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 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.

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 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 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.

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.

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.

Ted Karren is a financial advisor with Edward Jones in Smithfield, UT, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors. The firm offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Nathan Blotter is a CFP®-designated financial advisor at LPL Financial with 23 years of industry experience. He has been with LPL Financial since 2002. Outside of his advisory role, he operates Nate Blotter & Associates, LLC, a tax preparation and accounting service. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a network of more than 22,800 advisors.