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.

Jonathan Adams is a financial advisor with Merrill in Ogden, Utah, holding a Series 66 designation and 20 years of industry experience. He has worked at Merrill since 2004 and is also associated with Bank of America since 2012. Outside of his advisory role, Adams is an owner of Beech's Bar A Ranch, a limited liability company focused on horse breeding, intended as a family enterprise for teaching work ethic. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

Bryan Haslam is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. In this role, he works directly with clients to help them plan for their unique financial needs. He has been with Fidelity Investments since 2014, holding various positions including Retirement Representative, Stock Plan Associate, and currently as a Benefits & Planning Consultant. His experience spans retirement services, stock plans, and executive benefits planning. Bryan's mission is to assist clients in pursuing their financial goals through personalized planning.

Wayne Baker is a financial advisor at Fidelity with Series 63 and Series 66 credentials and 26 years of industry experience. He has been associated with various divisions of Fidelity since 1999. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is also noted for its commodity pool operator registration, advisory roles to multiple registered investment companies, and the use of AI-driven research methods.

Noah Milam is a Series 66-licensed financial advisor with LPL Financial, based in Kaysville, UT, and has one year of industry experience. His prior work includes roles at Murdock Hyundai of Murray, as well as entrepreneurial experience with Trendy Siblings and other companies. He has a background that spans several different industries over the past decade. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, institutions, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, supported by research and model portfolios from LPL and third-party providers.

Kenny Johnson is a CFP® with 10 years of experience in the financial services industry. He is currently with LPL Enterprise and has previously worked at firms including Mass Mutual Investors Services and the Prudential Insurance Company of America. Johnson also assists occasionally with reviewing financial planning content for Savology webinars. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management, combining adviser programs with a range of financial products and integrated lending services.

Belinda Stanger is a financial advisor with Primerica Advisors in Layton, UT, holding Series 63 and Series 65 licenses and having 23 years of industry experience. She has been with Primerica since 2002. Outside of her advisory role, she volunteers with Utah Wrestling and is co-owner of a local pickleball lessons and merchandise business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating primarily through a tiered wrap fee structure.

Timothy Ludlum is a Wealth Management Advisor and Merrill Resident Director based in Ogden, Utah. His practice centers on guiding individuals and families to position their finances to achieve their long-term life goals. Before entering the financial industry in 2014, Tim spent 12 years as an entrepreneur, founding and selling four businesses. This entrepreneurial background informs his approach to financial planning and investment strategies. Tim began his financial career with Robert W. Baird & Co., obtaining FINRA Series 7 and 66 registrations along with Life, Long-Term Care, and Disability Insurance licenses. After three years, he moved to Raymond James in 2017, and subsequently joined Merrill in 2023. He holds the Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA) designations. Tim earned both his bachelor's and master's degrees from Bob Jones University. Residing in Eden, Utah, with his wife, Elissa, and their family since 2012, Tim enjoys outdoor activities such as trail running, hiking, skiing, hunting, and fishing. He participates in multiple trail races annually and values community involvement, volunteering and serving on boards of nonprofit organizations in northern Utah.

Kelly Dobson is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. Prior to joining Edward Jones, he held roles at Murdock Hyundai and Murdock Chevrolet. 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, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

Michael Call serves as a Senior Financial Advisor at Merrill Lynch Wealth Management, bringing extensive experience from an 18-year career in business management, including seven years of owning and operating a business. Since joining Merrill Lynch in 2007, he has focused on delivering personalized financial strategies that address clients’ unique needs, goals, and concerns. His expertise spans managing new wealth, retirement planning, socially responsible and ESG investing, individual and corporate investment strategies, tax minimization, and retirement income planning. Michael holds a Bachelor of Science degree, graduating magna cum laude, and a Master of Business Administration (MBA), both from Brigham Young University. He maintains Series 7 and 66 FINRA registrations and the Chartered Retirement Planning Counselor (CRPC) designation. Additionally, he is a qualified Portfolio Advisor, able to recommend a variety of investment strategies tailored to clients’ objectives. He resides in Kaysville, Utah, with his wife Corrie and their four children. Michael is active in his community, participating in his local chamber of commerce and leading committees that organize business and youth events focused on values such as integrity and service. He is fluent in English and French.

Nikki Gore is a financial advisor at Fidelity with 26 years of industry experience. She holds the Series 63 and Series 66 designations and is based in Farmington, Utah. Gore has been with Fidelity Investments since 1999. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, delegation to sub-advisers, and advisory roles to registered investment companies and fund-of-funds.

Taylor Dearden is a financial advisor at Fidelity with Series 63 and Series 65 credentials and 27 years of industry experience. Prior to joining Fidelity Investments in 2025, Dearden was affiliated with Fidelity Investment Life Insurance since 2004. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop systematic model portfolios across mutual funds, ETFs, and ETPs.