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.

Eric Azevedo is a financial advisor with Wells Fargo Advisors in Lehi, Utah, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Wells Fargo Clearing and Edward Jones, as well as a 20-year career in the United States Marine Corps. 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 financial planning services, including specialized areas such as business-owner transition and sports & entertainment planning, using Wells Fargo research and planning tools to develop tailored recommendations.

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.

Dorne Hall is a financial advisor at LPL Financial with 35 years of industry experience. He has held positions at Ameriprise, Ameriprise Financial Advisors Inc., Metlife Securities, Inc., and Metropolitan Life Insurance Company. Outside of his advisory role, Hall is involved with several businesses including Boxfin Financial and Halls of Glory, Inc. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory and brokerage services, including financial planning, retirement consulting, and access to model portfolios supported by both in-house and third-party research.

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.

Auston Belka is a financial advisor at Wells Fargo Advisors with a Series 66 designation and over 18 years of experience at Wells Fargo Bank. He joined Wells Fargo Advisors in 2025. Outside of his advisory role, he and his wife hold a real estate investment entity for personal investing purposes. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services through a large network of advisors. The firm offers a broad range of planning services and integrates advisory solutions with other financial products and referral channels.

Tyler Vongsawad is a financial advisor with LPL Financial, holding the CFP® and ChFC® designations and bringing 21 years of industry experience. He previously worked at Northwestern Mutual in various roles from 2005 to 2024. Outside of advising, he is an author and participates in occasional speaking engagements. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutions through a national network. The firm offers financial planning, advisory programs, and retirement plan consulting with both discretionary and non-discretionary management options, supported by research and a variety of investment strategies.

Jayne Smith is a financial advisor with Morgan Stanley in Provo, UT, holding Series 63 and Series 65 credentials and with 12 years of industry experience. She previously worked at Merrill from 2013 to 2021 before joining Morgan Stanley Smith Barney LLC in 2021. Outside of her advisory role, she is the sole proprietor of J7 Capital LLC, an investment-related real estate business. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and proprietary planning tools, emphasizing advisory services without individual security recommendations in standalone planning.

Ammon Doman is a CFP® professional with 10 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His prior experience includes roles at Northwestern Mutual Wealth Management Company, Creative One Securities, LLC, and Strategic Advocates, LLC. Outside of his advisory work, he has been involved in coaching soccer. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individual investors, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.

Robert Mayne is the Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2018. In this role, he partners with clients and their families to create personalized wealth plans aimed at helping them pursue their financial goals and manage risks and challenges. Robert has been with Fidelity Investments since 2012, progressing through various roles including Financial Representative, Investments Consultant, Financial Consultant, and currently, Vice President, Wealth Planner. This progression reflects his extensive experience in wealth planning and financial consulting. No additional information about his education, credentials, personal interests, or community involvement has been provided.

Brett Paxman is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 designation and has been affiliated with both Bank of America, N.A. and Merrill since 2010. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary strategies developed by internal and third-party investment teams.

Brian Cheney is a financial advisor with Wells Fargo Advisors, holding a Series 66 credential and 20 years of industry experience. He previously worked at Goldman, Sachs & Co for 15 years and Morgan Stanley for two years before joining Wells Fargo Advisors in 2021. Outside of his advisory role, Cheney serves as a soccer referee and teaches fundamentals of investing as an adjunct professor at the University of Nevada Reno. He is also an advisory member of the finance committee for The Miller Foundation, an organization focused on health. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services using proprietary research and tools, delivering tailored recommendations through meetings and written summaries.

Daniel Palmer is a financial advisor at Cetera with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Cetera and its affiliated entities since 2013. Outside of his advisory role, he is a registered representative at Utah Community Credit Union and a co-owner of a holding company. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Davey Wynn is a Financial Consultant currently working at Fidelity Investments since 2023. He has over a decade of experience in the financial services industry, having previously served as a Financial Consultant at E*Trade Financial and Morgan Stanley from 2012 to 2023. Davey collaborates with clients to understand their financial goals and develop disciplined, unemotional plans to guide them toward achieving both short-term and long-term objectives. He holds insurance licenses in Arkansas and California, supporting his ability to provide comprehensive financial advice. Davey emphasizes building strong, lifelong relationships with clients and their families, grounded in trust and integrity. Outside of his professional role, he engages in activities such as fishing, hiking, soccer, traveling, and volunteering.