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.

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 CFP® with 36 years of experience in the financial services industry. He is currently with LPL Financial and has previously worked at firms including Mass Mutual Investors Services, The Leaders Group Inc., and Wellspring Wealth Management. He is involved with Elevare LLC, a business entity unrelated to investment activities. 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 financial planning and investment management services, utilizing proprietary research, third-party strategies, and technology tools across a broad advisory platform.

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 licenses and bringing 14 years of industry experience. He has worked at LPL Financial since 2017 and previously spent five years at Fidelity Investments. Naylor is also involved with Mountain America Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Rune Westerlind is a financial advisor at Fidelity with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked across several Fidelity entities since 2010, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its delegated management structure, use of systematic methodologies, and advisory role to registered investment companies and fund-of-funds.

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.

Joey Johnstun is a financial advisor with LPL Financial based in Draper, UT. He holds Series 63 and Series 66 licenses and has 12 years of industry experience. Prior to joining LPL Financial in 2014, he was associated with Mountain America Credit Union starting in 2009. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, and access to third-party asset management, supported by a network of over 22,800 advisors and a range of operational and research tools.

Madyson Smith is a Series 66 licensed financial advisor with nine years of industry experience. She has worked at Fidelity Brokerage Services LLC since 2016, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios developed using systematic methodologies and long-term asset allocation benchmarks.

Lillian Leo is a financial advisor at Fidelity with Series 63 and Series 66 designations and 26 years of industry experience. Her prior roles include positions at Triad Advisors and Diversified Investors Securities Corp. She has been with Fidelity since 2022. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios across mutual funds, ETFs, and ETPs, and serves multiple registered investment companies with oversight and governance processes.

Shad Evans is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked with Kestra Financial Services, Kestra Investment Services, and Mass Mutual Investors Services. Outside of his advisory role, he is involved in non-variable insurance activities and operates a brokerage general agent contract through The Insurance Box. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, with an emphasis on both discretionary and non-discretionary strategies supported by proprietary research and technology tools.

Jeffrey Roskelley is a financial advisor with LPL Financial in South Jordan, UT, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has been with LPL Financial since 2011 and previously worked at Equitable Advisors from 2005 to 2011. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced technology and a broad network of over 22,800 advisors.

Luke Gunther is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. He has worked at LPL Financial since 2020 and also operates PI Wealth Management. Gunther is involved with Gunther Investment Group, LLC, a business entity related to 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 and model portfolio programs, delivered through a large network of investment adviser representatives.

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 with Merrill in Orem, Utah, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Morgan Stanley, E*TRADE Securities, and Fidelity Brokerage Services. Outside of his advisory work, he is involved with Little Peak Real Estate, a business managing rental property with his wife. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services primarily for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals and institutions.

Megan Bennett is a CFP® and Series 66 licensed financial advisor with Edward Jones, where she has worked since 2019. She has six years of industry experience and previously worked at HomeGoods for ten years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions. The firm has a large national presence with over 23,000 financial advisors and offers discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

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.