Scott Mathewson is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 65 licenses, with 36 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Company, and The Leaders Group Inc. Outside of his advisory work, he is involved with Elevare LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a large national network. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and various investment strategies.

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 with J.P. Morgan Securities holding a Series 66 designation and three years of industry experience. His prior roles include positions at Bank of America/Merrill Lynch, Morgan Stanley, and Merrill Lynch. He is based in Draper, UT. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling and centralized due diligence, while applying an ESG eligibility framework in its recommendations.

Matthew Naylor is a financial advisor with LPL Financial in Orem, Utah, holding Series 63 and Series 66 designations and 13 years of industry experience. He previously worked at Fidelity Investments for five years before joining LPL Financial and Mountain America Credit Union in 2017. Outside of his advisor role, he is involved with Mountain America Insurance Services. LPL Financial serves a diverse client base including individuals, retirement plans, institutions, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing a range of investment strategies supported by internal and third-party research.

Rune Westerlind is a financial advisor at Fidelity with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with various Fidelity entities since 2010. Westerlind is based in Riverton, UT. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research and quantitative analysis to construct model portfolios. The firm is noted for its use of algorithmic methods and AI in portfolio construction, as well as its advisory role to multiple registered investment companies.

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 financial advisor at Morgan Stanley with 17 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney and Citigroup Global Markets since 2009. Morgan Stanley Wealth Management serves individual and institutional clients by providing a variety of advisory programs, including tailored financial planning. The firm employs structured discovery conversations and firm-approved tools to develop plans, managing approximately $2.74 trillion in client assets.

Brandon Baarz is a financial advisor with Morgan Stanley in South Jordan, UT, holding Series 63 and Series 66 credentials and seven years of industry experience. His work history includes positions at Morgan Stanley since 2019 and prior roles at E*TRADE Securities LLC and Appreciation Financial. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

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.

Katherine Smith is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones in 2026, she worked in various roles including at PacifiCorp and provided legal and self-employed services. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Samuel Clark is a financial advisor with OSAIC based in South Jordan, Utah. He holds Series 63 and Series 65 registrations and has 34 years of industry experience. Clark has been with OSAIC since 2013 and is a partner in Integrated Financial Group, where he helps with the preparation and sale of annuities, life insurance, long-term care, and disability insurance. He also serves as president of S-Clark Consulting, a corporation focused on his personal financial planning. OSAIC serves a broad range of clients including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and automated rebalancing to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

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 credentials and has worked at various Fidelity entities since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm’s investment process combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Dylan Ricord is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at CUSO Financial Services, Fidelity Investments, and Deseret First Credit Union, as well as teaching and various community-related work. 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. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

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.