Isaac Kline is a financial advisor with LPL Financial in Salt Lake City, UT, holding a Series 66 designation and 11 years of industry experience. Prior to joining LPL Financial in 2021, he worked with Waddell & Reed, Inc. and maintains involvement with Out West 59 LLC and Buckle, among other business activities. He also operates under multiple DBAs affiliated with LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, financial institutions, corporations, and nonprofits. The firm offers various advisory programs and financial planning services supported by research, model portfolios, and technology-driven tools.

Kyle Rhoades is a financial advisor with LPL Financial, holding Series 65 and Series 63 designations and possessing 11 years of industry experience. He previously worked at Fidelity Brokerage Services, LLC for nine years and is also associated with Mountain America Credit Union. 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, using model portfolios and research from multiple sources.

Jacob Sonne is a financial advisor with Mass Mutual Investors Services in Lehi, Utah, holding Series 65 and Series 63 licenses and three years of industry experience. Prior to joining Mass Mutual Investors Services, he worked at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company. 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 provides financial planning, asset management, and educational seminars, utilizing firm-approved tools to analyze client goals and offering collaborative, annual planning engagements.

James Phillips is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. Prior to joining Raymond James in 2025, he worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank for a combined 16 years. Outside of his advisory role, he is an independent contractor with Cottonwood Capital LLC and TRIJIM51 LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through Wealth Advisory Services and institutional consulting, emphasizing tailored financial plans and advisory support rather than discretionary management.

Tabeetha Moesinger is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. Her prior roles include positions at Securities America, Penn Mutual Life Insurance, Hornor Townsend & Kent, and Waddell & Reed. She operates an affiliated business, Elite Financial Network, related to non-variable insurance and investment services. 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 provides a range of advisory programs, financial planning, retirement consulting, and brokerage services with both discretionary and non-discretionary management options.

Kevin Bolton is a financial advisor at Morgan Stanley with 12 years of industry experience, including 10 years at his current firm. He holds the Series 63 and Series 66 licenses. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering financial planning and investment services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers tailored solutions through its Financial Advisors and Estate Planning Strategies Group.

Larry Boydstun is a financial advisor at LPL Financial with 44 years of industry experience. He has held a Series 63 and Series 66 license and has been with Linsco/Private Ledger Corp. since 1989. His outside business activities include a tax-related corporation, L.R. Boydstun Inc. 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 a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by model portfolios and research from various sources.

Brandon Patrick is a financial advisor with Equitable Advisors in Draper, UT, holding a Series 66 designation and 16 years of industry experience. He has been with Equitable Advisors since 2008 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he serves as trustee of the Brandon & Becky Patrick Living Trust. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels tailored to client goals and risk tolerance.

Dallas Sproul is a financial advisor with Morgan Stanley in Sandy, Utah, holding Series 63 and Series 66 registrations and over 12 years of industry experience. He has worked at Morgan Stanley since 2023 and previously held positions at E*TRADE Securities LLC from 2013 to 2023. 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 modeled outcomes. The firm manages approximately $2.74 trillion in client assets and provides services directly to individuals as well as through corporate financial planning agreements.

Michael Forbes is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 credentials and has 41 years of industry experience. He previously worked at D.A. Davidson & Co. for 16 years before joining Raymond James in 2025. Forbes is also an investor in Lost Soldier Oil & Gas, a drilling company. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored strategies supported by extensive research and a broad affiliate network.

David Hohmann is a financial advisor at Morgan Stanley with 14 years of industry experience. He previously worked at Fidelity Personal and Workplace Advisors and E*TRADE Capital Management LLC. He holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning through a structured process and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers a range of advisory programs including estate planning and corporate financial planning agreements.

Brent Jackman is Vice President and Branch Leader at Fidelity Investments, a position he has held since 2022. He has been with Fidelity Investments for over 33 years, progressing through various roles including Assistant Branch Leader, Branch Service Manager, and Private Client Group Manager. Throughout his career, Brent has focused on attracting and retaining financial professionals to assist clients in achieving their financial goals. His extensive experience spans leadership and client service within the financial services industry. Outside of work, Brent enjoys family activities, fitness, football, gardening, and running.

Tiffany Schrader is a financial advisor with LPL Financial, holding Series 65 and Series 63 credentials and eight years of industry experience. She previously worked at Helgesen, Houtz & Jones, Great Western Insurance Company, Transamerica Financial Advisors, Inc, World Financial Group, and Olandos. In addition to her advisory roles, she serves as a paralegal at Helgesen, Houtz & Jones. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and nonprofits through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, employing both discretionary and non-discretionary management supported by internal and third-party research.

Ivana Packer is a financial advisor at Morgan Stanley with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Fidelity Brokerage Services and Capital Wealth Advisors. She has been with Morgan Stanley since 2020. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial and estate planning. The firm employs a structured discovery process and advanced planning tools but does not provide individual security recommendations within its standalone planning services.

Jesse Vance is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has served with Wells Fargo Advisors and Wells Fargo Clearing since 2013. Outside of his advisory role, he is involved in investment-related business activities through partial ownership in LONGHORN UT PARTNERS LLC and full ownership of 10 ON DECK HOLDINGS LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with banking, lending, and other financial products.

Saryn Keller is a financial advisor at Primerica Advisors with one year of industry experience. She holds Series 63 and Series 65 licenses and has worked in various roles including at Primerica Financial Services and Parham Doctor's Hospital. Her other business activities include sales of loan products and referrals for home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies created by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Scott Ririe is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various firms including Wells Fargo and Teton Wealth Group. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Tyler Endsley is a financial advisor at Fidelity with 21 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Fidelity Investments since 2011, including roles at Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs, and provides oversight through affiliated and unaffiliated sub-advisers.

Alan Bailey is a financial advisor with Morgan Stanley in South Jordan, Utah, holding Series 65 and Series 63 licenses and bringing 29 years of industry experience. He has worked at Morgan Stanley since 2012, with prior roles at Morgan Stanley Services Group Inc. and E*TRADE Capital Management LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual 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 supported by firm-approved tools and market simulations.

Jason Christenson is a financial advisor with Morgan Stanley in South Jordan, UT, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His career includes roles at Morgan Stanley since 2015 and a position at Solium Financial Services LLC in 2020. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services that include structured planning conversations and advanced modeling techniques.