Alicia Allen is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to her advisory role, she spent two years in homemaking. Outside of her advisory work, she teaches a youth Sunday School class at the Church of Jesus Christ of Latter Day Saints and conducts research as a research assistant for the Utah Women and Leadership Project. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering both discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Bradley Britton is a CFP® with 21 years of industry experience and has been with UBS Financial Services since 2006. He is based in Bluffdale, Utah. Outside of his advisory role, he serves as secretary for the Parry Farms Home Owners' Association, involved in the operation and management of commonly owned property. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, including fee-based planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and offers proprietary research and capital markets services.

Sean Wixom is a financial advisor with LPL Financial, holding a Series 66 designation and currently based in West Jordan, Utah. He joined LPL Financial and Mountain America Investment Services in 2025 and has prior work experience outside the financial industry, including roles at Costco Wholesale and Buffalo Wild Wings. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services with various portfolio management options, supported by technology and a broad network of over 22,800 advisors.

Richard Cruser is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at E*TRADE Securities and E*TRADE Capital Management prior to joining Morgan Stanley. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Tami Tingey is a financial advisor with LPL Financial in Salt Lake City, UT, holding Series 63 and Series 65 credentials. She has 12 years of industry experience, including roles at Zions Bank and Zions Capital Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual investors, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining a broad advisory platform with various non-advisory financial services.

Katherine King is a financial advisor at Raymond James Financial with 12 years of industry experience. She holds a Series 66 designation and previously worked at Western Governors University, Zions Bank, and LPL Financial. Outside of her advisory role, she serves as a Registered Associate and Practice Manager for ApexFlow Wealth Management, LLC. 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 uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized services including municipal advising and SIMPLE IRA Employer Advisory programs.

Jake Arbon is a financial advisor with LPL Financial in Salt Lake City, UT, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Wells Fargo Clearing Services LLC, Northwestern Mutual, Vivint, and Brigham Young University. 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 a range of financial planning and investment management services utilizing model portfolios, third-party subadvisors, and customized strategies.

Dane Zidek is a financial advisor with Morgan Stanley in South Jordan, UT, holding a Series 66 designation and two years of industry experience. He has held various roles since 2017, including positions at Morgan Stanley, Deseret First Credit Union, and Lendio. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides planning services both directly and through corporate agreements.

Jeffrey Meiling is a financial advisor with LPL Financial in West Jordan, UT, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior roles include nine years at CUNA Brokerage Services, Inc. and four years at Harrisdirect LLC. He has also been associated with Cyprus Credit Union concurrently since 2015. 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 a range of services including financial planning, model portfolio programs, and institutional platforms, supporting advisors with proprietary research and technology tools.

Mckinley Eastmond is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at E*TRADE Capital Management and E*TRADE Securities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs and tailored financial planning using structured discovery conversations and firm-approved tools.

Joseph Taylor is a financial advisor with LPL Financial in Cottonwood Heights, UT, holding Series 63 and Series 65 licenses and 29 years of industry experience. He previously worked at MML Investors Services, Inc. and Massachusetts Mutual Life Insurance Company for 22 years before joining LPL Financial in 2019. Taylor maintains a part-time involvement with JLT, Financial, LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, asset management programs, and institutional platforms, supported by technology tools and oversight of significant discretionary assets.

Jeffrey Hansen is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has worked across various Morgan Stanley divisions since 2018, including the Private Bank and Services Group. Outside of his advisory role, he is involved with Greatest Goods, LLC, a retail and online store based in Utah. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm utilizes structured discovery processes and planning tools, managing approximately $2.74 trillion in client assets.

Robert Madsen is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Primerica Advisors since 2000 and is also employed in medical laboratory testing at ARUP Laboratories. Outside of advising, he is involved in sales of loan products and home security-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm uses third-party asset managers and provides a tiered wrap-fee structure for its services.

Monica Allen is a Series 66-licensed financial advisor with Wells Fargo Clearing, where she has worked for 10 years. She has 11 years of industry experience. Outside of her advisory role, she participates in continuing education through the University of Utah Lifelong Learning program. 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 employs research and analytics, utilizing diversification principles and modern portfolio theory, while offering a range of brokerage and advisory solutions.

Collin Rigby is a financial advisor with Charles Schwab, holding a Series 66 designation and bringing 20 years of industry experience. His prior work includes extensive roles at TD Ameritrade Investment Management, LLC, and TD Ameritrade, Inc., spanning from 2006 to 2024. He is currently based in Cottonwood Heights, UT. 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. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, delivering multi-asset model portfolios and alternative investment options within an integrated operational structure.

Benjamin Clifford is a CFP® professional with 16 years of experience in financial advisory services. He has been with LPL Financial since 2021 and previously worked with Tina Hess and Amy's Group RE LLC. Outside of advisory work, he is involved in tax preparation and accounting through Barber Tax Service. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by advanced operational and research tools.

Kelly Spencer is a financial advisor at Wells Fargo Advisors with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors since 2022, following six years at Wells Fargo Clearing and three years at Prudential Equity Group, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning, using Wells Fargo research and tools to develop tailored client recommendations.

Corinne Brunyer is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Morgan Stanley and E*TRADE in various advisory roles throughout her career. Morgan Stanley Wealth Management offers a broad range of advisory programs serving both individual and institutional clients, providing tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and delivers services through its Financial Advisors and Estate Planning Strategies Group.

Ray Davis is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked at Raymond James Financial Services since 2011 and has operated the Davis Group since 2016. In addition to his advisory work, Davis serves as a servicing agent on fixed annuity contracts with Allianz, providing product insights without compensation. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm provides tailored, non-discretionary planning and consulting, employing risk profiling and modeling tools to support client goals and recommending implementation through its advisory programs or other providers.

Marisa Hampton is a financial advisor at Ameriprise with two years of industry experience. She holds a Series 66 designation and previously worked at Health Plan of San Joaquin and Michaels Arts and Crafts. Outside of her advisory role, she is employed as licensed staff at Alta Management Group LLC. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports, supported by a centralized consulting team and algorithmic tools.