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Ryker W

CFP®, Series 66

Logan, UT

Edward Jones

Ryker Woolsey is a CFP® and Series 66-registered advisor with Edward Jones in Logan, UT, with four years of industry experience. Prior to joining Edward Jones in 2022, he worked at Western AgCredit, Zions Bank, and Northwestern Mutual. Outside of his advisory role, he owns and manages the Apex Show & Sale, a livestock auction for sheep and goats, and is involved with a hobby farm raising show sheep. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and offers additional services such as tax-efficient investing and securities-based lending.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning Multi-generational wealth transfer Dentist
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Dylan I A

Series 66

Brigham City, UT

Edward Jones

Dylan I Anderson is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he worked in towing and campground management. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Randall H

Series 63, Series 65

Logan, UT

LPL Financial

Randall Harris is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 15 years of industry experience. Prior to joining LPL Financial in 2026, he worked at First Command Advisory Services and First Command Financial Services for over a decade. Outside of advising, he is a mortgage loan officer at Summit Lending LLC and owns Legacy Marketing and Investments LLC, used primarily for tax reporting purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with access to model portfolios, third-party subadvisors, and proprietary research.

College savings (529s, UTMA, etc.)
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Peter S

Series 66

Brigham City, UT

Edward Jones

Peter Stratford is a financial advisor with Edward Jones in Brigham City, UT, holding a Series 66 designation and five years of industry experience. He has worked at Edward Jones since 2020 and previously held positions at CG4 Solutions and Get Away Today Vacations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors and 15,100 branch offices.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Founder/Business Owner
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Spencer D

CFP®, ChFC®, Series 66

Tremonton, UT

Edward Jones

Spencer Dow is a CFP®, ChFC®, and Series 66 licensed financial advisor with Edward Jones, where he has worked since 2012. He has 13 years of industry experience and is based in Tremonton, UT. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a broad network of financial advisors and offices nationwide.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Lauren F

Series 66

Logan, UT

LPL Financial

Lauren Fairbanks is a financial advisor at LPL Financial with five years of industry experience. She previously held roles at Wells Fargo Clearing and Zions Bank, where she continues to have involvement alongside her current position. Fairbanks holds a Series 66 designation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Kai S

Series 66

Logan, UT

Cetera

Kai Schwartz is a financial advisor with Cetera in Logan, UT, holding a Series 66 designation and one year of industry experience. His work history includes roles at Cetera, The Logan Agency, and a position with The Church of Jesus Christ of Latter Day Saints. He is also involved as an insurance agent selling fixed insurance products and serves as an administrative assistant at The Logan Agency. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutions. The firm offers portfolio management, financial planning, and access to multiple investment platforms and third-party managers through a large nationwide network of advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Tron A

CFP®, Series 66

Logan, UT

Edward Jones

Tron Arnold is a Certified Financial Planner® (CFP®) with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He holds the Series 66 designation and is based in Logan, Utah. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Retirement income strategy General retirement planning Business ownership considerations Wealth management Founder/Business Owner
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Eric B

Series 63, Series 66

Nibley, UT

LPL Financial

Eric Bishop is a financial advisor with LPL Financial and holds the Series 63 and Series 66 licenses. He has 36 years of industry experience, having worked with Royal Alliance Associates, Inc. from 2004 until 2023 before joining LPL Financial. Outside of his advisory role, he operates Bishop Financial Services and is also an insurance agent focusing on non-variable insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management, supported by model portfolios, research, and various specialized investment options.

College savings (529s, UTMA, etc.)
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Caleb B

Series 66

Logan, UT

Ameriprise

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.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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David O

Series 66

Brigham City, UT

Edward Jones

David Owen is a financial advisor at Edward Jones in Brigham City, UT, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked at Northrop Grumman Corporation and America First Credit Union. Outside of his advisory role, Owen serves as an Equal Opportunity Advisor with the Utah Air National Guard and is president of the Northern Utah Buzz, a local business networking group. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Jeffrey O

CFP®, ChFC®, Series 66

Logan, UT

Edward Jones

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.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Inheritance planning Dentist Government Employee
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Eun Joo H

Series 66

Logan, UT

LPL Financial

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.

College savings (529s, UTMA, etc.)
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Josh B

Series 66

Providence, UT

Edward Jones

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.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Hilary W

Series 66

Brigham City, UT

Edward Jones

Hilary Wood is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, she worked in education with the Box Elder School District and in the hospitality industry at Idle Isle Cafe. She is also listed as a part owner of a construction business, Wood Electrical, although she does not perform work or receive compensation there. Edward Jones is a full-service wealth management firm serving more than four million clients across individual and institutional categories. The firm offers a range of advisory programs and investment solutions, supported by a large national network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Tyler D

CFP®, ChFC®, Series 66

Logan, UT

Edward Jones

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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Paul S

Series 63, Series 65

Logan, UT

Cetera

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.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Abigail D

Series 63, Series 65

Logan, UT

Raymond James Financial

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.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Jakob M

Series 63, Series 66

Nibley, UT

Fidelity

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.

General retirement planning Wealth management
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Whitney H

Series 66

Logan, UT

Edward Jones

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.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) Divorce financial planning General retirement planning Retired Founder/Business Owner Executive Women's Finance Women Professionals
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