Stockton Gunnell is a financial advisor at Benjamin F. Edwards & Company, Inc. He holds the CFP® designation and Series 66 license, with seven years of industry experience. Prior to joining Benjamin F. Edwards, he worked at D.A. Davidson & Co., BuyBoxer, and AXALT, Inc. Outside of his advisory role, he is involved in managing rental property in Wellsville, Utah. Benjamin F. Edwards & Company, Inc. is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, charitable organizations, and institutions. The firm offers fee-based wrap programs and financial planning, employing both discretionary and non-discretionary strategies managed internally and through third-party managers.

Jared Nichols is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 65 licenses. He has 28 years of industry experience and has been with United Planners since 2014. Outside of his advisory work, Nichols owns Nichols International dba Outdoorsman.com, a marketing business, and serves as a board member of the Millville Nibley Cemetery District. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, and brokerage solutions through a network of 477 independent advisors. The firm uses an open-architecture platform with multiple custodians and third-party managers and features a limited partnership ownership structure.

Jeffrey Scott is a financial advisor with Centaurus Financial, Inc. in Brigham City, UT, holding Series 63 and 66 designations and bringing 34 years of industry experience. He has worked at Centaurus Financial since 2014 and has been involved with Scott And Associates, Inc. since 1998. Outside of his advisory roles, he serves as chair of the Utah State University Brigham City Campus Advisory Board and is a board member of the Brigham City Rotary Club. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, managing a significant portion of assets on a non-discretionary basis.

John Mickelson is a ChFC® credentialed financial advisor with 30 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has prior experience at Cambridge Investment Research and Strategic Advocates, among others. Outside of his advisory role, Mickelson volunteers as a tennis coach at Green Canyon High School and serves on the board of Cache Valley Water Polo. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base, including individuals, trusts, charitable organizations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment approach that combines passive and active management with quantitative and fundamental research.

Ryan Jeppson is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses. He has one year of industry experience, previously working at Ace Cooperatives, Fox Pest Control, and a sports academy and racquet club. Wealth Enhancement Advisory Services manages over $122 billion in assets, providing financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm uses a diversified, risk-class based investment approach that combines passive and active management and is supported by an internal Investment Committee.

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 65 credentials and bringing 13 years of industry experience. His prior roles include positions at Allegis Investment Services and J.W. Cole Financial, Inc. Beyond his advisory work, Kimber hosts the Small Town USA Podcast, where he shares personal stories and occasional guest interviews, and he is working on publishing a personal book of short stories. He also serves as a delegate for the Cache County and Utah State Republican party. J.W. Cole Advisors operates through a large network of independent advisers and provides fee-based portfolio management, financial planning, retirement plan services, and annuity sub-account management for individuals, high-net-worth clients, and institutions. The firm employs a mix of fundamental and technical analysis, model and manager-based strategies, and digital advice platforms to implement client solutions.

Nolan Gunnell is a CFP® with 41 years of experience in the financial industry. He is currently with Benjamin F. Edwards & Company, Inc. and has worked at D.A. Davidson & Co. since 2009. Outside of his advisory role, he serves as a county councilman in Logan, UT and acts as treasurer for a local homeowners association. Benjamin F. Edwards & Company serves a broad client base including individuals, pension plans, and institutions through fee-based wrap programs, financial planning, and investment management consulting. The firm offers a variety of managed strategies and combines custody and execution services with broker-dealer and insurance operations.

Robert Christiansen is a financial advisor at Fidelity with Series 63 and Series 66 credentials and six years of industry experience. His prior work experience includes positions at The Vanguard Group and self-employment. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.

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 Series 66-licensed financial advisor with LPL Financial, based in Logan, UT, and has 16 years of industry experience. His career includes prior roles at Key Investment Services, CUNA Brokerage Services, and Wells Fargo Investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions with offerings such as financial planning, model portfolios, third-party asset management, and institutional platforms.

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.

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 serving as a financial advisor at LPL Financial. His prior roles include positions at Fidelity Investments and Utah Valley University. Outside of finance, he is involved with Heaven On Earth Cleaning Services, a cleaning business he has operated since 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, and institutions. The firm offers a range of financial planning and portfolio management solutions, leveraging both proprietary and third-party strategies across various asset classes.

Jarom Olson is a financial advisor at Equitable Advisors with Series 65 and Series 63 licenses and approximately one year of industry experience. His prior experience includes roles at SLN Financial/Mountain Star Financial and work at Utah State University and Optimum Composite Technologies. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives and third-party asset 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.