Selina Raass is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds the CFP® designation along with Series 63 and Series 65 licenses. Her prior experience includes roles at Merrill and Bank of America. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and investment modeling techniques.

Arthur Condie is a financial advisor at Edward Jones with nine years of industry experience. He has held his current position since 2017 and previously worked at Intermountain Health Care for two years. Condie receives merchant service residuals tied to businesses in Spanish Fork and Orem, Utah. 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 broad range of advisory programs and services through a large national network of financial advisors and branch offices.

Mckay Warren is a financial advisor with OSAIC, holding a Series 66 designation and five years of industry experience. He has worked with OSAIC since 2019 and is also involved with Hobble Creek Wealth. Outside of his advisory role, he serves as a divorce consultant for Peaceful Divorce Solutions, assisting in the equitable division of marital assets during mediation. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing asset-allocation tools and third-party solutions to manage diverse portfolios for individual and high-net-worth investors, pension plans, corporations, and charitable organizations.

Daniel Wilson is a financial advisor with Fidelity Investments in Lehi, Utah, holding Series 63 and Series 66 licenses and having 17 years of industry experience. He has been with Fidelity since 2010, including roles at Fidelity Personal and Workplace Advisors from 2018 to 2025. Outside of his advisory work, he is an owner and partner in a rental property business with his brother. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a variety of clients, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, fund advisory, and model portfolio delivery.

Andrew Hilgenberg is a financial advisor with Fisher Investments, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked at Fisher Investments since 2019 and previously was employed at Fidelity Investments and Fidelity Personal and Workplace Advisors. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across diverse asset classes. The firm uses a centralized investment process combining quantitative and qualitative research and employs tax-aware and risk management strategies.

Michael Frandsen is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Cambridge since 2016, with prior experience that includes a role at the Church of Jesus Christ of Latter-day Saints. Frandsen is also the founder of MDF Holdings, a real estate venture based in Provo, UT. Cambridge Investment Research Advisors is a large SEC-registered firm serving a broad range of clients, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a variety of portfolio management strategies and platform arrangements.

James Shipp is a Series 66-licensed financial advisor with Ameriprise, based in Alpine, Utah, and has 23 years of industry experience. He has been with Ameriprise since 2005, including its related entities, and manages a non-investment-related business called Shipp Company LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that includes written recommendations and ongoing advice focused on income and tax-aware withdrawal strategies.

Jared Mitchell is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Edward Jones since 2002. He holds Series 63 and Series 66 licenses and operates out of Lehi, Utah. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joseph Elieson is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior roles include positions at Camelback Strategy and The Bold Group, as well as work related to Brigham Young University. He was also a full-time student at BYU from 2020 to 2023. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Sam Moody is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2015 and JPMorgan Chase Bank since 2012. Outside of finance, he owns and operates a baseball glove repair business and manages an e-commerce store selling home goods. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Gary Gorga is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 46 years of industry experience. He worked at Cadaret, Grant & Co., Inc. for 31 years before joining LPL Financial in 2025. Gorga also operates Gorga Financial Services, an ongoing business since 1984. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, combining extensive advisory capabilities with non-advisory financial services.

Wendy Wittke is a financial advisor at Fidelity with two years of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments since 2023, with prior experience in health and wellness, including instructing yoga classes and leading health retreats. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base that includes retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Adam Brown is a Financial Consultant dedicated to assisting individuals and their families in achieving financial success. He emphasizes understanding clients' unique needs and collaborates with them to develop financial plans aligned with their goals. Adam's professional experience includes roles at Fidelity Investments, where he served as an Investment Consultant from 2022 to 2023, a Financial Representative from 2020 to 2022, a Workplace Planning Consultant from 2019 to 2020, and a Premium Relationship Associate from 2016 to 2019. He also worked as an Associate Advisor at Capital Wealth Advisors in 2020. Outside of his professional career, Adam has personal interests in fitness, football, hiking, and parenthood.

Michael Macfarlane is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He previously worked at Northwestern Mutual in various capacities from 2003 to 2024. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. It offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Nanette Ignjatovic is a financial advisor with Raymond James Financial, holding a Series 66 designation and eight years of industry experience. She previously worked with Wells Fargo Clearing Services and is involved with Utah Divorce Financials, LLC, where she serves as a Certified Divorce Financial Analyst. 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 investors. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools and modeling to support client goals.

Peter Kranenburg III is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at Sagepoint Financial, Inc. and Next Financial Group, Inc. Outside of his advisory work, he is involved in tax preparation and consulting through his own businesses, Kranenburg & Kranenburg, Inc. and Kranenburg Tax and Consulting Services Inc. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory, and financial planning services. The firm utilizes various asset-allocation tools and third-party platforms to construct portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Olivia Hardester is a financial advisor at Wells Fargo Advisors with Series 66 registration and one year of industry experience. She has held multiple roles related to financial services and education, including positions at Brigham Young University, Solidarity Wealth Management, and Sepio Capital. Outside of her advisory work, she has been involved with youth sports organizations and entrepreneurial activities such as Laced Hair. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services tailored to meet various client needs, supported by Wells Fargo’s research and planning tools.

Michael Payne is currently Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2026. He began his tenure at Fidelity as a Financial Consultant from 2024 to 2026. Prior to joining Fidelity, Michael worked as a Financial Adviser at Morgan Stanley from 2023 to 2024 and as a Financial Consultant at ETRADE from 2017 to 2023. As a Certified Financial Planner™ professional, Michael has experience in financial planning and investment planning. Throughout his career, he has worked with a range of clients including individuals, families, and businesses, assisting them in developing financial plans tailored to their goals and values. Michael holds insurance licenses in Arkansas and California.

Mark Myers is a CFP® professional with 26 years of industry experience, currently affiliated with Raymond James Financial. He has operated Myers Financial Services LLC since 2014 and is also involved in managing a family trust that owns his business office space. Raymond James Financial Services Advisors, Inc. provides financial planning and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary planning and investment consulting supported by analytical tools and maintains unique institutional affiliations and specialized advisory programs.

Cooper Sutton is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in helping individuals and families navigate various aspects of financial planning, including college education planning, employee benefits planning, legacy planning, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Cooper holds a Bachelor's Degree from Brigham Young University and has earned the designation of Personal Investment Advisor (PIA). He is committed to providing personalized guidance and aims to simplify financial complexities for his clients, helping them pursue their financial goals with confidence. In his personal time, Cooper enjoys camping, football, hiking, and pickleball.