Santoshi Pattem is a financial advisor at Equitable Advisors with three years of industry experience. She holds the Series 66 designation. Her prior work includes roles at SAAVI GROUP LLC and Questionmark Corporation. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by offering financial planning, retirement plan consulting, and various asset-management programs. The firm delivers services through a network of Investment Adviser Representatives and utilizes both proprietary and third-party advisory programs.

Jaceson Anderson is a financial advisor with Morgan Stanley in South Jordan, Utah, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Fidelity Investments and Ensign College. Outside of his advisory work, he is a partner in AW Games LLC, a business involved in art and culture. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Monica Hall is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at E*TRADE Capital Management LLC and E*Trade Securities LLC. Outside of her advisory role, she is involved with CorePower Yoga in Salt Lake City, Utah. Morgan Stanley Wealth Management offers a broad range of investment advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm’s planning approach includes structured discovery and firm-approved tools to model outcomes, serving clients through both direct relationships and corporate financial planning agreements.

Ryan Michael is a financial advisor with Primerica Advisors holding Series 65 and Series 63 licenses. He has one year of industry experience and previously worked in real estate with Keller Williams Realty for eight years. Ryan is also associated with Southern Utah University and UMB Fund Services. 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 operates nationally with approximately 3,698 advisors and $15.5 billion in assets under management, delivering advisory services through model-driven strategies managed by third-party asset managers.

Brandon Glenn is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds the Series 63 and Series 66 designations. His career includes prior roles at E*Trade Securities LLC and E*TRADE Capital Management LLC, as well as a period at Lyft. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process leveraging proprietary tools and market outlook models.

Ronald Claassen is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2007, with prior roles at Charles Schwab and Strategic Advisors Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services as well as model portfolios built from mutual funds, ETFs, and ETPs.

Justin Richards is a financial advisor with Morgan Stanley in South Jordan, UT, holding a Series 66 designation and bringing 20 years of industry experience. He has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide range of advisory programs, including 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 methodologies such as Monte Carlo simulations as part of its financial planning process.

William Terrill is a CFP®-certified financial advisor with Ameriprise and has 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Terrill is also co-owner of Encore Growth Partners and Wealth Strategy Partners Tax and Accounting Services, which provide consulting and tax preparation services. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that combines research and algorithmic tools to deliver tailored, tax-aware withdrawal strategies.

Connor Egan is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and its affiliated entities since 2011, as well as at E*TRADE Securities. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment strategies developed by its Global Investment Committee.

Clayton Hoffman is the sole advisor at Meridian Investing, an independent investment advisory firm based in Highland, UT. He holds Series 63, 65, and 66 licenses and has 17 years of industry experience, having been with Meridian Investing since its founding in 2009. Meridian Investing manages approximately $2.35 million for ten clients, providing fee-based portfolio management and related advisory services. The firm offers individualized portfolio management with a focus on wealthier or specialized clients and includes institutional portfolio management services uncommon among similarly sized independent firms.

Greg Chamberlain is a financial advisor with Chamberlain Long Wealth Management, LLC, holding Series 63 and Series 66 licenses and 25 years of industry experience. He previously worked at Jackson National Life Distributors for 10 years and operates Chamberlain Financial, LLC. In addition to advisory work, he is an insurance wholesaler representing various insurance companies. Chamberlain Long Wealth Management provides portfolio management, investment analysis, and financial planning services to individual and high-net-worth clients. The firm uses a tactical asset allocation approach combining fundamental, technical, cyclical, and macroeconomic analysis to manage diversified portfolios through discretionary authority.

Nicholas Long is a financial advisor at Chamberlain Long Wealth Management, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with Long Financial Group, LLC since 2005. In addition to his advisory role, he works as an independent insurance agent selling life, health, annuities, and long-term care products. Chamberlain Long Wealth Management offers portfolio management, investment analysis, and financial planning services to individual and high-net-worth clients. The firm uses a tactical asset allocation approach based on fundamental, technical, cyclical, and macroeconomic analysis, managing diversified portfolios of equities, ETFs, fixed income, and cash equivalents under discretionary authority.