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 over 34 years of industry experience. He previously worked at Citigroup Global Markets for 11 years before joining LPL Financial in 2004. Outside of his advisory role, he serves as an assistant football coach for a local high school team. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

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.

Colton Snelling is a financial advisor with Wells Fargo Advisors located in Clinton, UT. He holds the Series 63 designation and has one year of industry experience. Prior to joining Wells Fargo Clearing Services, his background includes positions at Northwestern Mutual and Disys. Outside of his advisory work, he is employed as a weekend cashier at Arctic Circle, a fast food company. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized planning for business owners, special-needs clients, and others, utilizing Wells Fargo’s research and planning tools.

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 Series 63 and Series 66 credentials and six years of industry experience. His prior work includes roles at CUSO Financial Services, LP, America First Credit Union, and operating Jacobsen Financial, Inc. He is involved with America First Investment Services, a business related to his LPL advisory activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

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 in West Haven, UT, holding Series 63 and Series 65 designations and possessing 39 years of industry experience. He has worked at Equitable Advisors since 2006, following previous roles at Axa Advisors, LLC and Waddell & Reed. Outside of his advisory work, Shadbolt operates a personal income tax preparation service. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a range of advisory models and third-party asset managers, focusing on personalized client assessment and fiduciary services for qualified plans.

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 financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation. Prior to joining LPL Financial, he worked in various roles including at Murdock Hyundai of Murray and Age of Learning Inc., and he is also involved with Trendy Siblings. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

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, TD Ameritrade, and Fidelity. Johnson occasionally reviews financial planning content for Savology webinars. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, utilizing model-driven portfolios and offering financial planning, access to third-party asset managers, and insurance products through affiliated entities.

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 based in Ogden, Utah, where he guides individuals and families in positioning themselves financially to achieve their most important life goals. Before beginning his career in financial advising in 2014, Timothy spent 12 years as an entrepreneur, founding and selling four businesses. This entrepreneurial background informs his approach to financial planning and investing. He began his financial industry career with Robert W. Baird & Co., obtaining Series 7 and 66 registrations and licenses in life, long-term care, and disability insurance. After building his practice for three years, he transitioned to Raymond James in 2017 and later joined Merrill Lynch in 2023, where he serves as a Merrill Resident Director. Timothy holds the Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA) designations. His academic credentials include a bachelor's and master's degree from Bob Jones University. Timothy and his wife, Elissa, reside in Eden, Utah, where they enjoy outdoor activities such as trail running, hiking, skiing, hunting, and fishing. He is actively involved in local nonprofit organizations, volunteering, advising, and serving on boards, reflecting his commitment to community engagement.