William Fussell is a financial advisor at Ameriprise with 22 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to his current role since 2020, he worked at Ameriprise Financial Services, Inc. from 2012 to 2020. Outside of his advisory work, he is involved with the Portland Collaborative Divorce Networking Group. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to create written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Michael Garrett is a financial advisor with Raymond James & Associates in Provo, UT, holding a Series 66 designation. He has worked in the financial industry since 2017, including four years at Tanner Capital Management and multiple roles at Brigham Young University. Garrett is also involved with 3DPRNTZ, an outside business he has been a part of since 2017. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Michael Paulus is a CFP® and ChFC® with 16 years of industry experience. He is currently with Cetera and has held roles at Cetera Wealth Services, North Star Consultants, CRI Securities, and Minnesota Life Insurance Company. Paulus is also involved with Paulus Ventures LLC and participates in fixed insurance sales through North Star Consultants. Cetera is an SEC-registered adviser serving a diverse client base that includes individual investors, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of investment strategies and third-party money managers.

William Turley is a financial advisor at Merrill with 19 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2009. Turley also serves as a board member of the Governors Economic Development Board in Utah. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Samuel Pugh is a CFP® with four years of industry experience, currently with Mass Mutual Investors Services in Lehi, UT. He previously worked at Northwestern Mutual Investment Services LLC for six years. Outside of financial advising, he has been involved with Recapture Art since 2019. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved software and structured annual planning engagements.

Samuel Slaugh is a Series 66 licensed financial advisor at LPL Financial with three years of industry experience. He has held roles across multiple financial and tax-related entities, including Hourglass Financial and Tax Services LLC and Barber Tax Services. Outside of his advisory work, Slaugh has experience in teaching at Utah Valley University and involvement in other business ventures. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management strategies supported by in-house and third-party research.

Chase Cameron is a financial advisor at Edward Jones with Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Edward Jones, he worked at Wells Fargo Bank and Wells Fargo Clearing Services. He has held various roles in business technologies and commercial services, as well as experience as a self-employed professional. Edward Jones is a wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Colin Forbes is a financial advisor with Raymond James Financial in Draper, UT, holding a Series 66 designation and nine years of industry experience. He previously worked at D.A. Davidson & Co. for nine years and has been with Raymond James Financial Services Advisors, Inc. since 2025. Outside of his advisory role, he is a partner and managing member of M & C Forbes Properties LLC, a business focused on real estate investments. Raymond James Financial Services Advisors, Inc. provides tailored financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm offers non-discretionary advisory services supported by advanced analytical tools and maintains unique capabilities in municipal advisory and SIMPLE IRA employer consulting programs.

Julianne Glasgow is a Financial Consultant at Fidelity Investments, a role she has held since 2022. She has been with Fidelity Investments since 2017, serving in various capacities including Investment Consultant, Relationship Manager, Financial Representative, and Investment Solutions Representative. Prior to joining Fidelity, she worked as a Wealth Manager at Parkland Securities from 2015 to 2017. Throughout her career, Julianne has developed expertise in financial planning and investment management. She focuses on partnering with clients to understand their short- and long-term financial goals and creating customized plans to meet their unique needs. Building strong relationships with clients and maintaining trust and reliability are central to her professional approach. Outside of her professional work, Julianne enjoys activities such as going to the beach, camping, skiing, and exploring food.

Brayden Holker is a Financial Consultant I at Fidelity Investments. In this role, he partners with clients to develop and implement strategies that support their financial goals, aiming to simplify the complexities of financial planning. Brayden has built his experience through several positions within Fidelity Investments since 2021, including Planning Consultant, Relationship Manager, Investment Solutions Representative, High Net Worth Service Associate, and Customer Relationship Advocate. Prior to this, he worked as a National New Accounts representative at Morgan Stanley from 2020 to 2021. He holds insurance licenses in Arkansas and California. Outside of his professional work, Brayden enjoys family activities, fishing, fitness, golf, and traveling.

