Angie Battaglia is a financial advisor with Edward Jones in South Jordan, Utah, holding a Series 66 designation and four years of industry experience. She has been with Edward Jones since 2016 and previously operated a small business, Chocolate Covered Wagon, from 2003 to 2017. Outside of her advisory role, she is a member and owner of two jointly held real estate management companies in Utah. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm is notable for its large network of advisors and branches, offering both discretionary and non-discretionary strategies under a fiduciary standard.

Timothy Harlow is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has worked at LPL Financial since 2019 and previously spent more than two decades at Royal Alliance Associates, INC. He also operates TH Financial, a business entity related to his advisory work. 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, supported by research and model portfolios.

Jaron Dansie is the Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2026. In his role, he collaborates with clients to develop tailored financial strategies that align with their unique goals and circumstances, focusing on optimizing wealth and providing clarity as clients' objectives evolve. Jaron has been with Fidelity Investments since 2007, acquiring experience across various roles including Director, National Planning Consultant (2015-2026), Financial Consultant at the Scottsdale Branch (2014-2015), Investment Consultant in Portfolio Advisory Services (2012-2014), and positions involving Workplace Planning, Investments, and Service Trading (2007-2012). Outside of his professional duties, Jaron has interests in fishing, fitness, and outdoor adventures.

Tyler Migdat is a financial advisor with Morgan Stanley in Sandy, Utah, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at E*TRADE Capital Management and Fidelity Brokerage Services, as well as experience in real estate with Keller Williams Realty. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and extensive resources, managing approximately $2.74 trillion in client assets.

Kevin Johnson is a financial advisor with Morgan Stanley in Holladay, UT, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individuals 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 a structured, tool-based planning process without providing individual security recommendations in standalone plans.

Holley Sprouse is a financial advisor with Wells Fargo Advisors, holding a Series 63 designation and 32 years of industry experience. Prior to joining Wells Fargo Advisors in 2022, Sprouse worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of finance, Sprouse is an independent consultant for Mary Kay Cosmetics. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services. The firm offers a broad range of planning options and integrates advisory services with other financial products and referral channels.

Matthew Taylor is a financial advisor at Morgan Stanley with 18 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Matthew holds the Series 66 designation and is based in South Jordan, UT. Morgan Stanley Wealth Management provides advisory programs to both individual 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 offers a broad range of investment and planning services.

Curtis Gray is a financial advisor with Charles Schwab in Cottonwood Heights, UT, holding CFP®, Series 63, and Series 65 designations and bringing 19 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2015. Charles Schwab & Co., Inc. serves a large client base, 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 and discretionary investment guidance using multi-asset model portfolios and integrates a range of advisory, brokerage, custody, and cash-sweep services.

Michel Marcura is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley, he worked at Global Janitorial Services, Mountain America Credit Union, Lyft, and Lumos. Outside of his advisory role, he is involved as an independent contractor in food delivery with DoorDash. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured tools and modeling techniques to assist clients, while emphasizing advisory services without providing individual security recommendations in standalone planning.

Devin Jones is a financial advisor with Equitable Advisors in Salt Lake City, holding a Series 66 designation. He has been with Equitable Advisors since 2026 and has experience working in various roles at companies including In N Out, Nu Subs LLC, and Tree House Foods. Jones is also affiliated with Weber State University. Equitable Advisors serves a broad mix of individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through program sponsors and third-party managers, with a delivery model that includes both discretionary and non-discretionary asset management.

Chad Romney is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds Series 63, Series 66, and Series 65 licenses. His prior roles include positions at Fidelity Brokerage Services and Goldman Sachs. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery and firm-approved tools, serving clients primarily in an advisory capacity.

Kimberly Mitchell is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She worked at Merrill and Merrill Lynch Pierce, Fenner & Smith from 1993 to 2019 before joining Morgan Stanley Smith Barney LLC in 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Frankie Tipiani is a financial advisor with Morgan Stanley in Sandy, Utah, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley in 2022, Tipiani worked in various roles including positions at Wasatch Medical Clinic and International Cruise and Excursions. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured planning tools and scenario modeling, offering financial plans without providing individual security recommendations.

Jeno Jaramillo is a financial advisor at Morgan Stanley with two years of industry experience. He holds a Series 66 designation and has prior experience at Goldman Sachs and several other firms. Morgan Stanley Wealth Management provides a 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 corporate financial planning agreements.

Michelle Chadwick is a CFP® and holds a Series 66 license, with five years of experience at Edward Jones. Prior to joining Edward Jones in 2020, she worked for thirteen years at Lone Peak Veterinary and has been a Mary Kay beauty consultant since 2006. Outside of her advisory role, she is involved in beauty consulting and manages horse boarding activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households and corporate entities. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Belith Trujillo is a financial advisor with Morgan Stanley in South Jordan, Utah, holding a Series 66 designation and five years of industry experience. Prior to joining Morgan Stanley in 2021, Trujillo worked at Tailored Management, Uber, Byram Healthcare, and CaptionCall. Outside of advising, Trujillo is a partner in a local laundry service business. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, including financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services that include estate planning and corporate financial planning agreements.

Amy Archibald is a financial advisor with Edward Jones in South Jordan, Utah, holding a Series 66 designation and two years of industry experience. She previously worked as a CPA for the State of Utah Department of Human Services. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large national network of financial advisors and branch offices.

Jason Andersen is a CFP® with 18 years of industry experience, currently associated with Morgan Stanley. His work history includes roles at J.P. Morgan Securities and teaching experience at Juan Diego Catholic High School. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved tools.

Douglas Christensen is a financial advisor with Merrill in Lehi, Utah, holding Series 63 and Series 66 licenses and 18 years of industry experience. He previously worked at Wells Fargo Bank for 13 years before joining Merrill in 2019. Outside of finance, he holds a passive ownership interest in a family business that sells custom couches to consumers and interior designers. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm leverages Bank of America’s broader platform, including access to derivatives, lending, and custody services.

Conor Oneill is a financial advisor with Cetera who holds a Series 66 designation and has one year of industry experience. Prior to joining Cetera, he had a brief tenure at Morgan Stanley and Renaissance Financial. Outside of his advisory role, he serves as a board member of the University of Utah Young Alumni Committee and coaches lacrosse. Cetera Investment Advisers LLC provides a range of investment advisory services through a nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients with diverse portfolio management and financial planning solutions.