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.

Joseph Elieson is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior roles include positions at Camelback Strategy and The Bold Group, as well as work related to Brigham Young University. He was also a full-time student at BYU from 2020 to 2023. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios using systematic methodologies and long-term asset allocation benchmarks.

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.

Mason Cook is a CFP®-designated financial advisor with five years of industry experience, currently affiliated with Cetera. He has previously worked at Minnesota Life Insurance Co and Securian Financial Services Inc, among others. Mason is also involved in the sale of fixed insurance products as an insurance agent. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and advisory services through a multi-manager platform with access to a broad array of modeling and investment strategies.

Ivana Ristic is a financial advisor with Morgan Stanley in South Jordan, UT, holding Series 63 and Series 65 credentials and nine years of industry experience. She has worked at Morgan Stanley since 2018 and previously at JPMorgan Securities LLC and JPMorgan Chase Bank from 2015 to 2018. 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 supported by firm-approved tools and modeling techniques, managing approximately $2.74 trillion in client assets.

Sean Pacheco is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He holds a Series 66 designation and is based in South Jordan, Utah. Outside of his advisory role, he is involved as an independent distributor for network marketing companies including Isagenix International and Unicity. 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 advisors and branch offices nationwide.

Wendy Wittke is a financial advisor at Fidelity with two years of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments since 2023, with prior experience in health and wellness, including instructing yoga classes and leading health retreats. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base that includes retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Kelly Angell is a financial advisor at LPL Financial with 13 years of industry experience. Prior to joining LPL Financial in 2025, Kelly held roles at CUSO Financial Services, Security Service Investment Group, Security Service CU, Raymond James Financial Services, Morgan Stanley, and Wells Fargo Advisors. 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 provides a range of advisory programs, retirement plan consulting, brokerage services, and access to model portfolios and research from LPL Research and third-party subadvisors.

Nicholas Nadauld is a Senior Financial Advisor with Merrill Lynch Wealth Management and a member of the Young, Hullinger, Roundy and Associates team. He focuses on preparing and executing wealth plans and strategies tailored for high net worth families and individuals. His role involves asset management and delivering client solutions and services. Nicholas has expertise in areas including legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, special needs planning strategies, individual and corporate investment strategy, and retirement income. He works to provide solutions designed for retirement goals, investment management, banking, trust and estate planning services, and multi-generational wealth transfers. He holds a Bachelor's Degree in Finance with an emphasis in asset management from Brigham Young University and is a Personal Investment Advisor (PIA). Nicholas is bilingual in French and English. Outside of his professional work, he is involved with the Church of Jesus Christ of Latter Day Saints and enjoys basketball, boating, football, golfing, and skiing.

Adam Brown is a Financial Consultant dedicated to assisting individuals and their families in achieving financial success. He emphasizes understanding clients' unique needs and collaborates with them to develop financial plans aligned with their goals. Adam's professional experience includes roles at Fidelity Investments, where he served as an Investment Consultant from 2022 to 2023, a Financial Representative from 2020 to 2022, a Workplace Planning Consultant from 2019 to 2020, and a Premium Relationship Associate from 2016 to 2019. He also worked as an Associate Advisor at Capital Wealth Advisors in 2020. Outside of his professional career, Adam has personal interests in fitness, football, hiking, and parenthood.

Nicholas Mabey is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds Series 63 and 66 licenses and has worked with E*TRADE and Morgan Stanley Smith Barney prior to his current role. Mabey is based in Sandy, Utah. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process supported by advanced modeling tools and serves clients both directly and through corporate agreements.