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.

Allan Velasco is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work history includes roles at Bank of America and various other positions outside the financial sector, including time spent traveling and working in diverse business environments. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

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.

Corbin Beckstrand is a financial advisor with Wells Fargo Advisors in Salt Lake City, UT, holding Series 63 and Series 65 credentials and six years of industry experience. He previously worked at Morgan Stanley from 2015 to 2022 before joining Wells Fargo Clearing Services. Outside of his advisory role, he provides accounting services for a skin care business owned jointly with his spouse. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers comprehensive investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning options, including specialized services such as business-owner transition planning and special-needs analysis, utilizing Wells Fargo research and planning tools.

John Robinson is a financial advisor at Fidelity with Series 63 and Series 66 credentials and seven years of industry experience. He has held positions at Fidelity Investments, Fidelity Brokerage Services, LLC, and Celtic Bank, among others. Outside of his advisory work, he performs as a professional magician and creates YouTube content related to magic. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage mutual funds, ETFs, and ETPs.

Cody Madsen is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 credentials and possessing 10 years of industry experience. He has been with Fidelity Brokerage Services since 2016 and joined Fidelity Investments in 2025. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering diversified strategies such as discretionary portfolio management and fund-of-funds structures.

Annmarie Becci is a financial advisor with UBS Financial Services in Salt Lake City, UT, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. She has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, discretionary and non-discretionary portfolio management, and various capital markets services. The firm combines institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocations to tailor advice to clients.

David Frank is a financial advisor with Edward Jones in Salt Lake City, UT, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, he worked at Cyprus Credit Union and American United FCU. Outside of his advisory role, he manages a rental property with his wife. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.

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.

Thomas Bready is a Financial Consultant at Fidelity Investments, where he has been providing financial advisory services since 2017. His role involves partnering with clients to build, implement, and monitor customized financial plans aligned with their goals. Thomas supports clients and their families by exploring products and services that address challenges such as inflation, market volatility, and tax-efficient investing. He has accumulated extensive experience through various positions at Fidelity Investments, including Planning Consultant, Portfolio Specialist, Workplace Planning Consultant, Investment Solutions Representative, and Customer Relationship Advocate. Thomas holds insurance licenses for Arkansas and California. In his personal time, Thomas enjoys activities with his family, hiking, watching movies, parenthood, theater, and traveling.

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.

Chase Cameron is a financial advisor at Edward Jones with Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Edward Jones, he worked at Wells Fargo Bank and Wells Fargo Clearing Services. He has held various roles in business technologies and commercial services, as well as experience as a self-employed professional. Edward Jones is a wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Geoffrey Gentry is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding Series 63 and Series 66 licenses and with six years of industry experience. His prior work includes roles at E*TRADE Securities LLC, FranklinCovey, Domino's Pizza, Uber Technologies, and managing Crush IT, LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including managing portfolios through a combination of fundamental research, quantitative analysis, and algorithmic construction, with a focus on multi-manager and fund-of-funds structures.

Ian Foster is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2018. He specializes in retirement, income, and wealth planning for high net worth clients, focusing on helping them achieve their retirement goals. Ian has extensive experience within Fidelity Investments, having held various roles since 2012 including Annuity Sales Representative, Retirement Relationship Manager, and Financial Representative. He holds insurance licenses in Arkansas and California. Outside of his professional work, Ian enjoys camping, sailing, and skiing.

Garrett Wilson is a Financial Consultant at Fidelity Investments, where he has been serving since 2025. Prior to this role, he held positions as a Planning Consultant from 2024 to 2025 and as a Workplace Planning Consultant from 2022 to 2024 at Fidelity Investments. He began his financial advisory career at Prudential in 2021. Garrett holds insurance licenses in Arkansas and California, supporting his work in providing tailored financial planning services. He is committed to forming strong client relationships based on trust and integrity, focusing on understanding clients' concerns and goals to develop comprehensive financial plans. Outside of his professional life, Garrett enjoys fitness, hiking, horseback riding, outdoor adventures, parenthood, and running.

John Andrew is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a part-time firefighter and EMT for South Davis Metro Fire. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs among its offerings.

Elijah Garner is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and has professional experience that includes roles at Mountain America Credit Union and multiple positions in the food service industry. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, research, and technology-driven strategies.

Jordan Lewis is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 credentials and has been with various Fidelity entities since 2014, including Fidelity Personal and Workplace Advisors and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing portfolios that include mutual funds, ETFs, and ETPs.

Jed Lloyd is a financial advisor with Morgan Stanley in South Jordan, Utah, holding Series 63 and Series 65 credentials and offering 17 years of industry experience. He has been with Morgan Stanley since 2014. Outside of his advisory work, Lloyd is involved in music as an emcee and disc jockey for weddings and other gatherings and also works in transportation services with Uber and Lyft during after-business hours. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and offers both direct client services and corporate financial planning agreements.

Connor Kellis is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. His prior work includes roles at CVS Health and various service positions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients through a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, with distinctive activities such as commodity pool operator registration and advisory roles to multiple registered investment companies.