Elisabet Forsman Knecht is a financial advisor at Ameriprise with 11 years of industry experience and holds a Series 66 designation. She has been with Ameriprise since 2014. Outside of her advisory role, she serves on several nonprofit boards focused on women’s business networking and teaches an advanced Swedish language class as an adjunct professor at Brigham Young University. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, combining research-driven modeling and tax-efficient strategies. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Joseph Hatch is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 credentials and has 19 years of industry experience. Prior to joining Raymond James in 2017, he worked at Wells Fargo Advisors from 2014 to 2017. Outside of his advisory work, he serves as president of a nonprofit owners association for his office complex. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, institutional, and nonprofit clients. The firm uses tailored, non-discretionary planning and analytical tools to align investment strategies with client goals and supports a broad network of advisors with specialized municipal and SIMPLE IRA advisory services.

Eric Smith is a financial advisor at Mass Mutual Investors Services with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been with MML Investors Services LLC and MassMutual Life Insurance Company since 2013. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, using firm-approved software tools to develop written investment recommendations.

Bradley Kast is a financial advisor at MassMutual Investors Services with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at E*TRADE Capital Management and Morgan Stanley Private Bank. In addition to his advisory role, he is also licensed to sell life, disability, long-term care insurance, fixed annuities, and health insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved software and supports a range of specialized planning programs.

Brandon Smith is a Series 66-licensed financial advisor with Edward Jones in Provo, Utah, where he has worked since 2018. He has eight years of industry experience and previously served for twelve years in the Utah National Guard. Smith is a board member of the American Fork City PARC Tax Advisory Board. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, managing over $1 trillion in assets through a nationwide network of advisors and branch offices.

Jeffrey Toone is a financial advisor with Edward Jones in Provo, Utah, holding a Series 66 designation and four years of industry experience. Before joining Edward Jones in 2022, he worked at Precoa for three years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Stephen Monsen is a financial advisor at LPL Financial with a Series 66 credential and one year of industry experience. Prior to joining LPL Financial, he worked at Goldenwest Credit Union and Alpine Credit Union, among other roles in the financial and service sectors. Monsen has also been involved with the Church of Jesus Christ of Latter-Day Saints. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Kevin Larson is a CFP® professional with 23 years of experience in the financial services industry. He is currently with Cetera and has previously worked at Securities America Advisors and Cetera Wealth Services. Outside of his advisory role, Larson serves as a financial consultant at Transwest Credit Union and holds a position as an insurance agent offering life, disability, annuities, and long-term care products. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, supporting diverse investment strategies across discretionary and non-discretionary program structures.

Stephen Johnson is a financial advisor with Raymond James Financial in Draper, UT, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has been associated with Raymond James Financial Services since 2004 and operates LJIAS, LLC, an entity he owns for payroll purposes. Johnson also serves as a co-agent in a non-variable insurance business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored non-discretionary planning and consulting using advanced analytical tools and supports both individual and institutional clients through a large network of advisors.

Les Barber Jr. is a financial advisor with OSAIC based in South Jordan, Utah, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. He has worked at Royal Alliance since 2013 and is a partner at Integrated Financial Group, where he is involved in offering insurance and related financial products. Barber also holds leadership and ownership roles in other business entities related to tax planning and asset protection. OSAIC serves a diverse client base including retail and institutional investors, providing integrated brokerage and advisory services, financial planning, and access to third-party investment managers. The firm employs various asset-allocation tools and supports multiple investment platforms and legacy accounts.

Joshua Harper is a financial advisor with OSAIC who holds a Series 66 designation and has 20 years of industry experience. He has been with Integrated Financial Group and OSAIC since 2013. Outside of his advisory role, he is involved with the Family Forge Initiative, a nonprofit organization focused on charitable giving within the community. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and corporate clients by offering integrated brokerage and investment advisory services, financial planning, and retirement plan consulting. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage a broad range of investment portfolios, supporting both discretionary and non-discretionary account management.

Denton Whipple is a financial advisor with Edward Jones in Draper, UT, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Galloway and Company and has experience in engineering, consulting, and powersports industries. Outside of his advisory role, he operates a motorcycle repair business, Desert Peak Innovation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages assets through a range of advisory programs and investment solutions, supported by a large national network of financial advisors and branch offices.

Jordan Wilkins is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2019. Prior to joining Edward Jones, he was employed at Optum Bank, Apex Systems, and Tucanos Brazilian Grill. 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 large network of financial advisors and branch offices.

Kohler Black is a CFP® professional at Charles Schwab with eight years of industry experience. He has worked at Charles Schwab since 2020, previously with TD Ameritrade, Ameriprise Financial Services, Cambridge Financial/Penn Mutual, and Vivint Smart Home. Outside of advisory work, he owns a small portfolio of single-family rental properties. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options supported by multi-asset model portfolios and centralized operational infrastructure.

Cortney Albanese is a financial advisor with OSAIC, holding a Series 66 designation and 19 years of industry experience. She has been with OSAIC since 2013. Outside of her advisory role, she manages Albane Consulting LLC, an LLC established for her personal tax strategies. OSAIC serves a broad client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs.

Connor Boyd is a CFP® with six years of industry experience, currently serving as a financial advisor at LPL Financial since 2019. His prior work includes roles at Progressive Planning LLC and VIP Home & Garden. Boyd has also been involved with Utah Valley University and Aptive Environmental. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by extensive research and technology.

David Manookin is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Royal Alliance Associates, Inc. since 2005 and previously worked at Stuart Investment Advisory Corp. from 2003 to 2004. Manookin serves as vice president of the South High Alumni Association, a nonprofit organization raising funds for scholarships at Salt Lake Community College. OSAIC serves a diverse clientele including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of financial advisers. The firm offers integrated brokerage and investment advisory services with access to multiple advisory platforms and third-party managed-account solutions.

Lex Drollinger is a financial advisor with LPL Financial in South Jordan, Utah, holding Series 63 and Series 65 credentials and possessing 20 years of industry experience. He previously worked at Waddell & Reed, Inc. and various insurance carriers associated with W&R Insurance Agencies. Drollinger is also involved in Progressive Planning, LLC, an entity related to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

Christopher Morrill is a financial advisor with Cambridge Investment Research Advisors in Provo, Utah, holding Series 63, 65, and 66 licenses and possessing 28 years of industry experience. He has been with Cambridge Investment Research Advisors since 2016. Outside of his advisory role, Morrill serves on the board of the Hobble Creek Bicycle Association and is involved in several entrepreneurial ventures, including software services for financial advisors. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services. The firm offers diverse investment implementation options through multiple platforms, combining proprietary and third-party strategies tailored to client objectives.

Sammie Conger is a CFP® professional with 40 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. Prior to this, Conger worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of financial advising, Conger serves as a counselor in a non-investment-related capacity and is involved with Tuskegee University. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.