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.

Saysha Meyers is a Benefits & Planning Consultant specializing in Executive Services. She collaborates with clients to optimize employee benefits as part of their overall financial plans. Utilizing Fidelity's planning principles and tools, she aims to provide strategies that address clients' monetary needs and goals. Through an educational approach, she supports clients in increasing awareness and making research-based decisions regarding their financial futures. Saysha's professional experience at Fidelity Investments includes roles as Investment Solutions Representative III (2024-2025), Investment Solutions Representative II (2024), Investment Solutions Representative I (2023-2024), High Net Worth Service Associate I (2022-2023), and Customer Relationship Advocate (2021-2022). She holds insurance licenses in Arkansas and California. Outside of work, Saysha engages in family activities, social events with friends, outdoor adventures such as snowboarding, traveling, and volunteering.

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.

Bryce Carbee is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and four years of industry experience. His background includes roles at Primerica Financial Services, Allied Universal, and BYU-Idaho. In addition to advisory services, he is involved in sales of non-investment products such as home security and automation through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm employs model-delivery investment strategies managed by unaffiliated asset managers and offers trade execution and custody support through established partners.

Robert Collins is a financial advisor with Merrill in Provo, Utah, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Bank of America. Outside of advising, he is involved in a personal investment partnership related to a condominium development project. Merrill serves a broad client base—including individuals, retirement plans, corporations, and institutions—by offering managed account programs, discretionary portfolio management, and brokerage services. The firm employs a range of program strategies with both client and advisor discretion and integrates closely with Bank of America affiliates to support trading, lending, and capital-market activities.

Selina Raass is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds the CFP® designation as well as Series 63 and Series 65 licenses. Her prior work includes roles at Bank of America, N.A., and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved planning tools.

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.

Mckay Warren is a financial advisor with OSAIC, holding a Series 66 designation and five years of industry experience. He has worked with OSAIC since 2019 and is also involved with Hobble Creek Wealth. Outside of his advisory role, he serves as a divorce consultant for Peaceful Divorce Solutions, assisting in the equitable division of marital assets during mediation. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing asset-allocation tools and third-party solutions to manage diverse portfolios for individual and high-net-worth investors, pension plans, corporations, and charitable organizations.

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.

Andrew Hilgenberg is a financial advisor with Fisher Investments, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked at Fisher Investments since 2019 and previously was employed at Fidelity Investments and Fidelity Personal and Workplace Advisors. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across diverse asset classes. The firm uses a centralized investment process combining quantitative and qualitative research and employs tax-aware and risk management strategies.

Michael Frandsen is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Cambridge since 2016, with prior experience that includes a role at the Church of Jesus Christ of Latter-day Saints. Frandsen is also the founder of MDF Holdings, a real estate venture based in Provo, UT. Cambridge Investment Research Advisors is a large SEC-registered firm serving a broad range of clients, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a variety of portfolio management strategies and platform arrangements.

Chad Looman is a financial advisor with Edward Jones in Springville, UT, holding a Series 66 designation and six years of industry experience. Before joining Edward Jones in 2019, he worked at Young Living Essential Oils and operated his own event planning business, Looman Events / Date Night for 2. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated financial products. The firm manages over $1 trillion in assets and offers strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and tax-efficient services under a fiduciary standard.

Kasey Ring is a financial advisor with LPL Financial and holds Series 65 and Series 66 licenses. She has 10 years of industry experience, including ownership of Upward Personal Finance, LLC since 2015 and a long tenure with R&H Citrus Lp. Outside of finance, she is involved with Deer Valley Resort, a ski resort in Utah. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing a range of model portfolios, third-party subadvisors, and technology-driven management solutions.

Tyler Burtenshaw is a financial advisor with J.P. Morgan Securities in Provo, Utah, holding Series 63 and Series 65 licenses and three years of industry experience. He has previously worked at Morgan Stanley/E*Trade, Oneamerica Securities, Inc., and JPMorgan Chase Bank, N.A. Outside of his advisory roles, he has experience with Life Changing Services and Enlite Home. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and applies an ESG framework in portfolio recommendations.

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.

Joseph Elieson is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior roles include positions at Camelback Strategy and The Bold Group, as well as work related to Brigham Young University. He was also a full-time student at BYU from 2020 to 2023. 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 employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios using systematic methodologies and long-term asset allocation benchmarks.

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.

Nicholas Nadauld is a Senior Financial Advisor with Merrill Lynch Wealth Management and a member of the Young, Hullinger, Roundy and Associates team. He focuses on preparing and executing wealth plans and strategies tailored for high net worth families and individuals. His role involves asset management and delivering client solutions and services. Nicholas has expertise in areas including legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, special needs planning strategies, individual and corporate investment strategy, and retirement income. He works to provide solutions designed for retirement goals, investment management, banking, trust and estate planning services, and multi-generational wealth transfers. He holds a Bachelor's Degree in Finance with an emphasis in asset management from Brigham Young University and is a Personal Investment Advisor (PIA). Nicholas is bilingual in French and English. Outside of his professional work, he is involved with the Church of Jesus Christ of Latter Day Saints and enjoys basketball, boating, football, golfing, and skiing.

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.