Tyler Nichols is a CFP® professional with 20 years of industry experience, currently serving at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory role, Nichols is president of Arrowsmith Management, Inc., where he helps manage his financial planning practice. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, providing tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized consulting approach and offers a broad range of advisory, brokerage, and insurance solutions.

Sidney Groutage is a financial advisor with LPL Enterprise in Salt Lake City, UT, holding Series 63 and Series 65 credentials and possessing seven years of industry experience. His prior experience includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Avalon Health Care Group. He serves on the advisory board for the Utah Chapter of the American Cancer Society and is the Assistant Stake Clerk – Finance for the Salt Lake Cottonwood Stake of The Church of Jesus Christ of Latter-Day Saints. LPL Enterprise serves a diverse range of clients including individuals, retirement plans, charitable organizations, corporations, and other institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a variety of brokerage and insurance products via its integrated platform.

Breagan Webb is a financial advisor with Ameriprise, holding a Series 66 designation and 19 years of industry experience. Webb has been with Ameriprise and its affiliated entities since 2006. Outside of advisory work, Webb is involved with Elevate Management, LLC, a business focused on managing payroll and office expenses. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations through a centralized consulting team.

Tyler Hadley is a financial advisor at Cetera with two years of industry experience. He holds the Series 66 designation and has worked at firms including Altura Financial Advisors and LoanPro. Hadley also sells fixed insurance products as an insurance agent. Cetera Investment Advisers LLC serves a broad client base including individual investors and institutional accounts, offering various portfolio management and financial planning services through a large nationwide network of independent advisors.

Taralee Sundberg is a financial advisor at Edelman Financial Engines with nine years of industry experience. She holds the Series 65 designation and has worked at Financial Engines Advisors and its related entities since 2016. Sundberg is based in Salt Lake City, UT. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm’s investment approach combines proprietary modeling with planner delivery and online tools, emphasizing diversified portfolios, periodic rebalancing, and long-term strategies.

Justin Horne is a financial advisor with Wells Fargo Advisors in Lehi, Utah, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Wells Fargo Clearing, E*TRADE Securities LLC, and FIDELITY Brokerage Services LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad planning menu and develops tailored recommendations using internal research and planning tools, with clients choosing how to implement these through brokerage or advisory programs.

Craig Paulson is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 30 years of industry experience. His prior roles include positions at VOYA Financial Advisors and Altura Benefits, where he remains active. Outside of advisory work, he is involved in the sale of fixed insurance products and leads Altura Financial Advisors, a firm providing insurance, securities, and investment services. Cetera Investment Advisers LLC serves a broad client base that includes individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm operates a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers.

Kent Isom is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at E*Trade Securities LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved planning tools.

Nash Lockie is a financial advisor with Morgan Stanley, holding a Series 66 credential and two years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC from 2018 to 2023. 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 modeling techniques.

Roxanne Duennebeil is a financial advisor with Morgan Stanley in South Jordan, UT, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. Her prior work includes roles at E*Trade Securities LLC and Morgan Stanley Services Group Inc. Outside of finance, she is involved in education, teaching children through Evolve and a ballet studio. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and a disciplined investment approach, offering both direct and employer-sponsored financial plans.

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.

Christopher Thurman is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. Prior to joining Morgan Stanley, he spent significant time with E*TRADE Capital Management LLC and E*Trade Securities LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes using firm-approved tools and modeling techniques.

Christopher Soutas is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a brief tenure at Wells Fargo Advisors, LLC. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research and analytics.

Kent Hu is a financial advisor with LPL Enterprise holding Series 63 and Series 66 designations and 25 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC. He also serves as an advisor for group insurance with Unum Life Insurance of America. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management programs through an integrated platform that combines advisory services with brokerage and insurance products.

Heather Ukena is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and nine years of industry experience. Her prior experience includes roles at Transamerica Financial Advisors, World Financial Group, Kelly Services, and Layton Leadership Academy. Outside of her advisory work, she is the owner of LH Elevate, Inc., a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management alongside various model portfolios and research resources.

Kamron Jensen is a financial advisor at LPL Financial in Taylorsville, UT, with seven years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including CUSO Financial Services, Raymond James & Associates, Morgan Stanley, and Zions Bank. Jensen is also the owner of Jensen Services, a business unrelated to investing. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

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.

Steven Knudson is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation and Series 63 and 65 licenses, with 45 years of industry experience. He has been with MassMutual Life Insurance Company and Mass Mutual Investors Services since 1996. Outside of his advisory role, he is involved in KNUDSON, LLC, where he services equity-indexed annuities and works in individual life, health, and group insurance sales. MassMutual 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 offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-based planning using firm-approved analytical tools.

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.