Alma Frandsen is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining Foundations, she worked at Heritage Wealth Management and AE Wealth Management, among other firms. She is also involved in life and annuity sales through Heritage Wealth Management. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm uses a mix of fundamental, technical, and cyclical analysis, employs model portfolios with an asymmetric rebalancing approach, and offers services through a large network of affiliated offices and investment adviser representatives.

James Winokur is a financial advisor at Equity Services, Inc. with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including OneAmerica Securities and ARS Investment Advisors. He is also the principal of Win Retirement Solutions, an independent business focusing on retirement planning. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and often utilizes third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Steven Kapsimalis is a financial advisor at Centaurus Financial, Inc. in Draper, UT, holding Series 63 and Series 65 registrations with 43 years of industry experience. He has been with Centaurus Financial since 2012. Outside of his advisory role, he is also an insurance agent selling universal life insurance through Crump Insurance Agency. Centaurus Financial serves a diverse client base including individuals, families, businesses, corporations, trusts, and foundations. The firm provides financial planning, portfolio management, retirement-plan consulting, and specialized advisory services, employing both discretionary and non-discretionary strategies alongside a variety of analytical approaches.

Britain Buehler is a CFP® professional with two years of industry experience, currently serving as an advisor at J.W. Cole Advisors, Inc. He has worked at J.W. Cole Financial, Inc. since 2021 and previously held roles at Elevate Private Wealth Advisors and AllClean LLC. Outside of his advisory work, Buehler is involved in an accounting and payroll business through Buehler Family Co, LLC. J.W. Cole Advisors is an SEC-registered investment adviser that supports individuals, charities, corporations, and retirement plans through a national network of over 400 independent representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions.

Stockton Enger is a financial advisor with D.A. Davidson & Co. He holds Series 63 and Series 65 credentials and has five years of industry experience. Prior to joining D.A. Davidson, he worked at Fidelity Investments and held roles in education and with the Utah Jazz. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of advisory services under fiduciary standards, utilizing qualitative and quantitative analysis, and includes programs such as ERISA retirement plan advisory and a Private Wealth program for clients with significant assets.

Jack Feldman Jr. is a financial advisor with Transamerica Financial Advisors and holds Series 63 and Series 65 licenses. He has 40 years of industry experience, including roles at Peterson and Associates and Managed Wealth Financial. In addition to his advisory work, he operated small businesses in photography and woodworking. Transamerica Financial Advisors serves a diverse client base with both advisory and broker-dealer services, offering proprietary and third-party investment models with discretionary and non-discretionary management options.

Treven Anderson is a financial advisor at Commonwealth Financial Network with a Series 65 designation and three years of industry experience. His prior roles include positions at Merrill Financial, MPWR, and Eve Financial. Outside of finance, he has worked with BYU and BYU Athletics and has experience with the Church of Jesus Christ of Latter Day Saints. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, technology, trading, compliance, and practice-management support, with discretionary portfolio options and model portfolios managed by its Investment Management and Research team.

Bradley Stout is a financial advisor with Empower Advisory Group in Saratoga Springs, UT, holding Series 63 and Series 66 licenses and seven years of industry experience. His career includes roles at Fidelity Brokerage Services, Morgan Stanley, and Empower Financial Services. Outside of financial services, he is involved with Logo Apparel. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its planning approach and serves a large participant base relative to its advisor headcount.

David Wright is a financial advisor with Ameriprise Financial Services in Draper, Utah, holding Series 63 and Series 65 credentials and seven years of industry experience. His background includes roles at Ameriprise Financial and The Vanguard Group, as well as employment with BlenderBottle and Brigham Young University. Outside of financial advising, he owns a tart cherry juice company called CherriON. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies. The firm’s approach integrates proprietary investment research, third-party data, and algorithmic tools, with implementation conducted on a non-discretionary basis by clients or their advisors.

Tyler Brough is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He holds a Series 66 designation and is based in South Jordan, Utah. Edward Jones is a full-service wealth management firm that serves individual and institutional clients across a broad spectrum, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets, offering a range of investment strategies, discretionary and non-discretionary wrap fee programs, and affiliated products through a nationwide network of over 23,000 financial advisors.

Jason Pierce is a financial advisor with Merrill in Sandy, Utah, holding Series 63 and Series 66 credentials and spanning 20 years in the industry. He has been with Merrill Lynch and Bank of America since 2012. Outside of his advisor role, he serves as an executor for a family estate. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm emphasizes managed account and manager-selection capabilities supported by integration with Bank of America’s broader banking and capital-markets platform.

Timothy Strickland is a Certified Financial Planner (CFP®) and holds a Series 66 license with 12 years of experience at Edward Jones. He has been with Edward Jones since 2014, based in South Jordan, UT. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Hailey Meihls is a financial advisor at Fidelity with 13 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at multiple firms within the Fidelity organization as well as Divergent Wealth Advisors and Purshe Kaplan Sterling Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is known for its use of systematic methodologies, advisory roles with registered investment companies, and integration of AI and algorithmic tools in portfolio management.

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.