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 with Wells Fargo Clearing, holding a Series 66 designation and 13 years of industry experience. He has been with Wells Fargo Clearing since 2016, including a prior role at Wells Fargo Advisors, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and supports clients through both brokerage and advisory solutions.

Kaitlyn Van Zee is a financial advisor at Osaic Wealth, Inc. with 15 years of industry experience. She holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Osaic, she worked at Securities America Advisors and Securities America, Inc. from 2011 through 2024. She also engages in offering insurance products when appropriate through KJP Wealth Management. Osaic Wealth, Inc. serves a broad range of retail and institutional clients, including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and diversified investment portfolios across multiple advisory platforms.

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 ChFC® credentialed financial advisor with 27 years of industry experience, currently affiliated with Ameriprise in Lehi, Utah. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Wright serves on the board of the American Fork Symphony and performs as a violinist. Ameriprise is a large institutional firm that offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations through a centralized consulting team.

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.

Dakota Bradshaw is a financial advisor with Morgan Stanley in South Jordan, UT, holding Series 66 and Series 63 licenses and having two years of industry experience. Prior to joining Morgan Stanley, Bradshaw worked at Goldman Sachs for four years and had roles at Fidelity Investments, Wells Fargo Clearing Services, and other firms. 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 market scenario modeling.

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 Series 66-licensed financial advisor with 17 years of industry experience. She is currently with Morgan Stanley, where she has worked since 2024 and previously from 2017 to 2019. Her prior roles include several years at Wells Fargo Advisors and Wells Fargo Clearing. Richards is also the sole proprietor of K Arcilesi LLC, an investment-related business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers advisory programs including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Stephen Reimann is a financial advisor at Fidelity with 11 years of industry experience. He holds the Series 65, Series 63, and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2016. Stephen is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management across a range of investment vehicles.

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 with Morgan Stanley in Sandy, Utah, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He previously worked at E*Trade Securities from 2013 to 2023 before joining Morgan Stanley in 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 using firm-approved tools and modeling techniques.

James Biggs is a financial advisor at Fisher Investments with 19 years of industry experience. He holds the Series 66 designation and has been with Fisher Investments since 2008. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm’s investment decisions are managed by a centralized committee and incorporate quantitative and qualitative research, tax-aware processes, and defensive tactics to manage risk and positioning.

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.

Joaquin Zavala is a financial advisor with Merrill holding a Series 66 designation and two years of industry experience. His prior work includes positions at Morgan Stanley Smith Barney LLC, UBS Financial Services, Inc., and AllianceBernstein. Outside of his advisory role, he is involved in several entrepreneurial ventures including The Driver Provider, an automotive and transportation business, and Pocholis Soaps LLC, which operates in the art and culture sector. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Dustin Thacker is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 63 and Series 66 licenses and has been associated with various Fidelity entities since 2015, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients using a process that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of model portfolios, delegation of management to sub-advisers, and formal advisory roles to multiple registered investment companies.

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.