Brendon Wright is a financial advisor at Fidelity with 22 years of industry experience and holds a Series 66 designation. He has been with Fidelity Investments since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, model portfolios, and involvement in registered investment companies and fund-of-funds.

Jolyn Ellis is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and eight years of industry experience. She has been involved with NuVista Wealth, Inc. since 2024 and co-owns Marvls LLC, which manages the office condominium used by her practice. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, pension, corporate, charitable, and institutional clients. The firm uses fact-finding, risk profiling, and analytical tools to tailor non-discretionary planning and investment consulting to client goals.

Gardner Brown is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He previously worked at Northwestern Mutual in various capacities from 1993 to 2026. Outside of his advisory role, he has ownership interests in several real estate investment entities. LPL Financial is a national investment adviser and broker-dealer serving individual and institutional clients through a broad network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, with access to model portfolios, research, and various management options.

Michael Huerta is a financial advisor with LPL Financial in Centerville, UT, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked concurrently at Mountain America Credit Union and LPL Financial since 2015. Outside of his advisory work, Huerta owns a photography business specializing in portrait and event photography. LPL Financial serves a wide range of clients, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations, offering financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

James Aoki is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and 27 years of industry experience. His career includes roles at LPL Financial, Wasatch Peaks Credit Union, and the Institute of Buddhist Studies. He is also an independent agent for Medicare and non-variable insurance. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services and supports municipal and public finance work, with specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Brett Leonhardt is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for Cetera Advisor Networks for nine years. Outside of advising, he is involved with Calbre LLC, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing various portfolio management strategies and research resources.

Austin Farnsworth is a financial advisor at Cambridge Investment Research Advisors with four years of industry experience. He holds the Series 63 and Series 65 designations and has worked at various entities within Cambridge since 2022. Outside of advisory work, Farnsworth has been involved as an insurance agent for independent agencies and held positions in the food service industry. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing a range of portfolio management and model-based solutions tailored to client objectives.

Benjamin Rowley is a financial advisor at Edward Jones with 22 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Teresa Addington is a financial advisor at Fidelity with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has been affiliated with various Fidelity entities since 1997, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Her current role at Strategic Advisers LLC, a Fidelity Investments company, involves working within a large institutional advisory framework. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs, and it holds distinctive roles such as registration with the CFTC and formal advisory responsibilities to multiple funds.

Jacob Mann is a financial advisor with LPL Financial in Clinton, Utah, holding Series 63 and Series 66 licenses with 16 years of experience. He has been with LPL Financial and Mountain America Credit Union since 2010. Mann is involved with Mountain American Financial Services, providing fixed annuities and related services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by proprietary research, third-party subadvisors, and various specialized investment strategies.

Jeffrey Clark is a financial advisor at Edward Jones with a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2019 and previously worked at Purch/Future for nine years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a large network of advisors and branch offices.

Steven Davis is a CFP® professional with 37 years of experience in the financial industry, currently affiliated with Cetera. He has held various roles since the late 1980s, including work with Avantax and his own financial services operations. Outside of advising, he owns and operates a dairy farm and leads a tax preparation and accounting firm. He also serves as a director and treasurer on the board of a local water district. Cetera Investment Advisers LLC is an SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers diversified portfolio management and financial planning services through a multi-manager platform that supports a variety of investment strategies and program options.

Matthew Mcfarland is a financial advisor at LPL Financial with 14 years of industry experience. He holds a Series 66 designation and has previously worked at CUSO Financial Services and America First Credit Union. Outside of his advisory role, he owns a heating and air business, operates a vacation rental company, and coaches a high school mountain bike team. 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, financial planning, and retirement consulting with both discretionary and non-discretionary management supported by research and model portfolios.

Ma Kayla Whiting is a financial advisor with Charles Schwab in Farmington, UT, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at several title companies and a market, alongside a period in full-time education. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, using multi-asset model portfolios and centralized operational support.

Jonathan Gates is a financial advisor with LPL Financial in Clearfield, UT, holding the CFP® designation and Series 63 and 65 licenses. He has eight years of industry experience, previously working with MML Investors Services, LLC and Mass Mutual Life Insurance Co. Gates is also involved with Gates Wealth Group, LLC, a business entity for tax and investment purposes. LPL Financial is a registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by extensive research and technology.

Nathan Murdock is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Bank of America, Merrill, Goldenwest Credit Union, and CUNA Brokerage Services. In addition to his advisory work, he serves as a licensed sales representative and manager at Goldenwest Insurance Services, a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL and third-party providers.

Matthew Taggart is a financial advisor at OSAIC with 27 years of industry experience. He holds the Series 66 designation and previously worked for Securities America Advisors and Securities America Inc. for 15 years. Outside of his advisory role, he is involved in insurance sales through his own business, Taggart Investments Inc., focusing on fixed annuities and life insurance where appropriate. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and offers integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third‑party money managers and wrap programs. The firm utilizes firm‑provided asset‑allocation tools and efficient‑frontier analysis to construct diversified portfolios managed on a discretionary or non‑discretionary basis.

Jon Hooiman is a financial advisor with Raymond James Financial, holding a Series 66 designation and 14 years of industry experience. He has worked with Legacy Financial Strategies and Northridge Investments, both affiliated with Raymond James, where he has been active since 2012. Hooiman is also a partner investor in Pack Tax Layton LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning supported by analytical tools and offers unique municipal and public-finance advisory services.

John Robert Redd is a financial advisor with Edward Jones in Centerville, Utah, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has worked with Edward Jones since 2001. Outside of his advisory role, he serves as District Governor for Rotary International District 5420 and as a ward clerk for the Church of Jesus Christ of Latter Day Saints in Centerville. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, with a large nationwide network of advisors and branch offices.

Krisdon Kussee is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Primerica Advisors since 1995 and with Primerica Financial Services since 1994. Outside of his advisory role, Kussee is owner and president of Crusader Training Centers, Inc., a business related to his Primerica activities. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and emphasizes a tiered wrap fee structure rather than fixed fees.