David Burns is a financial advisor with Edward Jones in Farmington, UT, holding Series 63, Series 65, and Series 66 credentials and 32 years of industry experience. He has been with Edward Jones since 2002. 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, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Ryan Major is a financial advisor at LPL Financial with 14 years of industry experience. He previously worked at CUSO Financial Services, Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, and Wells Fargo Clearing. Outside of his advisory role, he is involved in coaching soccer at several organizations, including Tooele County School District and Utah State University Eastern. 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 range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.

James Peterson is a CFP® and holds a Series 66 license with 21 years of industry experience. He is currently with Fidelity Investments and has worked there since 2008, including roles at Fidelity Personal and Workplace Advisors since 2018. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and delivers services that include discretionary portfolio management and fund advisory.

Shannon Fowler is a financial advisor with OSAIC, holding Series 63 and Series 66 designations and 16 years of industry experience. Prior to joining OSAIC in 2023, Fowler worked at SagePoint Financial, MML Investors Services, MassMutual Life Insurance, Empower Retirement, Morgan Stanley, and Ameriprise Financial Services. Fowler serves as a director of the Ketenbrink Education Foundation, a nonprofit focused on improving training and standards in the metal building construction industry. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across various asset classes.

Brian Hughes is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. His work history includes roles at Diebold Nixdorf, Western States Lodging, PFS Investments Inc., and Primerica Financial Services. Outside of advisory work, he is involved in sales of loan products and home-related services through affiliated companies. 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 accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.