Hayden Yogman is a CFP®-designated financial advisor at Edward Jones with 10 years of industry experience. He has held prior roles at firms including Prudential Insurance Company of America, Goldman Sachs, and UBS Financial Services. Edward Jones is a full-service wealth management firm serving a broad client base that includes individuals, institutions, pension plans, corporate clients, and charitable organizations. The firm offers multiple advisory strategies with a fiduciary standard and manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors.

Chris Kidd is a CFP®-certified financial advisor with 28 years of industry experience, currently affiliated with Morgan Stanley in Park City, Utah. His career includes tenures at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Bank of America, N.A., and Merrill. Outside of his advisory role, he is involved in property management. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory programs supported by structured planning tools and broad investment resources.

Andrew Hilgenberg is a financial advisor with Fisher Investments, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked at Fisher Investments since 2019 and previously was employed at Fidelity Investments and Fidelity Personal and Workplace Advisors. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across diverse asset classes. The firm uses a centralized investment process combining quantitative and qualitative research and employs tax-aware and risk management strategies.

Kasey Ring is a financial advisor with LPL Financial and holds Series 65 and Series 66 licenses. She has 10 years of industry experience, including ownership of Upward Personal Finance, LLC since 2015 and a long tenure with R&H Citrus Lp. Outside of finance, she is involved with Deer Valley Resort, a ski resort in Utah. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing a range of model portfolios, third-party subadvisors, and technology-driven management solutions.

Gary Gorga is a financial advisor at LPL Financial with 45 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked for Cadaret, Grant & Co., Inc. for 31 years. He has operated Gorga Financial Services since 1984. 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 offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management strategies.

John Hubley is a financial advisor at Mass Mutual Investors Services with two years of industry experience. His prior work includes roles at Hearth and Hill, Deer Valley, and Oracle. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, with planning engagements structured as annual, collaborative relationships using firm-approved analytical tools.

Jared Jensen is a financial advisor at Edward Jones in Heber City, UT, holding the CFP®, ChFC®, and Series 66 designations with nine years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options supported by a large national network of financial advisors and branch offices.

Jules Rousseau is a financial advisor with Morgan Stanley who holds Series 63 and Series 66 credentials and has 37 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, he was employed at Citigroup Global Markets beginning in 1993. Outside his advisory role, Rousseau serves on the Investment Committee and Finance Committee for the Catholic High School Foundation in Baton Rouge. Morgan Stanley Wealth Management serves both individual and institutional clients by 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 supported by firm-approved tools and modeling techniques.

Edison Christofferson is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has previously worked at J Crew, Lucid Software, and the BYU Marriott School of Business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and affiliated investment options. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

Katherine Smith is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones in 2026, she worked in various roles including at PacifiCorp and provided legal and self-employed services. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Keven Nielsen is a financial advisor at Edward Jones with a Series 66 designation and five years of industry experience. He has worked at Edward Jones since 2020 and previously spent 22 years at Automatic Data Processing. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and provides a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Paul Tan is a financial advisor at Wells Fargo Advisors with 36 years of industry experience. He previously worked for LPL Financial for nine years before joining Wells Fargo Advisors in 2023. In addition to his advisory role, Tan is involved in acting through TMG Acting in Park City, UT. Wells Fargo Advisors serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm employs research and planning tools to develop tailored recommendations across a broad range of planning needs, with clients opting into implementation through various brokerage or advisory programs.

Christopher Sawch is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and 39 years of industry experience. His prior roles include positions at Morgan Stanley and UBS Financial Services, spanning over 18 years before joining Wells Fargo Advisors in 2016. Outside of his advisory work, he has ownership interests in investment-related entities including Shearwater Creek LLC and Ack Capital, LLC, the latter jointly owned with his spouse. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and uses proprietary research and tools to develop tailored recommendations, with clients deciding on implementation through brokerage or advisory programs.

Denver Smith is a financial advisor with UBS Financial Services in Park City, Utah, holding Series 63 and Series 66 designations and having 18 years of industry experience. He has been with UBS since 2014. Outside of his advisory role, he serves as an officer for Dad Force One, a community group that raises funds for school security through events such as crawfish boils and neighborhood scavenger hunts. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment strategies.

Ann Sowder is a financial advisor at OSAIC with 26 years of industry experience. She holds a Series 66 designation and previously worked at Lincoln Financial Advisors from 1999 to 2025. Outside her advisory role, she is also licensed as an insurance agent. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services along with access to third-party investment managers. The firm employs various asset-allocation and portfolio construction tools, supporting both discretionary and non-discretionary account management.