Noah Milam is a Series 66-licensed financial advisor with LPL Financial, based in Kaysville, UT, and has one year of industry experience. His prior work includes roles at Murdock Hyundai of Murray, as well as entrepreneurial experience with Trendy Siblings and other companies. He has a background that spans several different industries over the past decade. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, institutions, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, supported by research and model portfolios from LPL and third-party providers.

Jordan Curtis is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory role, Curtis is involved in insurance sales through a credit union and engages in real estate activities including remodeling, flipping homes, and managing short-term rentals. LPL Financial is a national 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 both discretionary and non-discretionary management supported by research and model portfolios.

Nikki Gore is a financial advisor at Fidelity with 26 years of industry experience. She holds the Series 63 and Series 66 designations and is based in Farmington, Utah. Gore has been with Fidelity Investments since 1999. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, delegation to sub-advisers, and advisory roles to registered investment companies and fund-of-funds.

Tyler Smith is a financial advisor with Edward Jones in Woods Cross, UT, holding Series 63 and Series 66 licenses and having 16 years of industry experience. Prior to joining Edward Jones in 2025, he worked for nine years at Horace Mann Investors Inc and Horace Mann Companies. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Kyle Fukuchi is a financial advisor at Osaic with 23 years of industry experience. He holds the ChFC® designation and the Series 66 license. Prior to joining Osaic in 2020, he worked at Penn Mutual and Hornor, Townsend & Kent from 2002 to 2020. He serves as a committee member for the Fred Hutch Campaign Committee, a nonprofit organization. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing various tools and third-party solutions to construct diversified portfolios managed on discretionary or non-discretionary bases.

Whitney Charles is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, Whitney operated a photography business for eight years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Mark Dickamore is a financial advisor at Cetera with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including TIAA, Mariner Wealth Advisors, and One Capital Management. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to third-party managers and customized investment strategies.

James Wiley is a financial advisor with Fisher Investments, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Fisher Investments since 2011. Fisher Investments serves a global client base including institutional and high-net-worth private clients, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment approach combining quantitative and qualitative research, with risk management techniques such as derivatives and tax-loss harvesting.

Jarrod Hall is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has been associated with various Fidelity entities since 1998. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and it maintains distinctive roles such as registration with the CFTC and advisory positions to multiple registered investment companies.

Logan Herzog is a CFP® professional with seven years of experience in financial advising at Raymond James Financial Services Advisors, Inc. He has been with Raymond James since 2016, including prior roles at OPT Connect. Outside of his advisory work, he and his brother plan to operate a hobby-related business focused on purchasing, repairing, and reselling used cars. 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, pension plans, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning and employs analytical tools to illustrate potential outcomes, supporting clients through its broad advisor network and specialized advisory programs.

James Todd Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 48 years of industry experience. He has been with LPL Financial and its predecessor entities since 1991. Outside of advisory work, he is involved in real estate rental activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm provides a range of financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management along with research and model portfolios.

Kent Huntley is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 16 years of industry experience. His career includes roles at Fidelity Brokerage Services, Allstate Insurance, and Linqto, Inc. He currently operates out of Kaysville, UT. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management, financial planning, and consulting services across multiple program structures and custodial relationships.

Matthew Heiner is a financial advisor at Fidelity with 25 years of industry experience. He holds the Series 63 and Series 66 designations. His tenure includes roles at Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and model strategies.

Thomas Naylor is a CFP® with 41 years of industry experience, currently with MML Investors Services, Inc. since 1993. He also has a longstanding association with Guardian Life Insurance Company and Coordinated Planning and Design since 1983. Outside of advisory work, he is involved in health insurance sales and owns a rental duplex. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm uses firm-approved software to analyze client goals and offers annual, collaborative planning relationships with optional implementation.

Kyle Black is a Vice President and Executive Planning Consultant at Fidelity Investments, holding the Certified Financial Planner(TM) designation. In this role, he partners with clients to understand their goals and objectives, providing ongoing planning and support focused on retirement plans, investment strategies, and income strategies. Kyle has accumulated experience within Fidelity Investments through various roles, including Vice President, Financial Consultant from 2020 to 2026, and Retirement Relationship Manager from 2014 to 2020. His professional background centers on financial planning and client relationship management. He holds insurance licenses in Arkansas and California.

Dustin Kazmar is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for nine years. Prior to his financial services career, he served in the U.S. Marine Corps for 20 years. 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 advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Linda Geary is a financial advisor with Primerica Advisors in Bountiful, UT, holding Series 63 and Series 65 credentials and 15 years of industry experience. She has worked with PFS Investments Inc. since 2011 and Primerica Financial Services since 2010. Outside of her advisory role, she manages rental properties through entities she owns. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and provides a tiered wrap-fee structure, focusing on retail investors rather than institutional or pension plans.

David Gossling is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Lincoln Financial Advisors and SagePoint Financial, Inc. He is involved with IronBridge Wealth Counsel, where he provides services related to securities and insurance products. OSAIC serves a wide range of retail and institutional clients through a broad network of advisors and offers integrated brokerage, investment advisory, financial planning, and retirement consulting services. The firm utilizes asset-allocation tools, risk-tolerance assessments, and third-party money managers to construct portfolios across various asset classes.

Joshua Stout is a financial advisor with Raymond James & Associates in Farmington, UT, holding Series 63 and Series 65 credentials and 14 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Outside of his advisory role, he serves as a trustee for a trust benefiting nieces. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutional clients, and municipal entities. The firm offers non-discretionary financial planning and investment consulting, utilizing a range of portfolio management styles supported by extensive research and model manager options.

Joshua Burns is a CFP® and holds a Series 66 license. He has worked with Edward Jones in Farmington, UT, for 11 years. Outside of his advisory role, he is also involved in residential pest control sales in the St. Louis area. 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 affiliated capabilities, supported by a large nationwide network of financial advisors and branch offices.