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.

Samuel Pugh is a CFP® with four years of industry experience, currently with Mass Mutual Investors Services in Lehi, UT. He previously worked at Northwestern Mutual Investment Services LLC for six years. Outside of financial advising, he has been involved with Recapture Art since 2019. Mass Mutual 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 provides ongoing financial planning, asset management, and educational seminars, using firm-approved software and structured annual planning engagements.

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.

Sarah Stevens Hammond is a financial advisor at Morgan Stanley with nine years of experience at the firm and a total of five years in the industry. She holds a Series 66 designation and previously worked at Green River Capital for one year. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery conversations and approved tools to model outcomes, serving clients in both direct and corporate financial planning arrangements.

Lisa Meyer is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. She has been with Fidelity since 2015, initially with FIDELITY Brokerage Services LLC and currently with Fidelity Investments. Outside of her advisory role, she is also a landlord for two single-family homes. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm combines fundamental research with quantitative analysis and algorithmic methods, managing portfolios that include mutual funds, ETFs, and ETPs, and holds roles with registered investment companies and fund-of-funds not common among large institutional peers.

Nathan Roderick is a Financial Consultant I at Fidelity Investments. In this role, he works with individuals and families to develop financial plans aimed at achieving their goals. Nathan focuses on understanding clients' lives to create collaborative financial strategies. He has been with Fidelity Investments since 2021, progressing through roles including Customer Relationship Advocate, various levels of Investment Solutions Representative, and Planning Consultant before his current position. His experience spans financial planning and investment solutions. Nathan holds insurance licenses for Arkansas and California.

Jose Angel Vinalay Rodriguez is a financial advisor at Wells Fargo Clearing with 8 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing Services LLC since 2017. Prior to joining Wells Fargo, he worked at Associate Staffing, Atlantis Casino Resort, and the University of Nevada, Reno. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Cort Winters is a Financial Consultant at Fidelity Investments, a position he has held since 2023. Prior to this role, he served as an Investment Management Consultant at Fidelity Investments from 2020 to 2023. His extensive experience in the financial services industry includes serving as the National Director of Life and Annuities at Stone Hill National from 2002 to 2020, and as a Financial Planner at Sterling Financial Group from 1998 to 2002. Cort partners with clients to support sound financial decision-making and to help them avoid critical planning pitfalls. His areas of focus include retirement income planning, charitable giving concepts, estate planning considerations, investment strategy review, and general retirement planning. He holds a California Insurance License.

Steven Williams is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at Merrill for 22 years and Bank of America for 8 years before joining Raymond James in 2021. Raymond James & Associates provides financial planning and investment consulting to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses through its Wealth Advisory Services Program and serves institutional clients with dedicated consulting and fiduciary solutions.

Susan Bollinger is a financial advisor at Merrill with 45 years of industry experience, including 34 years at Merrill. She holds Series 63 and Series 66 designations. Outside of her advisory role, she is a General Partner and Managing Member of Cherry on Wilshire LLC, a limited liability company. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, and institutional investors. The firm integrates with Bank of America’s corporate platform to offer a wide range of investment products and services.