Michael Wolf is a financial advisor with Morgan Stanley in Sandy, Utah. He holds the Series 63 and Series 66 designations and has experience at Fidelity Investments and E*TRADE Capital Management. Before returning to the industry, he spent two years as a stay-at-home dad. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 using firm-approved tools and modeling techniques.

Matthew Carlson is a financial advisor at Merrill with Series 63 and Series 65 licenses and five years of industry experience. His career includes roles at Bank of America, Morgan Stanley, E*TRADE Securities, Fidelity Brokerage Services, and others. Outside of his advisory work, he is involved as a partner in Little Peak LLC, a property management and real estate business. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Bronson Webb is a financial advisor with Ameriprise, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise since 2006, including his current role since 2020. Webb is also co-owner of Elevate Management LLC, where he manages an advisory business. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, focusing on clients with significant assets under management.

Dustin Dixon is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has worked at firms including E*Trade and Wells Fargo Clearing Services. Outside of his advisory work, he is involved in organizing billiards and pool tournaments. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs focused on tailored financial planning and investment management, overseeing approximately $2.74 trillion in client assets.

Megan Bennett is a CFP® with six years of experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to her advisory role, she worked for ten years at HomeGoods. Outside of her advisory work, she owns a real estate LLC that manages residential rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a large national network of advisors and branch offices.

Peter Madsen II is a financial advisor at Morgan Stanley in South Jordan, Utah, holding Series 66 and Series 63 licenses with five years of industry experience. His prior roles include positions at Chase Bank, Fidelity Investments, and the University of Utah. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery processes and firm-approved planning tools to support client financial plans.

Genna Trinidad is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley and E*TRADE Capital Management over her career. Morgan Stanley Wealth Management serves individual and institutional clients by providing a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Kathryn Simpkins is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds Series 63 and Series 66 registrations and has previously worked at E*TRADE Securities LLC for over a decade before joining Morgan Stanley in 2023. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning services supported by firm-approved tools and investment models. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

Hunter Hall is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds a Series 66 designation and has previously worked with firms including Podium, LGCY Power, and Vivint. Outside of advising, he also engages in insurance brokerage, focusing on life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, utilizing firm-approved software and tools to develop collaborative, goal-oriented planning strategies.

Bridget Chambers is a financial advisor at Morgan Stanley with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including E*Trade Capital Management, Fidelity Brokerage Services, and Prudential Insurance. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery and firm-approved tools, with advisory services that do not include individual security recommendations as part of its standalone planning program.

Alan Ayers is a Series 66-licensed financial advisor with Ameriprise in Orem, Utah, with 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2000. Outside of his advisory work, he owns Entelechy Enterprises, LLC. Ameriprise is a large institutional firm that offers a retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations, primarily for clients with assets managed by Ameriprise.

Tyler Roberts is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has previously worked at E*TRADE Capital Management, BANK of AMERICA, and Merrill. Before entering the financial sector, he spent two years at Stone Summit Climbing and Fitness Center. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and comprehensive investment programs.

Shu Yi Li is a financial advisor at Morgan Stanley in Sandy, Utah, holding the Series 66 designation with four years of industry experience. Prior to joining Morgan Stanley in 2021, Li worked at H & R Block and True Choice LLC, and was involved with VASAYO LLC from 2017 to 2021. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs, including tailored financial planning using structured processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Eli Gardine is a financial advisor with Thrivent Investment Management holding a Series 66 designation and no prior industry experience. He joined Thrivent in 2026 after working in various roles outside the financial services industry, including positions at Proofpoint, Symantec, and Adobe. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers these services through a network of advisors and emphasizes planning alongside managed-account options under a consolidated billing approach.

Todd Crane is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He has been with Fidelity since 2011 and also serves as a reserve police officer in North Salt Lake, Utah, working patrol one weekend day per month. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services across various investment structures and is noted for its use of systematic methodologies and AI-driven research tools.

David Suhre is a financial advisor at Morgan Stanley Wealth Management with 17 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at E*TRADE Capital Management and E*TRADE Securities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with comprehensive financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling as part of its services.

Mark Lott is a financial advisor with Ameriprise in Herriman, UT, holding a Series 66 designation and 12 years of industry experience. His career includes roles at Ameriprise since 2022, as well as prior positions at M. H. Leblang, Inc., Everspire (a DBA of Aegis Wealth Group), Wells Fargo Bank, and E*Trade Securities. Outside of advising, he owns Myriad Max Inc., through which he manages his Ameriprise business. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Neill Smith Jr. is a financial advisor with Morgan Stanley in South Jordan, Utah, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Morgan Stanley since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs and financial planning services that incorporate firm-approved tools and modeling techniques to assist clients in developing tailored financial plans.

Robert Goggins is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LPL Financial since 2009. Outside of his advisory role, he operates Progressive Planning, LLC, a state-registered life insurance agency providing fixed insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by model portfolios and research from LPL Research and third-party subadvisors.

Robert Jamias is a financial advisor with Morgan Stanley in South Jordan, UT, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Havenpark Communities and Marketing 32, as well as multiple positions at Brigham Young University. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through multiple channels including employer-based financial planning agreements.