Caleb Buhr is a financial advisor with Ameriprise in Logan, UT, holding a Series 66 designation and one year of industry experience. His prior roles include work at Tyson Luthi State Farm and Cache Valley Insurance, as well as experience in education and service with the Church of Jesus Christ of Latter Day Saints. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Jeffrey Olsen is a CFP®, ChFC®, and Series 66-registered financial advisor with Edward Jones, where he has worked since 2013. He has 12 years of industry experience and is based in Logan, Utah. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, including tax-efficient services and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Eun Joo Hamblin is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. Her prior roles include positions at JP Morgan Chase Bank, CUNA Brokerage Services, and Prudential Insurance Company of America. She also serves as a financial institution duty advisor at Goldenwest Credit Union. 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 a range of advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

Josh Burningham is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2019. Prior to his career in finance, he held roles in various industries including wholesale electric distribution and hospitality. Outside of his advisory work, Burningham manages property maintenance and tenant relations for a rental property he owns in Logan, Utah. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, managing approximately $1.01 trillion in assets. The firm is recognized for its extensive network of advisors and branches, as well as its affiliated capabilities including trust services, mutual funds, and securities-based lending options.

Tyler Davis is a financial advisor with Edward Jones in Logan, UT, holding the CFP® and ChFC® designations with seven years of industry experience. Prior to joining Edward Jones in 2018, he was involved in the automobile dealership business for 11 years and maintains ownership interests in several dealerships, though he is not involved in their day-to-day operations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with over $1 trillion in assets under management. The firm offers a broad range of advisory programs and investment solutions through a nationwide network of advisors and branch offices.

Paul Schwartz is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He is the owner and president of The Logan Agency, a fixed insurance business operating since 1998, and serves as president of the North Hampton Condominium Association. Cetera Investment Advisers LLC is a national SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options, combining affiliated and third-party managers across various program structures.

Abigail Davis is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining Raymond James, she worked at D.A. Davidson and Fidelity Investments, among other roles. Outside of her advisory work, she is involved in a small-scale dog breeding venture with her husband and holds a passive ownership interest in a plumbing business started by her spouse. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports clients through a wide range of advisory programs and specialized services.

Jakob Mohr is a Planning Consultant at Fidelity Investments, a position he has held since 2024. He has progressed through various roles within the company since 2021, including Investment Solution Representative III, Investment Solutions Representative II, Investment Solutions Representative I, High Net Worth Associate, and Customer Relationship Advocate. Jakob focuses on helping individuals and families with their financial planning by understanding their lives and co-creating plans to pursue their financial goals. He aims to help clients feel confident and comfortable with their financial plans. He holds insurance licenses in Arkansas and California. Outside of his professional work, Jakob enjoys family activities, golf, skiing, and traveling.

Whitney Hyer is a financial advisor with Edward Jones in Logan, UT, holding a Series 66 designation and has two years of industry experience. Prior to joining Edward Jones, Whitney worked in insurance and mortgage loan processing and has experience as a self-employed seamstress designing clothing distributed by a local business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment advisory programs and maintains a large network of financial advisors and branch offices nationwide.