Amir De la Vega is a Financial Consultant currently working at Fidelity Investments since 2024. He has extensive experience in financial consulting, having previously held the same role at Morgan Stanley from 2008 to 2024. Amir focuses on understanding his clients well enough to anticipate their needs and assist them in progressing both financially and in life through proper planning and risk management. He holds insurance licenses in Arkansas and California, enabling him to provide a range of financial and insurance services. Amir aims to establish lifelong relationships with his clients that extend beyond financial guidance, emphasizing genuine care and support for them and their loved ones. Outside of his professional work, Amir enjoys baseball, golf, tennis, singing, and spending time with his family.

Cade Roemmich is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and one year of industry experience. His prior work experience includes roles at Western Governors University, Apollo Health Group, and the Church of Jesus Christ of Latter Day Saints. He also works as an insurance broker, providing life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as annual, collaborative relationships focused on goal analysis and written recommendations.

Dwight Bogenrief Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He has worked at Mountain America Credit Union and LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Jack Watkins is a financial advisor at RBC Capital Markets with 42 years of industry experience. He has been with RBC Capital Markets Corporation since 2008 and holds Series 63 and Series 65 credentials. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Bryan Martin is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at E*TRADE Securities from 2015 to 2023. Outside of his advisory role, Martin is involved with Varsity Tutors as a contractor and is a partner in Lake Escape Charter LLC, a recreation business. 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 research from its Global Investment Committee.

Jordan Whittenburg is a financial advisor at Osaic with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services and operated the Whittenburg Group since 2003. He is also a licensed insurance agent involved in the sale of life, health, disability, and long-term care insurance products. OSAIC Wealth, Inc. serves a diverse group of retail and institutional clients, offering integrated brokerage and advisory services through a large network of financial advisers. The firm utilizes various asset-allocation tools and supports a wide range of investment options and third-party money managers to construct customized portfolios.

Cassie Anderson is a financial advisor at Morgan Stanley with nine years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC, Morgan Stanley Private Bank, N.A., Bank of America, N.A., Merrill, and The Kansas City Steak Company. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate agreements.

Matthew Johnson is a financial advisor at Morgan Stanley with five years of industry experience. He holds the Series 66 designation and has worked previously at E*TRADE Securities LLC, Fidelity Investments, and Wells Fargo Clearing Services. Outside of his financial advisory work, he is a guitar player and one of five owners of a musical group called Becoming Shadows LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market modeling techniques.

Justin Bastian is a Series 66-licensed financial advisor with 17 years of industry experience, currently affiliated with Morgan Stanley in South Jordan, Utah. His prior experience includes roles at Wells Fargo, Advisor Group, LPL Enterprise, and other firms. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, emphasizing structured financial planning supported by firm-approved tools and modeling techniques. The firm manages substantial client assets and provides services both directly and through corporate agreements.

Christian Green is a financial advisor with Morgan Stanley, holding a Series 66 designation and five years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at Fidelity Investments for four years and has held roles in marketing and security firms. Outside of advising, he is involved as a contractor with Balloon Architects, a marketing firm based in Murray, Utah. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and extensive asset management. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Larry Gwin is a financial advisor with LPL Financial in Park City, UT, holding Series 63 and Series 66 credentials and bringing 41 years of industry experience. He has been with LPL Financial since 2009 and is involved with Pensions West as a third-party administrator. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, institutions, and charitable organizations. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced portfolio management technologies.

Katherine Phillips is a CFP® professional with 13 years of experience in the financial services industry. She currently works at OSAIC and has previously been with Lincoln Financial Advisors Corporation, Confluence Wealth Management, and Wells Fargo Advisors. In addition to her advisory role, she is licensed as an insurance agent offering traditional life insurance and fixed and indexed annuities. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm integrates brokerage and investment advisory services with financial planning and uses a range of tools and third-party platforms to construct and manage portfolios across various asset classes.

Erik Tower is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Weston Hemphill is a financial advisor with Fidelity Investments in Millcreek, Utah, holding Series 66 and Series 63 licenses and possessing nine years of industry experience. He has worked with Fidelity Brokerage Services LLC since 2017 and was involved with several enterprises including Hemphill Records LLC and SACS Furniture. Hemphill serves as a homeowner association board member for Fox Den, participating in semi-annual meetings. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative and algorithmic portfolio construction, including model portfolios based on mutual funds, ETFs, and ETPs.

Isaac Funes is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has worked in various roles, including financial planning and project management in roofing. Outside of financial advisory, he is involved with Master Roofing as a repair technician and project manager. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers portfolio management, financial planning, and access to multiple program platforms with discretionary and non-discretionary authorities, supported by a large network of over 10,000 advisors.

Adam Pace is a financial advisor at Wells Fargo Clearing in Riverton, UT, with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo in various capacities since 2014. 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 advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Seth Evans is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for nine years. Outside of his advisory role, Evans performs as an actor in theater, film, television, and web productions. Ameriprise offers a retirement-income planning service targeting individuals with at least $1 million in net investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized retirement-income consulting team.

David Pearson is a Certified Financial Planner (CFP®) with 34 years of experience in the financial services industry. He is affiliated with Cetera and has held roles at Cetera Wealth Services, Peak Financial Network Solutions, and Salt Lake Bsi, Inc. Outside of his advisory work, Pearson is involved in insurance sales as an agent and holds several leadership positions in various business ventures, including serving as president of a business expense management firm and director of a nonprofit property. Cetera Investment Advisers LLC is an SEC-registered adviser 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, operating a multi-manager platform with access to both affiliated and third-party investment managers, and managing over $256 billion in assets.

Scott Chappell is a financial advisor with RBC Capital Markets in Salt Lake City, UT, holding a Series 66 designation and 25 years of industry experience. He has worked at RBC Capital Markets since 2009 and previously spent 14 years at Sterling Jewelers. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, providing discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Timothy Shaw is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 designation and has previously worked at E*TRADE Capital Management LLC and E*Trade Securities LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques in its financial planning process.