Jeffrey Anderson is a financial advisor at Transamerica Financial Advisors with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Transamerica since 2012. Outside of his advisory role, he is involved in estate planning services through LSPN Pro, LLC, and sells health insurance. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services with a range of fee-based wrap programs, model portfolios, and access to third-party money managers.

Samuel Winward is a financial advisor with Eagle Strategies (NY Life), holding Series 63 and Series 66 certifications and bringing 17 years of industry experience. He has been associated with Eagle Strategies since 2012 and concurrently operates Winward Financial Insurance & Investments LLC, focusing on insurance products. Outside of his advisory work, he serves as secretary/treasurer for a homeowners association, participates in a barbershop quartet for hire, and is a board member for both the Utah State University Planned Giving Advisory Board and the American Festival Chorus & Orchestra. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored solutions across multiple program types, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Melissa Moss is a financial advisor at Guardian Life with a Series 66 credential and two years of industry experience. She has worked at Park Avenue Securities and Guardian Life Insurance during her career. Outside of finance, Melissa is involved in songwriting, performing, and music production through her business, Live Gracefully Productions. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary advisory relationships using in-house and third-party models, alongside financial planning and retirement consulting.

James Jenkins is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 19 years of industry experience. His prior work includes roles at Cambridge Investment Research, Crown Capital Securities, and Yellowstone Partners. He is also president of Partick Jenkins, Inc., a business entity used for tax purposes. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a broad range of clients, including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, employing a strategic allocation approach that combines passive and active managers supported by quantitative and fundamental research.

Jason Kimber is a financial advisor with J.W. Cole Advisors, Inc. in Logan, Utah, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He previously worked at Allegis Investment Services before joining J.W. Cole and its affiliated firms. Outside of his advisory work, Kimber hosts the Small Town USA Podcast, where he shares personal stories and interviews guests, and he is in the process of publishing a book of short stories. He also serves as a delegate for the Cache County and Utah State Republican Party. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, with investment decisions implemented on discretionary or non-discretionary bases using various analytical approaches and digital platforms.

Nolan Gunnell is a CFP®-credentialed financial advisor with Benjamin F. Edwards & Company, Inc., bringing 41 years of industry experience. He has worked at D.A. Davidson & Co. since 2009. Outside of his advisory role, he serves as a county councilman for Cache County, Utah, and is the treasurer of a local homeowners association. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable organizations, offering a range of advisory programs and investment strategies that include firm-developed and third-party models with regular strategic reviews.

Daryl Arnell is a CFP® with over 21 years of industry experience, currently serving as a financial advisor at Edward Jones since 2004. He teaches a class at Utah State University and is involved in managing a pancake/food business as well as several ranching and real estate ventures. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm is notable for its extensive network of financial advisors and branch offices, as well as its additional services including trust, securities-based lending, and proxy voting for client accounts.

Bryce Holley is a financial advisor with LPL Financial in Logan, Utah, holding a Series 66 designation and 16 years of industry experience. He joined LPL Financial in 2016 after two years with Key Investment Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

Carter Federico is a Financial Consultant I at Fidelity Investments, a role he has held since 2023. In this capacity, he focuses on understanding clients' goals and financial visions to provide personalized financial planning and portfolio analysis. He works to identify opportunities and strategies that align with clients' objectives and supports the implementation of tailored investment strategies. Carter holds insurance licenses for Arkansas and California, which support his ability to offer comprehensive financial advice in these jurisdictions. His approach centers on careful analysis and personalized guidance to help clients navigate their financial futures. Outside of his professional activities, Carter enjoys boating, camping, fishing, golf, skiing, and parenthood.

Tiffany Schultz is a financial advisor with Edward Jones in Tremonton, Utah. She holds the Series 66 designation and has two years of industry experience. Prior to her current role, she was with Edward Jones Investments from 2012 to 2024. 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 under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Eric Holbrook is a financial advisor with Raymond James Financial, holding Series 66 and Series 63 credentials and bringing 13 years of industry experience. He previously worked at D.A. Davidson & Co. for 12 years before joining Raymond James in 2025. Outside of advising, he is a partner in Twin Peaks Ridge, a residential apartment ownership business. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary advice using advanced analytical tools and supports institutional consulting and portfolio management across a large advisor network.

Keaton Vest is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held positions at Conservice and Meade Recovery Services. He also served in a role with the Church of Jesus Christ of Latter-Day Saints. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains a broad retail advisor and branch network across the United States.

Tyler Littlefield is a CFP® professional with five years of industry experience, currently affiliated with LPL Financial. He has prior experience at Fidelity Investments and has been involved in a cleaning business, Heaven On Earth Cleaning Services, since 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting supported by in-house and third-party research and portfolio management options.

Jarom Olson is a financial advisor with Equitable Advisors holding Series 65 and Series 63 licenses. He has approximately one year of industry experience, including prior roles at SLN Financial/Mountain Star Financial and academic positions at Utah State University and Snow College. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating largely through LPL-sponsored programs and endorsed third-party managers.

Nathan Hess is the Vice President and Executive Planning Consultant at Fidelity Investments, where he has been employed since 1998. In his current role, he guides clients in developing comprehensive approaches to their financial futures, helping them assess and address financial challenges in alignment with their objectives. Nathan has extensive experience within Fidelity Investments, having held positions including Workplace Planning & Guidance Consultant, Branch Regional Consultant, Senior Retirement Counselor, PSSG Team Manager for the Tax Exempt Market, and PSSG Team Lead - Service Specialist. He holds a California Insurance License. Outside of his professional work, Nathan's personal interests include gardening, golf, music, snowboarding, and volunteering.

Brian Nelson is a financial advisor with Cetera, holding Series 63, 65, and 66 licenses and 14 years of industry experience. His prior work includes 12 years at Fidelity Investments. He is also an owner of BMN Investments, LLC, a business focused on expense management. Cetera Investment Advisers LLC distributes services through a nationwide network of independent advisors, serving individual and institutional clients with a range of portfolio management and retirement services. The firm operates a multi-manager platform offering various investment strategies and oversight across multiple program structures and custodial relationships.

Matthew Kennedy is a financial advisor at Edward Jones in Brigham City, UT, holding CFP® and ChFC® designations with seven years of industry experience. He previously worked at Tate, Bywater, Fuller, Mickelsen & Tull, PLC from 2015 to 2018. Kennedy is a co-owner of Revision Editing LLC, a partnership formed for tax purposes, with no active responsibilities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs with a nationwide network of over 23,700 financial advisors.

Mark Lyons is a financial advisor at Cetera with 22 years of industry experience and holds a Series 66 designation. He has operated his own firm, Mark R. Lyons, Inc., since 2013 and has also been affiliated with Cetera Advisors LLC since that time. Lyons is also involved as an insurance agent, selling life, health, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through multiple program options and affiliated and third-party managers.

Nathan Blotter is a CFP® professional with 23 years of industry experience, currently affiliated with LPL Financial since 2002. He operates a tax preparation and accounting business under Nate Blotter & Associates, LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a network of investment adviser representatives, offering a range of financial planning and advisory programs with both discretionary and non-discretionary management options.

Rilee Summers is a Series 66–licensed financial advisor at OSAIC with five years of industry experience. Prior to joining OSAIC in 2025, Summers worked at Lincoln Financial Advisors for five years and held various roles in distribution and operations at companies including Walmart Distribution Center and Autoliv. OSAIC serves a broad range of retail and institutional clients through a large network of advisers and offers integrated brokerage and advisory services, employing tools such as asset-allocation models and risk-tolerance assessments to manage diversified portfolios across multiple asset classes.