Equitable Advisors is committed to providing meaningful financial advice and services to our clients. As a strong and growing wealth management firm with over 4,500 financial professionals and more than $240 billion in assets under management and administration (as of December 31, 2026), we bring the same insight and empathy to our relationship with our financial professionals. Our supported independence... Read More about Equitable Advisors

Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

Specialized solutions for: Retirement planning, women business owners, multi-generational succession planning, concentrated stock options, divorce, and dependents with special needs, among others. Deep experience working with: C-suite professionals, engineers, technology leaders, entrepreneurs, physicians, and many other professions. We're proud that nearly half of our client-facing team firm-wide are women.

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Darren Morrison is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Salt Lake City, UT make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives... Read More about Darren Morrison - Thrivent

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Travis Breitling is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Salt Lake City, UT make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives... Read More about Travis Breitling - Thrivent

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Salt Lake City is here for you, serving the Salt Lake City and Provo areas. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial... Read More about Edelman Financial Engines

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Robin Welch is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Salt Lake City, UT make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives... Read More about Robin Welch - Thrivent

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Andy Schrank is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Holladay, UT make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about Andy Schrank - Thrivent

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Andy Schrank is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Salt Lake City, UT make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives... Read More about Andy Schrank - Thrivent