Douglas Christensen is a financial advisor at Merrill with 18 years of industry experience. He has held roles at Merrill since 2019 and previously worked at Wells Fargo Bank for 13 years. Christensen is a passive owner of a family business that sells custom couches to consumers and interior designers. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Conor Oneill is a financial advisor with Cetera who holds a Series 66 designation and has one year of industry experience. Prior to joining Cetera, he had a brief tenure at Morgan Stanley and Renaissance Financial. Outside of his advisory role, he serves as a board member of the University of Utah Young Alumni Committee and coaches lacrosse. Cetera Investment Advisers LLC provides a range of investment advisory services through a nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients with diverse portfolio management and financial planning solutions.

Isaac Kline is a financial advisor at LPL Financial with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Waddell & Reed, Inc. Outside of his advisory role, he is involved with Out West 59 LLC, a business unrelated to investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and institutional platforms, supported by advanced operational tools.

Kyle Rhoades is a financial advisor with LPL Financial in West Jordan, Utah, holding Series 65 and Series 63 licenses and having 11 years of industry experience. His background includes nine years at Fidelity Brokerage Services and concurrent roles at Mountain America Credit Union and LPL Financial since 2024. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers various advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, with a focus on both discretionary and non-discretionary investment strategies.

Jacob Sonne is a financial advisor at Mass Mutual Investors Services with three years of industry experience. He holds Series 65 and Series 63 designations and has previously worked at Northwestern Mutual Investment Services and MassMutual Life Insurance Company. Sonne is based in Lehi, Utah. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers annual, collaborative planning engagements using firm-approved analytical tools and provides specialized programs such as Divorce Planning and estate-settlement services.

James Phillips is a financial advisor at Raymond James Financial Services Advisors, Inc. with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for over a decade. Outside of his advisory role, he serves as an independent contractor for Cottonwood Capital LLC and TRIJIM51 LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers customized, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Tabeetha Moesinger is a financial advisor at LPL Financial with 12 years of industry experience. She holds the Series 66 designation and previously worked at firms including Securities America, Penn Mutual Life Insurance, Hornor Townsend & Kent Inc, and Waddell & Reed. Outside of her advisory role, she is associated with Elite Financial Network, a business connected to her LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment services, including model portfolios and third-party asset management, supported by extensive operational tools and a broad platform of advisory and non-advisory financial activities.

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 holds Series 63 and Series 66 designations and has been associated with Linsco/Private Ledger Corp. since 1989. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management, supported by a large network of investment adviser representatives.

Trent Scott is a CFP®-designated financial advisor with three years of industry experience, currently with Cetera. His prior experience includes roles at Magellan Federal, National Professional Service, Havenpark Communities, and Fidelity Brokerage Services. Cetera Investment Advisers LLC is a national SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services with multiple program structures and access to affiliated and third-party managers.

Brandon Patrick is a financial advisor with Equitable Advisors in Draper, UT, holding a Series 66 designation and 17 years of industry experience. He has been with Equitable Advisors since 2008, including its prior affiliation with Axa Advisors. Outside of his advisory role, he serves as trustee of the Brandon & Becky Patrick Living Trust. Equitable Advisors serves individual clients, plans, corporations, and institutions by offering financial planning, retirement plan consulting, and asset management programs. The firm utilizes a variety of advisory models and third-party managers, providing access to mutual funds, ETFs, separately managed accounts, and select alternative investments.

Maxwell Larson is a financial advisor with Raymond James Financial Services, Inc. in Salt Lake City, UT. He holds a Series 66 designation and has three years of industry experience. His prior work history includes roles at Voyager Wealth Advisors, Level Nine Sports, and Morgan Stanley. Raymond James Financial Services Advisors, Inc. provides 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 uses analytical tools such as risk profiling and probability modeling to tailor non-discretionary planning and consulting to client goals and supports a wide advisor network through various advisory programs.

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 Services Advisors, Inc., holding Series 63 and Series 65 credentials and over 41 years of industry experience. His prior roles include positions at D.A. Davidson & Co., Wells Fargo Clearing, and A.G. Edwards & Sons, Inc. Outside of advising, he is associated with Forbes Private Wealth, a non-investment support company. 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, corporations, and institutions. The firm specializes in tailored, non-discretionary planning and uses advanced analytical tools to support client goals, with additional capabilities in municipal advisory and employer retirement plan consulting.

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 nine years of industry experience. Her prior roles include positions at Helgesen, Houtz & Jones, Great Western Insurance Company, Transamerica Financial Advisors, Inc., World Financial Group, Inc., and Olandos. She also serves as a paralegal at Helgesen, Houtz & Jones outside of her advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of investment programs and platforms supported by technology tools and oversees more than $819 billion in discretionary assets through a large network of advisors.

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 credentials and bringing 26 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Morgan Stanley, where he worked for a combined 13 years. Outside of his advisory work, he holds ownership interests in two investment-related businesses based in Utah. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options supported by proprietary research and tools, with services tailored to clients meeting specific net-worth thresholds.

Scott Ririe is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo and UBS Financial Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary framework.