Lisa Wandrey is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2020. She also manages Wandrey LLC, a residential rental business she has operated since 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and maintaining a large national network of financial advisors and branch offices.

Patrick Floyd is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked with various Fidelity entities since 2006, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm manages a broad range of portfolios, including mutual funds, ETFs, and fund-of-funds, and employs systematic methodologies alongside oversight of affiliated sub-advisers.

Chase Flint is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 10 years of industry experience. He has worked with multiple firms, including LPL Financial and Mountain America Credit Union, before joining Raymond James in 2018. Outside of his advisory role, Flint serves as the Second Counselor in the Bishopric of the Summerhaze Ward for The Church of Jesus Christ of Latter-Day Saints. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports various advisory programs alongside specialized services in municipal and public finance.

Coleman Cordero is a financial advisor with Ameriprise in Clearfield, UT, holding a Series 66 designation. He has one year of industry experience and previously held roles in media, athletics, and education. Outside of finance, he has experience in athletics coaching and solar energy ventures. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and ongoing advice. The firm employs a research-driven, tax-aware approach and integrates its affiliated product ecosystem in its investment recommendations.

Spencer Huff is a financial advisor with Ameriprise in Syracuse, UT, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Morning Sun, FSY, Vivint, and involvement with Southern Utah University and the Church of Jesus Christ of Latter Day Saints. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, utilizing a combination of research, modeling, and tax-efficiency analysis to deliver customized recommendation reports through a centralized consulting team.

Jacob Fredrickson is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and previously worked at PwC for seven years. Fredrickson is also the owner of LMSW LLC, a business unrelated to investment activities. Ameriprise offers retirement-income planning services focused on individuals with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm utilizes algorithmic automation alongside research and modeling to generate retirement income recommendations, emphasizing a range of advisory, brokerage, and insurance solutions through its large institutional platform.

Brian Lifferth is a CFP® with 21 years of industry experience, currently affiliated with LPL Financial. His prior experience includes over two decades with Gardner Brown and Northwestern Mutual Investment Management, as well as roles at Matthew Sweeney and Paceline Properties. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a network of more than 22,800 advisors. The firm offers a range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms.

Morgan Lindsay is a CFP® professional at Charles Schwab with eight years of industry experience. Prior to joining Charles Schwab in 2023, Lindsay worked for six years at Signal Wealth Advisors and was involved with Sleekfitness from 2014 to 2020. 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 offers both non-discretionary and discretionary investment management solutions, combining multi-asset model portfolios with centralized custody and operational support.

Craig Umbrell is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with the firm since 1999, focusing on providing clients with confidence in their financial futures through thoughtful planning and investment management. Craig works closely with clients on family wealth management strategies, personal retirement planning, portfolio management services, socially responsible investing, tax minimization, and retirement income solutions. Craig began his financial career in 1998 and holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned his bachelor’s degree from Weber State University. Craig is actively involved in his community through affiliations with his church, local food pantry, school foundations, and youth groups. Outside of his professional work, he enjoys golf, racquetball, hiking, boating, skiing, and spending time with his wife Emilyn and their four children.

Jennifer Sisson is a financial advisor at Merrill with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Merrill and Bank of America, she held positions at The American College, Fidelity Investments, and Aspen and Pike Business Services. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Nathan Barker is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has nine years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Modern Woodmen of America, and Weber School District. LPL Enterprise provides investment advisory and brokerage services to a broad client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in a wrap program.

Troy Henderson is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked in various roles within Fidelity since 2007. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

John Taylor Jr. is a financial advisor with LPL Financial in Ogden, Utah, holding Series 63 and Series 65 credentials and 32 years of industry experience. He previously worked at Royal Alliance Associates and PRUCO Securities, LLC. His outside business activities include involvement in a business entity for tax and investment purposes. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Caleb Mc Farland is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked at CUSO Financial Services, LP and has diverse experience including roles in floor removal and agricultural operations. Mc Farland has also been involved with The Church of Jesus Christ of Latter-Day Saints. 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 and access to third-party asset management, and supports investment advisers with a variety of model portfolios and operational tools.

Frank Gerecht is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. His prior experience includes roles at Cuso Financial Services, Wells Fargo Clearing, and Wells Fargo Investments. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a broad range of investment strategies and operational tools.

Valerie Kimble is a financial advisor at Primerica Advisors with three years of industry experience. She holds Series 63 and Series 65 licenses. Her prior work includes roles at Amazon, Wasatch Front Fish Market, South Summit Pediatrics, USPS, and Aquatic Animals. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with approximately 3,700 advisors and $15.5 billion in assets under management, delivering advisory services through model-based investment strategies supported by third-party asset managers.

Rory Peterson is a CFP® with 21 years of experience in the financial services industry. He is currently affiliated with LPL Financial and previously worked at Ameriprise Financial Services, LLC, Ameriprise Financial Services, Inc., and Equity Services, Inc. In addition to his advisory work, he owns and manages Rory Peterson & Company LLC. 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 financial planning and investment management services through a large network of advisors, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Ryan Turner is a financial advisor with LPL Financial in Ogden, UT, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His career includes previous roles at Cuso Financial Services, Zions Bank, CUNA Brokerage Services, Wells Fargo Investments, and BTS Asset Management. Outside of his advisory work, Turner is involved with the Morgan Sports Network, a radio, TV, and podcast media outlet. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of services including financial planning, model portfolio programs, and third-party asset management, utilizing both discretionary and non-discretionary strategies supported by research and technology.

Alan Anderson is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked across several Fidelity affiliates and TD Ameritrade during his career. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research and quantitative analysis, including algorithmic portfolio construction, to manage discretionary and non-discretionary portfolios and model portfolios for intermediary platforms.

Eric Checketts is an Executive Planning Consultant at Fidelity Investments. In his current role, he partners with executives and their families to develop personalized financial plans aligned with their individual goals. He focuses on simplifying clients' financial lives and helping them create clear financial roadmaps to prioritize what matters most. Eric has extensive experience at Fidelity Investments, having served previously as a Benefits & Planning Consultant from 2023 to 2025, Director and Retirement Planner from 2014 to 2023, and Retirement Relationship Manager from 2012 to 2014. He holds a California Insurance License, supporting his work in financial and retirement planning. Outside of his professional responsibilities, Eric's interests include attending concerts, hiking, running, scuba diving, skiing, and theater.