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 at Morgan Stanley with three years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Investment Contact Center. His background also includes experience outside finance, having worked in physical therapy and retail. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including customized financial planning supported by structured tools and modeling techniques.

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 financial advisor with LPL Enterprise, holding a Series 66 designation and four years of industry experience. She previously worked at Wells Fargo Clearing Services LLC for four years. Outside of advising, she owns and operates Claudia's Cakes, a bakery business in Saratoga Springs, UT. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to managed portfolio programs alongside brokerage and insurance products through an integrated platform.

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 with 19 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated services through a nationwide network of more than 23,700 advisors and 15,000 branch offices.

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.

Steven Dyches is a financial advisor at MassMutual Investors Services with 19 years of industry experience. He holds a Series 66 designation and has been associated with MML Investors Services Inc and MassMutual Life Insurance Company since 2006. Outside of advisory work, he is involved as an insurance agent and consults on non-qualified deferred compensation plans. MassMutual Investors Services, LLC operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative annual planning engagements supported by proprietary software and educational seminars.

Tennyson Fauver is a financial advisor with J.P. Morgan Securities, holding the Series 66 designation and four years of industry experience. He has held various roles at JPMorgan Chase Bank, Key Bank, and Key Investment Services LLC. Outside of finance, he has also worked in the fitness industry with Vasa Fitness. 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 in its recommendations.

Joel Cromar is a financial advisor with LPL Financial in Salt Lake City, UT, holding a CFP® certification and Series 63 and 65 licenses. He has 23 years of industry experience, including nearly two decades with Waddell & Reed and roles at SLWR LLC and the Cromar & Woo Financial Group. Cromar was also involved with the Boy Scouts of America from 2016 to 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, applying both discretionary and non-discretionary management alongside research and model portfolios from internal and third-party sources.

Amir De la Vega is a Financial Consultant currently working at Fidelity Investments since 2024. He has extensive experience in financial consulting, having previously held the same role at Morgan Stanley from 2008 to 2024. Amir focuses on understanding his clients well enough to anticipate their needs and assist them in progressing both financially and in life through proper planning and risk management. He holds insurance licenses in Arkansas and California, enabling him to provide a range of financial and insurance services. Amir aims to establish lifelong relationships with his clients that extend beyond financial guidance, emphasizing genuine care and support for them and their loved ones. Outside of his professional work, Amir enjoys baseball, golf, tennis, singing, and spending time with his family.

Cade Roemmich is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and one year of industry experience. His prior work experience includes roles at Western Governors University, Apollo Health Group, and the Church of Jesus Christ of Latter Day Saints. He also works as an insurance broker, providing 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 financial planning, asset management, and educational seminars, structuring planning engagements as annual, collaborative relationships focused on goal analysis and written recommendations.

Ryan Forsyth is a financial advisor with LPL Financial in Heber, Utah, holding a Series 66 designation and bringing 20 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is also involved with Mountain America Credit Union. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a broad network of investment adviser representatives, offering a range of financial planning and advisory services.

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 financial advisor at Osaic with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services and operated the Whittenburg Group since 2003. He is also a licensed insurance agent involved in the sale of life, health, disability, and long-term care insurance products. OSAIC Wealth, Inc. serves a diverse group of retail and institutional clients, offering integrated brokerage and advisory services through a large network of financial advisers. The firm utilizes various asset-allocation tools and supports a wide range of investment options and third-party money managers to construct customized portfolios.

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.