Mark Neuenswander is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked with Cetera and its affiliates since 2013 and is involved in several financial services roles outside the firm, including providing investment and insurance services at credit unions and operating a holding company and an expense management business. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad range of clients, including individuals, retirement plans, corporate and charitable accounts, and institutional investors. The firm offers various portfolio management and financial planning services through a multi-manager platform, featuring discretionary and non-discretionary solutions across multiple program structures.

Jacob Hawkins is a financial advisor at Morgan Stanley with four years of industry experience. He holds the Series 66 designation and has worked previously at Wells Fargo Clearing Services, E*Trade, and Morgan Stanley. His background also includes roles outside of financial services, such as positions with the Corporation of the Presiding Bishop. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and methodologies.

Chazius Stephens is a financial advisor at Morgan Stanley with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at firms including Fidelity Brokerage Services and Wells Fargo Clearing Services. Outside of finance, he has held roles in the food service industry at Olive Garden, Chipotle, and Pizza Hut. Morgan Stanley Wealth Management is an SEC-registered investment adviser serving both 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 utilizes structured planning tools and risk modeling in its financial planning process.

Nathan Thurman is a financial advisor at Morgan Stanley with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at E*TRADE Securities LLC and Utah Valley University prior to joining Morgan Stanley. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and analyses to support client financial plans.

Enkhuujin Stark is a financial advisor at Morgan Stanley with one year of industry experience. They hold the Series 66 designation and previously worked at ARUP Laboratories and the University of Utah. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, utilizing structured planning tools and investment models to support client objectives.

Alice Heath is a financial advisor with Cambridge Investment Research Advisors in Salt Lake City, UT, holding Series 63 and Series 65 credentials and nine years of industry experience. Her prior experience includes roles at SEI Investments, Quasar Distributors, LLC, and Horizon Investments LLC. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

Paula Larson is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at E*TRADE Capital Management, Fidelity Brokerage Services, and Wells Fargo Clearing. Outside of her advisory role, Larson is involved in photography and operates a small photography business. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and a discovery-based process to develop financial plans, typically acting in an advisory capacity.

Kamron Sanders is a Series 66-licensed financial advisor with Edward Jones in Draper, UT, bringing two years of industry experience. His prior work includes roles at Utah Mortgage Loan Corporation and New Star Communications International LLC. Sanders is also a published children's author. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a fiduciary standard, offering a range of advisory strategies and affiliated investment options supported by a large nationwide network of financial advisors and branch offices.

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 advising clients at Edward Jones since 2018. She previously worked at Edward Jones from 2007 to 2018 and had a brief role at J Hammond LLC. She is based in South Jordan, Utah. 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, supported by a large network of advisors and branch offices nationwide.

Lucas Montes is a CFP® professional with seven years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at Fidelity Brokerage Services LLC and Mountain America Credit Union. Outside of financial advising, he operates an e-commerce business under the sole proprietorship LMB Stores. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by a network of over 22,800 advisors.

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 professional affiliated with Cetera, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. His prior roles include positions at Granite Peak Financial, CUSO Financial Services, Royal Alliance Associates, and Chase Investment Services Corp. He also sells fixed insurance products such as life, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving a diverse client base that includes individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of investment management and financial planning services through a multi-manager platform featuring both affiliated and third-party managers, with over $256 billion in assets under management and more than 10,000 advisors nationwide.

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 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley and E*TRADE in various advisory roles since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, 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 utilizing proprietary tools and market simulations.

Stan Goodell is a CFP® professional with 26 years of experience in the financial services industry. He is currently with Raymond James & Associates, where he has worked since 2020. His prior experience includes roles at Wells Fargo Clearing and First Security Investor Services, Inc. Outside of his advisory work, he serves as President of a nonprofit condominium association and owns a separate business entity. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and municipal entities, providing financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Alexander Kaschmitter is a CFP® professional with 11 years of industry experience, currently advising at Raymond James & Associates since 2019. Prior to joining Raymond James, he worked at Wells Fargo Clearing for three years. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm provides financial planning and investment consulting through a variety of programs and draws on multiple portfolio management styles supported by affiliated research and sub-advisers.