Randy Graham is a financial advisor with Ameriprise in Draper, UT, holding a Series 66 designation and 11 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2013. Outside of his advisory role, he is involved in consulting through Xanthus Business Advisors PC and assists with tax preparation at Profitable Accounting Services Inc. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing annual planning advice focused on retirement income strategies and tax-aware withdrawals.

John Hallgren is a financial advisor with RBC Capital Markets in Salt Lake City, UT, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with RBC Capital Markets since 2015. Outside of his advisory role, Hallgren is involved with a professional association focused on investment excellence and ethics, where he reviews new applications and ongoing ethics matters. RBC Wealth Management serves a diverse client base that includes individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients’ risk profiles using both in-house and third-party managers.

Andre Hoglin is a financial advisor at Morgan Stanley with one year of industry experience. He holds the Series 66 designation and previously worked in roles including at Utah Red Wolves Academy, where he is also a soccer coach. Andre’s background includes several positions related to sports coaching and education. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides tailored financial planning and a wide range of advisory programs supported by structured planning tools and extensive resources.

Stacie Gayler is a financial advisor at Fidelity with 25 years of industry experience. She holds Series 63 and Series 66 designations and has worked in various capacities at Fidelity since 1999. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of systematic methodologies and advisory roles with multiple registered investment companies.

Scott Hickman is a financial advisor with Morgan Stanley in Sandy, Utah, holding Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Morgan Stanley, he held roles in various businesses including Danco Development and Outdoor Lighting Perspectives. 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 processes. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional services with specialized investment and planning capabilities.

Angie Battaglia is a financial advisor with Edward Jones in South Jordan, Utah, holding a Series 66 designation and four years of industry experience. She has been with Edward Jones since 2016 and previously operated a small business, Chocolate Covered Wagon, from 2003 to 2017. Outside of her advisory role, she is a member and owner of two jointly held real estate management companies in Utah. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm is notable for its large network of advisors and branches, offering both discretionary and non-discretionary strategies under a fiduciary standard.

Timothy Harlow is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has worked at LPL Financial since 2019 and previously spent more than two decades at Royal Alliance Associates, INC. He also operates TH Financial, a business entity related to his advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Sonja Blumoff is a Wealth Management Advisor with Merrill Lynch Wealth Management, serving as Senior Vice President and partner at Cecil, Blumoff & Associates Wealth Management. She has over 23 years of experience in the field, focusing on total wealth management and individualized investing and planning strategies for individuals, families, and small businesses. Sonja joined Merrill Lynch in 2003 and has leveraged her prior experience as an equity analyst to develop advanced wealth management strategies for her clients. She holds the Certified Investment Management Analyst® (CIMA®) designation and completed the Fundamentals of Alternative Investments Certificate Program by the Chartered Alternative Investment Analyst Association. Sonja earned her bachelor's degree from Southern Methodist University (SMU), a master's degree from the University of North Texas, and an MBA in Finance from the Edwin L. Cox School of Business at SMU. She has been recognized repeatedly by Forbes, being named to their "America's Top Women Wealth Advisors" and "Best-in-State Wealth Advisors" lists over several years. Outside of her professional career, Sonja is involved with VNA Meals on Wheels, supporting older adults in maintaining their independence at home. She enjoys traveling, outdoor activities, spending time with family and friends, training in the gym, reading, and seeking new opportunities for learning and adventure.

Jaron Dansie is the Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2026. In his role, he collaborates with clients to develop tailored financial strategies that align with their unique goals and circumstances, focusing on optimizing wealth and providing clarity as clients' objectives evolve. Jaron has been with Fidelity Investments since 2007, acquiring experience across various roles including Director, National Planning Consultant (2015-2026), Financial Consultant at the Scottsdale Branch (2014-2015), Investment Consultant in Portfolio Advisory Services (2012-2014), and positions involving Workplace Planning, Investments, and Service Trading (2007-2012). Outside of his professional duties, Jaron has interests in fishing, fitness, and outdoor adventures.

Tyler Migdat is a financial advisor with Morgan Stanley in Sandy, Utah, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at E*TRADE Capital Management and Fidelity Brokerage Services, as well as experience in real estate with Keller Williams Realty. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and extensive resources, managing approximately $2.74 trillion in client assets.

Kevin Johnson is a financial advisor with Morgan Stanley in Holladay, UT, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves 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, tool-based planning process without providing individual security recommendations in standalone plans.

Chase Nielsen is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds the Series 66 and Series 63 licenses and has worked with firms including Fidelity Personal and Workplace Advisors and several Fidelity entities prior to joining J.P. Morgan in 2020. Outside of finance, he has operated Nielsen's Landscaping & Snow Removal LLC for ten years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Holley Sprouse is a financial advisor with Wells Fargo Advisors, holding a Series 63 designation and 32 years of industry experience. Prior to joining Wells Fargo Advisors in 2022, Sprouse worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of finance, Sprouse is an independent consultant for Mary Kay Cosmetics. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services. The firm offers a broad range of planning options and integrates advisory services with other financial products and referral channels.

Matthew Taylor is a financial advisor at Morgan Stanley with 18 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Matthew holds the Series 66 designation and is based in South Jordan, UT. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers a broad range of investment and planning services.

Curtis Gray is a financial advisor with Charles Schwab in Cottonwood Heights, UT, holding CFP®, Series 63, and Series 65 designations and bringing 19 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2015. Charles Schwab & Co., Inc. serves a large client base, primarily 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 both non-discretionary and discretionary investment guidance using multi-asset model portfolios and integrates a range of advisory, brokerage, custody, and cash-sweep services.

Michel Marcura is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley, he worked at Global Janitorial Services, Mountain America Credit Union, Lyft, and Lumos. Outside of his advisory role, he is involved as an independent contractor in food delivery with DoorDash. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured tools and modeling techniques to assist clients, while emphasizing advisory services without providing individual security recommendations in standalone planning.

Devin Jones is a financial advisor with Equitable Advisors in Salt Lake City, holding a Series 66 designation and beginning his advisory career in 2026. His prior experience includes roles at In N Out, Nu Subs LLC, Tree House Foods, and Mod Pizza, as well as ongoing affiliation with Weber State University since 2022. Equitable Advisors serves a broad range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through its network of Investment Adviser Representatives and partnerships with third-party asset managers.

Dennis Madden is a CFP® credentialed financial advisor with Morgan Stanley in Park City, UT, with 23 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2014 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and tailored financial planning to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured discovery conversations and firm-approved planning tools as part of its financial planning process.

Chad Romney is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds Series 63, Series 66, and Series 65 licenses. His prior roles include positions at Fidelity Brokerage Services and Goldman Sachs. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery and firm-approved tools, serving clients primarily in an advisory capacity.

Kimberly Mitchell is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She worked at Merrill and Merrill Lynch Pierce, Fenner & Smith from 1993 to 2019 before joining Morgan Stanley Smith Barney LLC in 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.