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 with Equitable Advisors holding a Series 66 designation and three years of industry experience. Her prior work experience includes roles at SAAVI Group LLC and Questionmark Corporation. Equitable Advisors serves a broad mix of individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, leveraging LPL-sponsored programs and endorsed third-party managers to offer advisory and brokerage solutions.

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 at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has previous work experience at Fidelity Investments and Ensign College. Outside of his advisory role, he is a partner in AW Games LLC, a business involved in arts and culture. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools alongside input from its Global Investment Committee to support client strategies.

Monica Hall is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at E*TRADE Capital Management LLC and E*Trade Securities LLC. Outside of her advisory role, she is involved with CorePower Yoga in Salt Lake City, Utah. Morgan Stanley Wealth Management offers a broad range of investment advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm’s planning approach includes structured discovery and firm-approved tools to model outcomes, serving clients through both direct relationships and corporate financial planning agreements.

Nicole Sutorius is a financial advisor with Wells Fargo Clearing in Holladay, Utah, holding Series 63 and Series 65 licenses and having 26 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a range of financial products such as insurance-related vehicles and bank deposit sweep options.

Brandon Glenn is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds the Series 63 and Series 66 designations. His career includes prior roles at E*Trade Securities LLC and E*TRADE Capital Management LLC, as well as a period at Lyft. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process leveraging proprietary tools and market outlook models.

Ronald Claassen is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2007, with prior roles at Charles Schwab and Strategic Advisors Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services as well as model portfolios built from mutual funds, ETFs, and ETPs.

Kevin Mei is a financial advisor with Fidelity Investments in American Fork, UT, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, he was involved with the Utah Valley University Social Impact Center and has worked in various roles including at Sweetwater County Fire District 1. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver systematic investment solutions.

Justin Richards is a financial advisor with Morgan Stanley in South Jordan, UT, holding a Series 66 designation and bringing 20 years of industry experience. He has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies such as Monte Carlo simulations as part of its financial planning process.

Richard Bingham is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 credentials and has 36 years of industry experience. Richard is the owner of Thor Investments, Inc., a tax preparation business serving individuals and businesses. He also works as an independent contractor for First Western Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools and risk profiling to support client goals.

William Terrill is a CFP®-certified financial advisor with Ameriprise and has 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Terrill is also co-owner of Encore Growth Partners and Wealth Strategy Partners Tax and Accounting Services, which provide consulting and tax preparation services. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that combines research and algorithmic tools to deliver tailored, tax-aware withdrawal strategies.

Connor Egan is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and its affiliated entities since 2011, as well as at E*TRADE Securities. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment strategies developed by its Global Investment Committee.

John Terrion is a CFP® with 24 years of experience in the financial industry. He is the principal of Terrion Advisors, Inc., an independent advisory firm he has operated since 1998. In addition to his advisory work, he owns and manages two insurance agencies and a financing company related to insurance policy premiums. Terrion Advisors provides investment supervisory services, portfolio management, and financial planning to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis to implement strategies ranging from long-term buy-and-hold to short-term trading, with a focus on asset allocation and manager review.

Clayton Hoffman is the sole advisor at Meridian Investing, an independent investment advisory firm based in Highland, UT. He holds Series 63, 65, and 66 licenses and has 17 years of industry experience, having been with Meridian Investing since its founding in 2009. Meridian Investing manages approximately $2.35 million for ten clients, providing fee-based portfolio management and related advisory services. The firm offers individualized portfolio management with a focus on wealthier or specialized clients and includes institutional portfolio management services uncommon among similarly sized independent firms.