Alejandro Malespin is a financial advisor with Morgan Stanley in Park City, UT. He holds a Series 66 designation and began his advisory career at Morgan Stanley in 2026. Prior to joining the firm, he worked at Foothill Montessori of Salt Lake for three years and has experience in education and the hospitality industry. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and research.

Gary Gorga is a financial advisor at LPL Financial with 45 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked for Cadaret, Grant & Co., Inc. for 31 years. He has operated Gorga Financial Services since 1984. 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, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management strategies.

John Hubley is a financial advisor at Mass Mutual Investors Services with two years of industry experience. His prior work includes roles at Hearth and Hill, Deer Valley, and Oracle. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, with planning engagements structured as annual, collaborative relationships using firm-approved analytical tools.

Gary Howard is a financial advisor at Wells Fargo Clearing with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jared Jensen is a CFP® and ChFC® with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. Prior to joining Edward Jones, he worked at AcuTrans, LLC for six years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Stephen Guttenberg is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at Merrill and Bank of America before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2021. Outside of advising, he is the owner of an LLC that manages condo rentals at the Ocean Reef Club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and offers a structured planning process supported by proprietary tools and models.

Jules Rousseau is a financial advisor with Morgan Stanley who holds Series 63 and Series 66 credentials and has 37 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, he was employed at Citigroup Global Markets beginning in 1993. Outside his advisory role, Rousseau serves on the Investment Committee and Finance Committee for the Catholic High School Foundation in Baton Rouge. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Edison Christofferson is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has previously worked at J Crew, Lucid Software, and the BYU Marriott School of Business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and affiliated investment options. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

Katherine Smith is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones in 2026, she worked in various roles including at PacifiCorp and provided legal and self-employed services. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Justina Smith is a financial advisor at Edward Jones with CFP®, ChFC®, and Series 66 designations and four years of industry experience. She has been with Edward Jones since 2022 and previously worked at the University of Utah from 2015 to 2021. 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 strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Gregory Cunningham is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been associated with Raymond James since 2010 and leads Cunningham Wealth Group, a marketing name for his current business operations. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning and consulting supported by analytical tools and recent technological advancements.

Keven Nielsen is a financial advisor at Edward Jones with a Series 66 designation and five years of industry experience. He has worked at Edward Jones since 2020 and previously spent 22 years at Automatic Data Processing. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and provides a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Paul Tan is a financial advisor at Wells Fargo Advisors with 36 years of industry experience. He previously worked for LPL Financial for nine years before joining Wells Fargo Advisors in 2023. In addition to his advisory role, Tan is involved in acting through TMG Acting in Park City, UT. Wells Fargo Advisors serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm employs research and planning tools to develop tailored recommendations across a broad range of planning needs, with clients opting into implementation through various brokerage or advisory programs.

Sandra Berglund is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 27 years of industry experience. She has been with Morgan Stanley Smith Barney since 2010 and Morgan Stanley Private Bank, National Association since 2015. 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 employs structured planning processes supported by firm-approved tools.

Christopher Sawch is a financial advisor at Wells Fargo Advisors with 39 years of industry experience. He previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. He has ownership interests in investment-related entities including Ack Capital, LLC, a firm he co-owns with his spouse. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services that cover a wide range of areas such as retirement, education, risk, and wealth-transfer planning. The firm utilizes proprietary research and tools to develop tailored recommendations delivered through meetings and client summary letters.

Howard Ashlock is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Stifel since 2018. He previously worked at Bank of America and Merrill during an eight-year period from 2010 to 2018. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Denver Smith is a financial advisor with UBS Financial Services in Park City, Utah, holding Series 63 and Series 66 designations and having 18 years of industry experience. He has been with UBS since 2014. Outside of his advisory role, he serves as an officer for Dad Force One, a community group that raises funds for school security through events such as crawfish boils and neighborhood scavenger hunts. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment strategies.

Ann Sowder is a financial advisor at OSAIC with 26 years of industry experience. She holds a Series 66 designation and previously worked at Lincoln Financial Advisors from 1999 to 2025. Outside her advisory role, she is also licensed as an insurance agent. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services along with access to third-party investment managers. The firm employs various asset-allocation and portfolio construction tools, supporting both discretionary and non-discretionary account management.

Payton Whalen is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and three years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he worked at firms including Massachusetts Mutual Life Insurance Co and Fidelity Investments. Outside of finance, he works as a caddy on a contract basis at Glenwild Golf Club and Spa in Park City, Utah. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.