to develop tailored recommendations for clients.

Myra Keith Johnson is a financial advisor with Raymond James Financial in South Jordan, Utah, holding Series 63 and Series 65 credentials. She has 34 years of industry experience, including over 17 years with Raymond James Financial. Outside of her advisory role, she serves as an operations manager at The Davis Group. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers tailored, primarily non-discretionary advisory services and maintains a notable presence in municipal and public finance through its affiliation with Raymond James’ Public Financing department.

Mark Patterson is a financial advisor at Morgan Stanley with one year of industry experience. Prior to joining Morgan Stanley, he spent over a decade running Chic's Jerky Inc., also known as Good Thyme Catering. Between 2023 and 2025, he took time for travel and education. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both 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 utilizes a structured financial planning process supported by firm-approved tools.

Joseph Nielson is a CFP® professional with nine years of experience, currently serving as a financial advisor at Equitable Advisors since 2017. His prior experience includes roles at Axa Advisors, LLC, Mass Mutual Investors Services, and MassMutual Life Insurance Company. Outside of his advisory work, he officiates as a state referee for the United States Powerlifting Association in Utah and serves as a director consultant for BNI Utah North. Equitable Advisors provides financial planning, retirement-plan support, and access to asset management for individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model utilizing third-party asset managers and offers both advisory and brokerage/insurance services.

Michael Nelson is a financial advisor with Morgan Stanley who holds Series 66 and Series 63 licenses and has 12 years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at E*TRADE Securities and also serves as an online adjunct faculty member at Southern New Hampshire University and OLL Services LLC. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers a variety of investment and planning services.

Aaron Fiero is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley and E*TRADE in various capacities since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Mark Leone is a financial advisor at Cambridge Investment Research Advisors with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2014. In addition to his advisory role, he is involved as an independent insurance agent and owns an LLC for liability purposes. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals across wealth levels, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals using a range of portfolio management approaches and platform arrangements.

Marc Drew is a financial advisor with Equitable Advisors in Herriman, Utah, holding a Series 66 designation and 22 years of industry experience. He has been with Equitable Advisors since 2012, previously working with Axa Advisors. Outside of his advisory role, he serves as Vice President of Sweet Shops, Inc. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through third-party programs. The firm operates a hybrid referral and implementation model, providing both advisory and brokerage channels to implement client recommendations.

Alicia Allen is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to her advisory role, she spent two years in homemaking. Outside of her advisory work, she teaches a youth Sunday School class at the Church of Jesus Christ of Latter Day Saints and conducts research as a research assistant for the Utah Women and Leadership Project. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering both discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Bradley Britton is a CFP® and Series 66-registered advisor with UBS Financial Services, where he has worked since 2006, bringing 20 years of industry experience. He serves as the secretary for the Parry Farms Home Owners' Association, managing commonly owned property in Bluffdale, Utah. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing proprietary research and asset allocation models to tailor financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers a range of capital markets, custody, and lending solutions.

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.