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.

Christopher Bingham is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at E*TRADE Capital Management and E*Trade Securities. Outside of his advisory role, he is the sole owner of Coast 2 Coast Property Management, a property management business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with tailored financial planning and a broad range of advisory programs.

Kamden Myrberg is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in providing personalized financial guidance, focusing on education planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, sports and entertainment, tax minimization, and retirement income. His approach centers on empowering clients to make informed decisions and build lasting relationships based on trust and integrity. He holds a Bachelor of Science in Finance from Utah Valley University and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Kamden is committed to helping clients navigate their financial journeys through tailored advice and strategic planning. Outside of his professional role, Kamden enjoys adventure sports, basketball, football, golfing, hiking, pickleball, running, and skiing. He values maintaining a balance between his work and personal life, emphasizing the importance of family and connecting with clients through shared interests.

David Abbatangelo is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked in various roles including positions at Santa Fe, Boyd Gaming, and the University of Nevada Reno. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs supported by structured planning tools and broad investment capabilities.

Jeremy Dimond is a financial advisor with RBC Capital Markets in Salt Lake City, holding a Series 66 designation and one year of industry experience. His prior roles include positions at City National Bank, Clientbook, and Onset Financial, among others. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with tailored strategies implemented through in-house and third-party managers, supported by a capital-markets footprint and integrated services.

Edward Ashton is a financial advisor at Morgan Stanley in South Jordan, UT, holding a Series 66 designation with 8 years of industry experience. He has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and advanced modeling tools.

Kenneth Barnett is a financial advisor at Morgan Stanley with one year of industry experience. He holds the Series 63 and Series 66 licenses. Prior to joining Morgan Stanley, his work history includes roles at Veterans First Mortgage and several other firms across different industries. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, utilizing structured planning tools and market models, with a focus on advisory services rather than individual security recommendations.

Jordan Jones is a financial advisor with Mass Mutual Investors Services in Lehi, UT, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has been with MML Investors Services LLC since 2012 and MassMutual Life Insurance Company since 2009. Outside of his advisory role, Jones owns Lost Boys Media, a social media advertising and marketing firm, and the Diamond Collective, a sports apparel and service brand. MML Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative financial planning engagements using firm-approved analytical tools.

Jack Jensen is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at E*TRADE Securities LLC and CUSO Financial Services, LP. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and processes.

James Taylor is a financial advisor at Merrill with 23 years of industry experience. He holds the Series 66 designation and has worked at Merrill Lynch, Pierce, Fenner & Smith since 2006 and Bank of America, N.A. since 2011. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm’s investment approach includes multiple program strategies governed by its CIO and platform oversight, with recent emphasis on tax-efficient services and integration with Bank of America’s banking and capital-markets platform.

Patrice Reilly is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and over 40 years of industry experience. Prior to joining Wells Fargo in 2016, Patrice worked at various Morgan Stanley entities from 1999 to 2012. 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 combines proprietary research with third-party analytics and offers a broad range of brokerage and advisory solutions.

Douglas Daniels is a financial professional with 34 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 66 credentials and has held roles at firms including Unified Financial Planning, Peak Financial Network Solutions, and CUSO Financial Services. Daniels is also involved in selling life, disability, annuities, long-term care, and Medicare health insurance through his insurance activities. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, utilizing both affiliated and third-party managers across multiple program structures.

Nathan Gates is a financial advisor at OSAIC with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Securities America Advisors and E*Trade Securities. Outside of his advisory role, he is a co-owner of a dental lab business that provides services to dentists in the U.S. OSAIC Wealth serves a diverse client base including retail, high-net-worth, institutional, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment approach that incorporates asset allocation, portfolio optimization, and risk management tools.

Maura Knutsen is a financial advisor with J.P. Morgan Securities in Saratoga Springs, Utah, holding Series 63 and Series 66 credentials and four years of industry experience. Her work history includes roles at JPMorgan Chase Bank, Mountain America Credit Union, and Peak Restaurant Partners. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm’s advisory process integrates quantitative and qualitative research supported by a centralized manager solutions team.

Aaron Neuenswander is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior work includes roles at Fidelity Brokerage Services LLC and Cetera Advisor Networks LLC, along with experience at Utah Valley University and Oakley, Inc. 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 broad range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced research and operational tools.

Cole Cooper is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including First Western Advisors, Raymond James Financial Services, and Morgan Stanley. Outside of his advisory role, Cooper is a partner and president of C2C Ventures, a business unrelated to investment advisory services. 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 and access to third-party asset management, supported by a large network of investment adviser representatives.

Joshua Anderson is a financial advisor with Morgan Stanley, holding a Series 66 license and two years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at Cottonwood Title Insurance Agency, Inc. from 2020 to 2023. His background also includes roles at Weber State University and Bonneville International. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes a structured planning process incorporating firm-approved tools and models to assist clients in financial decision-making.

Randy Graham is a financial advisor with Ameriprise in Draper, UT, holding a Series 66 designation and 11 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2013. Outside of his advisory role, he is involved in consulting through Xanthus Business Advisors PC and assists with tax preparation at Profitable Accounting Services Inc. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing annual planning advice focused on retirement income strategies and tax-aware withdrawals.