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.

Elizabeth Timmer is a financial advisor with Morgan Stanley, holding a Series 66 license and six years of industry experience. Her prior roles include positions at Goldenwest FCU, CUNA Brokerage Services, Park Avenue Securities, and Guardian Life Insurance Company. Outside of finance, she has worked as a process server for ABC Legal Services. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, using structured financial planning tools and serving approximately $2.74 trillion in client assets. The firm emphasizes tailored financial plans developed through a discovery process but generally does not provide individual security recommendations as part of standalone planning services.

Aaron Hargis is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Morgan Stanley since 2023, following extensive tenure at E*Trade Securities. 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 utilizes structured planning processes supported by firm-approved tools and analysis methods.

Jeffrey Feveryear is the Regional Director of Executive Services at Fidelity Investments, where he has been working since 2004. In his current role, he supports a team of Benefits & Planning Consultants and Executive Planning Consultants. He focuses on helping clients align their financial goals with personalized benefits strategies. Jeffrey aims to empower both his team and clients through strategic insight and collaborative leadership. He is committed to promoting financial well-being at every stage of life. Outside of his professional responsibilities, he has personal interests that include camping, cars, cooking and baking, hiking, outdoor adventures, and volunteering.

Kyle Stanley is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing one year of industry experience. Prior to joining Morgan Stanley, he worked at Driven Investments and Northwestern Mutual. Outside of finance, he is involved with Diamond Fence Co, a construction and engineering business, where he provides outside sales support. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured, tool-based planning process without offering individual security recommendations as part of standalone plans.

Evans Tackie Yarboi is a financial advisor with Morgan Stanley in Sandy, Utah, holding Series 63 and Series 66 licenses and eight years of industry experience. His career includes roles at Morgan Stanley since 2018, with prior experience at Alpine Securities, Solera (AutoPoint), and Thrivent Financial. Outside of finance, Yarboi is involved in youth soccer coaching and is a partner in Afrotribe LLC, a business focused on art and culture. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, emphasizing structured financial planning supported by firm-approved tools and modeling techniques.

Brandon Atkinson is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has 22 years of industry experience, including prior roles at Prudential Insurance Company of America, Pruco Securities, and AXA Advisors. Brandon is also involved in non-variable insurance brokerage for group health, life, and disability policies. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various investment and insurance products through an integrated platform.

Noah Ragan is a financial advisor with Morgan Stanley in South Jordan, UT, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at Wells Fargo Bank and Fidelity Investments. Outside of his advisory role, he is involved in an AI chatbot training business. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets and utilizing structured planning tools to model outcomes.

Dylan Moore is a financial advisor with Cetera, holding a Series 66 designation and two years of industry experience. Prior to joining Cetera, he worked in the food service industry, including a role as a bartender at Outback Steakhouse. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and advisory services through a multi-manager platform featuring both affiliated and third-party investment options.

Salvador Fernandez is a financial advisor at Morgan Stanley with seven years of industry experience. He holds the Series 63 and Series 66 licenses. Prior to joining Morgan Stanley in 2026, he worked at firms including SoFi Securities, SoFi Wealth, Wells Fargo Clearing Services, and Fidelity Brokerage Services. Outside of his advisory role, he manages a small rental business. 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 that utilize firm-approved planning tools and primarily act in an advisory capacity.

Joey Johnstun is a financial advisor with LPL Financial in Draper, Utah, holding Series 63 and Series 66 designations and bringing 12 years of industry experience. He has been with LPL Financial since 2014 and also works at Mountain America Credit Union, where he has been employed since 2009. 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 offers a range of financial planning and advisory programs including discretionary and non-discretionary management, using model portfolios, research from third-party subadvisors, and technology-driven strategies.