Christopher Freymuller is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 40 years of industry experience. He has worked with Wells Fargo Advisors LLC since 2009 and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

John Shaw Jr. is a CFP®-certified financial advisor with Merrill in Salt Lake City, UT, bringing 30 years of industry experience. He has been with Merrill and Bank of America since 2015. Outside of his advisory role, Shaw serves as a board member for a homeowners association in Scottsdale, AZ. Merrill provides managed account services to Bank of America fiduciary clients, offering a range of model-based and discretionary investment strategies across a broad client base that includes individuals, high-net-worth clients, and institutional investors.

Jeremy Miller is a financial advisor at Raymond James & Associates with eight years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Bank, N.A. for 20 years. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses through its Wealth Advisory Services Program and supports municipal clients with public-financing and investment banking capabilities.

Mike Donaldson is a financial advisor with LPL Financial in Cottonwood Heights, UT, holding Series 63, 65, and 66 licenses and over 25 years of industry experience. He has worked at LPL Financial since 2019 and has a concurrent history with MML Investor Services and MassMutual Life Insurance Company since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside research and model portfolios.

Gregory Miller is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and previously worked at J.P. Morgan Securities for 11 years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Amy Diamond is a financial advisor at Edelman Financial Engines with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Alta Capital Management, Narus Financial Partners, and Copperwynd Financial. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment options.

Dusty Roche is a financial advisor at OSAIC with 21 years of industry experience. He held a role at Lincoln Financial Advisors for 18 years before joining OSAIC in 2025. Outside of advising, he helps operate Roche Ranches, a family farming business he has been involved with since 1994, and manages related transport and insurance activities. OSAIC serves a diverse client base including individuals, high-net-worth investors, and institutions, offering a range of investment advisory and brokerage services supported by advanced portfolio construction tools and multiple advisory platforms.

William Dishman is a CFP® and ChFC® with 33 years of industry experience. He is currently affiliated with LPL Financial and has held prior roles at Raymond James Financial and several other investment firms. Dishman is also involved with 2795 Partners, LLC and Utah Wealth Strategies, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.

Jonathan Rowland is a financial advisor with LPL Financial in Draper, Utah, holding Series 63 and Series 65 credentials and 23 years of industry experience. His prior roles include positions at Parkland Securities, LLC and DFPG Investments, LLC. In addition to his advisory work, he has been involved in insurance sales since 1997. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by research and technology, providing both discretionary and non-discretionary management services.

Spencer Carlson is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, based in Salt Lake City, UT, and has one year of industry experience. Prior to joining Cambridge, he held roles at Fidelity Investments and has varied experience including positions at the University of Utah and Liberty Hills Tennis LLC. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through independent financial professionals using a range of customizable strategies and platform arrangements.

Dan Smedley is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley and its affiliated entities since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced modeling tools.

Kevin Buehler is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with E*TRADE Capital Management LLC and E*TRADE Securities LLC prior to joining Morgan Stanley. Morgan Stanley Wealth Management serves 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 firm-approved tools and market scenario modeling.

Ryan Winzenried is a financial advisor with Charles Schwab, holding a Series 66 designation and two years of industry experience. Prior to joining Schwab, he worked at various firms including Northwestern Mutual and Amazon, and has also been associated with Treehouse Athletic Club. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and rigorous due diligence on alternative investments.

Joshua Lenners is a financial professional with Cetera, holding a Series 66 designation and beginning his advisory career in 2025. He has experience working with Renaissance Financial and Cetera Wealth Services, LLC. Outside of his financial activities, he has been involved with Willow Creek Country Club and Eggsburgh. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors and multiple program platforms.

Curtis Willardson is a financial advisor with LPL Financial in Lehi, UT, holding CFP®, Series 63, and Series 65 designations and bringing 38 years of industry experience. He previously worked at Cetera Advisor Networks LLC and Salt Lake Bsi, Inc. Outside of his advisory role, Willardson serves as a trustee for the Willardson Asset Protection Trust. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Garrett Coates is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and 13 years of industry experience. He previously worked at JPMorgan Chase Bank and J.P. Morgan Securities over an eight-year period. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, with a focus that includes public finance and municipal clients alongside its retail advisory services.

Jamison Smith is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 66 credentials and 25 years of industry experience. He previously worked at Fidelity Brokerage Services for 17 years and E*TRADE Capital Management from 2017 to 2023. Outside of his advisory work, he records and posts biking footage on a YouTube channel without appearing on camera. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and a wide array of advisory programs, managing approximately $2.74 trillion in client assets.

Michael Baker is a financial advisor at Edward Jones in Murray, UT, holding the CFP® and ChFC® designations with 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he serves as Board President of Red Rock Winchester, managing the building's homeowners association. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a large nationwide network of advisors and branch offices.

Levi Ostler is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 66 and Series 63 credentials and has previously worked at Goldman Sachs and JP Morgan Chase. Outside of financial advising, he is involved as a Lyft driver. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning supported by structured processes and utilizes various analytical tools, managing approximately $2.74 trillion in client assets.

Carter Cox is a financial advisor at Morgan Stanley with one year of industry experience. Prior to joining Morgan Stanley, he held positions in various service and hospitality roles, including at Oak View Group Hospitality and Omni Hotels. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and advisory programs supported by structured planning tools and a broad range of investment services.