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.

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.

James Taylor is a Financial Advisor with Merrill Lynch Wealth Management. He began his career in Financial Services in 2000 and holds professional designations including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), and Personal Investment Advisor (PIA). He specializes in providing financial advisory services to high net-worth individuals and families, focusing on areas such as college education planning, corporate retirement plan services, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and tax minimization. His approach involves comprehensive planning and collaboration to help clients develop, implement, and maintain personalized financial plans. James Taylor earned a Bachelor's Degree from Tennessee Technological University. He was born and raised in Nashville and currently resides in Hendersonville, Tennessee, with his wife and daughter. Outside of his professional work, he enjoys traveling with his family and is an active member of his church.

Patrice Reilly is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non‑qualified deferred compensation plans, offering both non‑discretionary and discretionary investment advisory solutions grounded in an IPS-driven process and modern portfolio theory. The firm’s offerings include a wide range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Mark Delbalzo II is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments and Fidelity Brokerage Services LLC since 2021. His prior work includes roles at Wells Fargo Clearing Services and various other organizations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is known for its use of systematic methodologies and its advisory role to multiple registered investment companies and fund-of-funds.

Douglas Daniels is a financial professional with 34 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 66 credentials and has held roles at firms including Unified Financial Planning, Peak Financial Network Solutions, and CUSO Financial Services. Daniels is also involved in selling life, disability, annuities, long-term care, and Medicare health insurance through his insurance activities. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, utilizing both affiliated and third-party managers across multiple program structures.

Nathan Gates is a financial advisor with OSAIC based in Midvale, Utah, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior work includes roles at Securities America Advisors, E*Trade Securities, and a position in dermatology at the University of Utah. Outside of financial advising, he is co-owner of a dental lab business that provides services to dentists across the U.S. OSAIC serves a diverse client base that includes individual investors, institutions, and charitable organizations, offering a range of advisory and brokerage services supported by multiple investment platforms and third-party managers. The firm employs various portfolio construction tools and manages accounts on both discretionary and non-discretionary bases.

Maura Knutsen is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 licenses and four years of industry experience. Her prior roles include positions at Mountain America Credit Union and JPMorgan Chase Bank, N.A. before joining J.P. Morgan Securities. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending investment strategies.

Aaron Neuenswander is a financial advisor at LPL Financial with seven years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously with Fidelity Brokerage Services LLC, Cetera Advisor Networks LLC, and at John Neuenswander. Outside of advisory work, he has experience in diverse sectors including university administration and retail, notably at Utah Valley University and Oakley, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutions. The firm offers various advisory programs and financial planning services, utilizing model portfolios and research from multiple sources combined with a range of investment strategies and technological tools.

Cole Cooper is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at First Western Advisors for 14 years and is a partner and owner of C2C Ventures. Cooper is also employed as an associate at First Western Advisors. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension and profit-sharing plans, charitable organizations, corporations, and government entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored financial plans developed through client collaboration and supported by extensive research and a broad affiliate network.

Joshua Anderson is a financial advisor with Morgan Stanley, holding a Series 66 license and two years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at Cottonwood Title Insurance Agency, Inc. from 2020 to 2023. His background also includes roles at Weber State University and Bonneville International. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes a structured planning process incorporating firm-approved tools and models to assist clients in financial decision-making.

Randy Graham is a financial advisor at Ameriprise with 10 years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2013. Outside of his advisory role, he is involved in consulting through Xanthus Business Advisors PC and provides tax preparation services with Profitable Accounting Services Inc. Ameriprise offers retirement-income planning services primarily for clients nearing or in retirement who meet certain asset thresholds, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations.

Andre Hoglin is a financial advisor at Morgan Stanley with one year of industry experience. He holds the Series 66 designation and previously worked in roles including at Utah Red Wolves Academy, where he is also a soccer coach. Andre’s background includes several positions related to sports coaching and education. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides tailored financial planning and a wide range of advisory programs supported by structured planning tools and extensive resources.

Benjamin Chandia is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and four years of industry experience. His career background includes roles at PFS Investments Inc., Primerica Financial Services, and prior service with fire departments in West Valley City and Ogden City. He is also involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors along with corporate and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through Pershing and BNY Mellon Advisors.

Stacie Gayler is a financial advisor at Fidelity with 25 years of industry experience. She holds Series 63 and Series 66 designations and has worked in various capacities at Fidelity since 1999. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of systematic methodologies and advisory roles with multiple registered investment companies.

Scott Hickman is a financial advisor with Morgan Stanley in Sandy, Utah, holding Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Morgan Stanley, he held roles in various businesses including Danco Development and Outdoor Lighting Perspectives. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional services with specialized investment and planning capabilities.