Sam Moody is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2015 and JPMorgan Chase Bank since 2012. Outside of finance, he owns and operates a baseball glove repair business and manages an e-commerce store selling home goods. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Gary Gorga is a financial advisor at LPL Financial with 45 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked for Cadaret, Grant & Co., Inc. for 31 years. He has operated Gorga Financial Services since 1984. 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 both discretionary and non-discretionary management strategies.

Sean Pacheco is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He holds a Series 66 designation and is based in South Jordan, Utah. Outside of his advisory role, he is involved as an independent distributor for network marketing companies including Isagenix International and Unicity. 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 and investment strategies, supported by a large network of advisors and branch offices nationwide.

Wendy Wittke is a financial advisor at Fidelity with two years of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments since 2023, with prior experience in health and wellness, including instructing yoga classes and leading health retreats. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base that includes retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Kelly Angell is a financial advisor at LPL Financial with 13 years of industry experience. Prior to joining LPL Financial in 2025, Kelly held roles at CUSO Financial Services, Security Service Investment Group, Security Service CU, Raymond James Financial Services, Morgan Stanley, and Wells Fargo Advisors. 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 provides a range of advisory programs, retirement plan consulting, brokerage services, and access to model portfolios and research from LPL Research and third-party subadvisors.

Nicholas Nadauld is a Senior Financial Advisor with Merrill Lynch Wealth Management and a member of the Young, Hullinger, Roundy and Associates team. He focuses on preparing and executing wealth plans and strategies tailored for high net worth families and individuals. His role involves asset management and delivering client solutions and services. Nicholas has expertise in areas including legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, special needs planning strategies, individual and corporate investment strategy, and retirement income. He works to provide solutions designed for retirement goals, investment management, banking, trust and estate planning services, and multi-generational wealth transfers. He holds a Bachelor's Degree in Finance with an emphasis in asset management from Brigham Young University and is a Personal Investment Advisor (PIA). Nicholas is bilingual in French and English. Outside of his professional work, he is involved with the Church of Jesus Christ of Latter Day Saints and enjoys basketball, boating, football, golfing, and skiing.

Adam Brown is a Financial Consultant dedicated to assisting individuals and their families in achieving financial success. He emphasizes understanding clients' unique needs and collaborates with them to develop financial plans aligned with their goals. Adam's professional experience includes roles at Fidelity Investments, where he served as an Investment Consultant from 2022 to 2023, a Financial Representative from 2020 to 2022, a Workplace Planning Consultant from 2019 to 2020, and a Premium Relationship Associate from 2016 to 2019. He also worked as an Associate Advisor at Capital Wealth Advisors in 2020. Outside of his professional career, Adam has personal interests in fitness, football, hiking, and parenthood.

Joseph Barr is a financial advisor with Cetera, holding the Series 66 designation and 18 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and TIAA-CREF. Outside of his advisor role, he owns Pinnacle Peak Financial, LLC, which provides financial services and insurance. Cetera Investment Advisers LLC distributes its services through a nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services with access to multiple program structures and third-party managers.

Theresa Chacopulos is a financial advisor at Morgan Stanley with 32 years of industry experience. She has been with Morgan Stanley since 2013 and also works with Morgan Stanley Private Bank, National Association since 2015. She holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and methodologies.

Michael Macfarlane is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 22 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Northwestern Mutual and its affiliated investment and insurance companies for over two decades. LPL Financial serves a diverse client base including individuals, retirement plans, banks, and charitable organizations, offering a range of advisory programs and financial planning services supported by model portfolios, third-party subadvisors, and proprietary research.

Nanette Ignjatovic is a financial advisor with Raymond James Financial, holding a Series 66 designation and eight years of industry experience. She previously worked with Wells Fargo Clearing Services and is involved with Utah Divorce Financials, LLC, where she serves as a Certified Divorce Financial Analyst. 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, utilizing analytical tools and modeling to support client goals.

