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.

Ryan Ericksen is a financial advisor at LPL Financial with 25 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked for Northwestern Mutual and its affiliated companies from 2001 to 2025. 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, providing both discretionary and non-discretionary management supported by comprehensive research and model portfolios.

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 licenses and nine years of industry experience. Her prior work includes roles at SEI Investments, Quasar Distributors, LLC, and Horizon Investments LLC. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, charitable organizations, and trusts, offering financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm delivers services through a network of independent financial professionals using various portfolio management approaches and platform arrangements tailored to client objectives.

Paula Larson is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. Her career includes roles at E*TRADE Capital Management, Fidelity Brokerage Services, and Wells Fargo Advisors. Outside of her advisory work, she is involved in photography as a personal business. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutions with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and a structured discovery process.

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.

Arthur Condie is a financial advisor at Edward Jones with nine years of industry experience. He has held his current position since 2017 and previously worked at Intermountain Health Care for two years. Condie receives merchant service residuals tied to businesses in Spanish Fork and Orem, Utah. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory programs and services through a large national network of financial advisors and branch offices.

Mckay Warren is a financial advisor with OSAIC, holding a Series 66 designation and five years of industry experience. He has worked with OSAIC since 2019 and is also involved with Hobble Creek Wealth. Outside of his advisory role, he serves as a divorce consultant for Peaceful Divorce Solutions, assisting in the equitable division of marital assets during mediation. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing asset-allocation tools and third-party solutions to manage diverse portfolios for individual and high-net-worth investors, pension plans, corporations, and charitable organizations.

Daniel Wilson is a financial advisor with Fidelity in Lehi, Utah, holding Series 63 and Series 66 credentials and 17 years of industry experience. He has been with Fidelity Investments since 2010, including roles at Fidelity Personal and Workplace Advisors and Strategic Advisers LLC. Outside of his advisory work, he is involved in managing rental properties with his brother. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios from a diversified universe of funds and ETFs.

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.

Zane Hanzon is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior work includes roles at Granite Peak Financial, CUSO Financial Services, and Royal Alliance Associates. Outside of advising, he is an insurance agent selling life, disability, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of investment strategies and third-party managers.

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 14 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs that include tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides a range of investment and financial planning services through its broad platform.

Stan Goodell is a CFP® professional with 26 years of industry experience, currently serving at Raymond James & Associates since 2020. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and First Security Investor Services, Inc. Outside of his advisory work, he is the owner of a private business and serves as president of a nonprofit condominium association. Raymond James & Associates is a large 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, offering financial planning and consulting services with a range of portfolio management styles supported by affiliated research and model managers.

Andrew Hilgenberg is a financial advisor with Fisher Investments, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked at Fisher Investments since 2019 and previously was employed at Fidelity Investments and Fidelity Personal and Workplace Advisors. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across diverse asset classes. The firm uses a centralized investment process combining quantitative and qualitative research and employs tax-aware and risk management strategies.

Alexander Kaschmitter is a CFP® professional with 11 years of industry experience, currently serving at Raymond James & Associates since 2019. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, he is involved in managing a rental property in Salt Lake City. Raymond James & Associates is a large, 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, offering financial planning, investment consulting, and municipal advisory services through a range of portfolio management styles supported by extensive research and affiliated sub-advisers.