Jeffrey Teran is a CFP® with 20 years of industry experience, currently serving at Raymond James Financial. He has worked with Raymond James Financial Services Advisors, Inc. since 2019 and has been associated with First Western Advisors since 2000. At First Western Advisors, he is involved in financial planning and management. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting that utilizes risk profiling and analytical modeling to support client goals.

Cameron Carlson is a financial advisor with Morgan Stanley in South Jordan, UT, holding a Series 66 license and five years of industry experience. His prior work includes roles at Decker Retirement Planning and the University of Nevada Las Vegas. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in assets and utilizing structured planning tools and models to support client strategies.

Jose Garcia is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked extensively with E*TRADE Securities and E*TRADE Capital Management prior to joining Morgan Stanley. Garcia is based in Sandy, Utah. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by proprietary tools and committee-driven investment estimates.

Logan Johnson is a financial advisor at Morgan Stanley with four years of industry experience. Before joining Morgan Stanley in 2021, he worked at E*Trade and spent 14 years at Lagoon Amusement Park in a customer service role. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools.

Mara Jackson is a financial advisor at Morgan Stanley with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo Clearing Services and Insight Global before joining Morgan Stanley in 2023. Outside of her advisory role, she is involved in local community activities, serving as treasurer for Oquirrh Elementary and operating a childcare service. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services. The firm employs a structured planning process that incorporates firm-approved tools and modeling techniques to assist clients with their financial goals.

Tyler Gentry is a financial advisor at Edward Jones in Lehi, Utah, holding CFP®, ChFC®, and Series 66 designations with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large nationwide network of advisors and branch offices.

Colton Reading is a financial advisor with LPL Financial in South Jordan, UT, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. He has been with LPL Financial since 2003 and was affiliated with Financial Advocates Investment Management for 11 years. Outside of his advisory role, Reading has also worked as an insurance agent focusing on life, health, long-term care, and disability insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting supported by both in-house and third-party research.

Matthew Pettit is a financial advisor with LPL Financial in Sandy, UT, holding Series 63 and Series 66 credentials and 12 years of industry experience. His prior work includes positions at Cuso Financial Services, Zions First National Bank, and Fidelity. Outside of his advisory role, he is involved with Treetop Enterprises LLC in Salt Lake City, a business connected to Airbnb real estate rentals. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, research, and technology-driven strategies across its services.

Charles Christensen is a financial advisor with LPL Financial in South Salt Lake, UT, holding a Series 66 designation and seven years of industry experience. His career history includes roles at America First Credit Union, Empower Financial Services, Alaska USA FCU, CUNA Brokerage Services, and Mountain America Credit Union, among others. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Clint Zundel is a CFP® with 15 years of industry experience currently affiliated with Fidelity. He previously worked at Fidelity Investments Institutional Services Company, INC. for 25 years and has been with FBS LLC since 2020. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction in managing discretionary and non-discretionary portfolios, and is noted for its use of systematic methodologies and formal advisory roles to multiple funds.

Coree Sullivan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

David Noble is a financial advisor with Primerica Advisors in Salt Lake City, UT, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has worked with PFS Investments, Inc. since 2011 and has been affiliated with Primerica Financial Services since 2001. Outside of advising, he has been involved in sales of home security and automation products as well as loan products through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which serves individual and high-net-worth clients using model-delivery strategies and selectively available separately managed accounts within a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, providing a tiered percentage-based fee model and maintaining oversight of its investment offerings.

Jonas Tripp is a financial advisor at Morgan Stanley with eight years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at E*TRADE Securities LLC, PFS Investments Inc., Alliance Health, and Primerica Financial Services. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individual and institutional clients, including customized financial planning supported by firm-approved tools and analyses.

Giancarlo Rondon is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at Matrix, Fidelity Investments, and R. J. Lewis, as well as self-employment and various positions unrelated to finance. Outside of advising, he is involved in manufacturing as a violin maker and operates a construction and engineering contracting business. Morgan Stanley Wealth Management is an SEC-registered advisory and broker-dealer firm serving individual and institutional clients with a broad range of financial planning and investment services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and methodologies designed to model financial outcomes and support tailored client strategies.

Carrie Lamprecht is a financial advisor at Wells Fargo Advisors with Series 63 designation and began her industry career in 2024. Prior to joining the firm, she was a homemaker for 18 years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business transitions, sports and entertainment, special needs, and divorce.

Jason Money is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. His career includes roles at Morgan Stanley since 2023, E*TRADE Capital Management LLC and E*TRADE Securities LLC from 2017 to 2023, and TD Ameritrade from 2003 to 2017. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm employs a structured planning process supported by advanced modeling tools and oversees approximately $2.74 trillion in client assets.

Lucas Bueno is a financial advisor at Morgan Stanley with 10 years of industry experience. He previously worked at Fidelity Brokerage Services LLC for eight years before joining Morgan Stanley in 2023. He holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies.

Mark Roesler is a financial advisor with Morgan Stanley in Sandy, Utah, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at E*TRADE Financial Corporate Services LLC and Solomon Page. Outside of his advisory work, he is involved in tutoring biology, chemistry, Spanish, English, and standardized test preparation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs for individuals and institutional clients. The firm emphasizes structured financial planning using firm-approved tools and serves clients through tailored financial strategies without providing individual security recommendations in standalone planning programs.

Tamara Radice is a CFP® professional with 23 years of industry experience. She has worked at Edward Jones from 2002 to 2025 before joining Ameriprise in 2025. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, providing detailed recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools to deliver tailored advice through its centralized retirement-income consulting team.

Daniel Whysong is a financial advisor at Morgan Stanley with four years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at E*TRADE Capital Management LLC, E*TRADE Securities LLC, and various Wells Fargo entities. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning services supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers both direct and employer-based financial planning solutions.