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.

Paul Neuenswander is a financial advisor associated with Cetera, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He has worked at Cetera and its affiliate Cetera Wealth Services, LLC since 2013 and is a co-owner of Peak GC Three LLC, a holding company. Additionally, he is involved in selling fixed insurance products and serves as a registered representative at Granite Credit Union. Cetera Investment Advisers LLC operates a multi-manager platform serving individual, corporate, charitable, and institutional clients nationwide. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets and supporting more than 10,000 advisors.

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.

Lucas Pyper is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He previously worked at Fidelity Brokerage Services and Thomson Reuters. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions.

Jake Nelson is a financial advisor with Equitable Advisors in Salt Lake City, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he held various roles including at Banner Bank and has an ongoing involvement with JRN LLC, an online home goods sales business. Equitable Advisors serves individual and institutional clients by providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives, utilizing both proprietary and third-party program models.

Chris Kidd is a CFP®-certified financial advisor with 28 years of industry experience, currently affiliated with Morgan Stanley in Park City, Utah. His career includes tenures at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Bank of America, N.A., and Merrill. Outside of his advisory role, he is involved in property management. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory programs supported by structured planning tools and broad investment resources.

Cameron Mills is a financial advisor at LPL Financial with a Series 66 designation and recent entry into the industry. His prior work experience includes roles at Mountain America Credit Union, Saddle Rock Legal Group, and involvement with the Church of Jesus Christ of Latter-Day Saints and the Utah Youth Soccer Association. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers diverse advisory programs and financial planning services, utilizing model portfolios, research, and technology-driven strategies.

Michael Blake is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 credentials and has 29 years of industry experience. Blake has been with Raymond James since 2020 and is also involved as an independent contractor in a non-investment-related support role for another advisory firm. Raymond James Financial Services Advisors, Inc. serves a wide range of clients, including individuals, high-net-worth clients, corporations, pension plans, and institutional investors. The firm offers tailored financial planning and investment consulting using analytical tools and supports clients through various advisory programs and institutional consulting services.

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.

Morgan Allen is a financial advisor with LPL Financial holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining LPL Financial, his experience includes various roles outside of the financial industry, including service with The Church of Jesus Christ of Latter Day Saints and employment in the hospitality sector. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research, model portfolios, and advanced portfolio strategies.