Lisa Bowers is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds a Series 66 designation and has worked at firms including Wells Fargo, TD Ameritrade, and E*Trade Securities. Outside of her advisory work, Bowers is a musician and singer-songwriter, operating her own music website. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market analysis.

Anton Brog is a financial advisor with LPL Financial and holds the Series 63 and Series 66 licenses. He has 22 years of industry experience, including over a decade at LPL Financial and a longstanding role at Intermountain Financial Group. Brog is also involved in a partnership related to non-variable insurance and serves as a registered representative and insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers various investment programs and leverages both proprietary and third-party strategies, supported by operational tools, while maintaining significant scale across advisory and non-advisory financial activities.

Neil Schimka is a financial advisor with Mass Mutual Investors Services in Lehi, Utah, holding Series 63 and Series 65 licenses and 19 years of industry experience. His prior roles include positions at J.P. Morgan Securities, U.S. Bancorp Investments, and Wells Fargo Clearing Services. Since 2026, he has concurrently worked with Amazon, MassMutual Life Insurance Company, and MML Investors Services. MML Investors Services, LLC 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, wrap and money-manager programs, and educational seminars, structuring planning engagements as collaborative, annual relationships that utilize firm-approved analytical tools.

Alissa Foster is a financial advisor at Morgan Stanley with seven years of industry experience. She holds Series 63 and Series 66 designations. Her prior work includes roles at E*Trade Securities and CaptionCall. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning that utilizes firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides planning services directly to individuals and through corporate financial planning agreements.

Kelsey Haycock is a financial advisor at Raymond James Financial with six years of industry experience. She holds Series 66 and Series 63 licenses. Her prior roles include positions at Stifel Independent Advisors, Wells Fargo Advisors, and Michael Kors. Haycock is also a commissioned notary public in Utah. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports its clients through advisory programs and institutional portfolio management.

Archie Tanaka is a financial advisor at Ameriprise with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Ameriprise and its affiliated entities since 1999. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing detailed recommendation reports that address income, Social Security, and tax-smart withdrawal strategies. The firm combines research and modeling with automated and personalized advice, primarily for clients maintaining assets in Ameriprise-managed accounts.

Tyler Kjesbo is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley for four years before joining Wells Fargo in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions through a network of over 14,000 financial advisors.

Kaitlyn Van Zee is a CFP® professional with 15 years of industry experience, currently with OSAIC since 2024. She previously worked at Securities America Advisors and Securities America, Inc for a combined 13 years. She is also involved in insurance product offerings through her role with KJP Wealth Management. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, providing a range of investment programs and leveraging a complex affiliate network and private-equity ownership.

William Croswhite is a financial advisor with Equitable Advisors in Salt Lake City, UT, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has been with Equitable Advisors since 2017 and previously worked at AXA Advisors from 2017 to 2020. Outside of his advisory role, Croswhite serves as a pastor and music director at The Rock Church, a position he has held since 2003, and is involved in songwriting and music production through Dusty 3 Music. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and other institutional clients. The firm uses a model-based approach to match clients with program solutions and discretionary managers, working extensively with third-party asset managers and advisory programs.

Nathan Rigby is a financial advisor at Morgan Stanley with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JPMorgan Securities LLC and Chase Bank. Outside of advising, he is also employed by Instacart in a delivery service role. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and models.

John Wright is a financial advisor at Ameriprise with 28 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Wright has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he serves on the board of the American Fork Symphony and performs as a violinist. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm’s retirement income service involves a collaborative, non-discretionary approach leveraging investment research and algorithmic tools, supporting clients typically with higher investable assets.

Philip Nelson is a financial advisor at Edward Jones with a Series 66 credential and two years of industry experience. His prior roles include positions at Goldman Sachs & Co. LLC and Morgan Stanley. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs and investment solutions, managing over $1 trillion in assets through a nationwide network of financial advisors and branch offices.

Brian Monson is a financial advisor with Ameriprise in Salt Lake City, UT, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, 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 support clients, with a focus on assets managed within Ameriprise accounts.

Dakota Bradshaw is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Goldman Sachs and Fidelity Investments. Morgan Stanley Wealth Management provides advisory services and financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and a collaborative advisory approach, serving clients through a range of investment programs and strategies.

Jared Kichiro is a financial advisor with Morgan Stanley in Sandy, Utah, holding a Series 66 license and five years of industry experience. His prior roles include positions at Fidelity Brokerage Services LLC, Golden Customer Care, 24-7 In Touch, and Netflix Inc. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and Corporate Financial Planning agreements.

Kirsten Richards is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and Wells Fargo Advisors in various roles throughout her career. Richards is also the sole proprietor of K Arcilesi LLC, an investment-related business. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, combining tailored financial planning with extensive investment services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and market analyses.

Stephen Reimann is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 65, Series 63, and Series 66 licenses and has worked with Fidelity Brokerage Services LLC since 2016, including his current role at Fidelity Investments beginning in 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios composed of mutual funds, ETFs, and ETPs.

Chance Hiskey is a financial advisor with Edward Jones in South Jordan, UT, holding a Series 66 credential and 18 years of industry experience, all with Edward Jones since 2008. He is involved in several real estate-related ventures, including property ownership and management companies held jointly with colleagues. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs, supported by a nationwide network of over 23,700 financial advisors and more than $1 trillion in assets under management.

Joshua Ready is a financial advisor with Cetera, holding a Series 66 designation and 20 years of industry experience. He previously worked at U.S. Bancorp Investments, Inc. for 12 years before joining Cetera and founding READY WEALTH in 2025. Outside of his advisory role, he is also an author of children's books. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services, operating as a multi-manager platform with over $256 billion in assets under management and more than 10,000 advisors nationwide.

James Wadsworth is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at E*Trade Securities LLC for seven years before joining Morgan Stanley in 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with 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 utilizing firm-approved tools and market simulations.