Maria Alderete is a financial advisor with Edward Jones in Taylorsville, UT, holding Series 63 and Series 65 licenses and eight years of industry experience. She has worked at Edward Jones since 2019 and previously held positions at Bank of America, Merrill, and Crewe Capital Advisors LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Travis Draper is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and previously worked at E*TRADE Securities LLC and onVector Technology. Outside of finance, he was involved in pest control through Termite Insect and Rodent Control from 2014 to 2021. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm‑approved tools and advisory services.

Lorenzo Dudley is a financial advisor at Fidelity with Series 66 credentials and four years of industry experience. Prior to joining Fidelity, he held positions at Mountain States Property Management, Disruptive Advertising, Clearlink, and The Church of Jesus Christ of Latter Day Saints. Outside of his advisory role, he works as a driver for Uber. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolio delivery through a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Spencer Royce is a financial advisor at Edward Jones in Riverton, UT, holding a Series 66 designation with two years of industry experience. Prior to his current role, he worked at Squeeze Media and Aptive Environmental, and spent several years affiliated with Brigham Young University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Aaron Crocker is a Series 66-licensed financial advisor at LPL Financial with seven years of industry experience. His prior roles include positions at Zions Bank, Zions Direct, Inc., University of Utah Healthcare, and Wells Fargo Clearing Services. Outside of finance, he is also the owner of Aaron Crocker Photography. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from various sources, and provides both discretionary and non-discretionary management.

James Rieth is a Planning Consultant at Fidelity Investments. In this role, he works to deepen client relationships by introducing a variety of tools and resources. He partners with teams to implement strategies aligned with clients' personal goals and approaches. James has been with Fidelity Investments since 2021, holding positions including Retirement Representative, Retirement Planner, Director of Retirement Planning, and now Planning Consultant. His experience focuses on retirement planning and client relationship development. No additional information on education, credentials, personal interests, or community involvement was provided.

Patrick Halladay is a financial advisor at Morgan Stanley in Salt Lake City, holding Series 66 and Series 63 licenses with four years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at Wells Fargo Clearing Services and US Tech Solutions. Outside of finance, he has been involved with the United States Soccer Federation for over a decade, serving in a recreational leadership role. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning services supported by firm-approved tools and research.

Bruce Tynan is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on empowering high-net-worth professionals to integrate wealth, purpose, and tax efficiency in planning for their financial next chapter. With over 13 years of industry experience, Bruce has worked with hundreds of investors on areas including education planning, legacy planning, liquidity management, personal retirement planning, portfolio management, small business strategies, and tax minimization. He emphasizes building meaningful relationships by understanding clients' priorities, values, and long-term goals to create personalized investment strategies and provide ongoing financial planning support. Bruce holds a Bachelor's Degree from the University of Utah and carries professional designations including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), and Personal Investment Advisor (PIA). He is proficient in both English and Russian. Outside of work, his personal interests include camping, chess, football, golfing, hiking, music, pickleball, reading, skiing, and watching movies.

Trish Ostler is Vice President, Wealth Planner at Fidelity Investments, a position she has held since 2023. She collaborates with self-directed traders to develop plans that complement their unique trading strategies, building trusted relationships with families to support long-term financial planning. Trish has over two decades of experience at Fidelity Investments, having served in roles including Active Trader Planning Consultant, Active Trader VIP Specialist, Active Trader, and Brokerage Customer Service from 2000 onward. She holds insurance licenses in Arkansas and California.

Autumn Gleave is a financial advisor at Morgan Stanley with nine years of industry experience. She has held prior roles at Fidelity Brokerage Services, E*Trade Securities, and E*Trade Capital Management. Her professional designations include Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Brian Smith is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Ancestry.com for seven years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering systematic model portfolios built from mutual funds, ETFs, and ETPs.

Robert Earl is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked with various Wells Fargo entities since 2009. Outside of his advisory role, he has ownership interests in EARL STREET, LLC and Oakridge Holdings, Inc., both involved in investment-related activities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, using proprietary research and tools to develop tailored recommendations that clients can implement through various brokerage or advisory programs.

Casey Hardy is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, Casey worked at KeyBank and has experience in the automotive and agricultural sectors. Fidelity’s Strategic Advisers LLC provides 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 is notable for its advisory roles to multiple registered investment companies and its use of systematic methodologies and AI in portfolio management.

Bruce Wingrove is a financial advisor with Ameriprise in Alpine, Utah, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has been with Ameriprise since 2009. In addition to his advisory role, he is involved in independent insurance brokering, specializing in fixed annuities. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized, non-discretionary advice through a centralized consulting team.

Tyson Phillips is a financial advisor at Raymond James & Associates with 25 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials. Prior to joining Raymond James in 2019, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2011 to 2019. 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 that includes individuals, institutional investors, pension plans, charitable organizations, and government entities, offering tailored financial planning and consulting services generally on a non-discretionary basis.

Nicole McGraw is a Planning Consultant at Fidelity Investments, a role she has held since 2024. She works to help identify and pursue the financial goals of individuals and families, emphasizing that each situation requires a unique strategy to solidify their financial future. Her professional experience at Fidelity Investments includes positions such as Investment Solutions Representative III and II, Investment Solutions Representative, High Net Worth Associate, and Customer Relationship Advocate, spanning from 2021 to the present. Nicole holds insurance licenses in Arkansas and California. Outside of her professional work, she enjoys activities such as going to the beach, hiking, skiing, playing tennis, reading, and exploring food.

Stefan Rosen is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 66 and Series 63 licenses and with four years of industry experience. His work history includes multiple roles within Wells Fargo entities dating back to 2015. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Summer Excell is a financial advisor at Morgan Stanley in Salt Lake City, UT, holding Series 63 and Series 65 licenses with nine years of industry experience. She has been with Morgan Stanley since 2015. Outside of her advisory work, she owns two businesses providing makeup services and aerial arts education. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and utilizing firm-approved tools and models to support client goals.

Spencer Houtz is a financial advisor with Morgan Stanley in South Jordan, UT, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2018 and previously at Fidelity Brokerage Services from 2011 to 2018. 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 uses structured planning processes supported by firm‑approved tools and research.

Ryan Taylor is a financial advisor with LPL Financial in West Jordan, Utah, holding Series 65 and Series 63 licenses and two years of industry experience. Prior to joining LPL Financial, he worked at Mountain America and Morgan Stanley, among other roles. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from both in-house and third-party sources.