Janet Williams is a financial advisor at Ameriprise with 23 years of industry experience. She has worked at Ameriprise and its affiliated entities since 2005 and also owned a business, J E Williams LLC, managing her Ameriprise practice. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations primarily for clients with assets managed within Ameriprise.

Charles Baker Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has previously worked at Ameriprise, Wells Fargo Clearing, Wells Fargo Investments, LLC, and UBS Financial Services. Outside of his advisory role, he is involved with primeaccess.co, a business entity related to investment activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning and access to model portfolios, third-party asset management, and institutional platforms, supported by operational tools such as machine learning, while overseeing over $819 billion in discretionary assets.

Todd Kimball is a financial advisor at Morgan Stanley Wealth Management with nine years of industry experience. He previously worked at E*Trade Securities LLC and is associated with Financial Innovation Group, a credit card processing company, though he is not actively involved in that business. He also owns Event Village, a retail and online store focused on digital downloads. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning using firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides investment advisory and brokerage services through various programs.

Bradley Bruschke is a CFP® professional with 18 years of industry experience, currently serving at J.P. Morgan Securities since 2014. Prior to this, he worked at Merrill from 2008 to 2014. He holds the Series 66 designation and is based in Salt Lake City, UT. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, endowments, and other institutional clients through tailored asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative screening with qualitative research and incorporates ESG criteria, while clients retain final decision-making authority.

Dominick Mazza is a financial advisor at Morgan Stanley with four years of industry experience. He holds the Series 66 and Series 63 licenses and has worked at E*Trade Securities and Equity Advantage Real Estate. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies.

Warren Reader is a financial advisor with Primerica Advisors in West Jordan, UT, holding Series 63 and Series 65 licenses and with 34 years of industry experience. He has worked at Primerica Financial Services and PFS Investments Inc. since 2010 and previously at Ameriprise from 1997 to 2006. Outside of advisory services, he is involved in the sale of non-investment products including home security and automation through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and offers a range of investment approaches supported by custodial and trade execution services from Pershing.

Monte Mitchell is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His prior roles include positions at E*TRADE Securities LLC, Ascensus, and TD Ameritrade. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm employs a structured planning process supported by firm-approved tools and manages approximately $2.74 trillion in client assets.

Travis Richens is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2019, following roles at Bank of America and Merrill. Outside of his advisory work, he owns Richens Repository Services, a business that assists individuals with organizing and digitizing their information. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Timothy Bohnsack is a financial advisor at Morgan Stanley with four years of industry experience and holds a Series 66 designation. His prior roles include positions at PerformanceWest, Wasatch Recovery, and New Roads Behavioral Health. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 a structured planning process supported by advanced modeling tools.

Elias Hanks is a financial advisor with LPL Financial holding Series 65 and Series 63 credentials. He has been in the industry for one year, previously working at Morgan Stanley and several other companies across different sectors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, with advice delivered primarily through a large network of investment adviser representatives.

Paul Barton is a financial advisor at Morgan Stanley with 27 years of industry experience. He has worked with Morgan Stanley since 2009 and has been with Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools.

John Johnson is a financial advisor at Edward Jones in Midvale, UT, with three years of industry experience. He holds the Series 66 designation and previously worked at the Utah Pride Center and operated a rental business, Diamond Event and Tent / Diamond Rental, for seven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brian Schneider is a financial advisor at Cetera with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Voya Financial Advisors. Outside of advising, he is an independent insurance agent and owns Schneider Financial Services, Inc., a business involved in the sales of insurance and securities products. Cetera Investment Advisers LLC is a large, SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of investment solutions including discretionary and non-discretionary portfolio management, with access to both affiliated and third-party managers across multiple program structures.

Kyle Bigler is a CFP® professional with 26 years of industry experience, currently affiliated with LPL Financial since 2023. His prior roles include positions at Securities America Advisors, KMS Financial Services, and Core Financial Inc, where he has maintained a longstanding association. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and substantial discretionary assets under management.

Paul Neuenswander is a financial advisor associated with Cetera, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He has worked at Cetera and its affiliate Cetera Wealth Services, LLC since 2013 and is a co-owner of Peak GC Three LLC, a holding company. Additionally, he is involved in selling fixed insurance products and serves as a registered representative at Granite Credit Union. Cetera Investment Advisers LLC operates a multi-manager platform serving individual, corporate, charitable, and institutional clients nationwide. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets and supporting more than 10,000 advisors.

Mary Shackelford is a financial advisor at Merrill with a Series 66 credential and five years of industry experience. She has been with Merrill since 2019 and previously worked at Everfast Inc. for sixteen years. Outside of her advisory role, she works part-time as a yoga instructor at a community studio in Utah. Merrill, together 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.

Lucas Pyper is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He previously worked at Fidelity Brokerage Services and Thomson Reuters. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions.

Jake Nelson is a financial advisor with Equitable Advisors in Salt Lake City, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he held various roles including at Banner Bank and has an ongoing involvement with JRN LLC, an online home goods sales business. Equitable Advisors serves individual and institutional clients by providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives, utilizing both proprietary and third-party program models.

Cameron Mills is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. His prior work includes roles at Mountain America Credit Union and Saddle Rock Legal Group. He has also been involved with the Utah Youth Soccer Association and the Church of Jesus Christ of Latter-Day Saints. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Michael Blake is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 credentials and has 29 years of industry experience. Blake has been with Raymond James since 2020 and is also involved as an independent contractor in a non-investment-related support role for another advisory firm. Raymond James Financial Services Advisors, Inc. serves a wide range of clients, including individuals, high-net-worth clients, corporations, pension plans, and institutional investors. The firm offers tailored financial planning and investment consulting using analytical tools and supports clients through various advisory programs and institutional consulting services.