Scott Kimball is a financial advisor at Raymond James Financial with 16 years of industry experience. He holds the CFP®, Series 65, and Series 63 designations. Kimball has been affiliated with Raymond James Financial and First Western Advisors since 2014. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goal-setting, with specialized municipal and public finance services.

Jesse Bollinger is a financial advisor with Equitable Advisors in Salt Lake City, UT, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Ameriprise Financial Services and Morgan Stanley, spanning from 2006 to 2023. He is also the principal owner of Bollinger Advisors, LLC. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing both proprietary and third-party advisory solutions.

Hainan Dou is a financial advisor at Morgan Stanley with nine years of industry experience. Their prior work includes a position at MS Services Group Inc. from 2017 to 2018. Dou holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by firm-approved tools and research from its Global Investment Committee.

Theresa Chacopulos is a financial advisor at Morgan Stanley with 32 years of industry experience. She has been with Morgan Stanley since 2013 and also works with Morgan Stanley Private Bank, National Association since 2015. She 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 with a wide range 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 methodologies.

Mary Leonard is a financial advisor with Morgan Stanley in Holladay, Utah, holding Series 63, 65, and 66 credentials and bringing 30 years of industry experience. She has been with Morgan Stanley since 2010, including over a decade at Morgan Stanley Private Bank, National Association. Outside of her advisory role, Leonard is a partner in AL&RL Investments, a real estate venture based in Salt Lake City. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs that include tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides a range of investment and planning services through its extensive network of advisors.

Michael Macfarlane is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 22 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Northwestern Mutual and its affiliated investment and insurance companies for over two decades. LPL Financial serves a diverse client base including individuals, retirement plans, banks, and charitable organizations, offering a range of advisory programs and financial planning services supported by model portfolios, third-party subadvisors, and proprietary research.

Nanette Ignjatovic is a financial advisor with Raymond James Financial, holding a Series 66 designation and eight years of industry experience. She previously worked with Wells Fargo Clearing Services and is involved with Utah Divorce Financials, LLC, where she serves as a Certified Divorce Financial Analyst. 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 investors. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools and modeling to support client goals.

David Russon is a financial advisor with Cambridge Investment Research Advisors in Salt Lake City, UT, holding a Series 66 designation and 13 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated entities since 2013 and also serves as an independent insurance agent. Outside of his advisory work, Russon has a longstanding involvement in education through various schools and the University of Utah. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a variety of portfolio management strategies across multiple platform arrangements.

Jon Monk is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has worked since 2007. Prior to joining Merrill, he spent five years as an investment banker focusing on mergers and acquisitions. Jon's work centers around helping individual and corporate clients navigate significant life events, including retirement and business sales. His approach integrates estate planning, lending and credit considerations, investment management, and comprehensive wealth management. With 15 years of experience in the financial services industry, Jon has expertise in corporate benefit programs such as equity compensation, defined benefit and contribution plans, and nonqualified deferred compensation. He assists corporate executives in aligning their corporate benefits within long-term financial plans. His client services include college education planning, family wealth management, portfolio management, small business strategies, sports and entertainment, tax minimization, and support for endowments, foundations, and non-profits. Jon holds a high school diploma from Cardinal Newman, attended Tulane University without earning a degree, and earned a bachelor's degree from the University of New Orleans. He has earned several professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His lending services are facilitated through Bank of America, N.A. Outside of work, Jon enjoys golfing, hiking, soccer, and tennis.

Luke Fryer is a financial advisor with Equitable Advisors in Salt Lake City, holding Series 65 and Series 63 licenses and two years of industry experience. Prior to joining Equitable Advisors, he worked at Fidelity Investments for three years and has held positions across education and real estate. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives and third-party asset managers.

Brooks Ringer is a financial advisor at OSAIC with a Series 66 designation and no prior industry experience. His background includes working at Nike and Dicks Sporting Goods, as well as involvement with Rocky Mountain Gunslingers QB Training. He has also spent ten years in full education at the high school and university levels. OSAIC serves a diverse group of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, employing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios consisting of various asset classes.

Ashlee Garn is the Director and Executive Services Officer at Fidelity Investments, a role she has held since 2025. She has been with Fidelity Investments since 2005, progressing through various positions including Brokerage Consultant, Benefits & Planning Consultant for Executive Services, and Financial Representative. Her extensive experience within the company spans areas such as brokerage operations, stock plan services, and customer advocacy. In her current role, Ashlee focuses on helping clients understand and plan for their company equity compensation plans in the context of their individual situations and beliefs. She emphasizes building personal connections and trust to develop personalized financial plans that address every phase of life. Ashlee's professional approach is driven by the success of her clients. No information about Ashlee's education, credentials, personal interests, or community involvement has been provided.

Peter Kranenburg III is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at Sagepoint Financial, Inc. and Next Financial Group, Inc. Outside of his advisory work, he is involved in tax preparation and consulting through his own businesses, Kranenburg & Kranenburg, Inc. and Kranenburg Tax and Consulting Services Inc. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory, and financial planning services. The firm utilizes various asset-allocation tools and third-party platforms to construct portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Jesse Lugenbeel is a CFP®-certified financial advisor with 10 years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at Cuso Financial Services, Todd Grabner, and multiple Northwestern Mutual entities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, institutions, and charitable organizations. The firm offers a wide range of advisory programs, financial planning services, and investment solutions supported by extensive research and technology.

Michael Bell is a financial advisor at Cetera with over 40 years of industry experience. He holds Series 63 and Series 65 credentials and has been involved with multiple firms including Bellwether Investments, BLG Investments, and Financial Network. Outside of advising, he is an owner of Financial Network, LLC, and participates in fixed insurance product brokerage. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of independent advisors serving individual and institutional clients. The firm offers a multi-manager platform with a wide range of portfolio management and retirement services, managing over $256 billion in assets across more than 10,000 advisors.

Tomas Langholtz is a financial advisor with Morgan Stanley in South Jordan, UT, holding a Series 66 designation and two years of industry experience. His prior work includes roles at the State Bank of Southern Utah and fintech consulting under Morgan Stanley. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, incorporating market simulations without providing individual security recommendations as part of standalone plans.

Brian Urie is a CFP® professional with 28 years of experience in the financial services industry. He has been affiliated with LPL Financial and Mountain America Credit Union since 2015. Urie is also the author of a financial book titled *7 LE$$ON$: you wish your parents taught you about money*. 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, retirement plan consulting, and brokerage services, with investment management supported by research from LPL Research and third-party subadvisors.

Olivia Hardester is a financial advisor at Wells Fargo Advisors with Series 66 registration and one year of industry experience. She has held multiple roles related to financial services and education, including positions at Brigham Young University, Solidarity Wealth Management, and Sepio Capital. Outside of her advisory work, she has been involved with youth sports organizations and entrepreneurial activities such as Laced Hair. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services tailored to meet various client needs, supported by Wells Fargo’s research and planning tools.

Tyler Johnson is a financial advisor with Edward Jones in Sandy, Utah, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,700 financial advisors and manages approximately $1.01 trillion in assets under management.

Matthew Rash is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at E*TRADE Securities and E*TRADE Capital Management. Outside of his advisory role, he is a partner in a sports cards and collectibles business based in Salt Lake City, Utah. 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 tailored financial planning services, managing approximately $2.74 trillion in client assets.