Dalton Cunningham is a financial advisor at Cetera with a Series 66 credential and two years of industry experience. He has worked in various roles within Cetera and its related entities since 2023 and is also associated with Renaissance Financial, where he offers securities, insurance, and advisory services. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm provides a range of portfolio management and financial planning services, offering multiple program options and access to various third-party money managers.

Jared Jensen is a financial advisor at Edward Jones in Heber City, UT, holding the CFP®, ChFC®, and Series 66 designations with nine years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options supported by a large national network of financial advisors and branch offices.

Michael Maddocks is a financial advisor with Ameriprise, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise since 2003 and currently coaches youth tennis in Sandy, Utah. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Scott Mathewson is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 65 licenses, with 36 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Company, and The Leaders Group Inc. Outside of his advisory work, he is involved with Elevare LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a large national network. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and various investment strategies.

Braxton Barker is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and three years of industry experience. His prior roles include positions at Bank of America/Merrill Lynch, Morgan Stanley, and Merrill Lynch. He is based in Draper, UT. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling and centralized due diligence, while applying an ESG eligibility framework in its recommendations.

Matthew Naylor is a financial advisor with LPL Financial in Orem, Utah, holding Series 63 and Series 66 designations and 13 years of industry experience. He previously worked at Fidelity Investments for five years before joining LPL Financial and Mountain America Credit Union in 2017. Outside of his advisor role, he is involved with Mountain America Insurance Services. LPL Financial serves a diverse client base including individuals, retirement plans, institutions, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing a range of investment strategies supported by internal and third-party research.

Rune Westerlind is a financial advisor at Fidelity with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with various Fidelity entities since 2010. Westerlind is based in Riverton, UT. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research and quantitative analysis to construct model portfolios. The firm is noted for its use of algorithmic methods and AI in portfolio construction, as well as its advisory role to multiple registered investment companies.

Edison Christofferson is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has previously worked at J Crew, Lucid Software, and the BYU Marriott School of Business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and affiliated investment options. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

Samuel Clark is a financial advisor with OSAIC based in South Jordan, Utah. He holds Series 63 and Series 65 registrations and has 34 years of industry experience. Clark has been with OSAIC since 2013 and is a partner in Integrated Financial Group, where he helps with the preparation and sale of annuities, life insurance, long-term care, and disability insurance. He also serves as president of S-Clark Consulting, a corporation focused on his personal financial planning. OSAIC serves a broad range of clients including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and automated rebalancing to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Jeffrey Feveryear is the Regional Director of Executive Services at Fidelity Investments, where he has been working since 2004. In his current role, he supports a team of Benefits & Planning Consultants and Executive Planning Consultants. He focuses on helping clients align their financial goals with personalized benefits strategies. Jeffrey aims to empower both his team and clients through strategic insight and collaborative leadership. He is committed to promoting financial well-being at every stage of life. Outside of his professional responsibilities, he has personal interests that include camping, cars, cooking and baking, hiking, outdoor adventures, and volunteering.

Keven Nielsen is a financial advisor at Edward Jones with a Series 66 designation and five years of industry experience. He has worked at Edward Jones since 2020 and previously spent 22 years at Automatic Data Processing. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and provides a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joey Johnstun is a financial advisor with LPL Financial in Draper, Utah, holding Series 63 and Series 66 designations and bringing 12 years of industry experience. He has been with LPL Financial since 2014 and also works at Mountain America Credit Union, where he has been employed since 2009. 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 a range of financial planning and advisory programs including discretionary and non-discretionary management, using model portfolios, research from third-party subadvisors, and technology-driven strategies.

Shad Evans is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2019, following three years at Kestra Financial Services. Outside of his advisory role, he is involved in non-variable insurance activities and operates a brokerage general agent contract called The Insurance Box. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Jeffrey Roskelley is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and offering 24 years of industry experience. He has been with LPL Financial since 2011. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory and brokerage services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Luke Gunther is a financial advisor with LPL Financial in American Fork, Utah. He holds the Series 66 designation and has five years of industry experience. His prior roles include positions at Utah Valley University and Bank of American Fork. Outside of his advisory work, he is involved with Gunther Investment Group, LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services with a broad range of portfolio management options and research support.

Aaron Copple is a financial advisor at Mass Mutual Investors Services with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley and E*TRADE Capital Management. Outside of his advisory role, Copple is active as an insurance broker and owns several holding companies. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using advanced analysis tools and also provides specialized offerings such as divorce planning and estate-settlement services.

William Marshall is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 registrations and has worked with J.P. Morgan entities since 2016. Outside of his advisory role, he is involved in e-commerce ventures, including ownership and partnership positions in Amazon-based businesses. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services along with quantitative asset-allocation modeling and manager due diligence.

Matthew Carlson is a financial advisor at Merrill with Series 63 and Series 65 licenses and five years of industry experience. His career includes roles at Bank of America, Morgan Stanley, E*TRADE Securities, Fidelity Brokerage Services, and others. Outside of his advisory work, he is involved as a partner in Little Peak LLC, a property management and real estate business. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Hunter Hall is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds a Series 66 designation and has previously worked with firms including Podium, LGCY Power, and Vivint. Outside of advising, he also engages in insurance brokerage, focusing on life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, utilizing firm-approved software and tools to develop collaborative, goal-oriented planning strategies.

Eli Gardine is a financial advisor with Thrivent Investment Management holding a Series 66 designation and no prior industry experience. He joined Thrivent in 2026 after working in various roles outside the financial services industry, including positions at Proofpoint, Symantec, and Adobe. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers these services through a network of advisors and emphasizes planning alongside managed-account options under a consolidated billing approach.