Jordan Wamsley is a Financial Advisor with Merrill Lynch Wealth Management, bringing a personalized approach to wealth management tailored to each client’s unique financial goals. He emphasizes collaboration with clients to develop flexible strategies that address changing market conditions and leverages resources from Merrill and Bank of America to support investment insight and banking needs. With experience spanning emergency room work, tech startups, and service as a combat engineer in the US Army Reserves, Jordan integrates diverse perspectives into his practice. He works alongside a team with over 35 years of collective expertise to provide client-focused wealth management solutions, including college education planning, legacy planning, portfolio management, retirement income, and tax minimization. Jordan is a Utah native and holds a High School Diploma from Morgan High School, having also attended Utah State University. He holds the Personal Investment Advisor (PIA) designation. Outside of his professional role, Jordan is active in his community and enjoys an active lifestyle that includes golfing, hiking, hunting, pickleball, rock climbing, skiing, yoga, traveling, and spending time with his family.

James Wiederholt is a CFP®-certified financial advisor with Ameriprise Financial Services, LLC, where he has worked since 2016. He has 23 years of industry experience and is based in Clearfield, Utah. Outside of his advisory role, he is a co-owner of Honey Badger Management and plans to author a book titled *The Better Entrepreneur*. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which combines research, algorithmic tools, and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Thomas Tucker is a financial advisor with Edward Jones in Ogden, UT, holding a Series 66 credential and seven years of industry experience. He previously worked at Citibank for four years before joining Edward Jones in 2018. Outside of his advisory role, he is a member of Last Chance Vacation Home LLC, which manages a vacation property in Laketown, 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 nationwide network of approximately 23,701 financial advisors and maintains several affiliated capabilities beyond traditional advisory services.

James Aoki is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and 27 years of industry experience. His career includes roles at LPL Financial, Wasatch Peaks Credit Union, and the Institute of Buddhist Studies. He is also an independent agent for Medicare and non-variable insurance. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services and supports municipal and public finance work, with specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Benjamin Rowley is a financial advisor at Edward Jones with 22 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Teresa Addington is a financial advisor at Fidelity with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has been affiliated with various Fidelity entities since 1997, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Her current role at Strategic Advisers LLC, a Fidelity Investments company, involves working within a large institutional advisory framework. Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs, and it holds distinctive roles such as registration with the CFTC and formal advisory responsibilities to multiple funds.

Jacob Mann is a financial advisor with LPL Financial in Clinton, Utah, holding Series 63 and Series 66 credentials and 17 years of industry experience. He has been with LPL Financial since 2010 and is also associated with Mountain America Credit Union. Mann is involved in related business activities, including serving as an agent for fixed annuities through Mountain American Financial Services and Mountain America Insurance Services. 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 investment management solutions through a large network of advisors, employing various strategies and technology tools to support client service.

Matthew Vanbeekum is a financial advisor at Fidelity with 20 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Fidelity in various capacities since 2012. Outside of his advisory role, he works as an independent contractor for Door Dash in Ogden, Utah. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios across multiple platforms.

Jeffrey Clark is a financial advisor at Edward Jones with a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2019 and previously worked at Purch/Future for nine years. 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 discretionary and non-discretionary investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a large network of advisors and branch offices.

Steven Davis is a CFP® professional with 37 years of experience in the financial industry, currently affiliated with Cetera. He has held various roles since the late 1980s, including work with Avantax and his own financial services operations. Outside of advising, he owns and operates a dairy farm and leads a tax preparation and accounting firm. He also serves as a director and treasurer on the board of a local water district. Cetera Investment Advisers LLC is an SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers diversified portfolio management and financial planning services through a multi-manager platform that supports a variety of investment strategies and program options.

Jeffrey Meibos is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked across multiple Fidelity entities since 2000. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, advisory roles to registered investment companies, and incorporation of AI techniques in research.

Matthew Mcfarland is a Series 66-licensed financial advisor with 14 years of industry experience. He is currently affiliated with LPL Financial in Ogden, UT, and previously worked for CUSO Financial Services for ten years. Outside of finance, he owns a heating and air business and a vacation rental company, and he coaches the Bonneville High Mountain Bike Team. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by advanced research and operational tools.

Jonathan Gates is a CFP® professional with eight years of industry experience, currently affiliated with LPL Financial. He previously worked at MML Investors Services, LLC and Mass Mutual Life Insurance Co. Gates has an additional business activity through Gates Wealth Group, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Matthew Taggart is a financial advisor at OSAIC with 27 years of industry experience. He holds the Series 66 designation and previously worked for Securities America Advisors and Securities America Inc. for 15 years. Outside of his advisory role, he is involved in insurance sales through his own business, Taggart Investments Inc., focusing on fixed annuities and life insurance where appropriate. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and offers integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third‑party money managers and wrap programs. The firm utilizes firm‑provided asset‑allocation tools and efficient‑frontier analysis to construct diversified portfolios managed on a discretionary or non‑discretionary basis.

Jon Hooiman is a financial advisor with Raymond James Financial, holding a Series 66 designation and 14 years of industry experience. He has worked with Legacy Financial Strategies and Northridge Investments, both affiliated with Raymond James, where he has been active since 2012. Hooiman is also a partner investor in Pack Tax Layton LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning supported by analytical tools and offers unique municipal and public-finance advisory services.

Krisdon Kussee is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Primerica Advisors since 1995 and with Primerica Financial Services since 1994. Outside of his advisory role, Kussee is owner and president of Crusader Training Centers, Inc., a business related to his Primerica activities. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and emphasizes a tiered wrap fee structure rather than fixed fees.

Michael Gary is a financial advisor at Primerica Advisors with Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Primerica Financial Services and Primerica Advisors since the mid-1990s. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm delivers advisory services through a large network of advisors and utilizes model-delivery strategies managed by third-party asset managers.

Charles Aoki is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and three years of industry experience. His prior roles include positions at LPL Financial and Wasatch Peaks Credit Union. Outside of his advisory work, he is an independent agent for Medicare and non-variable insurance. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations, utilizing risk profiling and analytical tools to tailor recommendations.

Robert Witt is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 designations and has been with various Fidelity entities since 2000. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, incorporating proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages portfolios using systematic methodologies and provides advisory services including fund management and model portfolios.

Stuart Malan is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked at ACT Aerospace and spent over a decade at Zero Manufacturing, Inc. Edward Jones is a full-service wealth management firm serving more than four million clients, offering a range of advisory programs and investment solutions supported by a national network of over 23,000 financial advisors.