Jd Crosby is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Ameriprise, he worked at Northwestern Mutual and Altabank, and has held various roles in educational and recreational organizations. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, known for its Ameriprise Premier Retirement Income service, which provides tailored retirement income planning through a combination of proprietary research, third-party data, and collaborative implementation with financial advisors.

Derek Spackman is a financial advisor at Cetera with two years of industry experience. He holds a Series 66 designation and has previously worked at America First Federal Credit Union and several other organizations. He is also affiliated with Renaissance Financial, where he provides securities, insurance, and advisory services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and financial planning services through a multi-manager platform.

Julie Odle is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2000, including her current role starting in 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and 15,000 branch offices.

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.

Jacob Berner is a Series 66-licensed financial advisor with Ameriprise in Midvale, Utah, and has 14 years of industry experience. He previously worked for Edward Jones for 10 years before joining Ameriprise in 2022. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning advice, using investment research and algorithmic tools to address income strategies and tax-aware withdrawals.

Sidney Groutage is a financial advisor at LPL Enterprise with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he serves on the advisory board of the Utah Chapter of the American Cancer Society and is Assistant Stake Clerk for Finance at the Salt Lake Cottonwood Stake of The Church of Jesus Christ of Latter-Day Saints. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach, offering financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.

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 a Series 66 designation and has worked at several firms including Altura Financial Advisors and LoanPro. In addition to his advisory role, he is an insurance agent selling fixed insurance products. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that combines affiliated and third-party managers across discretionary and non-discretionary program structures.

Taralee Sundberg is a Series 65-licensed financial advisor at Edelman Financial Engines with nine years of industry experience. She has been with the firm and its prior iteration, Financial Engines Advisors L.L.C., since 2016. Sundberg is based in Salt Lake City, UT. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary investment solutions.

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.

Samuel Snow is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 66 and Series 65 credentials and possessing 12 years of industry experience. Prior to joining Raymond James in 2025, he spent 11 years with J.P. Morgan Institutional Investments Inc. and JPMorgan Investment Management Inc., along with a year at BNY Mellon Securities Corporation. Outside of his advisory role, Snow is an owner and officer of several support companies, including STS Wealth Management and Williams, Snow, Belote, where he serves as CEO and managing member, and Voyager Wealth Advisors, where he holds the position of vice president. 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, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting through analytical tools and supports advisory programs and institutional portfolio management across a large advisor network.

Kent Isom is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Morgan Stanley since 2023, following a tenure at E*Trade Securities LLC beginning in 2015. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and modeling techniques to support its advisory process.

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.

Noon Taha is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill and Bank of America in 2025, Taha worked at Morgan Stanley and has been involved in various roles supporting individuals with disabilities and elderly care. Taha serves as a board member for the West Side Review Board, providing feedback on community research. Merrill, along with its affiliate Managed Account Advisors LLC, delivers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutions.

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.

Jana Berry is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She previously worked at Wells Fargo Advisors from 2014 to 2020 before joining Raymond James in 2020. Outside of advising, she serves as an office manager at Uinta Wealth Management in Salt Lake City. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm provides tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains distinctive offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting programs.

Christopher Soutas is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. His career includes roles at UBS Financial Services and Morgan Stanley, spanning over a decade before joining Wells Fargo in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.