Justin Holt is a financial advisor at Edward Jones in Provo, UT, holding a Series 66 designation. He joined Edward Jones in 2025 after working at Rush Enterprises and Premier Truck Group. Holt has no prior industry experience beyond his current role. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

David Hullinger is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been part of the Hullinger Team, which has a history of serving clients in Utah County for over 40 years. The team is recognized for its longstanding relationship with Merrill Lynch and Bank of America. David's areas of expertise include Family Wealth Management Strategies, Services for Endowments, Foundations, and Non-profits, Investment Consulting for Defined Contribution Plans, Legacy Planning, LGBT Wealth Planning, Women and Wealth, Individual and Corporate Investment Strategy, Tax Minimization, and Retirement Income. He is a member of a professional team comprised of 10 individuals with well over 100 years of combined experience. He holds a Bachelor's and a Master's Degree from Brigham Young University and maintains professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). David is active in his community as a basketball coach and serves as President of the Live wElle Foundation, Inc.

Travis Morgan is a financial advisor at Cetera with 26 years of industry experience. He holds the Series 65 and Series 66 designations and has worked at Cetera and Cetera Wealth Services since 2014. Outside of advising, he is involved in minor farming activities as an owner. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable accounts, and institutional investors. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform that combines affiliated and third-party money managers across various program structures.

Dane Runia is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds the CFP® and Series 66 designations. His prior experience includes roles at Bank of America and Merrill. Outside of advisory work, he is involved in managing several family-held and investment-related LLCs and trusts in Provo, Utah. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides comprehensive financial planning using firm-approved tools and advisory programs, managing approximately $2.74 trillion in client assets.

Michael Pelo is a financial advisor with Mass Mutual Investors Services in Lehi, Utah. He holds the CFP® and ChFC® designations and has nine years of industry experience. Prior to joining Mass Mutual in 2026, he spent several years with Northwestern Mutual in various roles. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative financial planning relationships supported by firm-approved analytical tools and offers specialized programs such as divorce planning and employer-sponsored planning services.

Edward Ricker II is a financial advisor at Mass Mutual Investors Services with 13 years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley Private Bank and E*TRADE Capital Management. Outside of advising, he owns a dropshipping and reselling business on Amazon. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software tools for financial planning and offers specialized programs including divorce planning and employer-sponsored planning services.

Bryan Seastrand is a financial advisor with Edward Jones in Provo, Utah, holding a Series 66 designation and four years of industry experience. His prior roles include positions at GoHealth, LLC, Veracity Insurance Solutions, Aflac, and Alpine Credit Union. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets with a large network of financial advisors and branch offices across the country.

Shoya Magomedowa is a financial advisor with Merrill in Saratoga Springs, UT, holding a Series 66 designation and seven years of industry experience. She has worked at Bank of America and Merrill since 2017 and at Wells Fargo from 2016 to 2017. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates investment strategies developed by its Chief Investment Office and third-party managers within Bank of America’s broader platform.

Marshall Dean III is a financial advisor with LPL Financial in American Fork, UT, holding Series 63 and Series 65 licenses and 17 years of industry experience. His previous roles include positions at UBS Financial Services, Inc. and CUSO Financial Services, LP. 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. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by in-house and third-party research.

Thaddaeus Hay is a financial advisor at OSAIC with two years of industry experience. He holds a Series 66 designation and previously worked at Nozani/Buy Box Experts/Spreetail for seven years, as well as shorter tenures at State Farm and Alliance Limited. Outside of his advisory role, he is involved as president and co-founder of the Soul Purpose Foundation, a nonprofit focused on community engagement and donations. OSAIC serves a diverse clientele, including individual investors, pension plans, corporations, and charitable organizations, offering a range of brokerage and advisory services. The firm employs asset-allocation tools and automated rebalancing to manage portfolios across multiple asset classes and supports various advisory platforms and third-party solutions.

Logan Tanner is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on helping clients uncover what matters to them and their families to create strategies aimed at pursuing their financial goals. He holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Logan earned his Bachelor's Degree from Utah State University.

Talon Webb is a financial advisor with OSAIC based in Orem, Utah, holding a Series 66 designation and bringing 16 years of industry experience. He has been affiliated with OSAIC Wealth since 2009 and also owns Hobble Creek Wealth, an LLC used for marketing and accounting purposes related to his financial advising business. Webb is also a partner in WTM Holding LLC, a non-investment-related entity involved in mortgage and office space management. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients, offering services that include brokerage and investment advisory, financial planning, retirement plan consulting, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated portfolio rebalancing, providing both discretionary and non-discretionary account management.

Brigham Bateman is a financial advisor at OSAIC with one year of industry experience. He holds a Series 66 designation and previously worked at Lawrence Wealth Management, Truwear, and Wasatch Threads, Inc. Bateman has an ongoing business relationship involving the sale of Wasatch Threads and maintains a private investment in a medical device company, Sky Dance Vascular. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs a range of investment tools and platforms to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

Jennifer Mc Comb is a financial advisor at Merrill with 15 years of industry experience and holds a Series 66 designation. She has worked at Merrill since 2017 and has been affiliated with Bank of America, N.A. since 2019. Prior to her current roles, she spent a year with Mountain Sage Natural Health & Acupuncture, LLC. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Tad Harris is the Vice President and Branch Leader at Fidelity Investments. In this role, he leads, develops, and coaches a team of advisors in Utah. Tad has been with Fidelity Investments since 2004 and has held various roles including Regional Planning Consultant, Financial Consultant, and Financial Representative. Throughout his career at Fidelity, spanning over 20 years, Tad has assisted thousands of clients across all stages of their financial lives. His professional experience encompasses leadership and direct client financial consulting. Outside of his professional responsibilities, Tad enjoys board games, boating, social events with friends, and surfing.

Zachary Thurston is a Planning Consultant at Fidelity Investments, where he collaborates closely with clients to understand their goals and develop strategies to help achieve them. He prioritizes building strong, lasting relationships based on trust and dependability. Zachary has been with Fidelity Investments since 2020, progressing through roles including Customer Relationship Advocate, Financial Representative, and Relationship Manager before becoming a Planning Consultant. His experience spans client relationship management and financial planning within the wealth management sector. Outside of his professional work, Zachary enjoys baseball, football, golf, softball, and spending time with his family.

Bryant Hall is a financial advisor with LPL Financial based in Lehi, Utah. He holds the Series 66 designation and has four years of industry experience. Prior to joining LPL Financial, he worked at Mountain America Credit Union. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, credit unions, and charitable organizations. The firm offers a range of financial planning and advisory services, including retirement plan consulting and access to various investment programs supported by research and model portfolios.

Valton Jackson is a financial advisor with Raymond James Financial in Orem, Utah, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Raymond James Financial and its affiliate since 2008 and previously worked at LGCY Power from 2015 to 2018. Outside his advisory role, he is the owner of Vermillion Vista Finance, a support company. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, offering tailored recommendations through a range of brokerage and advisory solutions, with a notable emphasis on non-discretionary advisory services.

Carter Cushing is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at Amazon, the University of Utah, and Brigham Young University-Hawaii. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Robert Craig is a financial advisor with Raymond James Financial in American Fork, UT, holding Series 63 and Series 65 licenses and six years of industry experience. He previously worked at Olde Wealth Management LLC and Purple Pines LLC and is currently associated with CH Retirement Income Planning in a financial advisor capacity. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth investors, and institutional entities, with specialized programs for small businesses and state and municipal government clients.