Jordan Isbell is a financial advisor with Edelman Financial Engines, holding Series 63 and Series 66 licenses and 13 years of industry experience. His prior roles include positions at Morgan Stanley, Empower Financial Services, E*TRADE, and Wells Fargo Advisors. Outside of his advisory work, he is also engaged as an independent contractor realtor with RealtyPath. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven proprietary modeling process with planner delivery and online tools, offering discretionary and non-discretionary investment management focused on diversified portfolios, periodic rebalancing, and long-term orientation.

Jon Wilson is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has served as the retirement planning professional for the BHB group since joining Merrill Lynch in 1989. Jon has accumulated over 35 years of experience in financial services, specializing in retirement planning for business owners and their key employees. His expertise covers all aspects of qualified retirement plans, including 401(k)s, defined benefit plans, non-qualified deferred compensation plans, and the transition to retirement. Prior to his current role, Jon held positions as a Regional Director and Retirement Plan Manager within the Corporate Financial Services Group at both Smith Barney and Merrill. He holds professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), earned in 1987, Certified Plan Fiduciary Advisor® (CPFA), received in 2018, Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Jon earned a Bachelor's Degree in Finance from Brigham Young University. Jon resides in Ogden, Utah with his wife Dawnene and their two children. The family makes monthly visits to Southern California, where they previously lived for over 18 years. Outside of his professional work, Jon enjoys golf, hiking, fishing, and skiing. He is also involved with OnStage Ogden in his community.

Tonya Cummings is a financial advisor with LPL Financial based in Ogden, UT, holding a Series 63 designation and nine years of industry experience. Her prior roles include seven years at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs and services, including financial planning, retirement plan consulting, and brokerage services, supported by research and multiple portfolio management options.

Matthew Frey is a financial advisor with Edward Jones in Ogden, UT, holding a Series 66 designation and beginning his industry experience in 2026. Prior to joining Edward Jones, he had roles at Systems Implementers Inc., Hill Air Force Base Marketing Office, and operated a catering business, Marvellous Catering LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering various advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets under management with a large network of advisors and branch offices across the United States.

Austin Huntsman is a financial advisor with J.P. Morgan Securities in Bountiful, Utah. He holds Series 63 and Series 66 licenses and has eight years of industry experience. Huntsman has been with J.P. Morgan Securities and its affiliated entities since 2013. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Maryann Spencer is a financial advisor at Fidelity with three years of industry experience. She holds a Series 66 designation and previously worked at D.A. Davidson Companies, Ernst & Young, and PricewaterhouseCoopers LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Michael Mindes is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 2021. Prior to joining Baird, he held positions at Amazon and owned Tasty Minstrel Games, where he was involved in business strategy. He also owns Talisman Pedals and has authored work unrelated to investments. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, and institutional clients. The group offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers, covering traditional and complex investment strategies.

Richard Clark is a Series 66-licensed financial advisor with Edward Jones, based in Kaysville, Utah. He has 13 years of industry experience and has been with Edward Jones since 2012. 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 solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Grant Archer is a financial advisor with LPL Financial in Ogden, UT, holding Series 65 and Series 63 credentials and three years of industry experience. He previously worked at Wells Fargo Clearing Services and Discover Financial Services. Outside of his advisory role, he is involved as a bartender at The Kokomo Club. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting supported by proprietary and third-party research and technology solutions.

Alexander Witkowski is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has previously worked in various roles, including a long tenure at Utah Ski & Golf. Outside of his advisory work, he participates in on-mountain safety patrol at Snowbasin Ski Resort during the winter months. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of discretionary and non-discretionary investment strategies, supported by a large nationwide network of advisors and branch offices.

Scott Hunter is a financial advisor at Raymond James & Associates with 20 years of industry experience. He holds a Series 66 designation and has worked previously at Merrill and Morgan Stanley. Hunter is based in Farmington, Utah. Raymond James & Associates manages approximately $501 billion in assets and serves a diverse client base including individuals, institutions, and municipalities. The firm provides tailored financial planning and consulting services through non-discretionary frameworks, supported by comprehensive research and a variety of portfolio management styles.

Stacey Fredrickson is a financial advisor with Ameriprise in Clearfield, UT, holding Series 63 and Series 65 licenses and with 42 years of industry experience. She has been with Ameriprise and its affiliate since 2005. Outside of her advisory role, she owns and manages Fredrickson & Associates, Inc., an independent business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

William Ostler is a financial advisor at Cetera with 38 years of industry experience. He holds Series 63, 65, and 66 designations and has worked with Cetera and its related entities since 2013. He is also involved in related financial services businesses, including ownership of a financial planning practice used for marketing purposes. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning options and supports a large network of over 10,000 advisors managing more than $256 billion in assets.

Mckaylin Crowley is a financial advisor at Ameriprise with two years of industry experience. She holds a Series 66 designation and previously worked at Raymond James Financial Services and Fidelity before joining Ameriprise. Outside of her advisory role, she serves as an associate and registered executive assistant for J Scott Smith Inc., supporting administrative tasks and industry research. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides retirement planning advice focused on income and tax-aware withdrawal strategies.

Andrew Sherman is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Raymond James Financial Services since 2003 and with Raymond James Financial since 2009. Outside of his advisory role, he is the CEO of MultiGen Wealth, which serves as the marketing name for his practice. 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 clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains unique offerings such as municipal advisory services and a SIMPLE IRA Employer Advisory program.

Jonathan Hill is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Charles Schwab and Centaurus Financial prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage a diverse range of portfolios including mutual funds, ETFs, and fund-of-funds.

Heather Record is a financial advisor at LPL Financial with five years of industry experience and a Series 66 designation. Prior to joining LPL Financial in 2025, she held roles at CUSO Financial Services, America First Credit Union, and Comprehensive Financial Group. Outside of her advisory work, she was employed at Seagull Book Store for seven years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and 529 account management, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Mitchell Wamsley is a financial advisor affiliated with Merrill holding a Series 66 designation and based in Ogden, UT. He has one year of industry experience, including roles at Bank of America, N.A. and Merrill. Prior to his current positions, he was involved with ApexDrop LLC and Marketstar, and has experience in entrepreneurial ventures such as Social Axe LLC. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations.

Kiera Blinzinger is a financial advisor at Edward Jones with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at SVB Wealth LLC, First Citizens Investor Services, Raymond James & Associates, and Wells Fargo. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and investment strategies, operating under a fiduciary standard and supporting approximately $1.01 trillion in assets under management.

Kirk Johnson is a Series 66-licensed financial advisor with Edward Jones in Ogden, Utah, where he has worked since 2013. He has 12 years of industry experience. Outside of his advisory role, he is involved in property management through Wasatch Living LLC, which oversees three company-owned rental properties. 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, including discretionary and non-discretionary strategies, with approximately $1.01 trillion in assets under management supported by a nationwide network of more than 23,000 advisors and over 15,000 branch offices.