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.

Jason Frischknecht is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior work includes roles at Morgan Stanley and Fidelity Brokerage Services LLC. He has also worked as a personal assistant from 2023 to 2024. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500 billion in assets. The firm serves a diverse client base that includes individuals, pension plans, corporations, and government entities, offering wealth advisory planning and institutional consulting with a focus on non-discretionary portfolio recommendations.

Justin Smith is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial LLC and Dorne J Hall. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm operates as both a broker-dealer and investment adviser, delivering advisory services alongside affiliated brokerage and investment management capabilities.

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 66 and Series 63 licenses and two years of industry experience. His work history includes roles at Fidelity Investments, Amazon, and several academic institutions. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services and is noted for its use of algorithmic methods and AI in research as well as its advisory roles to multiple registered investment companies.

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.

Tyler Bingham is a financial advisor with Edelman Financial Engines who holds Series 63 and Series 66 licenses and has 10 years of industry experience. His prior experience includes roles at Empower Financial Services, Morgan Stanley, E*TRADE Capital Management, and J.P. Morgan Securities. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment management with a focus on diversified portfolios and long-term strategies.

Adam Clark is a Planning Consultant at Fidelity Investments, a role he has held since 2025. He collaborates with individuals and families to manage wealth through tax-efficient investing and risk management strategies. He has experience in various capacities at Fidelity Investments, including roles as an Investment Management Consultant, Investment Solutions Help Desk representative, Workplace Planning Consultant, Investment Solutions Representative, and Customer Relationship Advocate from 2020 through 2025. Adam holds insurance licenses in Arkansas and California. Outside of his professional work, Adam enjoys boating, camping, lake activities, outdoor adventures, skiing, and parenthood.

Jordan Palmer is a financial advisor at LPL Financial with nine years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at firms including CUSO Financial Services, Prudential Insurance Company of America, and Fidelity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from both internal and third-party sources.

Sheriann Hulet is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 17 years of industry experience. She has been with Raymond James since 2010 and is also involved in a non-investment business as the owner of Gary M. Hulet Dmd, P.C., a dental practice. Additionally, she works with Todd Moulton Financial Advisor LLC in client relations and advisory support. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored recommendations through detailed client assessments and a variety of implementation options.

Michael Slaugh is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been affiliated with various Fidelity entities since 2013. Outside of his advisory role, he serves as Vice President on the board of directors of Slaugh's Car Care, an automobile repair shop in Utah. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.