James Biggs is a financial advisor at Fisher Investments with 20 years of industry experience. He holds the Series 66 designation and has been with Fisher Investments since 2008. Prior to joining Fisher, he worked at Insphere Securities, Inc., Allegis Advisors, Inc., and Equitable Advisors. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management using a combination of quantitative screening, qualitative research, and centralized portfolio management, with a focus on tax-aware strategies and risk management techniques.

Charles Inman Jr. is a financial advisor with Raymond James & Associates holding a Series 66 designation and has two years of industry experience. His prior work experience includes positions at Mizuho Bank Ltd and the National Futures Association. 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 wide range of clients—including individuals, institutions, and municipal entities—and offers financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Eric Curry is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC, as well as E*Trade Capital Management LLC and E*Trade Securities LLC. He is based in Sandy, Utah. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Dustin Thacker is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 designations and has been with various Fidelity entities since 2015. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Quintin Bybee is a financial advisor with Mass Mutual Investors Services holding the CFP® designation and Series 63 license, with five years of industry experience. Prior to joining MassMutual Life Insurance Company and MML Investors Services, LLC in 2026, he worked at Northwestern Mutual Investment Services LLC for five years and Security On-Demand for seven years. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of planning programs and educational seminars, structuring engagements as annual collaborative relationships using firm-approved analytical tools.

Joshua Liljenquist is a financial advisor at Raymond James Financial with 19 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. His prior experience includes roles at First Western Advisors, Harrisdirect LLC, New England Securities, and Chase Investment Services Corp. 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, corporations, and institutional clients. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and consulting to client goals and supports municipal and public-finance work, distinguishing it from many peers.

Brayden Campbell is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. His prior work includes roles at Podium and BYU Athletic Department. Outside of advising, he has worked as a food delivery driver for DoorDash. Edward Jones is a full-service wealth management firm serving individual and institutional clients with discretionary and non-discretionary advisory strategies, supported by a large nationwide network of financial advisors and branch offices.

Amber Hardman is a financial advisor at Morgan Stanley with 22 years of industry experience. She has held her current position since 2014. Outside of finance, she owns and operates Hardman Photography, a business specializing in portrait and event photography and design services. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market simulations.

Brandon Christensen is a financial advisor at Morgan Stanley with one year of industry experience. He holds the Series 66 designation. Prior to joining Morgan Stanley, he worked in various roles including at Computing Concepts and Dell EMC. 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 tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside broad retail and institutional offerings.

Samantha Schmidt is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Clearing and Woodbury Financial Services. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and firm-approved tools to model outcomes, supporting clients through advisory services without providing individual security recommendations as part of standalone plans.

Kevin Grow is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 licenses and has 37 years of industry experience. Prior to joining Raymond James in 2019, he worked for First Western Advisors for 13 years. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and investment consulting, employing analytical tools such as risk profiling and probability modeling to support client goals.

Nathanal Coffey is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at E*TRADE Securities. Outside of his advisory role, he is involved in community activities including working with the Utah Athletic Foundation, where he operates ice-resurfacing equipment, and tutoring students through Varsity Tutors. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and research. The firm manages a broad range of assets and provides advisory services alongside various investment programs.

Andrew Pugh is a financial advisor with Charles Schwab, holding a Series 66 designation and 17 years of industry experience. He has worked at Charles Schwab and its affiliated entities since 2008, with a brief period at TD Ameritrade in 2016–2017. Outside of his advisory work, he is the owner of an LLC created to hold rental property. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 guidance, utilizing multi-asset model portfolios and centralized operational structures.

Peter Ballantine is a financial advisor with Morgan Stanley in South Jordan, UT, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. He has worked with Morgan Stanley since 2014, with prior roles at E*Trade Securities and as a self-employed advisor. Outside of finance, he is involved in the comedy scene in Utah, acting as a proprietor and comedian for several local comedy venues. Morgan Stanley Wealth Management provides a broad range of advisory services to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through a combination of direct individual plans and Corporate Financial Planning agreements.

Alex Jackson is a financial advisor at Morgan Stanley with two years of industry experience. He holds a Series 66 designation and previously worked at Fortius Networks and the Church of Jesus Christ of Latter-day Saints. 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 manages approximately $2.74 trillion in client assets.

Jacob Cudney is a Series 66-registered financial advisor with Morgan Stanley in South Jordan, Utah. He has 11 years of industry experience and has been with Morgan Stanley since 2012. 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 tools.

Kyra Montes is a financial advisor at Raymond James Financial with Series 63 and Series 65 credentials and one year of industry experience. Her prior work includes roles at D.A. Davidson & Co. and several other financial firms. Outside of advisory work, she assists with customer service and facility upkeep at a health and fitness contrast therapy center. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, and institutional clients. The firm emphasizes customized, non-discretionary planning using risk profiling and analytical tools, supporting implementation through advisory programs and other providers.

Ryan Porter is a financial advisor with Morgan Stanley in South Jordan, UT, holding Series 66 and Series 63 licenses and one year of industry experience. His prior work includes roles at E*TRADE Securities and Netflix Inc., as well as service with the Utah National Guard. Morgan Stanley Wealth Management serves individuals and institutional clients, offering a range of advisory programs and tailored financial planning services that incorporate structured discovery and firm-approved planning tools.

Matthew Bryant is a financial advisor at Morgan Stanley in South Jordan, UT, holding Series 65 and Series 63 licenses with four years of industry experience. His prior roles include positions at E*Trade Securities LLC and US Health Advisors. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services through both direct relationships and corporate financial planning agreements.

Daniel Johnston is a financial advisor with Morgan Stanley in South Jordan, UT, holding Series 63 and Series 66 licenses and 27 years of industry experience. He previously worked at Fidelity Brokerage Services, Inc. for 24 years before joining Morgan Stanley in 2022. Outside of his advisory role, he operates a sole proprietorship focused on digital website marketing and advertising. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 structured planning tools including Monte Carlo simulations and secular return estimates in its process.