Robert Blaser is a financial advisor at LPL Financial with 39 years of industry experience. He holds the Series 63 and Series 65 designations and has worked extensively with Summit Financial Group, LLC, and Securities America over the past two decades. Outside of his advisory role, he serves as a substitute teacher for the Davis County School District. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and various investment technologies.

Mark Ricks is a financial advisor at LPL Financial in Ogden, UT, holding a Series 66 designation with 20 years of industry experience. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, Wells Fargo Investments, LLC, and CCR Financial Planning. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by model portfolios, research, and technology-driven strategies.

Daniel Vasquez Montejo is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. In this role, he assists clients in developing comprehensive financial plans aimed at achieving financial security and peace of mind. He has been with Fidelity Investments since 2017, holding several roles including Central Relationship Manager, High Net Worth Associate, and Customer Relationship Advocate. His experience spans various facets of client relationship management and financial planning, providing him with a broad understanding of client needs and financial strategies. Daniel's professional focus is centered on being an advocate for his clients and delivering client-centered financial advice. Outside of his professional responsibilities, Daniel has interests in activities such as beach outings, scuba diving, soccer, traveling, and exploring culinary experiences.

John Gordon serves as a Resident Director at Merrill Lynch Wealth Management. Since joining the firm in 1998 as a Client Associate in Salt Lake City, he has held various roles including management responsibilities overseeing support staff across Utah, and contributing to the expansion of the Utah Intermountain Complex into Idaho and Montana. John currently works with a team of specialists providing goals-based wealth management services to affluent families, accomplished professionals, and successful business owners. John holds a Bachelor of Arts degree from Brigham Young University and is accredited as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). He maintains several FINRA registrations including Series 7, 9, 10, 31, and 66. His approach centers on delivering proactive planning, customized advice, and disciplined investing to address clients’ unique financial priorities, which include family, finances, health, home, leisure, work, and giving. Outside of his professional role, John values serving others and spends time with his family. He is married to Heather and has four daughters. He has also previously served on the Ogden Symphony Ballet Association Board. John speaks both English and French.

Trevor Knudtson is a financial advisor with Raymond James Financial in South Ogden, UT, holding Series 63 and Series 65 licenses and having 13 years of industry experience. His prior work includes positions at Morgan Stanley, FedEx, Amazon, and Lefavi Wealth Management. He is involved with McGarry Retirement Advisory Group and McGarry Retirement Solutions, which support his team’s marketing and operational activities. 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, and institutions. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and it supports various advisory programs and institutional portfolio management.

Gunner Hatch is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Bank of America, State Bank of Southern Utah, and service in the Utah Army National Guard. 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.

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.

Daryan Van Meeteren is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services since 2019, as well as at U.S. Bank and U.S. Bancorp Investments prior to that. His background also includes a decade at Sports Imaging. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and maintains roles in fund advisory and model portfolio delivery.

Chad Hatch is a CFP® professional with 18 years of industry experience, currently affiliated with Fidelity. He has held roles across Fidelity Brokerage Services, LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments since 2007. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its registered commodity pool operator status, advisory responsibilities to multiple registered investment companies, and use of AI-driven research methodologies.

Ryan Poll is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has been affiliated with Raymond James Financial in various capacities since 2004 and is the owner of Legacy Financial Strategies. Outside of his advisory work, he serves as a Counselor to the Bishop in his local Church of Jesus Christ of Latter Day Saints unit. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools, and supports a broad client base including high-net-worth individuals, pension plans, corporations, and charitable organizations.

Trent Christofferson is a financial advisor with Raymond James Financial in Ogden, UT, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His work history includes positions at Raymond James Financial since 2004 and a role at Christopherson & Palmer from 2009 to 2021. He also owns Trent Christofferson PC, a support company related to his work at Raymond James. 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, institutional investors, and charitable organizations. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Dallin Wilcox is a financial advisor at Raymond James Financial Services with six years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2019. Outside of his advisory work, Wilcox serves as a bishopric member for The Church of Jesus Christ of Latter-day Saints, where he helps manage church budgets and supports local youth activities. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, pension plans, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to guide clients in implementing investment recommendations.

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.

John Willson is a financial advisor with Ameriprise in Layton, Utah, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior experience includes seven years at UBS Financial Services. Outside of advising, he is president and co-owner of CW Getaway, Inc., where he oversees operations and manages the advisory business. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets. The firm utilizes a centralized consulting team and combines research, modeling, and tax-efficiency analysis to provide customized, written recommendation reports.

Jennifer Curtis is a financial advisor with Raymond James Financial Services Advisors, Inc. in Syracuse, UT, holding a Series 66 credential and three years of industry experience. Prior to her current role, she worked at Cushman Wakefield and Marcus & Millichap. Outside of her advisory work, she owns All Jennuine, a business that designs educational and event resources, and serves as a sales associate and office manager for support companies MultiGen Wealth and Trusted Advisors, Inc. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to support investment decisions.

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.

Michael Rollo is a Senior Financial Advisor with Merrill Lynch Wealth Management, serving clients along the Wasatch Front and living in the Salt Lake area. He has been with Merrill Lynch since 2008 and brings over 20 years of experience in the financial industry, including earlier work at a local credit union. After assisting a successful team at Merrill for about five years, he transitioned to his own financial advisory practice focused on developing personalized wealth management strategies tailored to each client's individual goals. Michael’s expertise encompasses family wealth management, legacy and philanthropic planning, LGBT and women’s wealth planning, personal retirement and income planning, tax minimization, portfolio management, and socially responsible investing. His approach begins with understanding clients’ investment personality to create strategies that align with their values and lifestyle choices. He emphasizes transparency and values building long-term relationships to help clients visualize the possibilities of their financial future. Michael holds a Bachelor’s Degree in Business Administration with an emphasis in Finance from Weber State University and maintains the Personal Investment Advisor (PIA) professional designation. In addition to his professional role, Michael is actively involved in his community. He volunteers with organizations including Family Counseling Services of Northern Utah, Rotary Club of Ogden, and Utah AIDS Foundation. Outside of work, his personal interests include boating, golfing, skiing, and swimming.

David Lamborn is a Series 66 licensed financial advisor with two years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc. and previously worked at Equitable Advisors and several RV-related firms. Lamborn also advises at McGarry Retirement Advisory Group, a non-investment related business based in South Ogden, UT. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and organizations. The firm utilizes fact-finding, risk profiling, and analytical tools to provide tailored, non-discretionary advice and supports its clients through various advisory programs and specialized offerings.

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.