Samuel Peterson is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Cambridge Investment Research Advisors since 2021. Prior to this, he spent 12 years at Royal Alliance Associates, INC., and has 17 years of experience in life insurance. He is also active as an agent in insurance and benefits. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional clients such as pension and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services through various platforms and proprietary model strategies.

Rachel Metallo is a Financial Consultant currently working at Fidelity Investments since 2024. She has extensive experience in the financial services industry, having held roles such as Financial Advisor at Morgan Stanley from 2023 to 2024 and at Metlife and AXA Advisors in 2016. She also worked as a Financial Consultant at E*TRADE Capital Management from 2018 to 2024 and served as a Financial Engines Advisor Project Manager from 2017 to 2018. Prior to these roles, Rachel was a Manager at TD Ameritrade from 2005 to 2015. Rachel holds insurance licenses in Arkansas and California. She focuses on partnering with clients to analyze their investments and develop straightforward plans centered around their financial goals, comfort levels, and needs. Her approach emphasizes being a dedicated partner in her clients' financial journeys. Outside of her professional life, Rachel enjoys activities such as football, hiking, snowboarding, outdoor adventures, social events with friends, and parenthood.

Andrew Hale is a financial advisor with Morgan Stanley in South Jordan, UT, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Morgan Stanley since 2011, including four years with the Morgan Stanley Services Group. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

James Rigtrup is a financial advisor with LPL Financial in South Jordan, UT, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with LPL Financial since 2005. Additionally, he operates under the DBA Keystone Wealth Management Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.

Dylon Mayer is a financial advisor at Edward Jones in South Jordan, UT, holding a Series 66 designation with one year of industry experience. His prior roles include positions at the University of Utah School of Medicine and Brigham Young University, as well as entrepreneurial experience with Vanilla Villa Cleaning. 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 solutions supported by a large nationwide network of financial advisors and branch offices.

Mark Nielsen is a financial advisor with Wells Fargo Clearing in Taylorsville, UT, holding Series 63 and 66 credentials and 17 years of industry experience. His prior experience includes roles at Fidelity Investments and Morgan Stanley. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to a wide range of individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions and utilizes research and analytics based on diversification principles and modern portfolio theory.

Jacob Jordison is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He has worked at LPL Financial since 2019 and previously spent 14 years at Wells Fargo Bank, N.A. Jordison is also involved with Mountain American Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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.

Myles Moore is a Series 66-licensed financial advisor with Morgan Stanley, bringing four years of industry experience. His prior roles include positions at E*Trade Securities LLC and Nu Skin. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate agreements.

David White is a financial advisor with Cambridge Investment Research Advisors in Salt Lake City, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated entities since 2006 and worked previously at First Western Advisors. Outside of his advisory role, he serves as vice president of an investment management consulting business and acts in a position of trust through a power of attorney role. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals, managing a multi-billion dollar asset base and offering services across multiple platforms and custodians.

Nathaniel Allen is a financial advisor with Primerica Advisors in Salt Lake City, UT, holding Series 63 and Series 65 licenses and accumulating 25 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2001. Outside of his advisory role, he operates Nate Financial Services, LLC, which supports Primerica business activities. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm utilizes model-driven strategies developed by third-party asset managers and offers a range of investment options supported by BNY Mellon Advisors and Pershing.

Cameron Macintosh is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at E*Trade Capital Management LLC and E*Trade Securities LLC for over a decade. Outside of his advisory role, he is a sole proprietor managing a rental property in Utah. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer that offers a range of advisory programs to individual and institutional clients, combining tailored financial planning with diverse investment solutions. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and analyses such as Monte Carlo simulations as part of its advisory process.

Robert Kernodle Jr. is a Series 66-licensed financial advisor with Morgan Stanley, where he has worked since 2023. His prior experience includes roles in banking, outdoor guiding, and service with the Utah National Guard. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and regulatory frameworks.

Ryan Newby is a financial advisor with Morgan Stanley in South Jordan, UT, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at Semaphore Capital Strategies, PFS Investments Inc, and Primerica Financial Services. He has also been self-employed since 2010. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides services through direct client relationships and corporate financial planning agreements.

Erik Pearson is a financial advisor at Equitable Advisors with six years of industry experience. He holds a Series 66 designation and has previously worked at Wheeler Machinery Co., JP&R Excavating, and Clyde Companies, Inc. He is based in Draper, Utah. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing both proprietary and third-party solutions delivered through a network of Investment Adviser Representatives.

Daniel Kaschmitter is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior firms include Wells Fargo Clearing and Prudential Equity Group. He manages a single-family rental property as an outside business activity. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, utilizing various portfolio management styles and affiliated research.

Daniel Murdock is a CFP® professional with 41 years of industry experience, currently serving at Equitable Advisors since 1996. He previously worked with Axa Advisors, LLC, from 1996 to 2020. Outside of his advisory role, Murdock is a senior executive coach providing training and development to executives and teams. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party managers.

Matthew Vallejo is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Fidelity Investments and The Vanguard Group. Vallejo is currently based in South Jordan, Utah. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as an adviser to multiple registered investment companies and utilizes AI-driven methods in its research and portfolio management.

Ikechukwu Ezugwu is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and has worked previously at Transamerica Financial Advisors, Wfgia, and Managed Wealth Financial. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis within a centralized consulting team and delivers periodic, non-discretionary recommendations tailored to clients’ Ameriprise-managed accounts.

Melissa Sipherd is a Series 66-licensed financial advisor with six years of industry experience, currently with LPL Financial. Her prior experience includes roles at Raymond James Financial Services and Merrill. She also operates Utah Wealth Strategies, an investment-related business. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, with advice provided by a large network of investment adviser representatives using a range of investment strategies.

David Shipley is a CFP® professional with 23 years of experience in the financial services industry. He is currently affiliated with LPL Financial and Zions Bank in Salt Lake City, UT, and has held prior roles at J.P. Morgan Securities, Chase Investment Services, Woodbury Financial Services, and Northwestern Mutual Investment Management. Shipley also serves as a Provo City Council member and works as an adjunct professor teaching online finance courses. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions, supported by a large network of investment adviser representatives and a broad suite of technology and operational tools.