James Blaylock is a financial advisor with LPL Financial in Provo, Utah, holding a Series 66 designation and seven years of industry experience. Prior to joining LPL Financial, he worked for six years at Avantax in various advisory and insurance roles. He is also the CEO of Blaylock & Company CPA, a tax preparation and accounting firm he has operated since 1976. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions with a broad range of advisory and brokerage services.

R. Lawrence is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Sagepoint Financial, Inc. and NEXT Financial Group, Inc. Outside of his advisory role, he is involved in agricultural activities through an LLC that raises beef cattle and participates as a partner in a resort investment LLC. He also serves on the Board of Directors for the USATF Foundation, supporting track and field teams and athletes. OSAIC serves a diverse range of retail and institutional clients, offering integrated brokerage and advisory services through a large network of advisers. The firm utilizes various asset-allocation tools and third-party solutions to manage portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Robert Winder is a financial advisor at Raymond James Financial with 16 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at First Financial Advisors, Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers non-discretionary, goal-based planning using analytical tools and supports a broad advisor network, including specialized municipal and public finance services.

Landon Lawrence is a Wealth Advisor at OSAIC with six years of industry experience. He holds a Series 66 designation and has previously worked at SagePoint Financial, Inc. Outside of his advisory role, he is involved in a family-owned cattle operation where he manages a small crew responsible for land and livestock upkeep. OSAIC serves a broad range of clients including individual and high-net-worth investors, pension plans, and corporations. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party managers to create diversified portfolios across multiple asset classes.

Garrett Barthelmes is a Series 66-licensed financial advisor at LPL Financial with 13 years of industry experience. He has previously worked at J.P. Morgan Securities, Merrill Lynch, and Edward Jones. Outside of finance, he is involved with Deyan Audio, a non-investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a wide network of representatives. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by research and machine-learning tools.

Dallin Brand is a financial advisor with Primerica Advisors in Pleasant Grove, UT, holding Series 63 and Series 65 registrations and with eight years of industry experience. His background includes roles at Go Health, Cross Fit Lehi, PFS Investments Inc., Primerica Financial Services, Gunthers Comfort Air, and The Church of Jesus Christ of Latter-day Saints. He is involved in sales of various home-related products and services 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 clients. The firm operates at scale with thousands of advisors and offices, delivering model-based advisory services supported by third-party asset managers and custodians.

Rick Skousen is a financial advisor with Raymond James & Associates in Provo, UT, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes long-term roles at Tanner Capital Management and Raymond James Financial Services. He also serves as a licensed insurance agent, providing service for existing life insurance policies. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal clients through a variety of financial planning and advisory services, offering a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Zachary Mecham is a Financial Advisor at Merrill Lynch Wealth Management, specializing in working with business owners, executives, and families to navigate complex financial and transition decisions. He focuses on building relationships and delivering portfolio strategies designed to meet clients' financial goals through ongoing advice and adaptability. His areas of expertise include family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, special needs planning strategies, individual and corporate investment strategy, and tax minimization. Zachary holds the Personal Investment Advisor (PIA) designation. Zachary completed his high school education at Pleasant Grove High School and attended Western Governors University without receiving a degree. He is involved with the Church of Jesus Christ of Latter-day Saints and maintains ties to Pleasant Grove High School.

Cynthia Llewelyn is a financial advisor at Merrill with 30 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Merrill since 1995, including roles at Merrill Lynch, Pierce, Fenner & Smith, Inc. and Bank of America, N.A. since 2001 and 2011 respectively. 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 supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jonathan Rowland is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including DFPG Investments and Parkland Securities. Jonathan is also an insurance agent specializing in indexed universal life, universal life, and term insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Curtis Willardson is a CERTIFIED FINANCIAL PLANNER™ professional with 38 years of industry experience. He is currently affiliated with LPL Financial and has held previous roles at Cetera Advisor Networks LLC, Salt Lake BSI, Inc., Cetera Wealth Services, LLC, and CUNA Brokerage Services, Inc. His other business activities include serving as trustee of the Willardson Asset Protection Trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of financial planning and investment management options through a large network of advisors, utilizing both proprietary and third-party strategies across various asset classes.

Jonathan Clegg is a financial advisor with Edward Jones, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory strategies, including tax-efficient services and affiliated investment products, supported by a large national network of financial advisors and branch offices.

Allyn Shaw is a CFP® professional with 22 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. since 2011. Prior to this, he worked at the University of Phoenix for seven years. He is the President of a local Homeowners Association and owns Shaw Financial Services, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through its affiliation with a municipal advisor.

John Nielsen is a CFP® professional with 42 years of experience in the financial services industry. He currently works with Cetera and has held roles at Keystone Wealth Advisors and Retirement Planning Associates, among others. Nielsen is also involved in equipment leasing through RPA Aero LLC, where he manages operational and accounting duties. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with varied discretionary and non-discretionary portfolio management options, financial planning, and access to third-party money managers.

William Snell is a financial advisor at Charles Schwab with five years of industry experience. He holds a Series 66 designation and has previous experience at Ameriprise and FedEx. Outside of financial advising, he owns a small rental property business. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary advisory and discretionary managed accounts with a multi-asset, model portfolio investment approach.

Quinton Young is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2018, progressing through positions including Financial Consultant, Planning Consultant and Relationship Manager, and College Planning Specialist. Prior to joining Fidelity, he worked as an Insurance Agent at State Farm Insurance and as a Banker at Mountain America Credit Union. As a Certified Financial Planner™, Quinton Young focuses on educating and collaborating with his clients to develop comprehensive financial plans tailored to their life goals. He emphasizes a thorough understanding of his clients' priorities as the foundation of his advisory approach. Outside of his professional work, Quinton enjoys activities such as board games, family activities, exploring food, outdoor adventures, and playing table tennis.

Calli Shafer is a financial advisor at OSAIC with four years of industry experience. She holds a Series 66 designation and has worked at firms including SagePoint Financial and Lawrence Wealth Management. Outside of her advisory work, she serves as President of the Utah County chapter of the Legs Ladies Executive Golf Society, a membership-based organization focused on golf and community building. OSAIC serves a diverse client base including individual and institutional investors, offering brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools and automated rebalancing to manage portfolios across a variety of investment types.

Brian Ohlwiler is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2008, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and oversee fund advisory services.

Randolph Finneman is a financial advisor at Raymond James Financial with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Amazon, Scottrade, and Security Service Federal Credit Union. He is also involved as a financial advisor within a credit union support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and employs analytical tools to support client goals, while maintaining specialized services in municipal finance and SIMPLE IRA employer consulting.

Rebecca Spencer is a financial advisor at Osaic with ten years of industry experience and holds the Series 66 designation. She has worked at SagePoint Financial, Inc. since 2018 and has been involved in homemaking activities since 2002. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory services, and access to multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes on both discretionary and non-discretionary bases.