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.

Douglas Magby is a financial advisor with Primerica Advisors in Salt Lake City, UT, holding Series 63 and Series 65 licenses and having four years of industry experience. He has been affiliated with Primerica Financial Services since 1997 and owns White Hat Lawn Care, a non-investment business based in West Valley, UT. Primerica Advisors offers a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-driven investment strategies managed by unaffiliated asset managers and operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Laura Bradshaw Tezjan is a financial advisor at Ameriprise in Salt Lake City, UT, holding a Series 66 designation with five years of industry experience. She has been with Ameriprise and its affiliated entities since 2018 and previously worked at Play Communications Pty Ltd. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team.

Kristi Chapman is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. Her prior experience includes eight years with Wells Fargo Bank and Wells Fargo Clearing Services. She is also involved with Mountain America Credit Union. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Benjamin Swallow is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2018. Prior to that, he was with Morgan Stanley Services Group Inc. and Bank of America, N.A. from 2010 to 2018. 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 directly to individuals as well as through Corporate Financial Planning agreements.

Richard Royce is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2015. Outside of his advisory work, he is involved in photography as an owner and photographer of a fine art photography business. Edward Jones is a full-service wealth management firm serving individuals and institutions, including high-net-worth households and corporate clients. The firm manages over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

Paulo Ledesma is a financial advisor with Morgan Stanley in South Jordan, UT, holding Series 63 and Series 66 licenses and bringing four years of industry experience. His prior roles include four years with Wells Fargo Advisors and three years at Wells Fargo Investment Contact Center. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and combines its advisory services with a variety of investment products and institutional capabilities.

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 four years of industry experience, currently with LPL Enterprise. Prior to joining LPL Enterprise, she worked at Wells Fargo Clearing Services and has experience in several entrepreneurial ventures, including ownership of Claudia's Cakes. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities, with an investment approach that incorporates model-driven portfolios developed by internal and third-party strategists.

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 in Alpine, UT, holding a Series 66 designation with 20 years of industry experience, all of which has been with Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Christopher Ruehman is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior roles include positions at Bank of America NA, Goldenwest Credit Union, Northwestern Mutual, and a year at Tonyburgers. He also attended the University of Utah from 2016 to 2020. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.