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John M

Series 66

Logan, UT

LPL Financial

John Mcfarland is a financial advisor at LPL Financial with 20 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2018. His prior experience includes roles at Waddell & Reed, Inc. and various insurance carriers, as well as involvement with the Cub Scouts, Boy Scouts of America. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Adam A

Series 66

North Logan, UT

Ameriprise

Adam Andersen is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and has worked previously at Cytiva, DKS LLC, and Integra Financial Services. Outside of advising, he owns a retail e-commerce business specializing in home goods. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Haleigh A

Series 66

Brigham City, UT

Edward Jones

Haleigh Austin is a financial advisor with Edward Jones in Brigham City, UT. She holds a Series 66 designation and has eight years of industry experience. Austin has been with Edward Jones since 2014. Outside of her advisory role, she is involved in operating a family-owned cattle farm as a partner in Patterson Land and Livestock LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and services. The firm manages over $1 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

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

Series 66

Providence, UT

Edward Jones

Brittany Chambers is a financial advisor at Edward Jones in Providence, UT, holding a Series 66 designation with four years at the firm and a total of six years of prior experience working in the Cache County School District. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets under management and operates a large 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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Tyler A

CFP®, ChFC®, Series 63, Series 66

Brigham City, UT

Edward Jones

Tyler Anderson is a financial advisor with Edward Jones in Brigham City, UT, holding CFP® and ChFC® designations and with 25 years of industry experience, all at Edward Jones since 2001. Outside of his advisory role, he serves on the Utah State University Brigham City Advisory Counsel and is involved in managing a family cattle ranch and a storage unit business. Edward Jones is a wealth management firm serving millions of individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive retail advisor network and affiliated capabilities beyond advisory services.

Charitable giving & philanthropy Business ownership considerations Business succession planning Retirement income strategy Retirement withdrawal strategies Founder/Business Owner Intergenerational Families
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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 licenses and 15 years of industry experience. Prior to joining LPL in 2026, he spent over a decade at First Command Advisory Services and First Command Financial Planning, and has experience with Key Mortgage. Outside of his advisory role, he works as a mortgage loan officer at Summit Lending LLC on a referral basis. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by research and technology tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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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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Lauren F

Series 66

Logan, UT

LPL Financial

Lauren Fairbanks is a financial advisor with LPL Financial, holding a Series 66 designation and bringing six years of industry experience. Her prior roles include positions at Wells Fargo Advisors LLC and Zions Bank, where she has maintained ongoing involvement since 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive research and technology tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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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 holding Series 63 and Series 66 licenses and 37 years of industry experience. He previously worked at Royal Alliance Associates and Valic Financial Advisors. Outside of his advisory role, he operates Bishop Financial Services, a separate business entity, and is also active as an insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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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 bringing 17 years of industry experience. Her prior roles include positions at JP Morgan Chase Bank, CUNA Brokerage Services, Morgan Stanley, and Prudential Insurance Company of America. She is also actively involved with Goldenwest Credit Union as a financial institution advisor. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by technology tools and a broad network of over 22,800 advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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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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