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 with Cetera, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has worked with Cetera Wealth Services since 2013 and has prior experience at Zions Capital Advisors and Zions Direct. In addition to his advisory role, Palmer is a registered representative at Utah Community Credit Union, where he provides financial services on-site, and he co-owns a holding company named Peak GC Three LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform, featuring access to affiliated and third-party managers and various program structures.

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.

Eric Taylor is a financial advisor with Merrill in Lehi, Utah, holding Series 63 and Series 66 licenses and 15 years of industry experience. His career includes roles at E*TRADE Securities and Bank of America. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Laura Kaelin is a financial advisor at Fidelity with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2012. Outside of her advisory role, she owns Human Design with LK, where she provides Human Design readings. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a wide range of clients, including retail and institutional investors, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, advisory role to multiple registered investment companies, and integration of AI in its research processes.

Stephanie Hill is a financial advisor at Edward Jones in Provo, UT, holding a Series 66 designation with 18 years of experience at the firm since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and investment options, operating under a fiduciary standard and maintaining a large network of advisors and branch offices across the country.

Joseph Hatch is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 designations and has 20 years of industry experience. His prior experience includes three years at Wells Fargo Advisors. Outside of his advisory role, Hatch serves as president of a nonprofit owners association for his office complex. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized services such as municipal advisory work and SIMPLE IRA employer consulting.

Eric Smith is a financial advisor at Mass Mutual Investors Services with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been with MML Investors Services LLC and MassMutual Life Insurance Company since 2013. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, using firm-approved software tools to develop written investment recommendations.

Bradley Kast is a financial advisor at MassMutual Investors Services with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at E*TRADE Capital Management and Morgan Stanley Private Bank. In addition to his advisory role, he is also licensed to sell life, disability, long-term care insurance, fixed annuities, and health insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual 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 firm-approved software and supports a range of specialized planning programs.

Brandon Smith is a Series 66-licensed financial advisor with Edward Jones in Provo, Utah, where he has worked since 2018. He has eight years of industry experience and previously served for twelve years in the Utah National Guard. Smith is a board member of the American Fork City PARC Tax Advisory Board. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, managing over $1 trillion in assets through a nationwide network of advisors and branch offices.

Jeffrey Toone is a financial advisor with Edward Jones in Provo, Utah, holding a Series 66 designation and four years of industry experience. Before joining Edward Jones in 2022, he worked at Precoa for three years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Jordan Wilkins is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2019. Prior to joining Edward Jones, he was employed at Optum Bank, Apex Systems, and Tucanos Brazilian Grill. 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 solutions supported by a large network of financial advisors and branch offices.

Kohler Black is a CFP® professional at Charles Schwab with eight years of industry experience. He has worked at Charles Schwab since 2020, previously with TD Ameritrade, Ameriprise Financial Services, Cambridge Financial/Penn Mutual, and Vivint Smart Home. Outside of advisory work, he owns a small portfolio of single-family rental properties. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options supported by multi-asset model portfolios and centralized operational infrastructure.

Connor Boyd is a CFP® professional affiliated with LPL Financial, with seven years of industry experience. He has held roles at LPL Financial and Progressive Planning LLC, among other positions. Boyd previously worked with VIP Home & Garden and Aptive Environmental and has experience connected to Utah Valley University. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Christopher Morrill is a financial advisor with Cambridge Investment Research Advisors in Provo, Utah, holding Series 63, 65, and 66 licenses and possessing 28 years of industry experience. He has been with Cambridge Investment Research Advisors since 2016. Outside of his advisory role, Morrill serves on the board of the Hobble Creek Bicycle Association and is involved in several entrepreneurial ventures, including software services for financial advisors. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services. The firm offers diverse investment implementation options through multiple platforms, combining proprietary and third-party strategies tailored to client objectives.

Sammie Conger is a financial advisor with Wells Fargo Clearing in Lehi, UT, holding a CFP® designation along with Series 63 and Series 65 licenses. Conger has 40 years of industry experience, including 14 years at A. G. Edwards & Sons, Inc., and has been with Wells Fargo since 2016. Outside of advising, Conger serves as a counselor with Zeiders and is involved with Tuskegee University. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm operates on a large scale, managing approximately $671 billion in assets and offering both brokerage and advisory solutions.

Justin Ricks is a financial advisor with Mass Mutual Investors Services in Lehi, Utah, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been with MML Investors Services, Inc. and Mass Mutual Life Insurance Company since 2003. Outside of his advisory role, Ricks works as an online adjunct classroom facilitator for Columbia University and Southern New Hampshire University and provides disability consulting services to families with disabled loved ones. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations, utilizing firm-approved analytical tools and offering educational seminars.

Joshua Christensen is a Series 66 credentialed financial advisor at Fisher Investments with 20 years of industry experience. He has been with Fisher Investments since 2010. Fisher Investments serves institutional and private clients worldwide, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across various asset classes. The firm employs a centralized investment approach combining quantitative and qualitative analysis and offers a range of services including sub-advisory and retirement plan management.