Nahuel Martinez is a financial advisor with Morgan Stanley, holding a Series 66 designation and beginning his advisory career in 2024. Prior to joining Morgan Stanley, he held positions at ClearLink, Namebrand, Amazon, and other companies. Martinez has experience across diverse industries including technology and telecommunications. Morgan Stanley Wealth Management serves both individual and institutional clients, offering 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 proprietary modeling in its financial planning process.

Richard Brusky is a financial advisor at LPL Financial with 47 years of industry experience. He previously worked for Wells Fargo Clearing and Wells Fargo Advisors. Outside of advising, he serves as co-executor for an estate related to his family. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide, offering a range of advisory and brokerage services through a large network of representatives.

Peter Smith is a financial advisor at Thrivent Investment Management with a Series 66 credential and one year of industry experience. He previously worked at Morgan Stanley, E*Trade, and the Utah Higher Education Authority among other roles. Outside of advising, he donates plasma twice weekly. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive goal-based analyses across a range of financial planning topics without managing implementation or institutional portfolio management.

Jun Dai is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley in 2022, Jun worked at PrideOne and Lendio, and has held positions with the U.S. Postal Service and General Dynamics Information Technology. He has also been involved with Utah Chinese Community TV LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market estimates.

Barry Sobel is a financial advisor at Raymond James & Associates with 36 years of industry experience. He holds a Series 63 designation and has been with Raymond James since 2016. In addition to his advisory role, Sobel has been involved with Tucket Footwear since 2014 and participates in political activities with AIPAC. Raymond James & Associates is a 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, and offers services ranging from financial planning to institutional consulting.

Josh Burgon is a financial advisor with Wells Fargo Advisors in Cottonwood Heights, UT, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Wells Fargo Advisors and related entities since 2009. Burgon holds ownership interests in two investment-related entities associated with his practice. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a wide range of financial planning services using proprietary research and tools, providing tailored recommendations delivered through meetings and written summaries.

Kayla Zoolakis is a Series 66-licensed financial advisor with Morgan Stanley, bringing two years of industry experience. Before joining Morgan Stanley in 2023, she held roles at the University of Utah Hospitals and Clinics and worked briefly with Louk's Greek Baby Donuts. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning that incorporates structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services that include but are not limited to comprehensive financial planning and investment advisory.

David Blaylock is a financial advisor with Raymond James Financial, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Strategic Advisers LLC and Fidelity Personal and Workplace Advisors. Outside of his advisory work, he is involved in construction and property maintenance through Blako Inc and also works as an independent contractor delivering food for DoorDash. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary consulting using risk profiling and analytical tools to guide client investment decisions.

Sean Rausch is a financial advisor with LPL Financial, holding a Series 66 designation and over three years of industry experience. Prior to joining LPL Financial, he worked at Mountain America Credit Union and held roles at Aptive Environmental and Low VA Rates. He has also served in ecclesiastical mission roles. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Bradley Wilson is a financial advisor at Fidelity with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked with various Fidelity entities since 2008. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative and algorithmic portfolio construction. The firm serves multiple registered investment companies and offers model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Jeffrey Marsicola is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at E*TRADE Securities LLC. Outside of his advisory role, he is a landlord renting a room in his personal residence. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services across retail and institutional markets.

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.