Peter Madsen II is a financial advisor at Morgan Stanley in South Jordan, Utah, holding Series 66 and Series 63 licenses with five years of industry experience. His prior roles include positions at Chase Bank, Fidelity Investments, and the University of Utah. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery processes and firm-approved planning tools to support client financial plans.

Genna Trinidad is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley and E*TRADE Capital Management over her career. Morgan Stanley Wealth Management serves individual and institutional clients by providing a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Kathryn Simpkins is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds Series 63 and Series 66 registrations and has previously worked at E*TRADE Securities LLC for over a decade before joining Morgan Stanley in 2023. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning services supported by firm-approved tools and investment models. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

Bryan Debbink is a financial advisor with Equitable Advisors in Salt Lake City, holding a Series 66 designation and one year of industry experience. Outside of his advisory role, he has been involved with the South Valley Unitarian Universalist Society for one year and operates a personal officiating business. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives that use a range of third-party and firm-offered programs.

Hunter Hall is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds a Series 66 designation and has previously worked with firms including Podium, LGCY Power, and Vivint. Outside of advising, he also engages in insurance brokerage, focusing on life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, utilizing firm-approved software and tools to develop collaborative, goal-oriented planning strategies.

Bridget Chambers is a financial advisor at Morgan Stanley with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including E*Trade Capital Management, Fidelity Brokerage Services, and Prudential Insurance. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery and firm-approved tools, with advisory services that do not include individual security recommendations as part of its standalone planning program.

Alan Ayers is a Series 66-licensed financial advisor with Ameriprise in Orem, Utah, with 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2000. Outside of his advisory work, he owns Entelechy Enterprises, LLC. Ameriprise is a large institutional firm that offers a retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations, primarily for clients with assets managed by Ameriprise.

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.

Mitchell Murphy is a financial advisor with Edward Jones in Salt Lake City, UT, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Derek Adams is a financial advisor with LPL Enterprise in Salt Lake City, UT, holding Series 63 and Series 65 licenses and offering 23 years of industry experience. He has worked at Prudential Insurance Company of America since 2002 and was affiliated with Pruco Securities, LLC from 2002 to 2024. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm provides financial planning, model wealth portfolios, and third-party asset management solutions, supported by an integrated platform that combines advisory services with brokerage and insurance products.

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.

Richelle Rasmussen is a financial advisor with Ameriprise in Salt Lake City, UT, holding a Series 66 designation and eight years of industry experience. She has been with Ameriprise and its affiliate since 2017, following two years at ADP Inc. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendations, primarily focusing on assets held within Ameriprise-managed accounts.

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.