Cade Roemmich is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds the Series 66 designation and has prior work experience with Western Governors University and Apollo Health Group. Outside of advising, he is also active as an insurance broker, specializing in life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, utilizing firm-approved software and collaborative planning processes.

Dwight Bogenrief Jr. is a financial advisor with LPL Financial who holds Series 63 and Series 66 licenses and has 22 years of industry experience. He has worked at Mountain America Credit Union and LPL Financial since 2009. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, retirement advice, and institutional platforms, supported by extensive technology and operational resources.

Harrison Smith is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. His previous roles include positions at Zions Bank, Zions Direct, and Wells Fargo Clearing. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology tools and a large network of advisors.

Jack Watkins is a financial advisor at RBC Capital Markets with 42 years of industry experience. He has been with RBC Capital Markets Corporation since 2008 and holds Series 63 and Series 65 credentials. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Bryan Martin is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at E*TRADE Securities from 2015 to 2023. Outside of his advisory role, Martin is involved with Varsity Tutors as a contractor and is a partner in Lake Escape Charter LLC, a recreation business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and research from its Global Investment Committee.

Jordan Whittenburg is a Series 66-licensed financial advisor with 22 years of industry experience. He currently works at OSAIC and has prior experience at Woodbury Financial Services and his own Whittenburg Group. Additionally, he is a licensed insurance agent involved in life, health, disability, and long-term care insurance sales. OSAIC Wealth serves a wide range of retail and institutional clients through a multi-advisor platform offering both brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various tools and multiple program options.

Cassie Anderson is a financial advisor at Morgan Stanley with nine years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC, Morgan Stanley Private Bank, N.A., Bank of America, N.A., Merrill, and The Kansas City Steak Company. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate agreements.

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.

Theresa Bond is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 65 licenses and has three years of industry experience. Bond previously operated Bond Financial Inc. for 12 years and has worked with several other firms, including Promontory Financial Planning and Aegis Wealth Management. She is also an employee of Goar Financial Services. 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 tailored, non-discretionary planning using analytical tools and supports advisory programs through a large network of affiliated advisory firms.

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 at Morgan Stanley with five years of industry experience. He holds a Series 66 credential and previously worked at Fidelity Investments, Utah Valley University, Weave, Vantage Marketing, and Alder Security. Outside of his advisory work, he is involved with Balloon Architects, a marketing contractor based in Murray, Utah. 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 firm-approved tools and modeling techniques.

Jeffrey Solomon is a financial advisor with Raymond James Financial in Salt Lake City, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at Edward Jones and operates Solomon Financial Advisors, Inc. He also serves as an agent for Allegis, recommending life and fixed indexed life insurance. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a broad client base, including individuals, high-net-worth clients, and institutional investors, with tailored planning and advisory services supported by advanced analytical tools.

Weston Hemphill is a financial advisor at Fidelity with nine years of industry experience. He holds the Series 66 and Series 63 designations. Prior to his current role, Hemphill was involved in several business ventures including Hemphill Records LLC and Furnishingneeds.com. He also serves as an HOA board member for his local community in Millcreek, Utah. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction across a range of investment products and strategies.

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 with 15 years of industry experience. He has held roles at Wells Fargo Clearing since 2016 and previously worked at Fidelity from 2011 to 2014. He holds Series 63 and Series 66 designations. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

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 financial advisor with Osaic Wealth in Salt Lake City, UT, holding CFP® and Series 66 credentials and having 26 years of industry experience. He previously worked at Lincoln Financial Advisors for 24 years before joining Osaic in 2025. Outside of his advisory role, Morton provides life settlements and traditional life insurance and annuities to clients and serves as co-successor trustee and personal representative for his mother’s estate. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers both brokerage and advisory services with an investment process focused on model-based asset allocation, portfolio optimization, and a range of customizable management strategies delivered through a multi-advisor platform.