James Shipp is a financial advisor with Ameriprise in Orem, Utah, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he manages Shipp Company LLC, a business unrelated to investments. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, utilizing a centralized consulting team to deliver tailored, research-driven recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Taylor Bottom is a financial advisor with LPL Financial in Salt Lake City, UT, holding a Series 66 designation and 12 years of industry experience. He has worked at LPL Financial since 2019 and has prior experience with Waddell & Reed, Inc. and various insurance carriers. Outside of his advisory role, he owns Ronin Bottom LLC, a non-investment-related business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a broad range of financial planning and advisory programs, including retirement plan consulting and brokerage services, supported by model portfolios and research from multiple sources.

Jared Mitchell is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Edward Jones since 2002. He holds Series 63 and Series 66 licenses and operates out of Lehi, Utah. 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 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.

Abraham Tarkeshian is a financial advisor at Morgan Stanley with 10 years of industry experience. He has been with Morgan Stanley since 2014 and holds Series 63 and Series 66 licenses. 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 including tailored financial planning, managing approximately $2.74 trillion in client assets.

Darel Crosby is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He previously spent 15 years with Next Financial Group Inc before joining LPL Financial in 2025. Crosby also operates Crosby Retirement Planning, LLC, an entity supporting his advisory business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and corporations through a national network. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with research and model portfolios from multiple sources.

Sam Moody is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2015 and JPMorgan Chase Bank since 2012. Outside of finance, he owns and operates a baseball glove repair business and manages an e-commerce store selling home goods. J.P. Morgan Securities 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Mason Cook is a CFP®-designated financial advisor with five years of industry experience, currently affiliated with Cetera. He has previously worked at Minnesota Life Insurance Co and Securian Financial Services Inc, among others. Mason is also involved in the sale of fixed insurance products as an insurance agent. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and advisory services through a multi-manager platform with access to a broad array of modeling and investment strategies.

Ivana Ristic is a financial advisor with Morgan Stanley in South Jordan, UT, holding Series 63 and Series 65 credentials and nine years of industry experience. She has worked at Morgan Stanley since 2018 and previously at JPMorgan Securities LLC and JPMorgan Chase Bank from 2015 to 2018. 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, including tailored financial planning supported by firm-approved tools and modeling techniques, managing approximately $2.74 trillion in client assets.

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.

Sean Pacheco is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He holds a Series 66 designation and is based in South Jordan, Utah. Outside of his advisory role, he is involved as an independent distributor for network marketing companies including Isagenix International and Unicity. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of advisors and branch offices nationwide.

Daniel Cambra is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. He has worked within various Wells Fargo entities since 2016, including Wells Fargo Clearing and Wells Fargo Bank. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and uses proprietary research and tools to develop tailored client recommendations.

Natcha Nussbaum is a financial advisor at Charles Schwab with seven years of industry experience. She holds the CFP® designation along with Series 66 and Series 63 licenses. Her prior work includes roles at Fidelity Brokerage Services, Wells Fargo, JPMorgan Chase Bank, and The Prudential Insurance Company of America. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a blend of non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and a centralized operational structure.

David Nelson is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His career includes roles at VOYA Financial Advisors and managing his own firm, Nelson Financial Group. Outside of financial services, he owns and manages a tree farm business. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diverse portfolio management and financial planning services, supporting both discretionary and non-discretionary account structures.

Wendy Wittke is a financial advisor at Fidelity with two years of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments since 2023, with prior experience in health and wellness, including instructing yoga classes and leading health retreats. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base that includes retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Kelly Angell is a financial advisor at LPL Financial with 13 years of industry experience. Prior to joining LPL Financial in 2025, Kelly held roles at CUSO Financial Services, Security Service Investment Group, Security Service CU, Raymond James Financial Services, Morgan Stanley, and Wells Fargo Advisors. 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 provides a range of advisory programs, retirement plan consulting, brokerage services, and access to model portfolios and research from LPL Research and third-party subadvisors.

Adam Brown is a Financial Consultant dedicated to assisting individuals and their families in achieving financial success. He emphasizes understanding clients' unique needs and collaborates with them to develop financial plans aligned with their goals. Adam's professional experience includes roles at Fidelity Investments, where he served as an Investment Consultant from 2022 to 2023, a Financial Representative from 2020 to 2022, a Workplace Planning Consultant from 2019 to 2020, and a Premium Relationship Associate from 2016 to 2019. He also worked as an Associate Advisor at Capital Wealth Advisors in 2020. Outside of his professional career, Adam has personal interests in fitness, football, hiking, and parenthood.

Nicholas Mabey is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds Series 63 and 66 licenses and has worked with E*TRADE and Morgan Stanley Smith Barney prior to his current role. Mabey is based in Sandy, Utah. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process supported by advanced modeling tools and serves clients both directly and through corporate agreements.

Joseph Barr is a financial advisor with Cetera, holding the Series 66 designation and 18 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and TIAA-CREF. Outside of his advisor role, he owns Pinnacle Peak Financial, LLC, which provides financial services and insurance. Cetera Investment Advisers LLC distributes its services through a nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services with access to multiple program structures and third-party managers.

David Bryant is a financial advisor at Morgan Stanley with 15 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2012. Bryant holds Series 63 and Series 66 designations and is based in South Jordan, Utah. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and corporate financial planning agreements.

Phillip Mccarroll is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at E*Trade Capital Management LLC and E*Trade Securities LLC. Outside of his advisory role, he is involved in property management as a landlord. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and a structured planning process.