Morgan Allen is a financial advisor with LPL Financial holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining LPL Financial, his experience includes various roles outside of the financial industry, including service with The Church of Jesus Christ of Latter Day Saints and employment in the hospitality sector. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research, model portfolios, and advanced portfolio strategies.

Ryan Ericksen is a financial advisor at LPL Financial with 25 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked for Northwestern Mutual and its affiliated companies from 2001 to 2025. 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 plan consulting, providing both discretionary and non-discretionary management supported by comprehensive research and model portfolios.

Arthur Condie is a financial advisor at Edward Jones with nine years of industry experience. He has held his current position since 2017 and previously worked at Intermountain Health Care for two years. Condie receives merchant service residuals tied to businesses in Spanish Fork and Orem, Utah. 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 broad range of advisory programs and services through a large national network of financial advisors and branch offices.

Bernell Baker is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and possessing 18 years of industry experience. He has worked at LPL Financial since 2012 and concurrently at Aliant Credit Union since the same year. Outside of his advisory role, Baker is involved with an insurance marketing organization that facilitates placing fixed annuity and insurance business with multiple carriers. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL Research and third-party subadvisors.

Daniel Wilson is a financial advisor with Fidelity in Lehi, Utah, holding Series 63 and Series 66 credentials and 17 years of industry experience. He has been with Fidelity Investments since 2010, including roles at Fidelity Personal and Workplace Advisors and Strategic Advisers LLC. Outside of his advisory work, he is involved in managing rental properties with his brother. Strategic Advisers LLC, a Fidelity Investments company, 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 research, quantitative analysis, and algorithmic portfolio construction to manage portfolios from a diversified universe of funds and ETFs.

James Shipp is a financial advisor with Ameriprise in Orem, Utah, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he manages Shipp Company LLC, a business unrelated to investments. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, utilizing a centralized consulting team to deliver tailored, research-driven recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Jared Mitchell is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Edward Jones since 2002. He holds Series 63 and Series 66 licenses and operates out of Lehi, Utah. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Sam Moody is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2015 and JPMorgan Chase Bank since 2012. Outside of finance, he owns and operates a baseball glove repair business and manages an e-commerce store selling home goods. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Wendy Wittke is a financial advisor at Fidelity with two years of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments since 2023, with prior experience in health and wellness, including instructing yoga classes and leading health retreats. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base that includes retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Adam Brown is a Financial Consultant dedicated to assisting individuals and their families in achieving financial success. He emphasizes understanding clients' unique needs and collaborates with them to develop financial plans aligned with their goals. Adam's professional experience includes roles at Fidelity Investments, where he served as an Investment Consultant from 2022 to 2023, a Financial Representative from 2020 to 2022, a Workplace Planning Consultant from 2019 to 2020, and a Premium Relationship Associate from 2016 to 2019. He also worked as an Associate Advisor at Capital Wealth Advisors in 2020. Outside of his professional career, Adam has personal interests in fitness, football, hiking, and parenthood.

Michael Macfarlane is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 22 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Northwestern Mutual and its affiliated investment and insurance companies for over two decades. LPL Financial serves a diverse client base including individuals, retirement plans, banks, and charitable organizations, offering a range of advisory programs and financial planning services supported by model portfolios, third-party subadvisors, and proprietary research.

Ashlee Garn is the Director and Executive Services Officer at Fidelity Investments, a role she has held since 2025. She has been with Fidelity Investments since 2005, progressing through various positions including Brokerage Consultant, Benefits & Planning Consultant for Executive Services, and Financial Representative. Her extensive experience within the company spans areas such as brokerage operations, stock plan services, and customer advocacy. In her current role, Ashlee focuses on helping clients understand and plan for their company equity compensation plans in the context of their individual situations and beliefs. She emphasizes building personal connections and trust to develop personalized financial plans that address every phase of life. Ashlee's professional approach is driven by the success of her clients. No information about Ashlee's education, credentials, personal interests, or community involvement has been provided.

Peter Kranenburg III is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at Sagepoint Financial, Inc. and Next Financial Group, Inc. Outside of his advisory work, he is involved in tax preparation and consulting through his own businesses, Kranenburg & Kranenburg, Inc. and Kranenburg Tax and Consulting Services Inc. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory, and financial planning services. The firm utilizes various asset-allocation tools and third-party platforms to construct portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Olivia Hardester is a financial advisor at Wells Fargo Advisors with Series 66 registration and one year of industry experience. She has held multiple roles related to financial services and education, including positions at Brigham Young University, Solidarity Wealth Management, and Sepio Capital. Outside of her advisory work, she has been involved with youth sports organizations and entrepreneurial activities such as Laced Hair. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services tailored to meet various client needs, supported by Wells Fargo’s research and planning tools.

Michael Payne is currently Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2026. He began his tenure at Fidelity as a Financial Consultant from 2024 to 2026. Prior to joining Fidelity, Michael worked as a Financial Adviser at Morgan Stanley from 2023 to 2024 and as a Financial Consultant at ETRADE from 2017 to 2023. As a Certified Financial Planner™ professional, Michael has experience in financial planning and investment planning. Throughout his career, he has worked with a range of clients including individuals, families, and businesses, assisting them in developing financial plans tailored to their goals and values. Michael holds insurance licenses in Arkansas and California.

Sam Jensen is a CFP® with two years of industry experience and is currently an advisor at Fidelity. His prior work experience includes roles at Dennler Furnishing, Riverside Country Club, Blue Raven Solar, and Farmers Insurance. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a process that integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction.

Luke Gunther is a financial advisor with LPL Financial in American Fork, Utah. He holds the Series 66 designation and has five years of industry experience. His prior roles include positions at Utah Valley University and Bank of American Fork. Outside of his advisory work, he is involved with Gunther Investment Group, LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services with a broad range of portfolio management options and research support.

Aaron Copple is a financial advisor at Mass Mutual Investors Services with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley and E*TRADE Capital Management. Outside of his advisory role, Copple is active as an insurance broker and owns several holding companies. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using advanced analysis tools and also provides specialized offerings such as divorce planning and estate-settlement services.

Hunter Hall is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds a Series 66 designation and has previously worked with firms including Podium, LGCY Power, and Vivint. Outside of advising, he also engages in insurance brokerage, focusing on life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, utilizing firm-approved software and tools to develop collaborative, goal-oriented planning strategies.

Eli Gardine is a financial advisor with Thrivent Investment Management holding a Series 66 designation and no prior industry experience. He joined Thrivent in 2026 after working in various roles outside the financial services industry, including positions at Proofpoint, Symantec, and Adobe. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers these services through a network of advisors and emphasizes planning alongside managed-account options under a consolidated billing approach.