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 with LPL Financial, holding a Series 66 designation and 11 years of industry experience. Her prior roles include positions at Securities America, Penn Mutual Life Insurance, Hornor Townsend & Kent, and Waddell & Reed. She operates an affiliated business, Elite Financial Network, related to non-variable insurance and investment services. 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 provides a range of advisory programs, financial planning, retirement consulting, and brokerage services with both discretionary and non-discretionary management options.

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.

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 has held a Series 63 and Series 66 license and has been with Linsco/Private Ledger Corp. since 1989. His outside business activities include a tax-related corporation, L.R. Boydstun Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by model portfolios and research from various sources.

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.

Brian Watterson is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since joining the firm in 2011, he has focused on understanding the priorities of high-net-worth individuals and families, providing personalized attention and disciplined financial strategies tailored to client objectives. As a Portfolio Manager, Brian manages discretionary personalized and defined strategies that may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment approaches. Brian holds a Bachelor of Science degree in Mathematics from Utah Valley University. He is a Certified Investment Management Analyst® (CIMA®) professional, a Certified Plan Fiduciary Advisor (CPFA), a Personal Investment Advisor (PIA), and a Retirement Accredited Financial Advisor (RAFA). He is also a member of the Investment & Wealth Institute. Brian is engaged in his community through his church and has served a two-year mission in Armenia. Residing in Jurupa Valley with his wife and five children, Brian’s personal interests include basketball, football, genealogy, hiking, reading, running marathons, and softball. He is committed to building strong relationships with clients by providing knowledgeable and accessible guidance to help them make important financial decisions.

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 at Raymond James Financial with 41 years of industry experience. He previously worked at D.A. Davidson & Co. for 16 years before joining Raymond James in 2025. Outside of his advisory role, he is an investor in an oil and gas drilling company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary advice supported by analytical tools and incorporates municipal and public finance expertise uncommon among large institutional advisors.

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.

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 licenses and bringing 25 years of industry experience. He has served with Wells Fargo Advisors and Wells Fargo Clearing since 2013. Outside of his advisory role, he is involved in investment-related business activities through partial ownership in LONGHORN UT PARTNERS LLC and full ownership of 10 ON DECK HOLDINGS LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with banking, lending, and other financial products.

Saryn Keller is a financial advisor at Primerica Advisors with one year of industry experience. She holds Series 63 and Series 65 licenses and has worked in various roles including at Primerica Financial Services and Parham Doctor's Hospital. Her other business activities include sales of loan products and referrals for home security and automation services through affiliated companies. 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 uses model-delivery strategies created by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Scott Ririe is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various firms including Wells Fargo and Teton Wealth Group. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Tyler Endsley is a financial advisor at Fidelity with 21 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Fidelity Investments since 2011, including roles at Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs, and provides oversight through affiliated and unaffiliated sub-advisers.

Alan Bailey is a financial advisor with Morgan Stanley in South Jordan, Utah, holding Series 65 and Series 63 licenses and bringing 29 years of industry experience. He has worked at Morgan Stanley since 2012, with prior roles at Morgan Stanley Services Group Inc. and E*TRADE Capital Management LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market simulations.

Jason Christenson is a financial advisor with Morgan Stanley in South Jordan, UT, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His career includes roles at Morgan Stanley since 2015 and a position at Solium Financial Services LLC in 2020. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services that include structured planning conversations and advanced modeling techniques.

Luis Ruiz 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 2023, he worked seven years at Discover Financial Services. Outside of his advisory role, Ruiz has held positions with Uber and Amazon and is set to join the Utah National Guard. Morgan Stanley Wealth Management offers a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. Their planning process involves structured discovery conversations and firm-approved tools to model outcomes, while clients retain responsibility for plan implementation.