Greg Jeppsen is a financial advisor at Fidelity with 16 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with Fidelity since 2011 in various roles, including Fidelity Personal and Workplace Advisors. Outside of his advisory work, he is a partner in Lille Dal Farm, where he contributes labor and provides guidance on farm income management. Greg is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including model portfolios delivered to intermediary platforms.

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.

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.

Marianne Tidwell is a financial advisor at Fidelity with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with various Fidelity entities since 2006. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its role in advising multiple registered funds and delivering model portfolios using advanced methodologies.

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.

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®-certified financial advisor with Ameriprise Financial Services, LLC, where he has worked since 2016. He has 23 years of industry experience and is based in Clearfield, Utah. Outside of his advisory role, he is a co-owner of Honey Badger Management and plans to author a book titled *The Better Entrepreneur*. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which combines research, algorithmic tools, and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Jonathan Groberg is a financial advisor at LPL Financial with 25 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Northwestern Mutual Wealth Management Company and other affiliated entities for over two decades. Outside of his advisory work, he owns a web blog featuring non-financial content that includes third-party advertising. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory and brokerage services with discretionary and non-discretionary management options, supported by research and model portfolios.

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.