William Fahey Jr. is a financial advisor at LPL Financial with 50 years of industry experience. He previously worked at Grove Point Advisors, LLC and Grove Point Investments, LLC, where he spent a combined 18 years. Fahey also operates Fahey Investment Planning, LLC, a business related to his advisory work. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing various investment strategies and technology platforms.

Chase Nielsen is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds the Series 66 and Series 63 licenses and has worked with firms including Fidelity Personal and Workplace Advisors and several Fidelity entities prior to joining J.P. Morgan in 2020. Outside of finance, he has operated Nielsen's Landscaping & Snow Removal LLC for ten years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Dennis Madden is a CFP® credentialed financial advisor with Morgan Stanley in Park City, UT, with 23 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2014 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and tailored financial planning to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured discovery conversations and firm-approved planning tools as part of its financial planning process.

Thomas Gies is a financial advisor at Edward Jones with 16 years of industry experience. He previously worked at Franklin Templeton for 16 years before joining Edward Jones in 2025. His credentials include Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Meagan Wakefield is a Series 66-licensed financial advisor with Edward Jones in Heber City, UT, where she has worked since 2008, accumulating 18 years of industry experience. She is involved in community education initiatives, serving as treasurer for the Professional Womens Network and founding programs focused on children's health and nutrition. Edward Jones is a full-service wealth management firm serving a diverse client base including individual and institutional investors, offering a broad range of advisory services supported by a large network of financial advisors and branch offices nationwide.

Tashtego Elwyn is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Raymond James & Associates since 1993 and currently serves as a trustee and member of the Finance and Investment Committee at Emory University. He is also a partner in a business invested in Lemon Perfect Water. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, offering tailored financial planning and consulting services that draw on a broad range of portfolio management styles and affiliated research.

Gregory Cimmino is a financial advisor at LPL Financial with 42 years of industry experience. He holds the CFP® and ChFC® designations and has been with LPL Financial since 2013. In addition to his role at LPL, he provides financial planning and consulting services through Institutional Investment Consulting (IIC), an independent registered investment advisor. 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, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with proprietary and third-party research.

Geoffrey King is a CFP® and ChFC® with 30 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options, tailored to plan objectives and demographics.

Patricia Johnson is a financial advisor with UBS Financial Services in Heber City, UT, holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. She has been with UBS since 2012. Outside of her advisory role, she serves as a trustee for a family foundation focused on charitable gifts to the arts and children and is involved with Chrysalis, a nonprofit dedicated to job training and employment for homeless and low-income individuals. She also participates in the finance council of Corpus Christi Parish, reviewing financial reports and advising on fiscal matters. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research and model-based asset allocations to tailor client portfolios. The firm integrates institutional trading capabilities with wealth management and provides a broad range of financial services, including fiduciary financial planning and market-making activities.

Kelly Mcgrew is a financial advisor at RBC Capital Markets with 43 years of industry experience. He holds Series 63 and Series 65 designations and has worked at RBC Capital Markets since 2019, following a decade at UBS Financial Services. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs that include portfolio management, financial planning, and brokerage services. The firm offers tailored investment strategies using both in-house and third-party managers, supported by RBC’s capital markets capabilities and affiliated asset managers.

Veronica Delacruz is a financial advisor at Edward Jones with four years of industry experience. She holds a Series 66 designation and previously worked at Grand Valley Bank from 2016 to 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of households and organizations. The firm manages approximately $1.01 trillion in assets and offers various advisory programs with discretionary and non-discretionary strategies, alongside affiliated mutual funds and trust services.

Richard Brusky is a financial advisor at LPL Financial with 47 years of industry experience. He previously worked for Wells Fargo Clearing and Wells Fargo Advisors. Outside of advising, he serves as co-executor for an estate related to his family. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide, offering a range of advisory and brokerage services through a large network of representatives.

Barry Sobel is a financial advisor at Raymond James & Associates with 36 years of industry experience. He holds a Series 63 designation and has been with Raymond James since 2016. In addition to his advisory role, Sobel has been involved with Tucket Footwear since 2014 and participates in political activities with AIPAC. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, and offers services ranging from financial planning to institutional consulting.

Jacob Westlund is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and nine years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC for one year. Outside of his advisory role, he serves as a power of attorney for his sister, assisting with investment-related matters. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a broad range of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Christine Woznicki is a financial advisor with Edward Jones in Park City, UT, holding Series 66 and Series 63 credentials and 11 years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Steven Lauder is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, and Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning. 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.

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.

Robert Barnard is a CFP® professional with 42 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he assists with managing rental property alongside his spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a broader range of financial products including insurance-related vehicles and bank deposit sweep options.

Kasey Ring is a financial advisor with LPL Financial in Heber City, UT, holding Series 65 and Series 66 licenses and bringing nine years of industry experience. She has been the business owner of Upward Personal Finance, LLC since 2015 and has prior experience with R&H Citrus LP from 1998 to 2024. Outside of finance, she is involved with Deer Valley Resort, a ski resort in Utah. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research, model portfolios, and technologies such as machine learning.