Michael Slaugh is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked at various Fidelity entities since 2013 and currently serves as vice president on the board of an automobile repair shop in Salt Lake, Utah. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Teotihuacan Ngatuvai is a CFP®-certified financial advisor with 29 years of industry experience, currently affiliated with Fidelity. He has held multiple roles within Fidelity since 2000, including positions at Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. 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 combines proprietary research with quantitative analysis and systematic portfolio construction to deliver model portfolios and advisory solutions.

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.

Rachel Metallo is a Financial Consultant currently working at Fidelity Investments since 2024. She has extensive experience in the financial services industry, having held roles such as Financial Advisor at Morgan Stanley from 2023 to 2024 and at Metlife and AXA Advisors in 2016. She also worked as a Financial Consultant at E*TRADE Capital Management from 2018 to 2024 and served as a Financial Engines Advisor Project Manager from 2017 to 2018. Prior to these roles, Rachel was a Manager at TD Ameritrade from 2005 to 2015. Rachel holds insurance licenses in Arkansas and California. She focuses on partnering with clients to analyze their investments and develop straightforward plans centered around their financial goals, comfort levels, and needs. Her approach emphasizes being a dedicated partner in her clients' financial journeys. Outside of her professional life, Rachel enjoys activities such as football, hiking, snowboarding, outdoor adventures, social events with friends, and parenthood.

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 with LPL Financial in Lehi, Utah, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He previously worked at Ameriprise Financial Services and Metlife Securities. Outside of his advisory role, he is involved with Boxfin Financial and Halls of Glory, Inc., which are non-investment related businesses. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services and platforms, utilizing both proprietary and third-party models, alongside a broad array of financial products and partnerships.

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 with 38 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Independent Financial Group LLC for 21 years and BJO Capital Management Inc for 26 years. Outside of advisory roles, he provides consulting services involving economic and tax revenue analysis for the State of Utah. Osaic Wealth serves a wide range of retail and institutional clients through its large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios that include a variety of securities and alternative investments.

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, focusing on a personal, relationship-driven approach to wealth management. He works closely with clients to understand their priorities and help them make informed financial decisions with confidence. Cutler has over six years of experience in the financial services industry, having started his career at Fidelity Investments. His roles there included customer service, assisting small businesses with retirement plan selection, supporting 401k plan participants with retirement planning and investments, and serving as an investment consultant to help individuals plan and invest for various financial goals. In 2023, he earned a bachelor's degree in Economics from Utah State University while continuing to work in the industry. He joined Merrill Lynch Wealth Management in 2026 to further expand his capabilities for clients. Outside of his professional life, Braeden enjoys outdoor activities such as basketball, cooking, football, golfing, hiking, and soccer. He and his wife appreciate spending time in the Utah outdoors and traveling; his favorite destination is the Dolomites in Italy. Braeden is also working on his golf game with the aspiration of becoming a scratch golfer. He holds the Personal Investment Advisor (PIA) designation and is proficient in English and Italian.

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 CFP® and ChFC® with 21 years of experience in the financial services industry. He is currently with LPL Financial and previously worked for Northwestern Mutual in various capacities over nearly two decades. He is also an author and participates in speaking engagements. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party models, alongside a broad set of non-advisory financial services.

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.