Travis Hensley is a financial advisor at Focus Partners Wealth, LLC with 29 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Charles Schwab & Co, Fidelity, and LPL Financial among other firms. He volunteers with CURESMA, aiding in raising awareness and fundraising for spinal muscular atrophy. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs an investment approach that combines active and passive strategies within an enhanced open architecture framework, integrating fundamental and quantitative analysis alongside private and registered pooled investment vehicles.

Mark Curtis is a financial advisor at Empower Advisory Group with four years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing Services LLC and Amazon. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm’s integrated model emphasizes long-term portfolio returns, annual rebalancing, and savings rates through both standalone planning and managed account solutions.

Antonio Montes De Oca is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and three years of industry experience. His prior work includes roles at RH Advisors, Charles Schwab, and Utah State University. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a mix of passive and active investment strategies guided by an internal Investment Committee.

Victor Caron is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Charles Schwab Bank and Caron Wealth Management. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a network of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering services on a non-discretionary basis.

George Seybold is a Series 65-licensed financial advisor with Cambridge Investment Research Advisors, based in Centerville, UT, and has four years of industry experience. His prior work includes roles at Northrop Grumman, BAE Systems, Hexcel, and Precision Castparts Corporation. He also operates Seybold Wealth Management, an advisory practice using a trade name. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts by providing financial planning, investment management, retirement plan advisory, and financial wellness services through a nationwide network of independent professionals. The firm offers a range of investment solutions across multiple platforms and maintains proprietary and third-party strategies, with formal processes addressing conflicts of interest and advisor support.

Amy Moss is a financial advisor at Merrill with a Series 66 credential and five years of industry experience. Her background includes roles at Deloitte and Bank of America, N.A. She is involved with the Song Summit Foundation, managing activities at their annual event focused on music and wellness, and serves on the Women in Business Executive Committee of the Weber Ogden Chamber of Commerce. Merrill provides managed account services through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors. The firm’s approach includes strategic asset allocation and tax-aware options, supported by internal and third-party investment managers.

Eric Johnson is a financial advisor at Cetera with 12 years of industry experience and holds the Series 66 designation. He has been associated with Cetera and its affiliated entities since 2014. Outside of his advisory work, he serves as 1st Counselor at his local Church of Jesus Christ of Latter-day Saints, assisting in managing congregational affairs. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors serving individual and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through multiple program structures and a multi-manager platform.

Brady Hunsaker is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity Investments and its affiliated firms since 2010. Outside of his advisory role, he is a partner at Forest Home Construction LLC, a real estate construction business based in West Bountiful, Utah. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is known for its use of systematic methodologies, advisory roles to multiple registered investment companies, and integration of advanced technologies such as AI and machine learning in its investment process.

Meghan Yocom is a Wealth Management Planning Consultant at Fidelity Investments, a role she has held since 2018. In this capacity, she collaborates closely with clients and their Wealth Management Advisors to develop and maintain financial plans tailored to meet both short-term and long-term financial goals. Prior to her current position, Meghan gained extensive experience within Fidelity Investments, serving as a Portfolio Advisory Services Relationship Manager from 2016 to 2018, a Portfolio Advisory Services Client Service Associate from 2014 to 2016, and a Client Service Representative from 2011 to 2014. This progression reflects her comprehensive understanding of wealth management and client service within the financial industry.

Thomas Allen is a financial advisor at Fidelity with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 1998, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves as an adviser to multiple registered investment companies and fund-of-funds.

Troy Evans is the Vice President and Branch Leader at Fidelity Investments. In this role, he focuses on fostering a high-performance work culture by empowering associates to maximize their talents and assist clients in planning for their long-term financial well-being. Prior to his current position, Troy served as a Regional Planning Consultant from 2022 to 2025 and as an Investment Solutions Consultant from 2012 to 2022, all within Fidelity Investments. He holds insurance licenses in Arkansas and California, supporting his expertise in financial planning and investment solutions. Outside of his professional responsibilities, Troy enjoys attending concerts, participating in family activities, engaging in social events with friends, hiking, and traveling.

Stephanie Johnston is a financial advisor at Edward Jones with a Series 66 designation and over 13 years of experience at the firm. Prior to her financial advisory career, she spent 25 years at Shepherd Orthodontics. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.

David Ursem is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. He has worked at Fidelity Brokerage Services, Inc. since 1998 and is currently affiliated with Fidelity Investments and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios and serves as an adviser to multiple registered investment companies and fund-of-funds.

Michael Dyer is a financial advisor at Edward Jones with 23 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Fidelity Investments, Fidelity Personal and Workplace Advisors, Galileo Technology, and Bank of America N.A. Outside of his advisory role, he officiates adult and youth athletic contests as a sports umpire in Clinton, Utah. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and affiliated financial services through a large nationwide network of advisors and branch offices.

Brighton John is a CFP® with seven years of industry experience, currently serving as a financial advisor at OSAIC in Farmington, UT. His work history includes roles at Fidelity Investments and Voyant Wealth before joining Osaic Wealth. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors and multiple platforms, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes a variety of investment tools and strategies to construct diversified portfolios across asset classes, with options for discretionary or non-discretionary management.

Jordan Wamsley is a Financial Advisor with Merrill Lynch Wealth Management, bringing a personalized approach to wealth management tailored to each client’s unique financial goals. He emphasizes collaboration with clients to develop flexible strategies that address changing market conditions and leverages resources from Merrill and Bank of America to support investment insight and banking needs. With experience spanning emergency room work, tech startups, and service as a combat engineer in the US Army Reserves, Jordan integrates diverse perspectives into his practice. He works alongside a team with over 35 years of collective expertise to provide client-focused wealth management solutions, including college education planning, legacy planning, portfolio management, retirement income, and tax minimization. Jordan is a Utah native and holds a High School Diploma from Morgan High School, having also attended Utah State University. He holds the Personal Investment Advisor (PIA) designation. Outside of his professional role, Jordan is active in his community and enjoys an active lifestyle that includes golfing, hiking, hunting, pickleball, rock climbing, skiing, yoga, traveling, and spending time with his family.

Neil Johnson is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has been with Fidelity Brokerage Services LLC since 2005 and joined Fidelity Investments in 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a broad investable universe.

James Wiederholt is a CFP® professional with 23 years of experience, currently serving as a financial advisor at Ameriprise Financial Services. His prior work includes multiple roles within Ameriprise since 2003 and a year at Guardian Life. He is a co-owner of Honey Badger Management, an advisory business, and plans to author a book titled "The Better Entrepreneur." Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income services focused on dependable income sources and tax-aware withdrawal strategies.

Jonathan Groberg is a CFP® and ChFC® with 25 years of industry experience, currently serving as a financial advisor with LPL Financial. His prior roles include long tenures at Northwestern Mutual and its affiliates. Outside of advising, he maintains a non-financial web blog that includes third-party advertising. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, institutions, and retirement plan participants through a broad advisory platform. The firm offers diverse investment strategies and utilizes advanced operational tools while overseeing substantial discretionary assets managed by over 22,800 advisors.

Thomas Tucker is a financial advisor with Edward Jones in Ogden, UT, holding a Series 66 credential and seven years of industry experience. He previously worked at Citibank for four years before joining Edward Jones in 2018. Outside of his advisory role, he is a member of Last Chance Vacation Home LLC, which manages a vacation property in Laketown, UT. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of approximately 23,701 financial advisors and maintains several affiliated capabilities beyond traditional advisory services.