Wei Lun Hsu is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at E*Trade Securities LLC. Outside of his advisory role, he is an officer of D2D2 LLC, a company involved in real estate activities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs. The firm emphasizes tailored financial planning supported by firm-approved tools and a structured discovery process.

Braxton Barker is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. His career includes roles at Bank of America, Merrill Lynch, Morgan Stanley, and JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of Wealth Advisors. The firm’s advisory process combines quantitative screens and qualitative research to offer written asset allocation advice and customized performance reporting, supporting clients who retain final decision-making authority.

David Reichert is a CFP® professional with 16 years of industry experience, currently serving as an advisor at LPL Financial since 2021. His prior experience includes roles at Waddell & Reed, Inc. and The Regent. Outside of advising, he owns and operates RFP Inc., which offers tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports a broad range of investment strategies and utilizes technology tools to assist advisors while maintaining oversight of over $819 billion in discretionary assets.

Rune Westerlind is a financial advisor at Fidelity with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked across several Fidelity entities since 2010, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its delegated management structure, use of systematic methodologies, and advisory role to registered investment companies and fund-of-funds.

Sophia Lopez is a financial advisor with Morgan Stanley in South Jordan, UT. She holds a Series 66 designation and has experience beginning in 2023, including roles at Mirador Inc. and iCapital Inc. Prior to her advisory career, she worked in various industries, including engineering education at Penn State College of Engineering and consumer products at Skullcandy. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and a wide range of advisory programs, managing approximately $2.74 trillion in client assets.

Dave Perez is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and previously worked at Goldman Sachs, Target, Check City, and Utah Valley University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment models to support its services.

Jennifer Sturgis is a Series 66-licensed financial advisor with Morgan Stanley in Holladay, UT, bringing 18 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009, and previously worked at Citigroup Global Markets and Wells Fargo Investments. Morgan Stanley Wealth Management serves individual and institutional clients with a wide 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 its services both directly and through corporate agreements.

Brandon Baarz is a financial advisor with Morgan Stanley in South Jordan, UT, holding Series 63 and Series 66 licenses and seven years of industry experience. He has been with Morgan Stanley since 2019, including a role at Morgan Stanley Services Group, Inc., and previously worked at E*TRADE Securities LLC and Appreciation Financial. 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 and estate planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and models.

Bryce Edminister is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and 12 years of industry experience. His previous roles include positions at Fidelity Personal and Workplace Advisors and E*TRADE Capital Management. Outside of finance, Edminister competes professionally in mixed martial arts. 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 utilizing firm-approved tools and economic modeling techniques.

Shaun Taylor is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at E*TRADE Securities LLC and Fidelity. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through employer-based Corporate Financial Planning agreements.

Amanda Arcilesi Simmons is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors Inc. She previously worked at Wells Fargo Advisors for 11 years and has owned and managed ALAS Advisors LLC since 2018. Outside of her advisory work, she is involved with the Girl Scouts of Utah as a board member and finance committee member. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports municipal and public-finance work through specialized affiliations.

Samuel Clark is a financial advisor at OSAIC with 34 years of industry experience. He has been with OSAIC since 2013 and previously worked at Osaic FA, Inc. from 1999 to 2013. Clark holds Series 63 and Series 65 licenses and serves as president of S-Clark Consulting, a personal financial planning and consulting business. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform with a model-based investment approach emphasizing asset allocation and portfolio optimization.

Brandt Peck is a financial advisor at Morgan Stanley with Series 63 and Series 66 licenses and four years of industry experience. He has previously worked at E*Trade Securities and has experience in retail and hospitality sectors through roles at Coffee Noir and Beans & Brews. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning using structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate-based financial planning services.

Elizabeth Timmer is a financial advisor with Morgan Stanley, holding a Series 66 license and six years of industry experience. Her prior roles include positions at Goldenwest FCU, CUNA Brokerage Services, Park Avenue Securities, and Guardian Life Insurance Company. Outside of finance, she has worked as a process server for ABC Legal Services. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, using structured financial planning tools and serving approximately $2.74 trillion in client assets. The firm emphasizes tailored financial plans developed through a discovery process but generally does not provide individual security recommendations as part of standalone planning services.

Aaron Hargis is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Morgan Stanley since 2023, following extensive tenure at E*Trade Securities. 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 utilizes structured planning processes supported by firm-approved tools and analysis methods.

Jeffrey Feveryear is the Regional Director of Executive Services at Fidelity Investments, where he has been working since 2004. In his current role, he supports a team of Benefits & Planning Consultants and Executive Planning Consultants. He focuses on helping clients align their financial goals with personalized benefits strategies. Jeffrey aims to empower both his team and clients through strategic insight and collaborative leadership. He is committed to promoting financial well-being at every stage of life. Outside of his professional responsibilities, he has personal interests that include camping, cars, cooking and baking, hiking, outdoor adventures, and volunteering.

Tina Kakunes is a financial advisor at Fidelity with 30 years of industry experience. She holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, with an investment process that combines fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs.

Dylan Ricord is a financial advisor at LPL Financial with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at CUSO Financial Services, Fidelity Investments, and Deseret First Credit Union, among other organizations. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, employing a range of discretionary and non-discretionary strategies supported by advisor-facing technology.

Kyle Stanley is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing one year of industry experience. Prior to joining Morgan Stanley, he worked at Driven Investments and Northwestern Mutual. Outside of finance, he is involved with Diamond Fence Co, a construction and engineering business, where he provides outside sales support. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured, tool-based planning process without offering individual security recommendations as part of standalone plans.

Evans Tackie Yarboi is a financial advisor with Morgan Stanley in Sandy, Utah, holding Series 63 and Series 66 licenses and eight years of industry experience. His career includes roles at Morgan Stanley since 2018, with prior experience at Alpine Securities, Solera (AutoPoint), and Thrivent Financial. Outside of finance, Yarboi is involved in youth soccer coaching and is a partner in Afrotribe LLC, a business focused on art and culture. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, emphasizing structured financial planning supported by firm-approved tools and modeling techniques.