Todd Crane is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He has been with Fidelity since 2011 and also serves as a reserve police officer in North Salt Lake, Utah, working patrol one weekend day per month. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services across various investment structures and is noted for its use of systematic methodologies and AI-driven research tools.

Robert Goggins is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LPL Financial since 2009. Outside of his advisory role, he operates Progressive Planning, LLC, a state-registered life insurance agency providing fixed insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by model portfolios and research from LPL Research and third-party subadvisors.

Ronald Claassen is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2007, with prior roles at Charles Schwab and Strategic Advisors Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services as well as model portfolios built from mutual funds, ETFs, and ETPs.

William Terrill is a CFP®-certified financial advisor with Ameriprise and has 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Terrill is also co-owner of Encore Growth Partners and Wealth Strategy Partners Tax and Accounting Services, which provide consulting and tax preparation services. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that combines research and algorithmic tools to deliver tailored, tax-aware withdrawal strategies.

Clayton Hoffman is the sole advisor at Meridian Investing, an independent investment advisory firm based in Highland, UT. He holds Series 63, 65, and 66 licenses and has 17 years of industry experience, having been with Meridian Investing since its founding in 2009. Meridian Investing manages approximately $2.35 million for ten clients, providing fee-based portfolio management and related advisory services. The firm offers individualized portfolio management with a focus on wealthier or specialized clients and includes institutional portfolio management services uncommon among similarly sized independent firms.

Greg Chamberlain is a financial advisor with Chamberlain Long Wealth Management, LLC, holding Series 63 and Series 66 licenses and 25 years of industry experience. He previously worked at Jackson National Life Distributors for 10 years and operates Chamberlain Financial, LLC. In addition to advisory work, he is an insurance wholesaler representing various insurance companies. Chamberlain Long Wealth Management provides portfolio management, investment analysis, and financial planning services to individual and high-net-worth clients. The firm uses a tactical asset allocation approach combining fundamental, technical, cyclical, and macroeconomic analysis to manage diversified portfolios through discretionary authority.

Nicholas Long is a financial advisor at Chamberlain Long Wealth Management, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with Long Financial Group, LLC since 2005. In addition to his advisory role, he works as an independent insurance agent selling life, health, annuities, and long-term care products. Chamberlain Long Wealth Management offers portfolio management, investment analysis, and financial planning services to individual and high-net-worth clients. The firm uses a tactical asset allocation approach based on fundamental, technical, cyclical, and macroeconomic analysis, managing diversified portfolios of equities, ETFs, fixed income, and cash equivalents under discretionary authority.