Justin Powell is a Series 66 licensed financial advisor at Morgan Stanley with three years of industry experience. His prior work includes positions at E*TRADE Securities and non-financial roles at Grub Burger Bar and in education. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, incorporating structured financial planning and employing firm-approved tools and models to inform client strategies.

Nicole Leatham is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill. 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 a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Stacy Chamberlain is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones in Salt Lake City, UT. She has worked with Edward Jones since 2007, including a brief period at J Hammond LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard.

Lucas Montes is a CFP® professional with seven years of experience in the financial industry. He is currently affiliated with LPL Financial and Mountain America Credit Union. His prior experience includes roles at Fidelity Brokerage Services LLC, Zions Bank, and various other organizations. Outside of finance, he operates an e-commerce business under the name LMB Stores. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers comprehensive financial planning and advisory programs, utilizing model portfolios and research from multiple sources to support discretionary and non-discretionary management.

David Burns is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 22 years of industry experience. He has been with Cetera and its affiliated entities since 2013 and also owns several businesses, including companies focused on fixed insurance, health insurance for seniors, automotive sales and financing, and home security systems. Burns serves as an owner and officer in multiple ventures alongside his advisory role. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform, combining affiliated and third-party managers with various program options and custodial arrangements.

Scott Weierman is a financial advisor at RBC Capital Markets with 25 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at UBS Financial Services for 12 years. Outside of his advisory role, he manages two real estate LLCs that own residential rental properties. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, providing portfolio management, financial planning, and brokerage services.

Zane Hanzon is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior work includes roles at Granite Peak Financial, CUSO Financial Services, and Royal Alliance Associates. Outside of advising, he is an insurance agent selling life, disability, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of investment strategies and third-party managers.

Clinton Parsons is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2022. His prior experience includes roles at E*Trade Capital Management LLC and E*Trade Securities LLC, spanning over a decade. 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 and financial planning services, managing approximately $2.74 trillion in client assets.

Anthony Louviere is a financial advisor at Morgan Stanley with 22 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2012, including Morgan Stanley Smith Barney and Morgan Stanley Bank, N.A. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to both individual and institutional clients. The firm provides tailored financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Nathan Van Rij is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs that include tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides a range of investment and financial planning services through its broad platform.

Stan Goodell is a CFP® professional with 26 years of industry experience, currently serving at Raymond James & Associates since 2020. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and First Security Investor Services, Inc. Outside of his advisory work, he is the owner of a private business and serves as president of a nonprofit condominium 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 diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting services with a range of portfolio management styles supported by affiliated research and model managers.

Alexander Kaschmitter is a CFP® professional with 11 years of industry experience, currently serving at Raymond James & Associates since 2019. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, he is involved in managing a rental property in Salt Lake City. 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 diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services through a range of portfolio management styles supported by extensive research and affiliated sub-advisers.

Chandler Frischknecht is a financial advisor at Morgan Stanley with two years of industry experience. He holds a Series 66 license and has worked at Morgan Stanley since 2021. Prior to that, he was with Dimensional Impact and has experience in academic and financial services roles. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market modeling techniques as part of its advisory services.

Shane Prescott is a financial advisor with Morgan Stanley in Holladay, UT, holding a Series 66 designation and 21 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. 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. The firm manages approximately $2.74 trillion in client assets and offers services that emphasize structured financial planning supported by firm-approved tools and modeling techniques.

Gina Burton is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2015. The firm provides a wide array of advisory programs for individuals and institutional clients, offering tailored financial planning that incorporates structured discovery conversations and firm-approved planning tools. Morgan Stanley Wealth Management manages approximately $2.74 trillion in client assets and delivers services that include both direct client plans and Corporate Financial Planning agreements.

Sean Larson is a financial advisor with Morgan Stanley in Sandy, Utah, holding Series 63 and Series 66 licenses and possessing nine years of industry experience. He previously worked at E*Trade Securities LLC for six years and has experience with Vivint SmartHome, Chrysalis, and Southern Utah University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Allen Marler is a CFP® professional with 24 years of industry experience, currently advising at OSAIC. He has a long career background including roles at Securities America Advisors, Inc. and ownership of LCM Financial Services, Inc., where he provides tax preparation and planning services. He is also involved in selling life, long-term care, and disability insurance. OSAIC serves a diverse client base including individual, high-net-worth, and institutional investors through a large network of financial advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across various asset classes.

Skyler Lawson is a financial advisor at Morgan Stanley with Series 66 credentials and less than one year of industry experience. Prior to joining Morgan Stanley in 2026, Lawson held brief positions at Bank of America, Merrill, Northwestern Mutual, and worked as an independent broker. He also serves as an officer of Lawson. Capital LLC, a sole proprietorship managing his personal long-term investments. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individual and institutional clients. The firm provides tailored financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Roger Larsen is a financial advisor at LPL Financial with 57 years of industry experience. He holds a Series 63 designation and has worked previously at First Western Advisors and Raymond James Financial Services. Larsen also spent 19 years working at Alta Ski Lifts. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management approaches along with model portfolios and research from multiple sources.

Monica Henson is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 14 years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Bank before joining LPL Financial and Mountain American Credit Union in 2018. 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 advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and various portfolio management strategies.