Richard Tanner is a financial advisor with Cambridge Investment Research Advisors in South Jordan, UT, holding Series 63 and Series 66 licenses and possessing 40 years of industry experience. He has been with Cambridge since 2011 and serves as CEO of Exit IQ, LLC, a business specializing in exit and succession planning. Tanner is also involved with Wealth IQ Advisors as the owner of a DBA. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, retirement plans, and charitable organizations, through a network of independent financial professionals offering comprehensive financial planning and investment management services.

Julie Barlow is a financial advisor at Fidelity with 28 years of industry experience. She holds Series 63 and Series 66 designations and has worked in various capacities within Fidelity since 2003, including roles at Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, oversight of sub-advisers, and roles in managing registered investment companies and fund-of-funds.

RJ Roberts is a Planning Consultant at Fidelity Investments, where he currently partners with clients to assess their financial health and develop personalized strategies to meet their financial goals. He began his career with Fidelity in 2021 and has held various roles within the company, including Customer Relationship Advocate, High Net Worth Associate, Investment Solutions Representative, and Benefits and Planning Consultant. Throughout his tenure at Fidelity, RJ has gained experience in financial planning and investment solutions, working closely with clients to provide tailored advice. He holds insurance licenses in Arkansas and California.

Philip Dachenhausen is a financial advisor at Fidelity with 31 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2006. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Benjamin Torgersen is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has 15 years of industry experience and has previously worked at Morgan Stanley and E*TRADE Capital Management. Outside of his advisory role, he is an insurance broker and owner of Torgersen Wealth Management of Utah, Inc. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm provides annual, collaborative planning engagements using firm-approved tools, with optional implementation of recommendations through separate arrangements.

Tiffani Hamilton is a financial advisor with LPL Financial in Riverton, UT, holding a Series 66 designation and bringing 13 years of industry experience. Her career includes roles at Wells Fargo Bank NA, Wells Fargo Advisors LLC, and Wells Fargo Clearing before joining LPL Financial and Mountain American Credit Union in 2019. Outside of advising, she is involved in a family business related to metals and serves as a product advocate for Melaleuca, helping families purchase all-natural products. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and a variety of portfolio management options.

Tyler Evans is a financial advisor at Merrill with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Merrill, he worked at Bank of America, Etrade from Morgan Stanley, Morgan Stanley, and Massachusetts Mutual Life Insurance Company. Outside of his advisory role, he owns Paladin's Plight, a business that designs and sells T-shirts, and Ty Evans Voice Acting, where he provides voice acting services. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Robert Pack is a financial advisor with Morgan Stanley, holding a Series 66 designation and 28 years of industry experience. His career includes roles at Merrill and Bank of America before joining Morgan Stanley Smith Barney in 2022. Outside of his advisory work, he is involved in a real estate venture as a rental property owner. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeled outcomes through the Global Investment Committee’s estimates and Monte Carlo simulations.

Jeffrey Rasband is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in creating personalized financial strategies tailored to clients' unique goals, focusing on areas such as divorce transition planning, family wealth management, legacy planning, retirement income, and philanthropic planning. Mr. Rasband holds a Bachelor's Degree from Brigham Young University and has earned several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His approach centers on working one-on-one with clients to develop customized strategies aimed at pursuing their long-term objectives. He has a history of community involvement, including serving as the former Wasatch Chapter Chair for the Mule Deer Foundation from 2007 to 2017 and participating with the Midway Boosters. Jeffrey applies the Merrill tradition of engagement by volunteering with local organizations.

Carter Moffitt is a Financial Advisor affiliated with Merrill Lynch Wealth Management. He works with individuals and families to navigate important financial decisions, focusing on areas such as retirement planning, wealth accumulation, tax-efficient strategies, and preserving legacies. Carter aims to simplify complex financial matters and develop personalized strategies that align with each client's unique circumstances and goals. He holds a Bachelor's Degree from Utah Valley University and is a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). His approach emphasizes building ongoing relationships by listening, understanding clients deeply, and providing proactive guidance as their financial needs evolve. Outside of his professional role, Carter enjoys outdoor activities including bowling, camping, fishing, golfing, hiking, pickleball, tennis, and traveling. He values spending time with his family and considers himself an outdoor enthusiast.