Angie Battaglia is a financial advisor with Edward Jones in South Jordan, Utah, holding a Series 66 designation and four years of industry experience. She has been with Edward Jones since 2016 and previously operated a small business, Chocolate Covered Wagon, from 2003 to 2017. Outside of her advisory role, she is a member and owner of two jointly held real estate management companies in Utah. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm is notable for its large network of advisors and branches, offering both discretionary and non-discretionary strategies under a fiduciary standard.

Timothy Harlow is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at LPL Financial since 2019. Prior to this, he was associated with TH Financial and Royal Alliance Associates, INC. for extended periods. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Tyler Migdat is a financial advisor with Morgan Stanley in Sandy, Utah, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at E*TRADE Capital Management and Fidelity Brokerage Services, as well as experience in real estate with Keller Williams Realty. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and extensive resources, managing approximately $2.74 trillion in client assets.

Kevin Johnson is a financial advisor at Morgan Stanley with 26 years of industry experience. He has held various roles within Morgan Stanley since 2001, including positions at Morgan Stanley Private Bank, N.A., and Morgan Stanley & Co. LLC. His credentials include Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs and financial planning services. The firm employs a structured planning process using approved tools and models and manages approximately $2.74 trillion in client assets.

Holley Sprouse is a financial advisor with Wells Fargo Advisors, holding a Series 63 designation and bringing 33 years of industry experience. Prior to joining Wells Fargo Advisors in 2022, Sprouse worked at Wells Fargo Clearing from 2016 to 2022. Outside of financial services, Sprouse is an independent consultant for Mary Kay Cosmetics. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services, including specialized planning for business owners, special needs, and divorce. The firm combines advisory services with various financial products and referral channels to provide tailored client recommendations.

Matthew Taylor is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing, Wells Fargo Investments, and Edward Jones. Taylor is based in South Jordan, Utah. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm employs a structured planning process utilizing proprietary tools and manages approximately $2.74 trillion in client assets.

Curtis Gray is a financial advisor with Charles Schwab in Cottonwood Heights, UT, holding CFP®, Series 63, and Series 65 designations and bringing 19 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2015. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment guidance using multi-asset model portfolios and integrates a range of advisory, brokerage, custody, and cash-sweep services.

Michel Marcura is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley, he worked at Global Janitorial Services, Mountain America Credit Union, Lyft, and Lumos. Outside of his advisory role, he is involved as an independent contractor in food delivery with DoorDash. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured tools and modeling techniques to assist clients, while emphasizing advisory services without providing individual security recommendations in standalone planning.

Devin Jones is a financial advisor with Equitable Advisors in Salt Lake City, holding a Series 66 designation and beginning his advisory career in 2026. His prior experience includes roles at In N Out, Nu Subs LLC, Tree House Foods, and Mod Pizza, as well as ongoing affiliation with Weber State University since 2022. Equitable Advisors serves a broad range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through its network of Investment Adviser Representatives and partnerships with third-party asset managers.

Chad Romney is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. His prior positions include roles at Fidelity, Goldman Sachs & Co. LLC, and Fidelity Brokerage Services, LLC. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations and Secular Return Estimates to assist clients.

Kimberly Mitchell is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She worked at Merrill and Merrill Lynch Pierce, Fenner & Smith from 1993 to 2019 before joining Morgan Stanley Smith Barney LLC in 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Jacob Baker is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2025, he worked at Mountain America Credit Union and America First Credit Union, and spent seven years at Discount Tire Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a wide range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms. The firm supports its advisors with extensive operational and research tools and oversees over $819 billion in discretionary assets across more than 22,800 advisors.

Frankie Tipiani is a financial advisor with Morgan Stanley in Sandy, Utah, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley in 2022, Tipiani worked in various roles including positions at Wasatch Medical Clinic and International Cruise and Excursions. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured planning tools and scenario modeling, offering financial plans without providing individual security recommendations.

Jeno Jaramillo is a financial advisor at Morgan Stanley with two years of industry experience. He holds a Series 66 designation and has prior experience at Goldman Sachs and several other firms. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Michelle Chadwick is a CFP® and holds a Series 66 license, with five years of experience at Edward Jones. Prior to joining Edward Jones in 2020, she worked for thirteen years at Lone Peak Veterinary and has been a Mary Kay beauty consultant since 2006. Outside of her advisory role, she is involved in beauty consulting and manages horse boarding activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households and corporate entities. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Belith Trujillo is a financial advisor with Morgan Stanley in South Jordan, Utah, holding a Series 66 designation and five years of industry experience. Prior to joining Morgan Stanley in 2021, Trujillo worked at Tailored Management, Uber, Byram Healthcare, and CaptionCall. Outside of advising, Trujillo is a partner in a local laundry service business. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, including financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services that include estate planning and corporate financial planning agreements.

Amy Archibald is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 designation and has prior work experience as a CPA at the State of Utah Department of Human Services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Nuno Lucas is a financial advisor at Fidelity with 20 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with various Fidelity entities since 2006. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Joshua Vesch is a financial advisor at LPL Financial based in Salt Lake City, UT. He holds the Series 66 designation and has been in the industry since 2026. His prior experience includes roles at Zions Bancorporation and Legacy Lines Insurance and Financial Services, as well as positions in education and municipal work. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers, supported by a large network of advisors and extensive operational resources.

Jason Andersen is a CFP® professional with 19 years of industry experience, currently serving at Morgan Stanley in Holladay, UT. His prior experience includes roles at J.P. Morgan Securities, UBS Financial Services, and Key Investment Services LLC. Andersen also worked at Juan Diego Catholic High School from 2017 to 2024. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and tailored financial planning to individuals and institutions. The firm employs structured planning tools and comprehensive investment research, managing approximately $2.74 trillion in client assets.