Christine Woznicki is a financial advisor with Edward Jones in Park City, UT, holding Series 66 and Series 63 credentials and 11 years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Steven Lauder is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, and Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management serves individual 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 financial planning process supported by firm-approved tools and modeling techniques.

Conner Green is a financial advisor with Wells Fargo Advisors holding a Series 66 designation and has one year of industry experience. Prior to joining Wells Fargo Advisors, he worked at Frandsen Morrill Advisors and Goldenwest Credit Union. He also coaches high school lacrosse. Wells Fargo Advisors Financial Network is a broker‑dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services using proprietary research and tools, with planning engagements typically structured as discrete projects tailored to client needs.

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 at LPL Financial with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise, Wells Fargo Clearing, Wells Fargo Investments, and UBS Financial Services. Baker is also involved with an investment-related business, primeaccess.co. 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, providing discretionary and non-discretionary management supported by research and various portfolio solutions.

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®-certified financial advisor with 18 years of industry experience. He has been with J.P. Morgan Securities since 2014, based in Salt Lake City, UT. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a large team of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Dominick Mazza is a financial advisor at Morgan Stanley with four years of industry experience. He holds Series 66 and Series 63 designations. His prior work includes roles at E*Trade Securities and Equity Advantage Real Estate. Morgan Stanley Wealth Management provides advisory programs to individuals 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 delivers a broad range of retail and institutional investment services.

Warren Reader is a financial advisor at Primerica Advisors with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica Financial Services and PFS Investments Inc. since 2010. Outside of advisory work, he also engages in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure, focusing on retail rather than institutional or pension plan clients.

Monte Mitchell is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds Series 63, 65, and 66 registrations and has previously worked at firms including E*TRADE Securities, Ascensus, and TD Ameritrade. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved planning tools.

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.

Hayden Yogman is a CFP®-designated financial advisor at Edward Jones with 10 years of industry experience. He has held prior roles at firms including Prudential Insurance Company of America, Goldman Sachs, and UBS Financial Services. Edward Jones is a full-service wealth management firm serving a broad client base that includes individuals, institutions, pension plans, corporate clients, and charitable organizations. The firm offers multiple advisory strategies with a fiduciary standard and manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors.

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 at LPL Financial with Series 65 and Series 63 credentials. He has one year of industry experience and has previously worked at Morgan Stanley and held roles in various other businesses including pest control and marketing. 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 plan consulting, utilizing model portfolios and research from internal and third-party sources.

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.

David Carruth is a financial advisor with LPL Financial based in Pleasant Grove, Utah. He holds Series 63 and Series 66 licenses and has 18 years of industry experience, including prior roles at Northwestern Mutual Wealth Management Company and its affiliated entities. Outside of his advisory work, he is involved with Rohrer & Associates, a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, and retirement consulting services, with access to model portfolios, third-party research, and technology-driven investment options.

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®-certified financial advisor with 26 years of industry experience, currently practicing at LPL Financial since 2023. His prior roles include positions at Securities America Advisors, Inc. and KMS Financial Services, Inc., as well as ongoing involvement with Core Financial Inc. He also has an affiliation with Allegis Advisors, focusing on non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, supported by research and advanced portfolio management tools.

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.