Kyle Fukuchi is a financial advisor at Osaic with 23 years of industry experience. He holds the ChFC® designation and the Series 66 license. Prior to joining Osaic in 2020, he worked at Penn Mutual and Hornor, Townsend & Kent from 2002 to 2020. He serves as a committee member for the Fred Hutch Campaign Committee, a nonprofit organization. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing various tools and third-party solutions to construct diversified portfolios managed on discretionary or non-discretionary bases.

Whitney Charles is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, Whitney operated a photography business for eight years. 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, supported by a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Mark Dickamore is a financial advisor at Cetera with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including TIAA, Mariner Wealth Advisors, and One Capital Management. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to third-party managers and customized investment strategies.

James Wiley is a financial advisor with Fisher Investments, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Fisher Investments since 2011. Fisher Investments serves a global client base including institutional and high-net-worth private clients, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment approach combining quantitative and qualitative research, with risk management techniques such as derivatives and tax-loss harvesting.

Jarrod Hall is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has been associated with various Fidelity entities since 1998. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and it maintains distinctive roles such as registration with the CFTC and advisory positions to multiple registered investment companies.

Logan Herzog is a CFP® professional with seven years of experience in financial advising at Raymond James Financial Services Advisors, Inc. He has been with Raymond James since 2016, including prior roles at OPT Connect. Outside of his advisory work, he and his brother plan to operate a hobby-related business focused on purchasing, repairing, and reselling used cars. 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 investors. The firm emphasizes tailored, non-discretionary planning and employs analytical tools to illustrate potential outcomes, supporting clients through its broad advisor network and specialized advisory programs.

James Todd Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 48 years of industry experience. He has been with LPL Financial and its predecessor entities since 1991. Outside of advisory work, he is involved in real estate rental activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm provides a range of financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management along with research and model portfolios.

Kent Huntley is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 16 years of industry experience. His career includes roles at Fidelity Brokerage Services, Allstate Insurance, and Linqto, Inc. He currently operates out of Kaysville, UT. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management, financial planning, and consulting services across multiple program structures and custodial relationships.

Matthew Heiner is a financial advisor at Fidelity with 25 years of industry experience. He holds the Series 63 and Series 66 designations. His tenure includes roles at Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and model strategies.

Thomas Naylor is a CFP® with 41 years of industry experience, currently with MML Investors Services, Inc. since 1993. He also has a longstanding association with Guardian Life Insurance Company and Coordinated Planning and Design since 1983. Outside of advisory work, he is involved in health insurance sales and owns a rental duplex. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm uses firm-approved software to analyze client goals and offers annual, collaborative planning relationships with optional implementation.

Kyle Black is a Vice President and Executive Planning Consultant at Fidelity Investments, holding the Certified Financial Planner(TM) designation. In this role, he partners with clients to understand their goals and objectives, providing ongoing planning and support focused on retirement plans, investment strategies, and income strategies. Kyle has accumulated experience within Fidelity Investments through various roles, including Vice President, Financial Consultant from 2020 to 2026, and Retirement Relationship Manager from 2014 to 2020. His professional background centers on financial planning and client relationship management. He holds insurance licenses in Arkansas and California.

Dustin Kazmar is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for nine years. Prior to his financial services career, he served in the U.S. Marine Corps for 20 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Sharilyn Gamble is a financial advisor with Edward Jones in Ogden, UT, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, she worked at Weber State University and the Davis School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard with an extensive network of financial advisors and branch offices.

Linda Geary is a financial advisor with Primerica Advisors in Bountiful, UT, holding Series 63 and Series 65 credentials and 15 years of industry experience. She has worked with PFS Investments Inc. since 2011 and Primerica Financial Services since 2010. Outside of her advisory role, she manages rental properties through entities she owns. 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 account options. The firm curates third-party asset managers and provides a tiered wrap-fee structure, focusing on retail investors rather than institutional or pension plans.

George Duke is a financial advisor with Edward Jones in South Ogden, Utah. He holds a Series 66 designation and has eight years of industry experience, including nine years with Edward Jones and twelve years at Wasatch Distributing Company. 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 wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

David Gossling is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Lincoln Financial Advisors and SagePoint Financial, Inc. He is involved with IronBridge Wealth Counsel, where he provides services related to securities and insurance products. OSAIC serves a wide range of retail and institutional clients through a broad network of advisors and offers integrated brokerage, investment advisory, financial planning, and retirement consulting services. The firm utilizes asset-allocation tools, risk-tolerance assessments, and third-party money managers to construct portfolios across various asset classes.

Joshua Stout is a financial advisor with Raymond James & Associates in Farmington, UT, holding Series 63 and Series 65 credentials and 14 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Outside of his advisory role, he serves as a trustee for a trust benefiting nieces. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutional clients, and municipal entities. The firm offers non-discretionary financial planning and investment consulting, utilizing a range of portfolio management styles supported by extensive research and model manager options.

Joshua Burns is a CFP® and holds a Series 66 license. He has worked with Edward Jones in Farmington, UT, for 11 years. Outside of his advisory role, he is also involved in residential pest control sales in the St. Louis area. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated capabilities, supported by a large nationwide network of financial advisors and branch offices.

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.

Diane Allen is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and possessing 39 years of industry experience. Her prior roles include positions at Fidelity Brokerage Services, Strategic Advisers, and CUSO Financial Services. She is involved in America First Investment Services, a DBA for LPL business. 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 advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and advanced technologies.