Nathan Murdock is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and over 26 years of industry experience. His prior work includes roles at Goldenwest CU, CUNA Brokerage Services, Bank of America, Merrill, and Fidelity. He is also licensed as a sales representative and manager at Goldenwest Insurance Services, focusing on non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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.

Michael Gary is a financial advisor with Primerica Advisors in Layton, UT, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been with Primerica Advisors since 1996 and has a total of over three decades of experience with affiliated Primerica firms. In addition to advisory work, he is involved in sales of loan products and home-related service referrals through Primerica-affiliated companies. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that relies on model-driven strategies managed by unaffiliated asset managers, supported by discretionary separately managed account options and third-party trade execution and custody services.

Zackary Toomb is a financial advisor at Fidelity with 19 years of industry experience and holds a Series 66 designation. He has worked with Fidelity Brokerage Services, LLC since 2006 and joined Fidelity Investments in 2025. Fidelity’s 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 utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Charles Aoki is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and four years of industry experience. Prior to joining Raymond James in 2025, he worked at LPL Financial for five years and has been self-employed as an independent agent for Medicare and non-variable insurance since 2015. He has also worked at H&R Block and Wasatch Peaks Credit Union. Raymond James Financial Services Advisors, Inc. offers 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 employs tailored planning and analytical tools to support client goals and provides services that include municipal and public finance work, as well as SIMPLE IRA Employer Advisory programs.

Robert Witt is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2000, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and currently Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs, while overseeing sub-advisers and managing conflicts of interest.

Stuart Malan is a financial advisor with Edward Jones in Clinton, UT, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked at ACT Aerospace and Zero Manufacturing, Inc. for over a decade. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages over $1 trillion in assets through a large network of advisors and branch offices nationwide.

Jordan Smith is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 11 years of industry experience. He previously worked at Edward Jones for nine years and Fidelity Brokerage Service, LLC for two years. Outside of financial advising, Smith owns a martial arts business and a coaching company, in addition to involvement with an online gun information venture. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supporting advisors with research, operational tools, and diversified investment options.

Eddie Snow is a CFP® with 27 years of industry experience, currently an advisor at Charles Schwab since 2022. His prior roles include positions at Royal Alliance, Signal Wealth Advisors, CWM, LLC, Cetera Advisor Networks, Rock House Financial, and United Planners' Financial Services. Outside of advisory work, he has operated as an independent insurance agent specializing in non-variable life insurance. 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 SMAs, employing multi-asset model portfolios and a centralized operational structure.

Darren Downs is a financial advisor with Cetera based in Farmington, UT, holding CFP® certification and securities licenses (Series 63, Series 66). He has 18 years of industry experience, including a 14-year tenure at R.K. Advisors and Kovack Securities. He is involved in several financial services entities, including ownership roles and partnership positions, and works as an insurance agent selling life, health, disability, fixed annuities, and long-term care products. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual, retirement, corporate, charitable, and institutional clients. The firm offers a broad range of portfolio management and financial planning services, utilizing affiliated and third-party managers across various program structures and custodial relationships.

David Black is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2017, progressing through roles including Annuity Planning Consultant, Annuity Service Representative, Junior Business Analyst, and Financial Representative. His experience encompasses financial consulting and annuity services. David holds insurance licenses for Arkansas and California. Outside of his professional work, he engages in biking, family activities, fitness, football, and golf.

Ronald Hunt is a financial advisor with LPL Financial in Farmington, UT, holding the ChFC® and Series 63 designations and bringing 30 years of industry experience. Prior to joining LPL Financial in 2026, he worked for Northwestern Mutual and its affiliated entities from 1996 to 2026. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Braden Burns is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. His prior work includes roles at MarketStar and Wyndham Destinations, as well as time dedicated to full-time education at Weber State University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Royce Richards is a financial advisor with Raymond James Financial who holds a Series 65 designation and has 21 years of industry experience. His career includes long-term roles at Raymond James Financial and related entities, as well as entrepreneurial ventures including serving as president of Richards Law Firm PC and secretary of Acres Market Inc. Richards is based in Ogden, UT. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a non-discretionary, goal-oriented approach leveraging risk profiling and modeling tools, and supports municipal advisory services and SIMPLE IRA employer consulting programs.

Patrick Mc Garry is a financial advisor with Raymond James Financial, holding Series 63 and 65 credentials and over 24 years of industry experience. He has worked with Raymond James Financial and Raymond James Financial Services, Inc. since 2002, and previously was involved with Retirement Healthcare Solutions, LLC. Outside of his advisory role, he serves as a volunteer clergy member for The Church of Jesus Christ of Latter-Day Saints, overseeing ecclesiastical programs and financial matters for local congregations. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning using analytical tools to align with client goals and supports municipal and public-finance work through a municipal advisor affiliation.

Devin Bebout is a CFP® professional with 10 years of industry experience, currently affiliated with J.P. Morgan Securities. He has held roles at various financial firms including Fidelity Brokerage Services LLC and Townsend & Associates. Bebout is based in Farmington, UT. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

James John is a financial advisor at Edward Jones in Ogden, UT, holding Series 63 and Series 66 licenses with two years of industry experience. His prior roles include positions at Wells Fargo/ETTAIN Group, Goldman Sachs as a contingent worker, E*TRADE/Morgan Stanley, and a decade at TAB Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory solutions through a large network of financial advisors and branch offices.