Cameron Hardy is a Series 66 licensed financial advisor with UBS Financial Services in Mapleton, Utah, where he has worked since 2015. He has 12 years of industry experience. Outside of his advisory role, he is involved in real estate partnerships and property management in Washington. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services to support tailored investment strategies.

Michael Perkins is a financial advisor with Primerica Advisors in Springville, UT, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Primerica since 2005. Outside of advisory activities, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm utilizes model-based strategies developed by third-party managers and maintains approximately $15.5 billion in assets under management through a nationwide network of nearly 3,700 advisors.

Jack Myers is a financial advisor at Fidelity with six years of industry experience and holds the Series 66 designation. Prior to joining Fidelity, he worked at BambooHR and Midwestern University. Outside of his advisory role, he is an Independent Business Owner with Amway, where he provides retail client service and has team building and training responsibilities. Fidelity, through its Strategic Advisers LLC division, offers investment management and advisory services to retail and institutional clients, utilizing a mix of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Matthew Hutchinson is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and two years of industry experience. He has been with Fidelity and its affiliated Strategic Advisers LLC since 2023. Prior to his advisory role, his background includes work in education and various other industries. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Daniel Mc Kay is a financial advisor with Ameriprise in Mapleton, UT, holding a Series 66 designation and 13 years of industry experience. He previously worked at Edward Jones for ten years before joining Ameriprise in 2023. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Michael Mendenhall 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, following six years at Rock Canyon Bank. In addition to his advisory role, Mendenhall serves as the mayor of Spanish Fork, Utah, where he chairs city council meetings and participates in local government activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm offers a wide range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Tyler Mendenhall is a financial advisor at Edward Jones in Spanish Fork, UT, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Central Bank and Rock Canyon Bank, where he worked for a total of seven years before joining Edward Jones. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

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.

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.

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.

Tyler Romney is a CFP® professional affiliated with LPL Financial with eight years of industry experience. He has been with LPL Financial since 2017 and has worked at Mountain America Credit Union since 2014. Outside of his advisory roles, he serves as an entertainment supervisor for Open Air Entertainment Inc. in Saratoga Springs, UT. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.