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.

James Wiley is a financial advisor with Fisher Investments, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Fisher Investments since 2011. Fisher Investments serves a global client base including institutional and high-net-worth private clients, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment approach combining quantitative and qualitative research, with risk management techniques such as derivatives and tax-loss harvesting.

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 26 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Fidelity and its affiliated entities in various roles since 1998. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a range of strategies including discretionary portfolio management and fund advisory, with a focus on systematic methodologies and long-term asset allocation.

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 in Kaysville, Utah, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at Fidelity Brokerage Services, Allstate Insurance, and Linqto, Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, institutional, and retirement plan clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and third-party managers to implement various investment strategies.

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 with Fidelity who holds Series 63 and Series 66 credentials and has 26 years of industry experience. His tenure at Fidelity includes roles at Fidelity Brokerage Services since 1999 and Fidelity Personal and Workplace Advisors from 2018 to 2025. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a wide range of clients, including retail and institutional investors and registered investment companies. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with a focus on multi-manager and fund-of-funds 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.

Kyle Black is a Vice President and Executive Planning Consultant at Fidelity Investments, holding the Certified Financial Planner(TM) designation. In this role, he partners with clients to understand their goals and objectives, providing ongoing planning and support focused on retirement plans, investment strategies, and income strategies. Kyle has accumulated experience within Fidelity Investments through various roles, including Vice President, Financial Consultant from 2020 to 2026, and Retirement Relationship Manager from 2014 to 2020. His professional background centers on financial planning and client relationship management. He holds insurance licenses in Arkansas and California.

Dustin Kazmar is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones for nine years and served in the U.S. Marine Corps for twenty years. He is based in Farmington, Utah. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a broad network of advisors, utilizing various strategies and technologies to support client portfolios.

Richard Horlacher serves as a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he works closely with Merrill clients to understand their current financial situations and introduces them to solutions available through Merrill and Bank of America. He holds the Professional Investment Advisor (PIA) designation, reflecting his commitment to professional standards in financial advising. Richard earned his Bachelor's Degree from the University of Utah and completed his Master of Business Administration (MBA) at the University of Colorado System. Richard's approach involves helping clients identify what matters most to them and their families, enabling the creation of tailored strategies to pursue their financial goals.

Sharilyn Gamble is a financial advisor with Edward Jones in Ogden, UT, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, she worked at Weber State University and the Davis School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard with an extensive network of financial advisors and branch offices.

George Duke is a financial advisor with Edward Jones in South Ogden, Utah. He holds a Series 66 designation and has eight years of industry experience, including nine years with Edward Jones and twelve years at Wasatch Distributing Company. 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 wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

David Gossling is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Lincoln Financial Advisors and SagePoint Financial, Inc. He is involved with IronBridge Wealth Counsel, where he provides services related to securities and insurance products. OSAIC serves a wide range of retail and institutional clients through a broad network of advisors and offers integrated brokerage, investment advisory, financial planning, and retirement consulting services. The firm utilizes asset-allocation tools, risk-tolerance assessments, and third-party money managers to construct portfolios across various asset classes.

Joshua Stout is a financial advisor at Raymond James & Associates with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. He serves as a trustee of a trust for family beneficiaries. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, providing financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

James Packard is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked at FranklinCovey for nine years, The Brooks Group, and founded Alchemy Leadership and Learning, where he provided personal and leadership coaching. 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 nationwide network of more than 23,700 advisors.