Jordan Castleton is a financial advisor at Fidelity with 15 years of industry experience. He holds the Series 63 and Series 66 designations. Castleton has worked at Fidelity Investments and Fidelity Personal and Workplace Advisors since 2010. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios and manages multiple registered investment companies and fund-of-funds.

Nathan Cox is a financial advisor with Edward Jones in Heber City, UT, holding CFP® and Series 66 designations and bringing 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he owns and operates businesses including Red Leaf Management LLC and NSC Enterprise LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of investment advisory programs and is notable for its extensive network of financial advisors and branch offices, as well as affiliated capabilities beyond advisory services.

Ian Urry is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses and five years of industry experience. He has worked at Morgan Stanley since 2021 and has held previous roles at E*Trade Securities, Allstate, and other firms. Outside of his advisory work, he is involved with Great Basin Staffing LLC, a talent acquisition and consulting business based in Utah. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer that provides advisory programs and tailored financial planning services to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market modeling techniques.

D Brook Wardle is a financial advisor at Fidelity with 33 years of industry experience. He holds Series 63 and Series 66 designations and has been associated with various Fidelity entities since 1993. Outside of his advisory role, he is a partner at Orion Forensic Litigation Consulting Inc., a forensic psychology firm. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, specializing in discretionary portfolio management, model portfolios, and fund advisory through a combination of fundamental research and quantitative analysis.

Maxwell Mcleod is a financial advisor at Ameriprise with a Series 66 credential and four years of industry experience. His prior roles include positions at Wells Fargo Clearing and Mutual of America. Outside of his advisory role, he manages an advisory business with Alta Management Group, LLC. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that emphasize dependable income sources and tax-aware withdrawal strategies.

Andrew Epperson is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 2004. Outside of his advisory role, he is the owner and operator of a real estate business through MELJEN LLC. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management services. The firm utilizes a variety of investment programs and third-party managers to tailor solutions based on client risk tolerance and goals.

Michael Engel is a financial advisor with Morgan Stanley in Park City, Utah, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. He has been with Morgan Stanley and its related entities since 2009. Outside of his advisory role, he is the sole proprietor of two retail and online store businesses, Engel Entertainment, LLC and Trinidad Charlie, LLC. Morgan Stanley Wealth Management offers advisory programs to both individual and institutional clients, providing tailored financial planning supported by firm‑approved tools and structured processes. The firm manages approximately $2.74 trillion in client assets and provides a broad range of retail and institutional investment services.

Peter Kranenburg Jr. is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Sagepoint Financial, Inc. and Next Financial Group, Inc. Outside of advising, he is involved in a firearms sales business operated with his son. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing in constructing diversified portfolios and provides access to third-party money managers and wrap programs.

Marcus Adkins is a financial advisor at Morgan Stanley with eight years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at E*TRADE Securities LLC and BYU OIT. Outside of finance, he is a video game streamer on Twitch. 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 strategies.

Nathaniel Crowther is a financial advisor with Cetera who holds the CFP® designation and has 30 years of industry experience. His career includes roles at Securian Financial Services, Minnesota Life, Strategic Financial Partners, Renaissance Financial Corp, and Cetera Wealth Services. Crowther is also involved in real estate ownership, including managing rental properties and a luxury townhome used for both personal and rental purposes. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers diverse investment management and financial planning services across multiple program structures with access to affiliated and third-party managers.

Jeramiah Botkin is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. Prior to joining LPL Financial, he worked at Edward Jones for five years and Savage Services for seven years. Outside of his advisory role, he is connected to Brickhouse Bees LLC as a spouse and beneficiary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from internal and third-party sources.

Byron Jones is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at Brandes Investment Partners, L.P. for 20 years and ALPS Distributors, Inc. for four years before joining Schwab in 2019. 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. Schwab combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a centralized platform integrating advisory, brokerage, custody, and cash-sweep services.

Mitchell Winter is a Private Wealth Advisor and the senior advisor leading the Winter-Stein-Potvin-Hokin Group at Merrill Private Wealth Management. His team specializes in assisting high-net-worth clients, including affluent families, corporate executives, private equity and hedge fund partners, professionals, and business owners. They provide services such as private money management, concentrated stock strategies, personal credit and business financing, retirement and education planning, and customized wealth management strategies designed to meet each client's unique and complex financial situation. Mitchell focuses on areas including family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and special needs planning strategies. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA), and earned his bachelor's degree from Lafayette College. Based in New York City, Mitchell has lived on the Upper West Side for his entire adult life. He is actively involved in mentoring, including serving as an intern and externship mentor at Lafayette College, and participates in community organizations such as Bnai Jeshurun and MS Hope for a Cure. His personal interests include golfing, hiking, skiing, traveling, and spending time with his family.

Mina Hansen is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds the Series 63, Series 65, and Series 66 credentials and has been with Morgan Stanley since 2012. Outside of her advisory role, Hansen is involved in various food and package delivery services, including work with Uber Eats, DoorDash, Amazon Flex, Roadie Inc., and DeliverThat. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs supported by structured discovery processes and sophisticated modeling tools.

Jeremy Leavitt is a CFP® with nine years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. His previous roles include positions at AMERIPRISE FINANCIAL SERVICES, LPL Financial, and Mountain America Federal Credit Union. He is also an adjunct professor at the University of Utah, teaching financial planning courses. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, noted for its specialized Premier Retirement Income service that offers written recommendation reports and ongoing planning advice focused on retirement income strategies.

Nathan Hale is a financial advisor at Cetera with a Series 66 credential and one year of industry experience. His prior work history includes roles at WaFd Bank and Renasant Bank, as well as positions in education and various service industries. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a large network of independent advisors, with access to multiple investment strategies and program structures.

Adam Pignatti is a financial advisor with Equitable Advisors, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Advocates Inc. and Stifel Independent Advisors, LLC. Outside of finance, he works as an independent contractor delivering food for DoorDash. Equitable Advisors serves individual and institutional clients, providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party investment models and offers a range of mutual funds, ETFs, separately managed accounts, and select alternative investments.

Travis Pointer is a financial advisor at Merrill with Series 63 and Series 65 licenses and seven years of industry experience. He previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA. Outside of his advisory role, he serves on a committee that allocates education funds for Lehi Elementary. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Brent Bennion is a financial advisor with Morgan Stanley in South Jordan, UT, holding Series 63 and Series 66 licenses and offering 26 years of industry experience. His prior roles include two tenures at Morgan Stanley, a position at Zionsbancorp, and two decades at Fidelity Brokerage Services, Inc. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, emphasizing tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate-sponsored financial planning services.

Bradley Allen is a financial advisor with LPL Financial in South Jordan, UT. He holds Series 63 and Series 66 credentials and has 15 years of industry experience. Prior to joining LPL Financial in 2017, he worked with various insurance carriers and Waddell & Reed Inc. He is also an adjunct teacher at Davis Technology College. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting supported by model portfolios, research, and technology-driven solutions.