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 having 23 years of industry experience. He has been associated with Prudential Insurance Company of America since 2002 and worked at Pruco Securities, LLC. for 22 years. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm utilizes model-driven investment approaches and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Todd Crane is a financial advisor with Fidelity in Lehi, Utah, holding Series 63 and Series 66 licenses and 20 years of industry experience. His career includes roles at Fidelity Personal and Workplace Advisors, TD Ameritrade, Harrisdirect LLC, and Morgan Stanley. He serves as a reserve police officer for the city of North Salt Lake, working one weekend day per month. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction.

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 with LPL Financial in South Jordan, UT, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at LPL Financial since 2009 and previously held advisory roles at Wellspring Wealth Management LLC, Associated Planners Investment Advisory Inc., and WS Griffith Securities, Inc. Outside of his advisory work, he is involved with Progressive Planning, LLC, a state-registered life insurance agency providing fixed insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model and wrap portfolios, third-party asset management, and institutional platforms, supporting advisors with a range of discretionary and non-discretionary investment strategies and operational tools.

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 financial advisor with Cambridge Investment Research Advisors who holds a Series 66 designation and has five years of industry experience. She has been associated with Cambridge Investment Research entities since 2018 and previously worked at Thumbtack Inc. She is also the owner of Retirement Strategy Group, an S-Corp based in Cottonwood Heights, UT. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

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.

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, UT. She holds Series 63 and Series 65 licenses and has 26 years of industry experience. Her prior experience includes a one-year role at Prudential Equity Group, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.

Ryan Michael is a financial advisor with Primerica Advisors holding Series 65 and Series 63 licenses. He has recent experience at Primerica Financial Services and PFS Investments Inc., along with prior roles in real estate and fund services. Ryan has also been involved with NBN Fitness Corporation and Southern Utah University. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-based strategies developed by unaffiliated asset managers.

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.

Yuxuan Gu is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, Gu worked at AmeriChina, LLC and held positions associated with academic institutions including Johns Hopkins University and Suffolk University. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.