Michael Bateman is a financial advisor with Osaic Wealth, Inc. based in Provo, Utah, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. He has worked at Osaic Wealth since 2025 and previously with Independent Financial Group LLC for over two decades. Bateman is also president of Bjo Capital Management, Inc., where he provides economic and tax revenue analysis for the State of Utah. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party solutions to construct portfolios across various asset classes, managed on discretionary or non-discretionary bases.

David Moore is a Series 66-licensed financial advisor with Edward Jones in Provo, UT, and has one year of industry experience. He previously worked at Nextgear Capital for 11 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors.

Braeden Cutler is a Financial Advisor at Merrill Lynch Wealth Management. In this role, he provides financial services and advice to clients, assisting them in managing their wealth and investments. His professional responsibilities involve working within the wealth management line of business at Merrill Lynch. Specific details about his experience, expertise areas, education, credentials, personal interests, and community involvement are not provided.

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.

Joshua Ames is a financial advisor with Equitable Advisors in Draper, Utah. He holds a Series 66 designation and has two years of industry experience. Prior to joining Equitable Advisors, he worked at Decimal LLC and KPMG Spark. Ames is a member of professional networking organizations BNI and NAIFA. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm provides financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating through multiple sponsored and endorsed investment platforms.

Mark Fairclough is the Vice President and Executive Planning Consultant at Fidelity Investments, a role he has held since 2022. In this position, he engages in holistic wealth planning and benefits education to assist individuals and families in making informed decisions aimed at achieving their personalized financial goals. He emphasizes serving as a comprehensive financial resource to help clients navigate significant life events and celebrate financial milestones. Mark has accumulated extensive experience at Fidelity Investments, progressing through various roles since 2010. His previous positions include Workplace Financial Consultant, Annuity Sales Representative, Financial Consultant, and Portfolio Specialist. Prior to joining Fidelity, he worked as an Operations Analyst at Riggs Capital Management from 2008 to 2010. He holds insurance licenses in Arkansas and California, enabling him to provide licensed insurance advice and services in these states.

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.

Ryan Richards is a CFP® professional with 15 years of industry experience, currently serving at Raymond James Financial in Draper, UT. His prior experience includes six years at Morgan Stanley. Richards is also the owner of Richards Private Wealth, LLC. 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 emphasizes non-discretionary financial planning and investment consulting, supported by a broad affiliate network and a range of implementation options.

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 with Merrill in Lehi, UT, holding a Series 66 designation and four years of industry experience. He has been with Bank of America and Merrill since 2010. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm is integrated into Bank of America’s broader corporate platform, providing access to a wide range of investment products and services.

Heidi Warr is a ChFC® and Series 66 registered financial advisor with Edward Jones in Draper, Utah. She has 11 years of industry experience and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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.

Eric Taylor is a financial advisor at Merrill with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill and Bank of America since 2019, following more than a decade at E*TRADE Securities. 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.

Laura Kaelin is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and 13 years of industry experience. She has been with Fidelity since 2012, including roles at Fidelity Personal and Workplace Advisors since 2018. Outside of her advisory work, she owns and operates a business providing Human Design readings. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction.

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. in American Fork, Utah, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. He has worked at Raymond James since 2017 and previously spent three years with Wells Fargo Advisors. Hatch is also the owner of CH Retirement Income Planning and serves as president of the Liberty Park Owners Association, a nonprofit organization. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, and institutional entities. The firm primarily provides non-discretionary financial planning and investment consulting through tailored strategies supported by firm research and an extensive affiliate network.

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.