Britain Buehler is a CFP® professional with two years of industry experience, currently serving as an advisor at J.W. Cole Advisors, Inc. He has worked at J.W. Cole Financial, Inc. since 2021 and previously held roles at Elevate Private Wealth Advisors and AllClean LLC. Outside of his advisory work, Buehler is involved in an accounting and payroll business through Buehler Family Co, LLC. J.W. Cole Advisors is an SEC-registered investment adviser that supports individuals, charities, corporations, and retirement plans through a national network of over 400 independent representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions.

Stockton Enger is a financial advisor at D.A. Davidson & Co. with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Fidelity Investments and in roles related to education and sports organizations. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm provides fiduciary-standard advice, retirement plan management options, comprehensive financial planning, and specialized wealth management programs for high-net-worth clients.

Jack Feldman Jr. is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 39 years of industry experience. He has worked with Peterson and Associates since 2022 and has been affiliated with Transamerica Financial Advisors since 2012. Outside of his advisory work, he operated two small businesses, Into the Wild Photography and Jack's Woodworking, from 2022 to 2024. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to individual investors, employer-sponsored plans, trusts, estates, charitable organizations, and businesses. The firm delivers services through a large network of advisors and multiple program platforms, utilizing model portfolios and third-party managers to implement investment strategies.

Treven Anderson is a financial advisor at Commonwealth Financial Network with a Series 65 designation and three years of industry experience. His prior roles include positions at Merrill Financial, MPWR, and Eve Financial. Outside of finance, he has worked with BYU and BYU Athletics and has experience with the Church of Jesus Christ of Latter Day Saints. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, technology, trading, compliance, and practice-management support, with discretionary portfolio options and model portfolios managed by its Investment Management and Research team.

Bradley Stout is a financial advisor with Empower Advisory Group in Saratoga Springs, UT, holding Series 63 and Series 66 licenses and seven years of industry experience. His career includes roles at Fidelity Brokerage Services, Morgan Stanley, and Empower Financial Services. Outside of financial services, he is involved with Logo Apparel. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its planning approach and serves a large participant base relative to its advisor headcount.

Jill Pettijohn is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including E*TRADE Capital Management and Transamerica Financial Advisors. Outside of her advisory roles, she has experience with technology companies such as Lyft and Uber. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes structured financial planning supported by proprietary tools and offers both direct individual plans and corporate financial planning solutions.

David Wright is a financial advisor with Ameriprise Financial Services in Draper, Utah, holding Series 63 and Series 65 credentials and seven years of industry experience. His background includes roles at Ameriprise Financial and The Vanguard Group, as well as employment with BlenderBottle and Brigham Young University. Outside of financial advising, he owns a tart cherry juice company called CherriON. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies. The firm’s approach integrates proprietary investment research, third-party data, and algorithmic tools, with implementation conducted on a non-discretionary basis by clients or their advisors.

Brandon Nelson is a CFP® and ChFC® credentialed financial advisor with 27 years of industry experience. He has worked at OSAIC since 2025 and previously spent 24 years at Lincoln Financial Advisors. Outside his advisory role, he serves as a finance assistant clerk for his local church, managing financial records and budgets. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, leveraging asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios that include a range of investment products.

Marina Vest is a financial advisor at Morgan Stanley with eight years of industry experience. She holds Series 65, Series 63, and Series 66 licenses. Her career includes multiple tenures at Morgan Stanley, interrupted by three years dedicated to homemaking. 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 structured discovery processes and advanced modeling tools.

Tyler Brough is a CFP® and holds a Series 66 license with Edward Jones, where he has worked for 10 years. He is based in Sandy, UT. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Samuel Barney is a financial advisor at Cetera with two years of industry experience. He holds a Series 66 designation and has previously worked at Regions Financial Corporation and Utah Valley University. Outside of his advisory role, he has experience in academic settings and brief involvement in other businesses. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, employer-sponsored retirement, corporate, charitable, and institutional clients. It offers a multi-manager platform with a range of portfolio management and financial planning services, operating through a large network of independent advisors.

Madson Thompson is a financial advisor at Morgan Stanley with nine years of industry experience. He holds Series 63 and Series 66 designations and previously worked at E*TRADE Securities LLC from 2017 to 2023. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and provides both direct financial planning and corporate financial planning services.

Dillon Burke is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has previously worked at firms including E*TRADE Securities, Goldman Sachs, JPMorgan Chase Bank, and Edward Jones. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services through its Financial Advisors and Estate Planning Strategies Group.

Jason Pierce is a Wealth Management Advisor and partner of a wealth management group at Merrill Lynch Wealth Management, based in the Philadelphia area. Since joining Merrill Lynch in 2014, he has worked with affluent individuals and families across the United States, focusing on managing wealth to meet their financial goals. His expertise includes wealth management, investment analysis, estate planning strategies, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, and small business strategies. Jason holds a Bachelor's degree from the University of Scranton and has earned the Chartered Financial Analyst (CFA) designation as well as the CERTIFIED FINANCIAL PLANNER (CFP) certification. He is committed to a planning-based, process-oriented approach that puts client needs at the center, serving as a trusted advisor through a full-service and holistic model. Jason emphasizes forming close client relationships that evolve over time to adapt to changing markets and life circumstances. Beyond his professional role, Jason is involved with the Chestnut Hill Community Association. He resides in Philadelphia with his wife, Ellen, and their children, Addison and Charlie. He coaches high school and grade school basketball and pursues personal interests such as basketball, golf, and other racquet sports.

Robert Higgins is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Fidelity Brokerage Services LLC, KeyBank, and Mountain America Credit Union. Outside of finance, he has experience managing and operating Trio Cafe. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs with discretionary and non-discretionary management, incorporating model portfolios, research, and various institutional services.

Steven Cassell is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked for several firms, including Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory role, he owns Magic Castle Cleaning LLC, a referral agency. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering financial planning supported by firm-approved tools and investment analysis. The firm manages approximately $2.74 trillion in client assets and operates with a broad retail and institutional client base.

Timothy Strickland is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He holds the Series 66 designation and is based in Sandy, Utah. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Hailey Meihls is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Fidelity Investments since 2013, including roles at FIDELITY Brokerage Services LLC and previously at Divergent Wealth Advisors, LLC, and Purshe Kaplan Sterling Investments. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it maintains roles in commodity pool operations, fund advisory, and proxy-voting governance.

Megan Myers is a financial advisor with Raymond James Financial in Orem, Utah, holding a Series 66 designation and 12 years of industry experience. She has worked with Raymond James Financial Services since 2014 and is also associated with Myers Financial Services, where she assists with client support and account management. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers customized solutions including a SIMPLE IRA Employer Advisory & Consulting Services program for small businesses and maintains ties to municipal and public finance activities.

David Boren is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 66 licenses and 13 years of industry experience. His prior roles include positions at E*TRADE Securities, Principal Life Insurance, and Fidelity Investments. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.