Andrew Sherman is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Raymond James Financial Services since 2003 and with Raymond James Financial since 2009. Outside of his advisory role, he is the CEO of MultiGen Wealth, which serves as the marketing name for his practice. 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 clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains unique offerings such as municipal advisory services and a SIMPLE IRA Employer Advisory program.

Jonathan Hill is a financial advisor at Fidelity with 24 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and has worked within multiple Fidelity entities since 2015. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it serves a range of clients through discretionary and non-discretionary advisory services.

Heather Record is a financial advisor at LPL Financial with four years of industry experience. She holds the Series 66 designation and has worked previously at CUSO Financial Services, America First Credit Union, and Comprehensive Financial Group. Outside of her advisory role, she has experience in retail through Seagull Book Store. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Mitchell Wamsley is a financial advisor affiliated with Merrill holding a Series 66 designation and based in Ogden, UT. He has one year of industry experience, including roles at Bank of America, N.A. and Merrill. Prior to his current positions, he was involved with ApexDrop LLC and Marketstar, and has experience in entrepreneurial ventures such as Social Axe LLC. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations.

Kiera Blinzinger is a financial advisor at Edward Jones with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at SVB Wealth LLC, First Citizens Investor Services, Raymond James & Associates, and Wells Fargo. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and investment strategies, operating under a fiduciary standard and supporting approximately $1.01 trillion in assets under management.

Kirk Johnson is a Series 66-licensed financial advisor with Edward Jones in Ogden, Utah, where he has worked since 2013. He has 12 years of industry experience. Outside of his advisory role, he is involved in property management through Wasatch Living LLC, which oversees three company-owned rental properties. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, with approximately $1.01 trillion in assets under management supported by a nationwide network of more than 23,000 advisors and over 15,000 branch offices.

Tyler Maine is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior roles include positions at Bank of America, American Family Insurance, and Coca-Cola. He also has experience in education, having worked at Southern Utah University and local schools. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations by offering model-based and discretionary investment strategies constructed by internal and third-party managers.

Porter Brenchley is a financial advisor at Merrill with a Series 66 credential and has two years of industry experience. Prior to joining Merrill, he held roles at Elevated Managed Print, Fox Pest Control, and Leed Bicycle Solutions. 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 to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Darren Boyer is a financial advisor with LPL Financial in Ogden, UT, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with LPL Financial since 2004. Outside of his advisory role, he serves as an assistant football coach for the local high school team. 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 wide range of advisory programs, financial planning, and retirement plan consulting services, leveraging model portfolios, research, and technology-based tools.

Mark Mcfarland is a financial advisor at OSAIC with 38 years of industry experience. He holds Series 63 and Series 66 designations and has been with OSAIC since 1996. Outside of his advisory role, he serves as president of Shimmering Glass LLC, a family-owned property management LLC. OSAIC Wealth, Inc. serves a diverse client base, including individuals, institutions, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to create portfolios comprising various asset classes, managed on either a discretionary or non-discretionary basis.

Karlee Hoskins is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 18 years of industry experience. She has been associated with various Fidelity entities since 2007, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a systematic investment process combining proprietary research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services as well as model portfolio solutions.

Thomas Lowell is a financial advisor at UBS Financial Services with 13 years of industry experience. He previously worked at Fidelity Brokerage Services for ten years and Morgan Stanley for one year. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Thyra John is a financial advisor at Thrivent Investment Management with three years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Wells Fargo, Morgan Stanley, E*Trade Securities, and Tabbank. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial planning covering a broad range of topics and allows clients to combine planning with managed-account services while maintaining separate engagements.

Lance Jacobsen is a financial advisor at LPL Financial with six years of industry experience. His prior work includes roles at CUSO Financial Services and America First Credit Union, as well as running Jacobsen Financial, Inc. He holds Series 63 and Series 66 credentials. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and technology-driven investment approaches.

Susan Wade is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation. Prior to joining Edward Jones, Wade worked for Jay Carnahan State Farm and operated Wade Property Solutions LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

Jennifer Lakman is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and previously worked at Research Financial Strategies for five years and CenturyLink for twenty years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Tyler Casto is an Investment Solutions Representative III at Fidelity Investments. In this role, he works with individuals and families to help them pursue their financial goals through comprehensive planning. Tyler collaborates with clients to understand their lives and develop tailored financial strategies, aiming to enhance their confidence and comfort with their financial plans. Tyler joined Fidelity Investments in 2023 and has held several positions within the company, progressing from Customer Relationship Advocate to his current role. His experience includes supporting high net worth clients and providing a range of investment solutions. Through these roles, he has developed expertise in client service and financial planning. Outside of his professional work, Tyler enjoys football, golf, hiking, outdoor adventures, snowboarding, and traveling.

Chad Willson is a financial advisor with Ameriprise in Clearfield, UT, holding a Series 66 designation and 11 years of industry experience. He previously worked at UBS Financial Services from 2014 to 2020 before joining Ameriprise. Outside of advising, he is co-owner of a roofing company that provides residential and commercial roofing services and serves as Chief Operating Officer of CW Getaway, Inc., a consulting business. Ameriprise is a large institutional firm offering a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations tailored to clients’ financial situations.

Gary Glade is a financial advisor with Primerica Advisors in Layton, Utah, holding Series 63 and Series 65 credentials and possessing 22 years of industry experience. His work history includes roles at PFS Investments Inc. and Primerica Financial Services since 2003 and 2004, respectively, as well as positions outside finance at Intermountain Health, Smith's Food & Drug, and C3/Customer Contact Channels. He also engages in sales of investment-related products and participates in referral activities for home security and automation services through affiliates of PFS Investments Inc. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and utilizes a tiered wrap-fee structure, with trading and custody services provided by Pershing and Primerica Brokerage Services.

Roy Shadbolt is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Equitable Advisors since 2006 and previously worked at Axa Advisors, LLC. In addition to his advisory role, Shadbolt operates a personal income tax preparation service. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels tailored to client goals and risk tolerance.