Bradley Britton is a CFP® and Series 66-registered advisor with UBS Financial Services, where he has worked since 2006, bringing 20 years of industry experience. He serves as the secretary for the Parry Farms Home Owners' Association, managing commonly owned property in Bluffdale, Utah. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing proprietary research and asset allocation models to tailor financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers a range of capital markets, custody, and lending solutions.

Kraig Burlingame is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Cetera Advisor Networks, Peak Financial Network Solutions, and Banner Bank. Burlingame is also involved with Walker Investments, a non-investment related activity focused on non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services supported by extensive technology and a broad platform that includes financial planning, model portfolios, third-party asset management, and institutional solutions.

Curt Peterson is a financial advisor at Edward Jones in Alpine, UT, holding a Series 66 designation with 20 years of industry experience, all of which has been with Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Steven Dyches is a financial advisor at MassMutual Investors Services with 19 years of industry experience. He holds a Series 66 designation and has been associated with MML Investors Services Inc and MassMutual Life Insurance Company since 2006. Outside of advisory work, he is involved as an insurance agent and consults on non-qualified deferred compensation plans. MassMutual Investors Services, LLC operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative annual planning engagements supported by proprietary software and educational seminars.

Cade Roemmich is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and two years of industry experience. His prior work includes roles at MassMutual Life Insurance Company, Western Governors University, and Apollo Health Group. Outside of his advisory role, he is also licensed as an insurance broker specializing in life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual 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, estates, and charitable organizations. The firm emphasizes collaborative, annual planning engagements using firm-approved analytical software and offers programs including divorce planning, estate settlement, and employer-sponsored planning.

Jordan Whittenburg is a financial advisor at Osaic with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services and operated the Whittenburg Group since 2003. He is also a licensed insurance agent involved in the sale of life, health, disability, and long-term care insurance products. OSAIC Wealth, Inc. serves a diverse group of retail and institutional clients, offering integrated brokerage and advisory services through a large network of financial advisers. The firm utilizes various asset-allocation tools and supports a wide range of investment options and third-party money managers to construct customized portfolios.

Casey Frehner is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Fidelity Brokerage Services LLC, The CORE Group, Inc., and Fanzz Sports Apparel. Casey is part of Strategic Advisers LLC, a Fidelity Investments company that serves retail and institutional clients with investment management and advisory services. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Theresa Bond is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 65 licenses and has three years of industry experience. Bond previously operated Bond Financial Inc. for 12 years and has worked with several other firms, including Promontory Financial Planning and Aegis Wealth Management. She is also an employee of Goar Financial Services. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary planning using analytical tools and supports advisory programs through a large network of affiliated advisory firms.

David Martinez is a Series 66-licensed financial advisor with eight years of industry experience, currently working at Edward Jones in Saratoga Springs, UT. His prior experience includes roles at Transamerica Financial Advisors, World Financial Group, and Wells Fargo Clearing Services LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branch offices nationwide.

Jordan Jones is a financial advisor with Mass Mutual Investors Services in Lehi, UT, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has been with MML Investors Services LLC since 2012 and MassMutual Life Insurance Company since 2009. Outside of his advisory role, Jones owns Lost Boys Media, a social media advertising and marketing firm, and the Diamond Collective, a sports apparel and service brand. MML Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative financial planning engagements using firm-approved analytical tools.

James Taylor is a financial advisor at Merrill with 23 years of industry experience. He holds the Series 66 designation and has worked at Merrill Lynch, Pierce, Fenner & Smith since 2006 and Bank of America, N.A. since 2011. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm’s investment approach includes multiple program strategies governed by its CIO and platform oversight, with recent emphasis on tax-efficient services and integration with Bank of America’s banking and capital-markets platform.

Maura Knutsen is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and four years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2021, and previously held roles at Mountain America Credit Union, Peak Restaurant Partners, and Southern Utah University. 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 strategies.

Benjamin Chandia is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked at PFS Investments Inc. since 2022 and has a background in public service with the West Valley City and Ogden City Fire Departments. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, relying on model-delivery strategies created by unaffiliated asset managers and supported by BNY Mellon Advisors and Pershing. The firm focuses on delivering advisory services through a large network of financial advisors and offers a range of investment models including those allocating to cryptocurrency ETFs.

Jaron Dansie is the Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2026. In his role, he collaborates with clients to develop tailored financial strategies that align with their unique goals and circumstances, focusing on optimizing wealth and providing clarity as clients' objectives evolve. Jaron has been with Fidelity Investments since 2007, acquiring experience across various roles including Director, National Planning Consultant (2015-2026), Financial Consultant at the Scottsdale Branch (2014-2015), Investment Consultant in Portfolio Advisory Services (2012-2014), and positions involving Workplace Planning, Investments, and Service Trading (2007-2012). Outside of his professional duties, Jaron has interests in fishing, fitness, and outdoor adventures.

Douglas Christensen is a financial advisor at Merrill with 18 years of industry experience. He has held roles at Merrill since 2019 and previously worked at Wells Fargo Bank for 13 years. Christensen is a passive owner of a family business that sells custom couches to consumers and interior designers. 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 for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jacob Sonne is a financial advisor with Mass Mutual Investors Services holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at Northwestern Mutual Investment Services and MassMutual Life Insurance Company. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and deliver written recommendations.

Brandon Patrick is a financial advisor with Equitable Advisors in Draper, UT, holding a Series 66 designation and 17 years of industry experience. He has been with Equitable Advisors since 2008, including its prior affiliation with Axa Advisors. Outside of his advisory role, he serves as trustee of the Brandon & Becky Patrick Living Trust. Equitable Advisors serves individual clients, plans, corporations, and institutions by offering financial planning, retirement plan consulting, and asset management programs. The firm utilizes a variety of advisory models and third-party managers, providing access to mutual funds, ETFs, separately managed accounts, and select alternative investments.

Brian Watterson is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since joining the firm in 2011, he has focused on understanding the priorities of high-net-worth individuals and families, providing personalized attention and disciplined financial strategies tailored to client objectives. As a Portfolio Manager, Brian manages discretionary personalized and defined strategies that may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment approaches. Brian holds a Bachelor of Science degree in Mathematics from Utah Valley University. He is a Certified Investment Management Analyst® (CIMA®) professional, a Certified Plan Fiduciary Advisor (CPFA), a Personal Investment Advisor (PIA), and a Retirement Accredited Financial Advisor (RAFA). He is also a member of the Investment & Wealth Institute. Brian is engaged in his community through his church and has served a two-year mission in Armenia. Residing in Jurupa Valley with his wife and five children, Brian’s personal interests include basketball, football, genealogy, hiking, reading, running marathons, and softball. He is committed to building strong relationships with clients by providing knowledgeable and accessible guidance to help them make important financial decisions.

Brent Jackman is Vice President and Branch Leader at Fidelity Investments, a position he has held since 2022. He has been with Fidelity Investments for over 33 years, progressing through various roles including Assistant Branch Leader, Branch Service Manager, and Private Client Group Manager. Throughout his career, Brent has focused on attracting and retaining financial professionals to assist clients in achieving their financial goals. His extensive experience spans leadership and client service within the financial services industry. Outside of work, Brent enjoys family activities, fitness, football, gardening, and running.

Saryn Keller is a financial advisor at Primerica Advisors with one year of industry experience. She holds Series 63 and Series 65 licenses and has worked in various roles including at Primerica Financial Services and Parham Doctor's Hospital. Her other business activities include sales of loan products and referrals for home security and automation services through affiliated companies. Primerica Advisors manages 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 uses model-delivery strategies created by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.