Lucas Bueno is a financial advisor at Morgan Stanley with 10 years of industry experience. He previously worked at Fidelity Brokerage Services LLC for eight years before joining Morgan Stanley in 2023. He holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies.

Jonathan Sgro is a financial advisor at Fidelity with nine years of industry experience. He previously worked at T. Rowe Price for five years before joining Fidelity in 2020. He holds the Series 63 and Series 66 credentials. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios built from mutual funds, ETFs, and ETPs.

Benjamin Bradford is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. His previous roles include positions at Strata Silver/Strata Health U.S. and Pizza Hut. Based in Salt Lake City, UT, he has worked at Fidelity Investments since 2022. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Mark Roesler is a financial advisor with Morgan Stanley in Sandy, Utah, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at E*TRADE Financial Corporate Services LLC and Solomon Page. Outside of his advisory work, he is involved in tutoring biology, chemistry, Spanish, English, and standardized test preparation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs for individuals and institutional clients. The firm emphasizes structured financial planning using firm-approved tools and serves clients through tailored financial strategies without providing individual security recommendations in standalone planning programs.

Tamara Radice is a CFP® professional with 23 years of industry experience. She has worked at Edward Jones from 2002 to 2025 before joining Ameriprise in 2025. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, providing detailed recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools to deliver tailored advice through its centralized retirement-income consulting team.

Daniel Whysong is a financial advisor at Morgan Stanley with four years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at E*TRADE Capital Management LLC, E*TRADE Securities LLC, and various Wells Fargo entities. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning services supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers both direct and employer-based financial planning solutions.

Blair Jenkins is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2013. Outside of his advisory role, he has been involved with the Salt Lake County Republican Party since 2010. 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 and manages approximately $2.74 trillion in client assets, utilizing structured planning tools and modeling techniques.

Kimball Potter is a financial advisor at J.P. Morgan Securities in Salt Lake City, UT, holding a Series 66 designation with six years of industry experience. His prior roles include positions at Fredrickson & Associates, Ameriprise, and First Community Bank of Layton. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Kim Osieja is a Wealth Management Planning Consultant at Fidelity Investments, a role she has held since 2022. She supports Wealth Management Advisors and their clients by leveraging her comprehensive service background to provide personalized assistance. Kim has been with Fidelity Investments since 2007, progressing through various roles including Electronic Response Financial Representative, College Planning Specialist, and Central Relationship Manager. This extensive experience has given her insight into multiple facets of wealth management and client service.

Nathan Parker is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 designations and 19 years of industry experience. He has been with various Fidelity entities since 2007, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm provides discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery, and is noted for its use of systematic methodologies, AI-based research, and roles in proxy voting and governance.

Lee Zeidner is a Financial Advisor affiliated with Merrill Lynch Wealth Management. In this role, he works closely with clients to understand their financial goals and develop strategies aimed at achieving short-, mid-, and long-term objectives. His responsibilities include providing guidance on general investing, retirement planning, and saving for unexpected expenses. He also facilitates client access to specialists within Bank of America for services such as banking, credit, home financing, and small business solutions. Lee Zeidner holds the designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from Western Washington University. He emphasizes a collaborative approach, focusing on uncovering what matters to clients and their families to create tailored financial strategies. His professional philosophy centers on offering ongoing advice and guidance as clients' needs evolve.

Jason Peterson is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He previously worked at First Trust Portfolios L.P. for 16 years before joining Wells Fargo Advisors in 2020. Outside of his role at Wells Fargo, he has ownership interests in Genesys Wealth Management, LLC and Equity Growth Partners Ltd, LLC, and serves as a trustee for a related 401(k) plan. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning, supported by Wells Fargo research and planning tools.

Jessica Hymel is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She worked at UBS Financial Services for six years before joining Raymond James in 2021 and took a year as a homemaker during 2020–2021. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Marlene Jauregui Maldonado is a financial advisor at Fidelity with six years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Fidelity Brokerage Services since 2020. Prior to that, she was employed at Teleperformance from 2016 to 2019. Fidelity’s Strategic Advisers LLC, a subsidiary of Fidelity Investments, provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm employs a systematic investment approach that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Jackson Pingree is a financial advisor at Morgan Stanley with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley and E*TRADE Securities. Outside of his advisory role, he serves as a state and county delegate for the Utah Republican Party. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory services to individuals and institutional clients, including customized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs advanced planning tools and models in its financial planning process.

Richard Habel is a Series 66-licensed financial advisor with 11 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2021 and previously spent seven years at Sterling Financial. Outside of his advisory role, he serves as a board member of the Murray Education Foundation and owns several business ventures, including a retail operation called Millie's Suds, LLC. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals across wealth levels, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through independent professionals, utilizing a variety of portfolio management strategies and platform arrangements tailored to client objectives.

Marques Nielson is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and five years of industry experience. He previously worked at Alliance Benefit Group Rocky Mountain before joining Cambridge Investment Research, Inc. In addition to his advisory work, Nielson is a licensed notary public and owns a small business focused on retirement strategy services. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services. The firm provides a range of investment solutions through independent Financial Professionals and multiple platform arrangements, incorporating both proprietary and unaffiliated model strategies.

Scott Jeppson is a financial advisor with Raymond James & Associates in Salt Lake City, UT, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Ameriprise Financial Services, Fidelity Brokerage Services, and Strata Fund Solutions. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Isaiah Thurman is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 66 and Series 63 licenses. His prior work experience includes roles at Cafe Zupas, Olive Garden, Wiggy Wash, Sundance Mountain Resort, and Red Lobster. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and delivers services under various financial planning and investment programs.

Carlos Robleto is a financial advisor at Fidelity with 19 years of industry experience. He holds the Series 66 and Series 63 designations. Outside of his advisory role, he is also active as a mobile DJ. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management as well as fund advisory services. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of investment strategies.