Jordan Wamsley is a Financial Advisor with Merrill Lynch Wealth Management, bringing a personalized approach to wealth management tailored to each client’s unique financial goals. He emphasizes collaboration with clients to develop flexible strategies that address changing market conditions and leverages resources from Merrill and Bank of America to support investment insight and banking needs. With experience spanning emergency room work, tech startups, and service as a combat engineer in the US Army Reserves, Jordan integrates diverse perspectives into his practice. He works alongside a team with over 35 years of collective expertise to provide client-focused wealth management solutions, including college education planning, legacy planning, portfolio management, retirement income, and tax minimization. Jordan is a Utah native and holds a High School Diploma from Morgan High School, having also attended Utah State University. He holds the Personal Investment Advisor (PIA) designation. Outside of his professional role, Jordan is active in his community and enjoys an active lifestyle that includes golfing, hiking, hunting, pickleball, rock climbing, skiing, yoga, traveling, and spending time with his family.

Thomas Tucker is a financial advisor with Edward Jones in Ogden, UT, holding a Series 66 credential and seven years of industry experience. He previously worked at Citibank for four years before joining Edward Jones in 2018. Outside of his advisory role, he is a member of Last Chance Vacation Home LLC, which manages a vacation property in Laketown, UT. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of approximately 23,701 financial advisors and maintains several affiliated capabilities beyond traditional advisory services.

James Aoki is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and 27 years of industry experience. His career includes roles at LPL Financial, Wasatch Peaks Credit Union, and the Institute of Buddhist Studies. He is also an independent agent for Medicare and non-variable insurance. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services and supports municipal and public finance work, with specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Benjamin Rowley is a financial advisor at Edward Jones with 22 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Teresa Addington is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has worked within various divisions of Fidelity since 1997, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and currently Fidelity Investments. Strategic Advisers LLC, part of Fidelity Investments, offers investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Jacob Mann is a financial advisor with LPL Financial in Clinton, Utah, holding Series 63 and Series 66 credentials and 17 years of industry experience. He has been with LPL Financial since 2010 and is also associated with Mountain America Credit Union. Mann is involved in related business activities, including serving as an agent for fixed annuities through Mountain American Financial Services and Mountain America Insurance Services. 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 range of financial planning and investment management solutions through a large network of advisors, employing various strategies and technology tools to support client service.

Matthew Vanbeekum is a financial advisor at Fidelity with 20 years of industry experience. He holds the Series 63 and Series 66 credentials and has been with various Fidelity divisions since 2012. Outside of his advisory work, he has also worked as an independent contractor for a food delivery service. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with unique features including its role as a registered commodity pool operator and its application of AI in research.

Jeffrey Clark is a financial advisor at Edward Jones with a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2019 and previously worked at Purch/Future for nine years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a large network of advisors and branch offices.

Steven Davis is a CFP® professional with 37 years of experience in the financial industry, currently affiliated with Cetera. He has held various roles since the late 1980s, including work with Avantax and his own financial services operations. Outside of advising, he owns and operates a dairy farm and leads a tax preparation and accounting firm. He also serves as a director and treasurer on the board of a local water district. Cetera Investment Advisers LLC is an SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers diversified portfolio management and financial planning services through a multi-manager platform that supports a variety of investment strategies and program options.

Jeffrey Meibos is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and over 25 years of industry experience. He has worked at multiple Fidelity entities since 2000, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. He is part of Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients. The firm employs a systematic investment process that integrates proprietary research, quantitative analysis, and algorithmic portfolio construction, offering services such as discretionary portfolio management and fund advisory.

Matthew Mcfarland is a Series 66-licensed financial advisor with 14 years of industry experience. He is currently affiliated with LPL Financial in Ogden, UT, and previously worked for CUSO Financial Services for ten years. Outside of finance, he owns a heating and air business and a vacation rental company, and he coaches the Bonneville High Mountain Bike Team. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by advanced research and operational tools.

Matthew Taggart is a financial advisor at OSAIC with 27 years of industry experience. He holds the Series 66 designation and previously worked for Securities America Advisors and Securities America Inc. for 15 years. Outside of his advisory role, he is involved in insurance sales through his own business, Taggart Investments Inc., focusing on fixed annuities and life insurance where appropriate. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and offers integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third‑party money managers and wrap programs. The firm utilizes firm‑provided asset‑allocation tools and efficient‑frontier analysis to construct diversified portfolios managed on a discretionary or non‑discretionary basis.

Charles Aoki is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and four years of industry experience. Prior to joining Raymond James in 2025, he worked at LPL Financial for five years and has been self-employed as an independent agent for Medicare and non-variable insurance since 2015. He has also worked at H&R Block and Wasatch Peaks Credit Union. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs tailored planning and analytical tools to support client goals and provides services that include municipal and public finance work, as well as SIMPLE IRA Employer Advisory programs.

Royce Richards is a financial advisor with Raymond James Financial who holds a Series 65 designation and has 21 years of industry experience. His career includes long-term roles at Raymond James Financial and related entities, as well as entrepreneurial ventures including serving as president of Richards Law Firm PC and secretary of Acres Market Inc. Richards is based in Ogden, UT. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a non-discretionary, goal-oriented approach leveraging risk profiling and modeling tools, and supports municipal advisory services and SIMPLE IRA employer consulting programs.

Patrick Mc Garry is a financial advisor with Raymond James Financial, holding Series 63 and 65 credentials and over 24 years of industry experience. He has worked with Raymond James Financial and Raymond James Financial Services, Inc. since 2002, and previously was involved with Retirement Healthcare Solutions, LLC. Outside of his advisory role, he serves as a volunteer clergy member for The Church of Jesus Christ of Latter-Day Saints, overseeing ecclesiastical programs and financial matters for local congregations. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning using analytical tools to align with client goals and supports municipal and public-finance work through a municipal advisor affiliation.

James John is a financial advisor at Edward Jones in Ogden, UT, holding Series 63 and Series 66 licenses with two years of industry experience. His prior roles include positions at Wells Fargo/ETTAIN Group, Goldman Sachs as a contingent worker, E*TRADE/Morgan Stanley, and a decade at TAB Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory solutions through a large network of financial advisors and branch offices.

Lisa Wandrey is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2020. She also manages Wandrey LLC, a residential rental business she has operated since 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and maintaining a large national network of financial advisors and branch offices.

Chase Flint is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 10 years of industry experience. He has worked with multiple firms, including LPL Financial and Mountain America Credit Union, before joining Raymond James in 2018. Outside of his advisory role, Flint serves as the Second Counselor in the Bishopric of the Summerhaze Ward for The Church of Jesus Christ of Latter-Day Saints. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports various advisory programs alongside specialized services in municipal and public finance.

Timothy Averett is a financial advisor with Fidelity Investments, holding Series 63 and Series 65 credentials and over 20 years of industry experience. He has worked with multiple Fidelity entities since 2005, including Fidelity Investments Institutional Services Co., Inc., and Fidelity Personal and Workplace Advisors. He is part of Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, with a focus on systematic methodologies and long-term asset allocation.

Craig Umbrell is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with the firm since 1999, focusing on providing clients with confidence in their financial futures through thoughtful planning and investment management. Craig works closely with clients on family wealth management strategies, personal retirement planning, portfolio management services, socially responsible investing, tax minimization, and retirement income solutions. Craig began his financial career in 1998 and holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned his bachelor’s degree from Weber State University. Craig is actively involved in his community through affiliations with his church, local food pantry, school foundations, and youth groups. Outside of his professional work, he enjoys golf, racquetball, hiking, boating, skiing, and spending time with his wife Emilyn and their four children.