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.

Jeffrey Solomon is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He has worked concurrently at Liberty Bank, Allegis, and Solomon Financial Advisors, Inc. since 2014. In addition to his advisory roles, he serves as an agent recommending various life insurance products with Allegis. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers non-discretionary planning tailored to client goals and supports advisory programs through an extensive network, with specialized services in municipal advising and SIMPLE IRA employer consulting.

Weston Hemphill is a financial advisor with Fidelity Investments in Millcreek, Utah, holding Series 66 and Series 63 licenses and possessing nine years of industry experience. He has worked with Fidelity Brokerage Services LLC since 2017 and was involved with several enterprises including Hemphill Records LLC and SACS Furniture. Hemphill serves as a homeowner association board member for Fox Den, participating in semi-annual meetings. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative and algorithmic portfolio construction, including model portfolios based on mutual funds, ETFs, and ETPs.

Isaac Funes is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has worked in various roles, including financial planning and project management in roofing. Outside of financial advisory, he is involved with Master Roofing as a repair technician and project manager. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers portfolio management, financial planning, and access to multiple program platforms with discretionary and non-discretionary authorities, supported by a large network of over 10,000 advisors.

Adam Pace is a financial advisor at Wells Fargo Clearing in Riverton, UT, with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo in various capacities since 2014. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Seth Evans is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for nine years. Outside of his advisory role, Evans performs as an actor in theater, film, television, and web productions. Ameriprise offers a retirement-income planning service targeting individuals with at least $1 million in net investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized retirement-income consulting team.

David Pearson is a Certified Financial Planner (CFP®) with 34 years of experience in the financial services industry. He is affiliated with Cetera and has held roles at Cetera Wealth Services, Peak Financial Network Solutions, and Salt Lake Bsi, Inc. Outside of his advisory work, Pearson is involved in insurance sales as an agent and holds several leadership positions in various business ventures, including serving as president of a business expense management firm and director of a nonprofit property. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform with access to both affiliated and third-party investment managers, and managing over $256 billion in assets.

Scott Chappell is a financial advisor with RBC Capital Markets in Salt Lake City, UT, holding a Series 66 designation and 25 years of industry experience. He has worked at RBC Capital Markets since 2009 and previously spent 14 years at Sterling Jewelers. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, providing discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Timothy Shaw is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 designation and has previously worked at E*TRADE Capital Management LLC and E*Trade Securities LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques in its financial planning process.

Kevin Morton is a CFP® with 26 years of industry experience, currently with OSAIC since 2025. Prior to joining OSAIC, he spent 24 years at Lincoln Financial Advisors. He is involved in providing life settlements and traditional life insurance products, as well as managing trust-related financial affairs for family members. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisors and advisory platforms, offering integrated brokerage and investment advisory services along with access to third-party money managers and unified managed accounts.

Christopher Bingham is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at E*TRADE Capital Management and E*Trade Securities. Outside of his advisory role, he is the sole owner of Coast 2 Coast Property Management, a property management business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with tailored financial planning and a broad range of advisory programs.

Kamden Myrberg is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in providing personalized financial guidance, focusing on education planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, sports and entertainment, tax minimization, and retirement income. His approach centers on empowering clients to make informed decisions and build lasting relationships based on trust and integrity. He holds a Bachelor of Science in Finance from Utah Valley University and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Kamden is committed to helping clients navigate their financial journeys through tailored advice and strategic planning. Outside of his professional role, Kamden enjoys adventure sports, basketball, football, golfing, hiking, pickleball, running, and skiing. He values maintaining a balance between his work and personal life, emphasizing the importance of family and connecting with clients through shared interests.

David Abbatangelo is a financial advisor at Morgan Stanley with Series 66 and Series 63 licenses and two years of industry experience. His prior work includes roles in various sectors such as gaming, hospitality, and university administration. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, utilizing structured discovery processes and firm-approved tools to support client planning needs.

Jeremy Dimond is a financial advisor with RBC Capital Markets in Salt Lake City, holding a Series 66 designation and one year of industry experience. His prior roles include positions at City National Bank, Clientbook, and Onset Financial, among others. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with tailored strategies implemented through in-house and third-party managers, supported by a capital-markets footprint and integrated services.

Edward Ashton is a financial advisor at Morgan Stanley in South Jordan, UT, holding a Series 66 designation with 8 years of industry experience. He has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and advanced modeling tools.

Kenneth Barnett is a financial advisor at Morgan Stanley with approximately one year of industry experience. He holds Series 66 and Series 63 licenses and has worked in various roles across multiple industries prior to joining Morgan Stanley. Barnett has been involved with Advantage Utah/FC Printing LLC and Impact Transmission 2 in addition to his advisory role. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning and estate planning strategies. The firm manages a broad portfolio of client assets and employs structured planning tools and scenario modeling as part of its advisory services.

Jordan Jones is a financial advisor with Mass Mutual Investors Services in Lehi, UT, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has been with MML Investors Services LLC since 2012 and MassMutual Life Insurance Company since 2009. Outside of his advisory role, Jones owns Lost Boys Media, a social media advertising and marketing firm, and the Diamond Collective, a sports apparel and service brand. MML Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative financial planning engagements using firm-approved analytical tools.

Jack Jensen is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at E*TRADE Securities LLC and CUSO Financial Services, LP. 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 supported by firm-approved tools and processes.