Sam Jensen is a CFP® with two years of industry experience and is currently an advisor at Fidelity. His prior work experience includes roles at Dennler Furnishing, Riverside Country Club, Blue Raven Solar, and Farmers Insurance. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a process that integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction.

Dalton Cunningham is a financial advisor at Cetera with a Series 66 credential and two years of industry experience. He has worked in various roles within Cetera and its related entities since 2023 and is also associated with Renaissance Financial, where he offers securities, insurance, and advisory services. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm provides a range of portfolio management and financial planning services, offering multiple program options and access to various third-party money managers.

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 financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 65 licenses, with 36 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Company, and The Leaders Group Inc. Outside of his advisory work, he is involved with Elevare LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a large national network. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and various investment strategies.

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, Utah, holding Series 63 and Series 66 designations and 13 years of industry experience. He previously worked at Fidelity Investments for five years before joining LPL Financial and Mountain America Credit Union in 2017. Outside of his advisor role, he is involved with Mountain America Insurance Services. LPL Financial serves a diverse client base including individuals, retirement plans, institutions, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing a range of investment strategies supported by internal and third-party research.

Rune Westerlind is a financial advisor at Fidelity with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with various Fidelity entities since 2010. Westerlind is based in Riverton, UT. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research and quantitative analysis to construct model portfolios. The firm is noted for its use of algorithmic methods and AI in portfolio construction, as well as its advisory role to multiple registered investment companies.

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.