Colton Snelling is a financial advisor with Wells Fargo Advisors located in Clinton, UT. He holds the Series 63 designation and has one year of industry experience. Prior to joining Wells Fargo Clearing Services, his background includes positions at Northwestern Mutual and Disys. Outside of his advisory work, he is employed as a weekend cashier at Arctic Circle, a fast food company. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized planning for business owners, special-needs clients, and others, utilizing Wells Fargo’s research and planning tools.

Thyra John is a financial advisor at Thrivent Investment Management with three years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Wells Fargo, Morgan Stanley, E*Trade Securities, and Tabbank. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial planning covering a broad range of topics and allows clients to combine planning with managed-account services while maintaining separate engagements.

Lance Jacobsen is a financial advisor at LPL Financial with six years of industry experience. His prior work includes roles at CUSO Financial Services and America First Credit Union, as well as running Jacobsen Financial, Inc. He holds Series 63 and Series 66 credentials. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and technology-driven investment approaches.

Susan Wade is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation. Prior to joining Edward Jones, Wade worked for Jay Carnahan State Farm and operated Wade Property Solutions LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

Jennifer Lakman is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and previously worked at Research Financial Strategies for five years and CenturyLink for twenty years. 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 network of financial advisors and branch offices nationwide.

Chad Willson is a financial advisor with Ameriprise in Clearfield, UT, holding a Series 66 designation and 11 years of industry experience. He previously worked at UBS Financial Services from 2014 to 2020 before joining Ameriprise. Outside of advising, he is co-owner of a roofing company that provides residential and commercial roofing services and serves as Chief Operating Officer of CW Getaway, Inc., a consulting business. Ameriprise is a large institutional firm offering a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations tailored to clients’ financial situations.

Roy Shadbolt is a financial advisor with Equitable Advisors in West Haven, UT, holding Series 63 and Series 65 designations and possessing 39 years of industry experience. He has worked at Equitable Advisors since 2006, following previous roles at Axa Advisors, LLC and Waddell & Reed. Outside of his advisory work, Shadbolt operates a personal income tax preparation service. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a range of advisory models and third-party asset managers, focusing on personalized client assessment and fiduciary services for qualified plans.

Kenny Johnson is a CFP® with 10 years of experience in the financial services industry. He is currently with LPL Enterprise and has previously worked at firms including Mass Mutual Investors Services and the Prudential Insurance Company of America. Johnson also assists occasionally with reviewing financial planning content for Savology webinars. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management, combining adviser programs with a range of financial products and integrated lending services.

Timothy Ludlum is a Wealth Management Advisor based in Ogden, Utah, where he guides individuals and families in positioning themselves financially to achieve their most important life goals. Before beginning his career in financial advising in 2014, Timothy spent 12 years as an entrepreneur, founding and selling four businesses. This entrepreneurial background informs his approach to financial planning and investing. He began his financial industry career with Robert W. Baird & Co., obtaining Series 7 and 66 registrations and licenses in life, long-term care, and disability insurance. After building his practice for three years, he transitioned to Raymond James in 2017 and later joined Merrill Lynch in 2023, where he serves as a Merrill Resident Director. Timothy holds the Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA) designations. His academic credentials include a bachelor's and master's degree from Bob Jones University. Timothy and his wife, Elissa, reside in Eden, Utah, where they enjoy outdoor activities such as trail running, hiking, skiing, hunting, and fishing. He is actively involved in local nonprofit organizations, volunteering, advising, and serving on boards, reflecting his commitment to community engagement.

