Daniel Whysong is a financial advisor at Morgan Stanley with four years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at E*TRADE Capital Management LLC, E*TRADE Securities LLC, and various Wells Fargo entities. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning services supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers both direct and employer-based financial planning solutions.

Blair Jenkins is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2013. Outside of his advisory role, he has been involved with the Salt Lake County Republican Party since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, utilizing structured planning tools and modeling techniques.

Kimball Potter is a Series 66 licensed financial advisor at J.P. Morgan Securities with six years of industry experience. He has worked at Fredrickson & Associates, Ameriprise, First Community Bank of Layton, and Blind Spot prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2023. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions and incorporates ESG eligibility in its recommendations.

Lee Zeidner is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to understand their priorities and develop strategies that pursue their financial goals. Lee provides guidance on a wide range of financial topics including investing, retirement planning, and preparing for unexpected expenses. He also facilitates access to Bank of America specialists for services in banking, credit, home financing, and small business solutions. Lee holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Western Washington University. His approach focuses on analyzing clients' financial situations to provide clear, actionable advice tailored to their individual needs. Outside of his professional work, Lee's personal interests include boating, camping, fishing, hiking, reading, running, skiing, surfing, and yoga.

Jason Peterson is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He previously worked at First Trust Portfolios L.P. for 16 years before joining Wells Fargo Advisors in 2020. Outside of his role at Wells Fargo, he has ownership interests in Genesys Wealth Management, LLC and Equity Growth Partners Ltd, LLC, and serves as a trustee for a related 401(k) plan. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning, supported by Wells Fargo research and planning tools.

Jessica Hymel is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She worked at UBS Financial Services for six years before joining Raymond James in 2021 and took a year as a homemaker during 2020–2021. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Eric Richardson is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various J.P. Morgan affiliates since 2006, including JPMorgan Chase Bank, N.A. since 2020. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research to develop model asset allocations and offers broader derivatives and commodities capabilities through its regulatory registrations.

Jackson Pingree is a financial advisor at Morgan Stanley with 7 years of industry experience. He holds the Series 66 and Series 63 licenses. Prior to joining Morgan Stanley, he worked at E*TRADE Securities LLC and has a background that includes roles outside finance, such as professional sports therapy. Pingree is also involved in political activities as a state and county delegate for the Utah Republican Party. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and broad investment resources in its service offerings.

Richard Habel is a financial advisor at Cambridge Investment Research Advisors with 11 years of industry experience. He holds the Series 66 designation and previously worked at Sterling Financial for seven years. Outside of his advisory role, he serves as a board member of the Murray Education Foundation and owns a retail business, Millie's Suds, LLC. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals.

Marques Nielson is a financial advisor with Cambridge Investment Research Advisors and holds the Series 66 designation. He has five years of industry experience, including prior roles at Alliance Benefit Group Rocky Mountain. In addition to his advisory work, Nielson is a commissioned notary public and owns a retirement strategy consulting business. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional clients such as pension and charitable organizations. The firm offers financial planning, investment management, retirement plan advisory, and wrap-fee programs through thousands of financial professionals, utilizing multiple platforms and proprietary 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 and previously held roles in the hospitality sector, including positions at Cafe Zupas, Olive Garden, and Red Lobster. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and a structured discovery process.

Steven Pagoaga is a financial advisor with Raymond James & Associates and holds the Series 66 designation. He has 16 years of industry experience, including roles at Wells Fargo Clearing and ongoing service in the US Army National Guard. His military involvement includes positions with both the Army National Guard and the Utah Army National Guard. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary consulting, and institutional fiduciary solutions supported by a wide range of portfolio management styles and firm research.

Kip Quinn is a Series 66-credentialed financial advisor with Wells Fargo Advisors, bringing 16 years of industry experience. He joined Wells Fargo Advisors in 2023 after seven years with Wells Fargo Clearing. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutions, offering a broad range of planning options supported by Wells Fargo's research and tools. The firm integrates advisory services with various financial product sales and referral channels to serve its clients.

Myra Keith Johnson is a financial advisor with Raymond James Financial in South Jordan, UT, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has been with Raymond James Financial since 2009 and has worked with Raymond James Financial Services since 2004. Outside of her advisory role, she works as an operations manager for The Davis Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning using analytical tools and supports a wide advisor network, including municipal and public-finance clients through a unique affiliation with a municipal advisor.

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 10 years of industry experience, currently serving at Equitable Advisors since 2017. His prior roles include positions at Axa Advisors, LLC, Mass Mutual Investors Services, MassMutual Life Insurance Company, and ADP. Outside of his advisory work, Nielson is involved as a state referee with the United States Powerlifting Association and holds a leadership role with BNI Utah North, supporting local networking groups. Equitable Advisors provides financial planning, retirement consulting, and asset management services to a diverse client base including individuals, pension plans, corporations, and nonprofits. The firm’s approach integrates personalized risk assessment with advisory programs delivered through third-party managers and in-house portfolio advisors.

Michael Nelson is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Morgan Stanley since 2023, previously affiliated with E*TRADE Securities. Nelson also serves as an adjunct faculty member at Southern New Hampshire University and OLL Services LLC. Morgan Stanley Wealth Management provides a wide range of advisory programs for individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and analyses.

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 with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior work includes over a decade at Zions Direct, Inc. and five years with Morgan Stanley in various roles. Outside of his advisory work, he is an independent insurance agent and owns a liability LLC called The Lion Group. Cambridge Investment Research Advisors, Inc. serves a diverse client base that includes individual, pension, and charitable organization clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and provides access to third-party advisers and proprietary model strategies.

Marc Drew is a financial advisor with Equitable Advisors in Salt Lake City, UT, holding a Series 66 designation and 22 years of industry experience. He has worked at Equitable Advisors since 2003 with prior experience at Mass Mutual Investors Services and MSI Financial Services. Outside of his advisory work, he serves as Vice President of Sweet Shops, Inc. Equitable Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.