Austin Huntsman is a financial advisor with J.P. Morgan Securities in Bountiful, Utah. He holds Series 63 and Series 66 licenses and has eight years of industry experience. Huntsman has been with J.P. Morgan Securities and its affiliated entities since 2013. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Maryann Spencer is a financial advisor at Fidelity with three years of industry experience. She holds a Series 66 designation and previously worked at D.A. Davidson Companies, Ernst & Young, and PricewaterhouseCoopers LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Michael Mindes is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 2021. Prior to joining Baird, he held positions at Amazon and owned Tasty Minstrel Games, where he was involved in business strategy. He also owns Talisman Pedals and has authored work unrelated to investments. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, and institutional clients. The group offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers, covering traditional and complex investment strategies.

Richard Clark is a Series 66-licensed financial advisor with Edward Jones, based in Kaysville, Utah. He has 13 years of industry experience and has been with Edward Jones since 2012. 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 range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Grant Archer is a financial advisor with LPL Financial in Ogden, UT, holding Series 65 and Series 63 credentials and three years of industry experience. He previously worked at Wells Fargo Clearing Services and Discover Financial Services. Outside of his advisory role, he is involved as a bartender at The Kokomo Club. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting supported by proprietary and third-party research and technology solutions.

Alexander Witkowski is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has previously worked in various roles, including a long tenure at Utah Ski & Golf. Outside of his advisory work, he participates in on-mountain safety patrol at Snowbasin Ski Resort during the winter months. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of discretionary and non-discretionary investment strategies, supported by a large nationwide network of advisors and branch offices.

Stacey Fredrickson is a financial advisor with Ameriprise in Clearfield, UT, holding Series 63 and Series 65 licenses and with 42 years of industry experience. She has been with Ameriprise and its affiliate since 2005. Outside of her advisory role, she owns and manages Fredrickson & Associates, Inc., an independent business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

William Ostler is a financial advisor at Cetera with 38 years of industry experience. He holds Series 63, 65, and 66 designations and has worked with Cetera and its related entities since 2013. He is also involved in related financial services businesses, including ownership of a financial planning practice used for marketing purposes. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning options and supports a large network of over 10,000 advisors managing more than $256 billion in assets.

Mckaylin Crowley is a Series 66 credentialed financial advisor at Raymond James Financial with two years of industry experience. Prior to joining Raymond James, Crowley held positions at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services, LLC. Outside of advisory work, Crowley serves as a registered executive assistant at J Scott Smith Inc., supporting administrative tasks and industry research. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

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.