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.

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. He is currently with OSAIC and has previously worked at LCM Financial Services, Inc. and Securities America Advisors, Inc. Marler also owns LCM Financial Services, Inc., where he provides tax preparation and accounting services, and he sells life, long-term care, and disability insurance. OSAIC serves a diverse client base, including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization supported by various tools and strategies.

Roger Larsen is a financial advisor at LPL Financial with 57 years of industry experience. He holds a Series 63 designation and has previously worked at First Western Advisors and Raymond James Financial Services. Larsen also served in a non-investment role at Alta Ski Lifts for nearly two decades. He maintains a minimal consulting relationship with First Western Advisors as an independent contractor. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions, utilizing both proprietary research and third-party strategies across various portfolio options.

Monica Henson is a financial advisor with LPL Financial in West Jordan, UT, holding Series 63 and Series 66 designations and 14 years of industry experience. She has worked previously at Wells Fargo Bank and Wells Fargo Clearing before joining LPL Financial and Mountain American Credit Union in 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and technological tools for operational and research purposes.

Joseph Guanzon is a financial advisor with Morgan Stanley in South Jordan, UT, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has been with Morgan Stanley since 2011. Outside of his advisory role, he is employed with DoorDash in a customer service capacity. 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 uses structured planning processes supported by firm-approved tools to develop financial plans.

Delwin Frew is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Stifel Nicolaus since 2008. Outside of his advisory work, he serves as a board member and fundraising ambassador for the Sutter Auburn Faith Hospital Foundation. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. Its investment approach uses proprietary methodologies based on forward-looking capital market assumptions and probabilistic modeling to support client decision-making.

Alexis Slade is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and one year of industry experience. Their work history includes positions at UPS, Oakcrest Girls Camp, and Utah State University. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Paul Hill is a CFP®-certified financial advisor with 35 years of industry experience, currently affiliated with Cetera. He has been associated with Cetera Wealth Services, LLC since 2013 and Salt Lake Bsi, Inc. since 2006. Outside of his advisory work, Hill serves as president of multiple financial services firms and is a part-time ski instructor at a resort in Park City, Utah. Cetera Investment Advisers LLC is a large SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services across diverse program structures and custodial relationships.

Allison Kizzee is a financial advisor at Ameriprise Financial Services with seven years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2016. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Cody Fivecoat is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at E*TRADE Capital Management and E*TRADE Securities. He has also been affiliated with Utah State University since 2016. 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 supported by structured discovery processes and firm-approved tools.

Quinn Jensen is a financial advisor with RBC Capital Markets in Salt Lake City, UT, holding a Series 66 designation and 26 years of industry experience. His career includes roles at City National Bank, Bank of America, and Merrill Lynch, Pierce, Fenner & Smith. He is also the owner and manager of 2Shooting Star LLC, a fund family. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm utilizes a mix of in-house and third-party investment managers tailored to clients’ advisory risk profiles.

Mark Pyper is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. His prior experience includes roles at Morgan Stanley and Citigroup Global Markets. He is an adjunct professor at the University of Utah Lifelong Learning program, where he teaches finance, legacy planning, and tax-advantaged investment strategies. Additionally, he holds a finance committee position at The Waterford School, a private K-12 institution. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

James Shipp is a Series 66-licensed financial advisor with Ameriprise, based in Alpine, Utah, and has 23 years of industry experience. He has been with Ameriprise since 2005, including its related entities, and manages a non-investment-related business called Shipp Company LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that includes written recommendations and ongoing advice focused on income and tax-aware withdrawal strategies.

Taylor Bottom is a financial advisor at LPL Financial with 12 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2019. Outside of his advisory role, he is also involved in business networking through Wealth Masters and owns Ronin Bottom LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions utilizing proprietary research, third-party subadvisors, and technology tools while maintaining oversight of substantial discretionary assets.