Christian Anderson is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at Vantage Marketing and spent six years at Brigham Young University. 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 financial advisors and branch offices across the United States.

Kenneth Webster is a financial advisor at Wells Fargo Clearing with 34 years of industry experience. He previously worked at UBS Financial Services Inc. for 11 years. Outside of his advisory role, he manages a group-owned houseboat through Utopia Houseboat LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm offers both brokerage and advisory solutions, utilizing research and analytics to support portfolio diversification and investment selection.

Daniel Ryan is a financial advisor with Morgan Stanley, holding a Series 66 designation and four years of industry experience. His prior work includes roles at E*TRADE Securities LLC and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and research from its Global Investment Committee.

Claudia Backman is a Series 66-licensed financial advisor with LPL Enterprise, bringing four years of industry experience. She previously worked at Wells Fargo Clearing Services LLC and has entrepreneurial experience as the owner of Claudia's Cakes, a bakery business in Saratoga Springs, UT. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services supported by model portfolios, third-party asset management, and a range of financial products.

Lindsie Walker is a financial advisor at Morgan Stanley with 17 years of industry experience. She has been with Morgan Stanley since 2012 and holds Series 63 and Series 66 licenses. Outside of her advisory role, she is involved with Revity Medical in Taylorsville, Utah, serving in a commercial and spokesperson capacity. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate financial planning agreements.

Curt Peterson is a financial advisor at Edward Jones with 19 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2006. 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 investment strategies and affiliated services through a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Emma Johnson is a Series 66-licensed financial advisor with Edward Jones in Sandy, Utah, having one year of industry experience. Before joining Edward Jones, she held positions at Scholastic Corporation, The Walt Disney Company, and Kohl’s. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its large retail advisor network and integrated services such as a trust company and securities-based lending.

Mitchell Collett is a financial advisor with LPL Financial based in West Jordan, UT, holding a Series 66 designation and four years of industry experience. His work history includes positions at Mountain America Credit Union and Leavitt Insurance Group of Vernal. Outside of his advisory role, he is involved with business entities related to real estate investment. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and access to research from various sources.

Steven Dyches is a financial advisor at MassMutual Investors Services with 19 years of industry experience. He holds a Series 66 designation and has been associated with MML Investors Services Inc and MassMutual Life Insurance Company since 2006. Outside of advisory work, he is involved as an insurance agent and consults on non-qualified deferred compensation plans. MassMutual Investors Services, LLC operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative annual planning engagements supported by proprietary software and educational seminars.

Tennyson Fauver is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked at several firms, including Key Bank and Key Investment Services LLC. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund 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, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Joel Cromar is a financial advisor with LPL Financial in Salt Lake City, UT, holding a CFP® certification and Series 63 and 65 licenses. He has 23 years of industry experience, including nearly two decades with Waddell & Reed and roles at SLWR LLC and the Cromar & Woo Financial Group. Cromar was also involved with the Boy Scouts of America from 2016 to 2019. 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 various advisory programs, financial planning, and retirement plan consulting, applying both discretionary and non-discretionary management alongside research and model portfolios from internal and third-party sources.

Amir De la Vega is a Financial Consultant currently working at Fidelity Investments since 2024. He has extensive experience in financial consulting, having previously held the same role at Morgan Stanley from 2008 to 2024. Amir focuses on understanding his clients well enough to anticipate their needs and assist them in progressing both financially and in life through proper planning and risk management. He holds insurance licenses in Arkansas and California, enabling him to provide a range of financial and insurance services. Amir aims to establish lifelong relationships with his clients that extend beyond financial guidance, emphasizing genuine care and support for them and their loved ones. Outside of his professional work, Amir enjoys baseball, golf, tennis, singing, and spending time with his family.

Cade Roemmich is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and one year of industry experience. His prior work experience includes roles at Western Governors University, Apollo Health Group, and the Church of Jesus Christ of Latter Day Saints. He also works as an insurance broker, providing life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as annual, collaborative relationships focused on goal analysis and written recommendations.

Bryan Martin is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at E*TRADE Securities from 2015 to 2023. Outside of his advisory role, Martin is involved with Varsity Tutors as a contractor and is a partner in Lake Escape Charter LLC, a recreation business. 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 research from its Global Investment Committee.

Jordan Whittenburg is a financial advisor at Osaic with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services and operated the Whittenburg Group since 2003. He is also a licensed insurance agent involved in the sale of life, health, disability, and long-term care insurance products. OSAIC Wealth, Inc. serves a diverse group of retail and institutional clients, offering integrated brokerage and advisory services through a large network of financial advisers. The firm utilizes various asset-allocation tools and supports a wide range of investment options and third-party money managers to construct customized portfolios.

Cassie Anderson is a financial advisor at Morgan Stanley with nine years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC, Morgan Stanley Private Bank, N.A., Bank of America, N.A., Merrill, and The Kansas City Steak Company. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate agreements.

Casey Frehner is a financial advisor with Fidelity, holding Series 66 and Series 63 credentials and six years of industry experience. Prior to joining Fidelity, he worked at The CORE Group, INC. and spent five years with Fanzz Sports Apparel. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a variety of clients, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative and algorithmic portfolio construction, offering services such as discretionary portfolio management, fund advisory, and model portfolio delivery.

Matthew Johnson is a financial advisor at Morgan Stanley with five years of industry experience. He holds the Series 66 designation and has worked previously at E*TRADE Securities LLC, Fidelity Investments, and Wells Fargo Clearing Services. Outside of his financial advisory work, he is a guitar player and one of five owners of a musical group called Becoming Shadows LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market modeling techniques.

Justin Bastian is a Series 66-licensed financial advisor with 17 years of industry experience, currently affiliated with Morgan Stanley in South Jordan, Utah. His prior experience includes roles at Wells Fargo, Advisor Group, LPL Enterprise, and other firms. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, emphasizing structured financial planning supported by firm-approved tools and modeling techniques. The firm manages substantial client assets and provides services both directly and through corporate agreements.

Christian Green is a financial advisor with Morgan Stanley, holding a Series 66 designation and five years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at Fidelity Investments for four years and has held roles in marketing and security firms. Outside of advising, he is involved as a contractor with Balloon Architects, a marketing firm based in Murray, Utah. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and extensive asset management. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.