Talon Webb is a financial advisor with OSAIC based in Orem, Utah, holding a Series 66 designation and bringing 16 years of industry experience. He has been affiliated with OSAIC Wealth since 2009 and also owns Hobble Creek Wealth, an LLC used for marketing and accounting purposes related to his financial advising business. Webb is also a partner in WTM Holding LLC, a non-investment-related entity involved in mortgage and office space management. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients, offering services that include brokerage and investment advisory, financial planning, retirement plan consulting, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated portfolio rebalancing, providing both discretionary and non-discretionary account management.

Brigham Bateman is a financial advisor at OSAIC with one year of industry experience. He holds a Series 66 designation and previously worked at Lawrence Wealth Management, Truwear, and Wasatch Threads, Inc. Bateman has an ongoing business relationship involving the sale of Wasatch Threads and maintains a private investment in a medical device company, Sky Dance Vascular. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs a range of investment tools and platforms to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

Jennifer Mc Comb is a Series 66-licensed financial advisor with Merrill, based in Provo, UT, and has 15 years of industry experience. She has worked at Merrill since 2017 and is also currently affiliated with Bank of America, N.A. Prior to her financial services career, she was involved with Mountain Sage Natural Health & Acupuncture, LLC for one year. 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 strategies supported by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tad Harris is the Vice President and Branch Leader at Fidelity Investments. In this role, he leads, develops, and coaches a team of advisors in Utah. Tad has been with Fidelity Investments since 2004 and has held various roles including Regional Planning Consultant, Financial Consultant, and Financial Representative. Throughout his career at Fidelity, spanning over 20 years, Tad has assisted thousands of clients across all stages of their financial lives. His professional experience encompasses leadership and direct client financial consulting. Outside of his professional responsibilities, Tad enjoys board games, boating, social events with friends, and surfing.

Bryant Hall is a financial advisor with LPL Financial based in Lehi, Utah. He holds the Series 66 designation and has four years of industry experience. Prior to joining LPL Financial, he worked at Mountain America Credit Union. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, credit unions, and charitable organizations. The firm offers a range of financial planning and advisory services, including retirement plan consulting and access to various investment programs supported by research and model portfolios.

Valton Jackson is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Raymond James Financial and its subsidiaries since 2008 and previously worked at LGCY Power from 2015 to 2018. Outside of his advisory work, he owns Vermillion Vista Finance, a support company based in American Fork, Utah. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting supported by risk profiling and analytical tools, with specialized services in municipal and public finance as well as SIMPLE IRA employer advisory programs.

Robert Craig is a financial advisor with Raymond James Financial in American Fork, UT, holding Series 65 and Series 63 licenses and six years of industry experience. His prior roles include positions at Olde Wealth Management LLC and Purple Pines LLC. He is also associated with CH Retirement Income Planning as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning using risk profiling and modeling, and supports advisory programs through a large network of affiliated advisors.

Sheriann Hulet is a Series 66-credentialed financial advisor with Raymond James Financial Services Advisors, Inc., bringing 18 years of industry experience. She has been with Raymond James since 2010 and is also involved in managing Gary M. Hulet Dmd, P.C., a business unrelated to investments. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations, using tailored non-discretionary planning and advanced analytical tools.

Teotihuacan Ngatuvai is a CFP® professional with 28 years of experience, currently serving at Fidelity. His career includes extensive tenure within various Fidelity entities since 2000. He is associated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Michael Stephens is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fidelity Investments and Uber. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework. The firm operates within the larger J.P. Morgan organization and offers non-discretionary advisory services through a select group of Wealth Advisors.

Jillyn Moore is a financial advisor with Primerica Advisors in Payson, UT, holding Series 63 and Series 65 credentials and 18 years of industry experience. She has been with Primerica Advisors since 2007 and Primerica Financial Services since 2006. Outside of her advisory role, she is involved in social media influencing and is a member of Faith Family & Finances LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating under a tiered wrap-fee structure.

Ford Poston is a financial advisor with UBS Financial Services in Mapleton, Utah, holding a Series 66 designation and 18 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, Poston is involved in property management as a partner in several real estate ventures. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and delivers advisory work using proprietary capital market assumptions and research.

Joram Jensen is a financial advisor at UBS Financial Services with nine years of industry experience. He has previously worked at Bank of America and Merrill Lynch. Jensen holds the Series 66 designation. He is also a co-owner of a family rental property business in St. George, Utah. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, providing a broad range of investment and capital markets solutions.

Mark Knutson is a CFP® professional with 42 years of industry experience, currently affiliated with OSAIC since 2024. He previously spent 21 years at Woodbury Financial Services. Outside of his advisory role, he owns a sole proprietorship called Simply Divine Cheesecakes, which produces and distributes cheesecakes. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm utilizes various asset-allocation tools and offers integrated brokerage, advisory services, and access to third-party money managers.

Nathan Garner is a financial advisor with Merrill in American Fork, UT, holding Series 63 and Series 66 licenses and eight years of industry experience. He previously worked at TIAA, Fidelity, and Bank of America. Outside of his advisory role, he teaches motorcycle safety courses part time and consults for a Utah-based company that provides artificial intelligence services to small businesses. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services primarily to Bank of America’s fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Rachel Winfield is a Series 65-licensed financial advisor with Fisher Investments in Saratoga Springs, Utah. She has 11 years of industry experience and has been with Fisher Investments since 2011. Fisher Investments provides discretionary portfolio management and advisory services to a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals. The firm uses a centralized investment approach combining quantitative screening, qualitative research, and tax-aware processes to construct globally diversified portfolios.

Curtis Ramsay is a Series 66 licensed financial advisor with J.P. Morgan Securities, where he has worked since 2012. He has 18 years of industry experience, including prior roles at JPMorgan Chase Bank and Granger Professional Pharmacy. Outside of his advisory work, he owns and operates an Instagram-based business called Stick to the Pavement. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors.

Michael Bateman is a financial advisor at Osaic Wealth, Inc. with 38 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with Independent Financial Group LLC and Bjo Capital Management Inc. outside of his current role. Bateman also provides economic and tax revenue analysis consulting services for the State of Utah. Osaic Wealth, Inc. serves a diverse clientele including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm combines brokerage and advisory services with financial planning and uses asset-allocation tools, risk assessments, and third-party platforms to deliver customized investment portfolios.

David Moore is a Series 66 licensed financial advisor with two years of industry experience, currently with Edward Jones. Prior to joining Edward Jones, he spent 11 years at Nextgear Capital. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory strategies supported by a large network of financial advisors and branch offices nationwide.

Braeden Cutler is a Financial Advisor at Merrill Lynch Wealth Management, where he focuses on wealth management through a personal, relationship-driven approach. He began his career in the financial services industry at Fidelity Investments, gaining experience in customer service, retirement plan selection for small businesses, and retirement planning for 401(k) participants. He later worked as an investment consultant, helping individuals with planning and investing to achieve various financial goals. Braeden holds a bachelor's degree in Economics from Utah State University, which he completed in 2023 while working. He joined Merrill Lynch Wealth Management in 2026 to further expand his client services. His areas of expertise include college education planning, divorce transition planning, employee financial health, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Outside of his professional work, Braeden enjoys basketball, cooking, football, golfing, hiking, soccer, and traveling. He and his wife often explore the outdoors in Utah and travel frequently, with a favorite destination being the Dolomites in Italy. Braeden is also dedicated to improving his golf skills with the aim of becoming a scratch golfer.