David Burns is a financial advisor with Edward Jones in Farmington, UT, holding Series 63, Series 65, and Series 66 credentials and 32 years of industry experience. He has been with Edward Jones since 2002. 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, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Julio Valdez Rodriguez is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2021. Prior to his advisory career, he was involved with Rosa's Pupuseria y Taqueria for seven years. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

James Smith is a financial advisor at Raymond James Financial with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Raymond James Financial and its affiliates since 2008. In addition to his advisory role, he owns and operates J. Scott Smith Inc., a support company based in Ogden, Utah. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored, non-discretionary advisory services using analytical tools and supports municipal and public finance advisory work uncommon among large institutional advisors.

Ralph Allen is a financial advisor at OSAIC with 40 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining OSAIC in 2024, he spent nine years at Woodbury Financial Services Inc. Allen is also involved in the sales and service of fixed insurance products and health insurance through his roles with Whittenburg Wealth Management and Keystone Strategies. OSAIC serves a diverse range of retail and institutional clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services supported by advanced portfolio construction tools and access to multiple third-party investment platforms.

Tyson Cave is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 18 years of industry experience. He has worked with JPMorgan Chase Bank, N.A., and J.P. Morgan Securities since 2011, covering various roles in both institutions. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Skyler Hardman is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and eight years of industry experience. His prior roles include positions at SVB Wealth, Silicon Valley Bank, and Key Bank. He is also involved with Legacy Financial Strategies in Layton, Utah, where he serves as a financial advisor. 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 offers tailored, non-discretionary planning and utilizes analytical tools to support client goals, with services that include municipal and public finance advisory work.

Marli Merrill is a financial advisor at Merrill with 20 years of industry experience and holds a Series 66 designation. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2005 and currently works at Bank of America N.A. since 2022. 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. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Dan Johnston is a Series 66-licensed financial advisor with Edward Jones in Clinton, UT, where he has worked for 13 years. His experience is solely with Edward Jones. 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 and investment solutions, operating under a fiduciary standard and managing approximately $1.01 trillion in assets through a large national network of advisors and branch offices.

Rebecca Kussee is a financial advisor at Primerica Advisors with 25 years of industry experience. She holds Series 65 and Series 63 registrations and has worked at Primerica Financial Services since 1995, joining Primerica Advisors in 2011. Kussee has also been employed at the Davis County Health Department from 2021 to 2022. Additionally, she serves as owner and vice president of Crusader Training Centers, Inc., an entity related to her Primerica business activities. Primerica Advisors provides a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery investment strategies developed by unaffiliated asset managers and supports clients through a large network of advisors across numerous offices.

Diane Allen is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and possessing 39 years of industry experience. Her prior roles include positions at Fidelity Brokerage Services, Strategic Advisers, and CUSO Financial Services. She is involved in America First Investment Services, a DBA for LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and advanced technologies.

Kevin Salvatierra Castillo is a financial advisor at Merrill with Series 63 and Series 66 licenses and one year of industry experience. His prior work includes roles at Bank of America, J.P. Morgan, and Wells Fargo. Outside of advising, he also works part-time as a delivery contractor for companies such as DoorDash, Uber, and Walmart’s Spark Driver service. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ryan Major is a financial advisor with LPL Financial in Centerville, UT, holding Series 63 and Series 66 designations and bringing 14 years of industry experience. He previously worked at CUSO Financial Services and Fidelity Personal and Workplace Advisors. Outside of his advisory work, he is involved as a soccer referee and coach with various organizations, including Tooele County School District and Utah State University Eastern. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by both in-house and third-party research and portfolio management options.

Spencer Taggart is a financial advisor with LPL Financial holding a Series 66 designation and eight years of industry experience. Prior to joining LPL Financial in 2025, he worked for Cuso Financial Services, LP for nine years and America First Credit Union for one year. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs with discretionary and non-discretionary management options, supported by research and diversified investment strategies.

Stanley Brown is a financial advisor with LPL Financial in Layton, UT, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has operated Brown Financial Services since 1996 alongside his long tenure at LPL Financial, which began in 1989. Brown Financial Services functions primarily for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual investors, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and services, including discretionary and non-discretionary portfolio management, utilizing both proprietary and third-party research and model portfolios.

Kade Johnson is a financial advisor with Edward Jones in Clinton, UT. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked in pest control and had roles with Weber State University and the Utah Youth Soccer Association. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of managed strategies and advisory services, supported by a large nationwide network of financial advisors and branch offices.

Shannon Fowler is a financial advisor with OSAIC, holding Series 63 and Series 66 designations and 16 years of industry experience. Prior to joining OSAIC in 2023, Fowler worked at SagePoint Financial, MML Investors Services, MassMutual Life Insurance, Empower Retirement, Morgan Stanley, and Ameriprise Financial Services. Fowler serves as a director of the Ketenbrink Education Foundation, a nonprofit focused on improving training and standards in the metal building construction industry. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across various asset classes.