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.

Joseph Munier is a financial advisor with Charles Schwab in North Salt Lake, UT, holding a Series 66 designation and 22 years of industry experience. His prior work history includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank, N.A. Munier also has involvement in managing residential rental properties in Las Vegas. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management solutions. The firm combines advisory, brokerage, custody, and cash-sweep services with a multi-asset model portfolio approach and centralized operational support.

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.

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.

Jordan Curtis is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory role, Curtis is involved in insurance sales through a credit union and engages in real estate activities including remodeling, flipping homes, and managing short-term rentals. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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.

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.

Tyler Smith is a financial advisor with Edward Jones in Woods Cross, UT, holding Series 63 and Series 66 licenses and having 16 years of industry experience. Prior to joining Edward Jones in 2025, he worked for nine years at Horace Mann Investors Inc and Horace Mann Companies. 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.

Jared Davis is a financial advisor at Edward Jones with 14 years of industry experience. He holds a Series 66 credential and has been with Edward Jones since 2011. Outside of his advisory role, he owns a rental property in Layton, Utah, which is managed by a third-party company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory and investment services supported by a large network of financial advisors and branch offices across the country.

Clark Ulrich is a financial professional at Cetera with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Cetera and its affiliates since 2023, following a 23-year tenure at Minnesota Life Insurance Company and Securian Financial Services. Ulrich also serves as a financial professional for IMG Financial Group. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a large nationwide network of independent advisors.

Kyle Fukuchi is a financial advisor at Osaic with 23 years of industry experience. He holds the ChFC® designation and the Series 66 license. Prior to joining Osaic in 2020, he worked at Penn Mutual and Hornor, Townsend & Kent from 2002 to 2020. He serves as a committee member for the Fred Hutch Campaign Committee, a nonprofit organization. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing various tools and third-party solutions to construct diversified portfolios managed on discretionary or non-discretionary bases.

Kelly Barton is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has been associated with PFS Investments Inc. since 2006 and Primerica Financial Services since 2004. In addition to her advisory role, she is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management via its Lifetime Investment Program, offering model-delivery strategies and selectively managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, focusing on model portfolios implemented through established custodians.

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.