Nathan Barker is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has nine years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Modern Woodmen of America, and Weber School District. LPL Enterprise provides investment advisory and brokerage services to a broad client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in a wrap program.

John Taylor Jr. is a financial advisor with LPL Financial in Ogden, Utah, holding Series 63 and Series 65 credentials and 32 years of industry experience. He previously worked at Royal Alliance Associates and PRUCO Securities, LLC. His outside business activities include involvement in a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Ryan Turner is a financial advisor with LPL Financial in Ogden, UT, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His career includes previous roles at Cuso Financial Services, Zions Bank, CUNA Brokerage Services, Wells Fargo Investments, and BTS Asset Management. Outside of his advisory work, Turner is involved with the Morgan Sports Network, a radio, TV, and podcast media outlet. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of services including financial planning, model portfolio programs, and third-party asset management, utilizing both discretionary and non-discretionary strategies supported by research and technology.

Jessica Boyer is a CFP® with 30 years of experience in the financial services industry. She has been with LPL Financial since 2004 and previously worked at Citigroup Global Markets from 2001 to 2004. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services including financial planning, asset management programs, and institutional platforms.

Jon Wilson is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has served as the retirement planning professional for the BHB group since joining Merrill Lynch in 1989. Jon has accumulated over 35 years of experience in financial services, specializing in retirement planning for business owners and their key employees. His expertise covers all aspects of qualified retirement plans, including 401(k)s, defined benefit plans, non-qualified deferred compensation plans, and the transition to retirement. Prior to his current role, Jon held positions as a Regional Director and Retirement Plan Manager within the Corporate Financial Services Group at both Smith Barney and Merrill. He holds professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), earned in 1987, Certified Plan Fiduciary Advisor® (CPFA), received in 2018, Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Jon earned a Bachelor's Degree in Finance from Brigham Young University. Jon resides in Ogden, Utah with his wife Dawnene and their two children. The family makes monthly visits to Southern California, where they previously lived for over 18 years. Outside of his professional work, Jon enjoys golf, hiking, fishing, and skiing. He is also involved with OnStage Ogden in his community.

Tonya Cummings is a financial advisor at LPL Financial with 10 years of industry experience. She holds a Series 63 designation and has worked previously at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Based in Ogden, Utah, she also serves as a notary through her association with Zions Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm provides a range of solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Matthew Frey is a financial advisor with Edward Jones in Ogden, UT, holding a Series 66 designation and beginning his industry experience in 2026. Prior to joining Edward Jones, he had roles at Systems Implementers Inc., Hill Air Force Base Marketing Office, and operated a catering business, Marvellous Catering LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering various advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets under management with a large network of advisors and branch offices across the United States.

Maryann Spencer is a financial advisor at Fidelity with three years of industry experience. She holds a Series 66 designation and previously worked at D.A. Davidson Companies, Ernst & Young, and PricewaterhouseCoopers LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Michael Mindes is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 2021. Prior to joining Baird, he held positions at Amazon and owned Tasty Minstrel Games, where he was involved in business strategy. He also owns Talisman Pedals and has authored work unrelated to investments. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, and institutional clients. The group offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers, covering traditional and complex investment strategies.

Alexander Witkowski is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has previously worked in various roles, including a long tenure at Utah Ski & Golf. Outside of his advisory work, he participates in on-mountain safety patrol at Snowbasin Ski Resort during the winter months. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of discretionary and non-discretionary investment strategies, supported by a large nationwide network of advisors and branch offices.

Mckaylin Crowley is a financial advisor at Ameriprise with two years of industry experience. She holds a Series 66 designation and previously worked at Raymond James Financial Services and Fidelity before joining Ameriprise. Outside of her advisory role, she serves as an associate and registered executive assistant for J Scott Smith Inc., supporting administrative tasks and industry research. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides retirement planning advice focused on income and tax-aware withdrawal strategies.

Mitchell Wamsley is a financial advisor affiliated with Merrill holding a Series 66 designation and based in Ogden, UT. He has one year of industry experience, including roles at Bank of America, N.A. and Merrill. Prior to his current positions, he was involved with ApexDrop LLC and Marketstar, and has experience in entrepreneurial ventures such as Social Axe LLC. 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. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations.

Kirk Johnson is a Series 66-licensed financial advisor with Edward Jones in Ogden, Utah, where he has worked since 2013. He has 12 years of industry experience. Outside of his advisory role, he is involved in property management through Wasatch Living LLC, which oversees three company-owned rental properties. 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, including discretionary and non-discretionary strategies, with approximately $1.01 trillion in assets under management supported by a nationwide network of more than 23,000 advisors and over 15,000 branch offices.

Porter Brenchley is a financial advisor at Merrill with a Series 66 credential and has two years of industry experience. Prior to joining Merrill, he held roles at Elevated Managed Print, Fox Pest Control, and Leed Bicycle Solutions. Merrill, together 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 to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Darren Boyer is a financial advisor with LPL Financial in Ogden, UT, holding Series 63 and Series 65 credentials and over 34 years of industry experience. He previously worked at Citigroup Global Markets for 11 years before joining LPL Financial in 2004. Outside of his advisory role, he serves as an assistant football coach for a local high school team. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Mark Mcfarland is a financial advisor at OSAIC with 39 years of industry experience. He holds Series 63 and Series 66 credentials and has been with OSAIC since 1996. Outside of his advisory role, Mcfarland serves as president of Shimmering Glass LLC, a family-owned LLC involved in managing rental properties. OSAIC Wealth, Inc. serves a broad client base including individual, high-net-worth, pension, corporate, and charitable investors through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to construct diversified portfolios tailored to client needs.

Colton Snelling is a financial advisor with Wells Fargo Advisors located in Clinton, UT. He holds the Series 63 designation and has one year of industry experience. Prior to joining Wells Fargo Clearing Services, his background includes positions at Northwestern Mutual and Disys. Outside of his advisory work, he is employed as a weekend cashier at Arctic Circle, a fast food company. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized planning for business owners, special-needs clients, and others, utilizing Wells Fargo’s research and planning tools.

Thyra John is a financial advisor at Thrivent Investment Management with three years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Wells Fargo, Morgan Stanley, E*Trade Securities, and Tabbank. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial planning covering a broad range of topics and allows clients to combine planning with managed-account services while maintaining separate engagements.

Lance Jacobsen is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and six years of industry experience. He previously worked at CUSO Financial Services, America First Credit Union, and operated Jacobsen Financial, Inc. He is based in Marriott-Slaterville, Utah. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of adviser representatives. The firm offers a range of financial planning and portfolio management services, utilizing model portfolios, third-party subadvisors, and customized strategies across various account types.

Susan Wade is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation. Prior to joining Edward Jones, Wade worked for Jay Carnahan State Farm and operated Wade Property Solutions LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.