Brooks Ringer is a financial advisor at OSAIC with a Series 66 designation and no prior industry experience. His background includes working at Nike and Dicks Sporting Goods, as well as involvement with Rocky Mountain Gunslingers QB Training. He has also spent ten years in full education at the high school and university levels. OSAIC serves a diverse group of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, employing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios consisting of various asset classes.

Peter Kranenburg III is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at Sagepoint Financial, Inc. and Next Financial Group, Inc. Outside of his advisory work, he is involved in tax preparation and consulting through his own businesses, Kranenburg & Kranenburg, Inc. and Kranenburg Tax and Consulting Services Inc. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory, and financial planning services. The firm utilizes various asset-allocation tools and third-party platforms to construct portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Jesse Lugenbeel is a CFP®-certified financial advisor with 10 years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at Cuso Financial Services, Todd Grabner, and multiple Northwestern Mutual entities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, institutions, and charitable organizations. The firm offers a wide range of advisory programs, financial planning services, and investment solutions supported by extensive research and technology.

Olivia Hardester is a financial advisor at Wells Fargo Advisors with Series 66 registration and one year of industry experience. She has held multiple roles related to financial services and education, including positions at Brigham Young University, Solidarity Wealth Management, and Sepio Capital. Outside of her advisory work, she has been involved with youth sports organizations and entrepreneurial activities such as Laced Hair. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services tailored to meet various client needs, supported by Wells Fargo’s research and planning tools.

Michael Payne is currently Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2026. He began his tenure at Fidelity as a Financial Consultant from 2024 to 2026. Prior to joining Fidelity, Michael worked as a Financial Adviser at Morgan Stanley from 2023 to 2024 and as a Financial Consultant at ETRADE from 2017 to 2023. As a Certified Financial Planner™ professional, Michael has experience in financial planning and investment planning. Throughout his career, he has worked with a range of clients including individuals, families, and businesses, assisting them in developing financial plans tailored to their goals and values. Michael holds insurance licenses in Arkansas and California.

Mark Myers is a CFP® professional with 26 years of industry experience, currently affiliated with Raymond James Financial. He has operated Myers Financial Services LLC since 2014 and is also involved in managing a family trust that owns his business office space. Raymond James Financial Services Advisors, Inc. provides financial planning and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary planning and investment consulting supported by analytical tools and maintains unique institutional affiliations and specialized advisory programs.

Cooper Sutton is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in helping individuals and families navigate various aspects of financial planning, including college education planning, employee benefits planning, legacy planning, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Cooper holds a Bachelor's Degree from Brigham Young University and has earned the designation of Personal Investment Advisor (PIA). He is committed to providing personalized guidance and aims to simplify financial complexities for his clients, helping them pursue their financial goals with confidence. In his personal time, Cooper enjoys camping, football, hiking, and pickleball.

Neil Hullinger serves as the Senior Resident Director and Wealth Management Advisor at the Merrill Lynch Wealth Management office in Provo, Utah. He has been with Merrill Lynch since 1997, joining the firm alongside his father, David Hullinger, who began with the company in 1973. Neil holds the Chartered Retirement Planning Counselor (CRPC) designation and the Personal Investment Advisor (PIA) certification. He graduated from Utah Valley University with a bachelor's degree from the business school, emphasizing finance. Throughout his career, Neil has focused on areas including family wealth management strategies, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, and retirement income. He and his team have contributed to Merrill Lynch and Bank of America's longstanding presence in Utah County for over five decades. Neil has been recognized as a top advisor in Utah by Forbes Magazine in multiple years. Neil lives in Mapleton, Utah with his wife Amy and their six children. He is actively involved in community and church activities, including coaching high school basketball for 25 years and supporting the Live wElle Foundation.

Sam Jensen is a CFP® with two years of industry experience and is currently an advisor at Fidelity. His prior work experience includes roles at Dennler Furnishing, Riverside Country Club, Blue Raven Solar, and Farmers Insurance. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a process that integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction.