Brian Thomson is a financial advisor with Beacon Capital Management, Inc. He holds Series 63 and Series 66 licenses and has 18 years of industry experience. His prior work includes roles at Sammons Financial Network, Midland National Life Insurance Company, and Cetera Advisors LLC, among others. Beacon Capital Management provides investment advisory services primarily to retail investors through third-party financial intermediaries. The firm offers tactical, data-driven model portfolios focused on ETFs and mutual funds, serving individuals, high-net-worth clients, retirement plans, trusts, and registered investment companies.

Stockton Gunnell is a CFP® with seven years of industry experience, currently affiliated with Benjamin F. Edwards & Company, Inc. He previously worked at D.A. Davidson & Co. for five years and has also held roles at BuyBoxer and AXALT, Inc. Outside of his advisory duties, he manages rental property ownership in Wellsville, UT. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving a diverse client base, offering a range of advisory, financial planning, retirement consulting, and brokerage services supported by proprietary and third-party investment strategies.

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.

John Mickelson is a ChFC®-designated financial advisor with over 31 years of industry experience. He currently serves with Wealth Enhancement Advisory Services, LLC and has held previous roles at CreativeOne Securities, Crown Capital Securities, and Cambridge Investment Research. Outside of his advisory work, 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 provides comprehensive financial planning and asset management services to individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified investment approach that combines passive and active strategies, supported by an internal Investment Committee and a range of implementation tools and affiliated services.

Ryan Jeppson is an 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 and Fox Pest Control. Wealth Enhancement Advisory Services manages over $122 billion in assets and serves individual, high-net-worth, corporate, and retirement plan clients through diversified investment approaches combining active and passive strategies, with portfolio oversight 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 (New York Life) based in Wellsville, Utah. He holds Series 63 and Series 66 licenses and has 18 years of industry experience. Winward operates Winward Financial Insurance & Investments LLC and Tfb Strategies LLC, focusing on insurance and investment services. Outside of his advisory work, he serves on the Planned Giving Advisory Board for Utah State University and is a board member of the American Festival Chorus & Orchestra; he also sings in a local barbershop quartet. Eagle Strategies serves a broad client base including individual investors, retirement plans, and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Melissa Moss is a financial advisor with Guardian Life and holds a Series 66 designation. She has two years of industry experience and has previously worked with Park Avenue Securities and One Pacific Financial. Outside of her financial services career, she is involved in songwriting, performing, and music production through Live Gracefully Productions. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client solutions combining discretionary management, model-based strategies, and a digital advisory platform.

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 previously worked at D.A. Davidson & Co., Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Outside of advising, he serves as a Cache County Council councilman and as treasurer for the Aspen Creek Estates Homeowners Association. Benjamin F. Edwards & Company is a broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through over 500 advisors. The firm provides wrap-fee advisory programs, financial planning, retirement plan consulting, investment management consulting, brokerage services, insurance products, and certain M&A advisory services.

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.

Brandon Arnell is a financial advisor with Edward Jones in Providence, UT. He holds the Series 66 designation and has been with Edward Jones since 2026. Prior to his current role, he worked in various fields including promotional services and pest control. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory services, managing approximately $1.01 trillion in assets under management. The firm operates a large network of financial advisors and branch offices across the United States.

Bryce Holley is a financial advisor at LPL Financial with 16 years of industry experience. He holds the Series 66 designation and has worked previously at Key Investment Services, Cuna Brokerage Services, and Wells Fargo. Holley is based in Logan, Utah. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, employing a wide range of investment strategies implemented by its network of advisors.

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 at Raymond James Financial with 13 years of industry experience. He previously worked for D.A. Davidson & Co. for 12 years before joining Raymond James. Outside of advising, he is a partner in a residential apartment ownership business. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm uses fact-finding, risk profiling, and analytical tools to tailor planning and consulting to client goals and supports these through advisory programs and institutional consulting services.

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.