Jonathan Braun is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Morgan Stanley and its affiliated entities since 2016. Outside of his advisory work, Braun is involved in college football officiating and serves as a contractor for an international arena league team. Morgan Stanley Wealth Management provides advisory and broker-dealer services to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning incorporates structured discovery and firm-approved tools, with a focus on advisory roles rather than individual security recommendations.

Michael Maddocks is a financial advisor with Ameriprise, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise since 2003 and currently coaches youth tennis in Sandy, Utah. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Grace Jones is a CFP® credentialed financial advisor with three years of industry experience, currently affiliated with Cetera. Her prior work includes roles at Thrivent Investment Management Inc and US Bank. She serves as Vice President of Finance for the Pi Beta Phi Salt Lake City Alumni Club and is Treasurer for the Utah chapter of the Women’s Energy Network. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, various program structures, and access to third-party money managers.

Lucas Ruiz is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. He previously worked at E*TRADE Securities LLC and E*TRADE Capital Management LLC before joining Morgan Stanley. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and financial planning services supported by firm-approved tools and methodologies.

Tyson Hortin is a Series 66-licensed financial advisor with Morgan Stanley, where he has worked since 2017, accumulating seven years of industry experience. His prior roles include a brief tenure at Fidelity Brokerage Services and diverse positions outside finance, including work at Cafe Rio and Utah Mortgage Loan Corporation. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning that uses firm-approved tools and modeling techniques to support client goals.

Cindy Raap is a financial advisor with Morgan Stanley in South Jordan, Utah, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. She has been with Morgan Stanley since 2013. Outside of her advisory role, she owns and operates a Mary Kay retail and online business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and research.

Scott Mathewson is a CFP® with 36 years of experience in the financial services industry. He is currently with LPL Financial and has previously worked at firms including Mass Mutual Investors Services, The Leaders Group Inc., and Wellspring Wealth Management. He is involved with Elevare LLC, a business entity unrelated to investment activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing proprietary research, third-party strategies, and technology tools across a broad advisory platform.

Wei Lun Hsu is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at E*Trade Securities LLC. Outside of his advisory role, he is an officer of D2D2 LLC, a company involved in real estate activities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs. The firm emphasizes tailored financial planning supported by firm-approved tools and a structured discovery process.

Braxton Barker is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and three years of industry experience. His prior roles include positions at Bank of America/Merrill Lynch, Morgan Stanley, and Merrill Lynch. He is based in Draper, UT. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling and centralized due diligence, while applying an ESG eligibility framework in its recommendations.

Matthew Naylor is a financial advisor with LPL Financial in Orem, UT, holding Series 63 and Series 66 credentials and 13 years of industry experience. He previously worked at Fidelity Investments from 2012 to 2017 and has been with LPL Financial and Mountain America Credit Union since 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers various advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Rune Westerlind is a financial advisor at Fidelity with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked across several Fidelity entities since 2010, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its delegated management structure, use of systematic methodologies, and advisory role to registered investment companies and fund-of-funds.

Sophia Lopez is a financial advisor with Morgan Stanley in South Jordan, UT. She holds a Series 66 designation and has experience beginning in 2023, including roles at Mirador Inc. and iCapital Inc. Prior to her advisory career, she worked in various industries, including engineering education at Penn State College of Engineering and consumer products at Skullcandy. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and a wide range of advisory programs, managing approximately $2.74 trillion in client assets.

Dave Perez is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and previously worked at Goldman Sachs, Target, Check City, and Utah Valley University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment models to support its services.

Brandon Baarz is a financial advisor with Morgan Stanley in South Jordan, UT, holding Series 63 and Series 66 credentials and seven years of industry experience. His work history includes positions at Morgan Stanley since 2019 and prior roles at E*TRADE Securities LLC and Appreciation Financial. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Bryce Edminister is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and 12 years of industry experience. His previous roles include positions at Fidelity Personal and Workplace Advisors and E*TRADE Capital Management. Outside of finance, Edminister competes professionally in mixed martial arts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and economic modeling techniques.

Shaun Taylor is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at E*TRADE Securities LLC and Fidelity. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through employer-based Corporate Financial Planning agreements.

Samuel Clark is a financial advisor with OSAIC based in South Jordan, Utah. He holds Series 63 and Series 65 registrations and has 34 years of industry experience. Clark has been with OSAIC since 2013 and is a partner in Integrated Financial Group, where he helps with the preparation and sale of annuities, life insurance, long-term care, and disability insurance. He also serves as president of S-Clark Consulting, a corporation focused on his personal financial planning. OSAIC serves a broad range of clients including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and automated rebalancing to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Brandt Peck is a financial advisor at Morgan Stanley with Series 63 and Series 66 licenses and four years of industry experience. He has previously worked at E*Trade Securities and has experience in retail and hospitality sectors through roles at Coffee Noir and Beans & Brews. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning using structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate-based financial planning services.

Elizabeth Timmer is a financial advisor with Morgan Stanley, holding a Series 66 license and six years of industry experience. Her prior roles include positions at Goldenwest FCU, CUNA Brokerage Services, Park Avenue Securities, and Guardian Life Insurance Company. Outside of finance, she has worked as a process server for ABC Legal Services. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, using structured financial planning tools and serving approximately $2.74 trillion in client assets. The firm emphasizes tailored financial plans developed through a discovery process but generally does not provide individual security recommendations as part of standalone planning services.

Aaron Hargis is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Morgan Stanley since 2023, following extensive tenure at E*Trade Securities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and analysis methods.