Benjamin Bird is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and previously worked at Bird Asset Management, LLC, and Mann Mortgage, LLC. He is also employed as an associate financial advisor at Elevate Management, LLC, where he manages an advisory business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides ongoing advice and personalized recommendation reports focused on dependable income and tax-aware withdrawal strategies.

Jay Dale is a financial advisor with Merrill in Murray, Utah, holding a Series 66 designation and four years of industry experience. His work history includes roles at Bank of America, N.A. and Merrill, along with prior positions outside finance in retail and hospitality. He also has experience working at the Jeremy Ranch Golf & Country Club. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm is integrated with Bank of America’s broader corporate platform, allowing access to a wide range of products and services.

Jared Garns is a financial advisor with Wells Fargo Advisors in Lehi, Utah, holding a Series 66 designation and bringing 16 years of industry experience. He has worked across various Wells Fargo entities since 2011. Outside of his advisory role, he co-owns Sapphire Wealth Management, where he is actively involved. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing tailored investment and financial planning services, utilizing in-house research and planning tools to develop client-specific recommendations.

H Parkinson is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 designations and 35 years of industry experience. He has been with Mass Mutual Investors Services since 1990 and has been affiliated with MassMutual Life Insurance Co since 1986. Outside of his advisory role, he works as an agent for MP Solutions, LLC, focusing on life and health insurance products, and is a contract employee for APA Benefits, Inc., a third-party administrator for defined benefit plans. 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 seminars, employing firm-approved software tools to analyze client goals and providing recommendations without investment discretion.

Austin Taylor is a Private Wealth Advisor with the Taylor Group at Merrill Private Wealth Management. He serves ultra-high-net-worth individuals and families by providing strategic insight and purposeful planning to help clients navigate their wealth with clarity and purpose. His role involves developing deep and enduring client relationships, offering guidance on complex wealth management decisions, and supporting clients through execution to achieve their goals. Austin has extensive experience working with business owners, particularly those who are founders of venture-capital-backed companies. His areas of focus include pre-transaction analysis, business structuring, tax-sensitive investing, wealth transfer, charitable giving, and managing family-wealth dynamics. Prior to joining Merrill, he spent over a decade at J.P. Morgan Private Bank, where he was Vice President and Private Banker leading initiatives within the Technology vertical across Utah and Idaho. He holds a Bachelor's Degree from Brigham Young University and is a Personal Investment Advisor (PIA). Austin and his wife, Jessica, live in Lehi, Utah with their four children and are active in their church. Outside of work, he enjoys outdoor activities such as golfing, hiking, camping, and snowmobiling.

Landon Graff is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services, LLC since 2018 and Fidelity Investments since 2025. Prior to his roles at Fidelity, he was employed at Boostability from 2015 to 2018. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a systematic investment process combining proprietary research, quantitative analysis, and algorithmic portfolio construction.

Drew Armstrong is a financial advisor with Morgan Stanley in Holladay, UT, holding a Series 66 designation and 24 years of industry experience. His prior experience includes roles at J.P. Morgan Securities and Morgan Stanley Private Bank, N.A. He is also involved with Strykaar, LLC. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by proprietary tools and research.

Natalie Snow is a financial advisor at Wells Fargo Clearing with one year of industry experience. She holds the Series 66 designation and previously worked for Cascade Services, Inc. from 2003 to 2024. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, serving as an ERISA fiduciary and providing both discretionary and non-discretionary plan services.

Mayping Lin is a financial advisor at Morgan Stanley with four years of industry experience. Prior to joining Morgan Stanley in 2021, Lin worked at Nu Skin United States Inc for five years. Lin holds the Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs and financial planning services that use structured discovery processes and firm-approved tools to help clients develop tailored plans.

Jamie Bennett is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has worked at LPL Financial since 2021 and maintains roles at Cabela's and various insurance carriers associated with W&R Insurance Agencies and Waddell & Reed. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.

Bodhi Anderson is a Series 66-credentialed financial advisor with Cetera, based in Sandy, Utah, and has been with the firm since 2026. Prior to Cetera, he held roles at Travelers Insurance, The Scion Group, and has experience connected to Arizona State University. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and a range of program structures, supported by over 10,000 advisors and $256 billion in assets under management.

Charles Reynolds is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds a Series 66 designation and has previously worked at Park City Ski & Snowboard, BioCoTech Americas Inc, CFGI Inc, and PricewaterhouseCoopers. Outside of finance, he serves as a part-time alpine coach for Park City Ski & Snowboard. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s approach is IPS-driven and incorporates modern portfolio theory, including a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Phillip Mcstotts Jr. is a CFP® with 21 years of industry experience. He is currently with Osaic and was previously with Lincoln Financial Advisors Corporation for 20 years. In addition to his advisory work, he holds insurance agent roles offering accident, health, and disability insurance. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party managers to construct portfolios across various asset classes.

Braydon Mc Arthur is a financial advisor with LPL Financial based in Taylorsville, UT. He holds a Series 66 designation and has four years of industry experience. Prior to his current role, he worked in education at Utah Valley University and Mountain View Highschool. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources.

Gary Christensen is a financial advisor with Ameriprise in Herriman, UT, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his financial advisory role, Christensen owns and manages New Wave Records, an online CD and record store, and is involved in a barbecue catering business that operates at local events and farmers markets. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional financial services provider.

Darren Hamilton is a financial advisor at Morgan Stanley with 32 years of industry experience. He has been with Morgan Stanley since 2013 and holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Scott Burnett is a financial advisor at Raymond James & Associates with 43 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Zions Direct, Inc. and Zions Capital Advisors, Inc. Burnett serves as Treasurer and Board Member of Trout's Ranch HOA, a nonprofit organization. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and delivers institutional consulting via its Institutional Fiduciary Solutions division.

Amelia Beukers is a Series 66-licensed financial advisor with Ameriprise in Saratoga Springs, UT, where she has worked since 2021. She has three years of industry experience and previously held roles at Paychex and Equinox IT Services. Outside of her advisory work, she is engaged in writing non-financial fiction, focusing on the "cozy fantasy" genre, with plans to submit short stories to competitions and collaborate on an anthology publication. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports through a centralized consulting team.

Shawn Heckman is a financial advisor at Mass Mutual Investors Services with 12 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Morgan Stanley and E*Trade Capital Management. Outside of advising, he is an investor and owner at Sporting Edge, LLC, focusing on the development of innovative hockey bags and sports apparel. Mass Mutual Investors Services is a subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools and serves clients including high-net-worth individuals.

Cole Lewis is a financial advisor with LPL Financial in Cedar Hills, UT, holding a Series 66 designation and with 11 years of industry experience. He previously worked at Wells Fargo Clearing and WELLS FARGO Advisors. Outside of his advisory role, Lewis serves as a finance assistant clerk for The Church of Jesus Christ of Latter-day Saints, managing financial tasks within his local ward. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by both proprietary and third-party research.