Michael Call serves as a Senior Financial Advisor at Merrill Lynch Wealth Management, bringing extensive experience from an 18-year career in business management, including seven years of owning and operating a business. Since joining Merrill Lynch in 2007, he has focused on delivering personalized financial strategies that address clients’ unique needs, goals, and concerns. His expertise spans managing new wealth, retirement planning, socially responsible and ESG investing, individual and corporate investment strategies, tax minimization, and retirement income planning. Michael holds a Bachelor of Science degree, graduating magna cum laude, and a Master of Business Administration (MBA), both from Brigham Young University. He maintains Series 7 and 66 FINRA registrations and the Chartered Retirement Planning Counselor (CRPC) designation. Additionally, he is a qualified Portfolio Advisor, able to recommend a variety of investment strategies tailored to clients’ objectives. He resides in Kaysville, Utah, with his wife Corrie and their four children. Michael is active in his community, participating in his local chamber of commerce and leading committees that organize business and youth events focused on values such as integrity and service. He is fluent in English and French.

Douglas Arnell is a financial advisor at LPL Financial with 19 years of industry experience. He holds the Series 66 designation and has worked with Bank of the West and BancWest Investment Services since 2013. His current role at LPL Financial began in 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, financial planning, and brokerage services, supporting diversified investment strategies with both discretionary and non-discretionary management options.

Clark Ulrich is a financial professional at Cetera with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Cetera and its affiliates since 2023, following a 23-year tenure at Minnesota Life Insurance Company and Securian Financial Services. Ulrich also serves as a financial professional for IMG Financial Group. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a large nationwide network of independent advisors.

Robyn Owens is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 27 years of industry experience. She has worked at Morgan Stanley and JP Morgan Chase Bank, N.A. among other roles. Owens is also co-owner of The Stone Shop, Inc., a business specializing in custom stone countertops for commercial and high-end retail buildings. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence, with an ESG eligibility framework applied to strategy recommendations.

Robert Blaser is a financial advisor at LPL Financial with 39 years of industry experience. He holds the Series 63 and Series 65 designations and has worked extensively with Summit Financial Group, LLC, and Securities America over the past two decades. Outside of his advisory role, he serves as a substitute teacher for the Davis County School District. 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 provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and various investment technologies.

Mark Ricks is a financial advisor at LPL Financial in Ogden, UT, holding a Series 66 designation with 20 years of industry experience. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, Wells Fargo Investments, LLC, and CCR Financial Planning. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by model portfolios, research, and technology-driven strategies.

John Gordon serves as a Resident Director at Merrill Lynch Wealth Management. Since joining the firm in 1998 as a Client Associate in Salt Lake City, he has held various roles including management responsibilities overseeing support staff across Utah, and contributing to the expansion of the Utah Intermountain Complex into Idaho and Montana. John currently works with a team of specialists providing goals-based wealth management services to affluent families, accomplished professionals, and successful business owners. John holds a Bachelor of Arts degree from Brigham Young University and is accredited as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). He maintains several FINRA registrations including Series 7, 9, 10, 31, and 66. His approach centers on delivering proactive planning, customized advice, and disciplined investing to address clients’ unique financial priorities, which include family, finances, health, home, leisure, work, and giving. Outside of his professional role, John values serving others and spends time with his family. He is married to Heather and has four daughters. He has also previously served on the Ogden Symphony Ballet Association Board. John speaks both English and French.

Trevor Knudtson is a financial advisor with Raymond James Financial in South Ogden, UT, holding Series 63 and Series 65 licenses and having 13 years of industry experience. His prior work includes positions at Morgan Stanley, FedEx, Amazon, and Lefavi Wealth Management. He is involved with McGarry Retirement Advisory Group and McGarry Retirement Solutions, which support his team’s marketing and operational activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and it supports various advisory programs and institutional portfolio management.

Gunner Hatch is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Bank of America, State Bank of Southern Utah, and service in the Utah Army National Guard. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Chad Hatch is a CFP® professional with 18 years of industry experience, currently affiliated with Fidelity. He has held roles across Fidelity Brokerage Services, LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments since 2007. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its registered commodity pool operator status, advisory responsibilities to multiple registered investment companies, and use of AI-driven research methodologies.

Trent Christofferson is a financial advisor with Raymond James Financial in Ogden, UT, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His work history includes positions at Raymond James Financial since 2004 and a role at Christopherson & Palmer from 2009 to 2021. He also owns Trent Christofferson PC, a support company related to his work at Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutional investors, and charitable organizations. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.