Tyler Roberts is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has previously worked at E*TRADE Capital Management, BANK of AMERICA, and Merrill. Before entering the financial sector, he spent two years at Stone Summit Climbing and Fitness Center. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and comprehensive investment programs.

Shu Yi Li is a financial advisor at Morgan Stanley in Sandy, Utah, holding the Series 66 designation with four years of industry experience. Prior to joining Morgan Stanley in 2021, Li worked at H & R Block and True Choice LLC, and was involved with VASAYO LLC from 2017 to 2021. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs, including tailored financial planning using structured processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Eli Gardine is a financial advisor with Thrivent Investment Management holding a Series 66 designation and no prior industry experience. He joined Thrivent in 2026 after working in various roles outside the financial services industry, including positions at Proofpoint, Symantec, and Adobe. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers these services through a network of advisors and emphasizes planning alongside managed-account options under a consolidated billing approach.

Todd Crane is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He has been with Fidelity since 2011 and also serves as a reserve police officer in North Salt Lake, Utah, working patrol one weekend day per month. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services across various investment structures and is noted for its use of systematic methodologies and AI-driven research tools.

David Suhre is a financial advisor at Morgan Stanley Wealth Management with 17 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at E*TRADE Capital Management and E*TRADE Securities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with comprehensive financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling as part of its services.

Mark Lott is a financial advisor with Ameriprise in Herriman, UT, holding a Series 66 designation and 12 years of industry experience. His career includes roles at Ameriprise since 2022, as well as prior positions at M. H. Leblang, Inc., Everspire (a DBA of Aegis Wealth Group), Wells Fargo Bank, and E*Trade Securities. Outside of advising, he owns Myriad Max Inc., through which he manages his Ameriprise business. Ameriprise Financial Services is a large, diversified advisory firm serving both 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.

Neill Smith Jr. is a financial advisor with Morgan Stanley in South Jordan, Utah, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Morgan Stanley since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs and financial planning services that incorporate firm-approved tools and modeling techniques to assist clients in developing tailored financial plans.

Robert Goggins is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LPL Financial since 2009. Outside of his advisory role, he operates Progressive Planning, LLC, a state-registered life insurance agency providing fixed insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by model portfolios and research from LPL Research and third-party subadvisors.

Robert Jamias is a financial advisor with Morgan Stanley in South Jordan, UT, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Havenpark Communities and Marketing 32, as well as multiple positions at Brigham Young University. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through multiple channels including employer-based financial planning agreements.

Santoshi Pattem is a financial advisor at Equitable Advisors with three years of industry experience. She holds the Series 66 designation. Her prior work includes roles at SAAVI GROUP LLC and Questionmark Corporation. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by offering financial planning, retirement plan consulting, and various asset-management programs. The firm delivers services through a network of Investment Adviser Representatives and utilizes both proprietary and third-party advisory programs.

Elizabeth Cox is a Series 66-licensed financial advisor with five years of industry experience, currently associated with Cambridge Investment Research Advisors. She has held positions within multiple entities under the Cambridge Investment Research umbrella since 2018 and previously worked at Thumbtack Inc for four years. She is also the owner of Retirement Strategy Group, an S-Corp based in Cottonwood Heights, Utah. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers a range of services including financial planning, investment management, and retirement advisory through independent financial professionals who provide tailored strategies using various custody platforms and proprietary and third-party model solutions.

Jaceson Anderson is a financial advisor with Morgan Stanley in South Jordan, Utah, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Fidelity Investments and Ensign College. Outside of his advisory work, he is a partner in AW Games LLC, a business involved in art and culture. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Monica Hall is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at E*TRADE Capital Management LLC and E*Trade Securities LLC. Outside of her advisory role, she is involved with CorePower Yoga in Salt Lake City, Utah. Morgan Stanley Wealth Management offers a broad range of investment advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm’s planning approach includes structured discovery and firm-approved tools to model outcomes, serving clients through both direct relationships and corporate financial planning agreements.

Nicole Sutorius is a financial advisor with Wells Fargo Clearing in Holladay, Utah, holding Series 63 and Series 65 licenses and having 26 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a range of financial products such as insurance-related vehicles and bank deposit sweep options.

Ryan Michael is a financial advisor with Primerica Advisors holding Series 65 and Series 63 licenses. He has one year of industry experience and previously worked in real estate with Keller Williams Realty for eight years. Ryan is also associated with Southern Utah University and UMB Fund Services. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates nationally with approximately 3,698 advisors and $15.5 billion in assets under management, delivering advisory services through model-driven strategies managed by third-party asset managers.

Brandon Glenn is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds the Series 63 and Series 66 designations. His career includes prior roles at E*Trade Securities LLC and E*TRADE Capital Management LLC, as well as a period at Lyft. 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 employs a structured planning process leveraging proprietary tools and market outlook models.

Ronald Claassen is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2007, with prior roles at Charles Schwab and Strategic Advisors Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services as well as model portfolios built from mutual funds, ETFs, and ETPs.

Justin Richards is a financial advisor with Morgan Stanley in South Jordan, UT, holding a Series 66 designation and bringing 20 years of industry experience. He has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies such as Monte Carlo simulations as part of its financial planning process.

Richard Bingham is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 credentials and has 36 years of industry experience. Richard is the owner of Thor Investments, Inc., a tax preparation business serving individuals and businesses. He also works as an independent contractor for First Western Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools and risk profiling to support client goals.

William Terrill is a CFP®-certified financial advisor with Ameriprise and has 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Terrill is also co-owner of Encore Growth Partners and Wealth Strategy Partners Tax and Accounting Services, which provide consulting and tax preparation services. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that combines research and algorithmic tools to deliver tailored, tax-aware withdrawal strategies.