Megan Myers is a financial advisor at Raymond James Financial with 12 years of industry experience. She holds the Series 66 designation and has been associated with Raymond James Financial Services since 2014. In addition, she is involved with Myers Financial Services, where she supports client account management and administrative functions. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary advisory services using risk profiling and modeling tools, and is noted for its municipal advisory affiliation and specialized SIMPLE IRA consulting program.

Nydia Lenhart is a financial advisor at Cetera with eight years of industry experience. She holds the Series 63 and Series 65 designations. Her prior work includes roles at Securities America Inc and Murray School District. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, supporting various program structures and custodial relationships.

Donald Bentley is a financial advisor at Merrill with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill since 1997, concurrently serving at Bank of America, N.A. since 2014. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jared Garns is a financial advisor with Wells Fargo Advisors in Lehi, Utah, holding a Series 66 designation and 16 years of industry experience. He has worked in various capacities within Wells Fargo-affiliated entities since 2009. Outside of his advisory role, Jared is a 50% owner of Sapphire Wealth Management, an independent investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services tailored to clients who meet certain net-worth thresholds. The firm combines advisory services with various financial products and planning specialties to address diverse client needs.

H Parkinson is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 designations and 35 years of industry experience. He has been with Mass Mutual Investors Services since 1990 and has been affiliated with MassMutual Life Insurance Co since 1986. Outside of his advisory role, he works as an agent for MP Solutions, LLC, focusing on life and health insurance products, and is a contract employee for APA Benefits, Inc., a third-party administrator for defined benefit plans. 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 seminars, employing firm-approved software tools to analyze client goals and providing recommendations without investment discretion.

Austin Seegmiller is a Financial Advisor with Merrill Lynch Wealth Management, where he works with individuals, families, and business owners to support their financial futures. He specializes in retirement planning, tax-efficient investing, workplace plans, and portfolio management services among other areas. Austin provides personalized guidance aimed at helping clients make informed decisions to live the life they desire in retirement. With a focus on building lasting client relationships through thoughtful planning and clear communication, Austin assists clients in navigating wealth management areas such as corporate benefits, divorce transition planning, family wealth strategies, legacy planning, and liquidity management. He works with clients to develop strategies that align with their broader financial picture, including coordinating with tax and legal professionals for tax-aware portfolio construction and income planning. Austin holds a Personal Investment Advisor (PIA) designation and earned a High School Diploma from Timpanogos High School. He also attended Utah Valley University without completing a degree. Outside of his professional role, he enjoys basketball, golfing, spending time with his family, and watching movies.

Neilson Hullinger is a Financial Advisor with Merrill Lynch Wealth Management. He works as part of The Hullinger Group, a team with nearly a century of advising experience. In this role, he provides clients with access to extensive financial knowledge and veteran experience in managing wealth in uncertain times. Neilson specializes in areas including Family Wealth Management Strategies, Legacy Planning, Liquidity Management, Managing New Wealth, Personal Retirement Planning, Philanthropic Planning, Portfolio Management Services, Individual and Corporate Investment Strategy, Tax Minimization, and Retirement Income. As a third-generation financial advisor, he collaborates closely with experienced advisors to deliver tailored financial plans that are regularly adjusted to meet clients' goals. He holds degrees in Finance and Economics from Utah State University and is a Certified Financial Planner (CFP) and Personal Investment Advisor (PIA). Neilson is involved in the community through Missionary Service and participates in activities such as Springville High Basketball. Outside of work, he spends time with his family and enjoys sports, boating, camping, fishing, hiking, and golfing.

Gary Christensen is a financial advisor with Ameriprise in Herriman, UT, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his financial advisory role, Christensen owns and manages New Wave Records, an online CD and record store, and is involved in a barbecue catering business that operates at local events and farmers markets. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional financial services provider.

Shawn Heckman is a financial advisor at Mass Mutual Investors Services with 12 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Morgan Stanley and E*Trade Capital Management. Outside of advising, he is an investor and owner at Sporting Edge, LLC, focusing on the development of innovative hockey bags and sports apparel. Mass Mutual Investors Services is a subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools and serves clients including high-net-worth individuals.

Cole Lewis is a financial advisor with LPL Financial in Cedar Hills, Utah, holding a Series 66 designation and 11 years of industry experience. He previously worked at Wells Fargo Clearing for 10 years before joining LPL Financial in 2026. Outside of his advisory role, Lewis serves as a ward assistant clerk–finance for The Church of Jesus Christ of Latter-day Saints, managing budgeting and financial reporting duties. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms supported by technological tools, serving over 22,800 advisors and managing more than $819 billion in discretionary assets.

Kelly Malone is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 designations and over 25 years of industry experience. Prior to joining J.P. Morgan Securities in 2026, Malone worked at E*Trade by Morgan Stanley for 24 years. J.P. Morgan Securities LLC 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. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Ryan Butterfield is a financial advisor at LPL Financial in Draper, Utah, holding a Series 66 designation with eight years of industry experience. He has been with LPL Financial since 2018 and has worked at Zions Bank since 1995. He is also a commissioned notary in the state of Utah. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Maxwell Madsen is a financial advisor with MassMutual Investors Services, holding a Series 66 designation and 12 years of industry experience. His career includes roles at MassMutual Life Insurance Company and MetLife Securities. In addition to his advisory work, he provides consulting services to families with disabled loved ones and works as an independent insurance agent. MassMutual Investors Services operates as 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 seminars, structuring planning engagements as annual collaborative relationships that use firm-approved analytical tools to develop written recommendations.

Dain Armstrong is a CFP®-certified financial advisor with 19 years of industry experience, currently with Morgan Stanley in Provo, UT. His prior experience includes roles at Bank of America and Merrill. He is the sole proprietor of American Polling Machine LLC, a technology business in Nephi, Utah. Morgan Stanley Wealth Management serves both individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers a broad range of investment and planning services.

Hunter Bacon is an Investment Consultant at Fidelity Investments, where he has worked since 2025. In his current role, he contributes to developing and managing personalized investment strategies for clients. Prior to this position, Hunter held roles at Fidelity Investments as a Planning Consultant from 2025 to 2025 and as a Workplace Planning Consultant from 2023 to 2025. He also gained experience as a Wealth Management Analyst at Morgan Stanley from 2022 to 2023. Hunter's approach focuses on building trust through transparency and active listening to understand clients' unique goals. Outside of his professional work, he has interests in camping, food, football, movies, and outdoor adventures.

Nicholas Rogers is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at Fidelity Brokerage Services LLC since 2015, joining Fidelity Investments in 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, charitable gift funds, and registered investment companies. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios, and it maintains regulatory registrations that support its advisory roles and oversight functions.

Thomas Soffe is a Certified Financial Planner (CFP®) with 12 years of experience in the financial services industry. He is currently affiliated with Morgan Stanley, where he has worked since 2019, and previously held roles at Bank of America and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser serving individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by proprietary tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers comprehensive planning services through its Financial Advisors and Estate Planning Strategies Group.

Steven Monson is a financial advisor at Edward Jones with 23 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses and has been with Edward Jones since 2002. 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 services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Harrison Ward is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Outside of his advisory role, he is involved in a rental income business in Herriman, Utah. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Jd Crosby is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Ameriprise, he worked at Northwestern Mutual and Altabank, and has held various roles in educational and recreational organizations. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, known for its Ameriprise Premier Retirement Income service, which provides tailored retirement income planning through a combination of proprietary research, third-party data, and collaborative implementation with financial advisors.