Landon Lawrence is a Wealth Advisor at OSAIC with six years of industry experience. He holds a Series 66 designation and has previously worked at SagePoint Financial, Inc. Outside of his advisory role, he is involved in a family-owned cattle operation where he manages a small crew responsible for land and livestock upkeep. OSAIC serves a broad range of clients including individual and high-net-worth investors, pension plans, and corporations. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party managers to create diversified portfolios across multiple asset classes.

Garrett Barthelmes is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. Prior to joining LPL in 2021, he worked at J.P. Morgan Securities, Merrill Lynch, and Edward Jones. Outside of his advisory role, he is involved with Deyan Audio in a non-investment-related capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management approaches supported by research and model portfolios.

Dallin Brand is a financial advisor with Primerica Advisors in Pleasant Grove, UT, holding Series 63 and Series 65 registrations and with eight years of industry experience. His background includes roles at Go Health, Cross Fit Lehi, PFS Investments Inc., Primerica Financial Services, Gunthers Comfort Air, and The Church of Jesus Christ of Latter-day Saints. He is involved in sales of various home-related products and services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering model-based advisory services supported by third-party asset managers and custodians.

Rick Skousen is a financial advisor with Raymond James & Associates in Provo, UT, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes long-term roles at Tanner Capital Management and Raymond James Financial Services. He also serves as a licensed insurance agent, providing service for existing life insurance policies. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal clients through a variety of financial planning and advisory services, offering a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Zachary Mecham is a Financial Advisor at Merrill Lynch Wealth Management, specializing in working with business owners, executives, and families to navigate complex financial and transition decisions. He focuses on building relationships and delivering portfolio strategies designed to meet clients' financial goals through ongoing advice and adaptability. His areas of expertise include family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, special needs planning strategies, individual and corporate investment strategy, and tax minimization. Zachary holds the Personal Investment Advisor (PIA) designation. Zachary completed his high school education at Pleasant Grove High School and attended Western Governors University without receiving a degree. He is involved with the Church of Jesus Christ of Latter-day Saints and maintains ties to Pleasant Grove High School.

Cynthia Llewelyn is a financial advisor at Merrill with 30 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Merrill since 1995, including roles at Merrill Lynch, Pierce, Fenner & Smith, Inc. and Bank of America, N.A. since 2001 and 2011 respectively. 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. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jonathan Rowland is a financial advisor with LPL Financial in Draper, Utah, holding Series 63 and Series 65 credentials and 23 years of industry experience. His prior roles include positions at Parkland Securities, LLC and DFPG Investments, LLC. In addition to his advisory work, he has been involved in insurance sales since 1997. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by research and technology, providing both discretionary and non-discretionary management services.

Dan Smedley is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley and its affiliated entities since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced modeling tools.

Kevin Buehler is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with E*TRADE Capital Management LLC and E*TRADE Securities LLC prior to joining Morgan Stanley. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market scenario modeling.

Joshua Lenners is a financial professional with Cetera, holding a Series 66 designation and beginning his advisory career in 2025. He has experience working with Renaissance Financial and Cetera Wealth Services, LLC. Outside of his financial activities, he has been involved with Willow Creek Country Club and Eggsburgh. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors and multiple program platforms.

Curtis Willardson is a financial advisor with LPL Financial in Lehi, UT, holding CFP®, Series 63, and Series 65 designations and bringing 38 years of industry experience. He previously worked at Cetera Advisor Networks LLC and Salt Lake Bsi, Inc. Outside of his advisory role, Willardson serves as a trustee for the Willardson Asset Protection Trust. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Jamison Smith is a financial advisor at Morgan Stanley with 25 years of industry experience. He has previously worked at Fidelity and E*TRADE Capital Management and Securities. Outside of his advisory role, he runs a YouTube channel featuring biking footage without personal appearances. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, delivering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both individual plans and corporate financial planning agreements.

Levi Ostler is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 66 and Series 63 credentials and has previously worked at Goldman Sachs and JP Morgan Chase. Outside of financial advising, he is involved as a Lyft driver. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning supported by structured processes and utilizes various analytical tools, managing approximately $2.74 trillion in client assets.

Carter Cox is a financial advisor at Morgan Stanley with one year of industry experience. Prior to joining Morgan Stanley, he held positions in various service and hospitality roles, including at Oak View Group Hospitality and Omni Hotels. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and advisory programs supported by structured planning tools and a broad range of investment services.

Linda Bagley is a financial advisor at Morgan Stanley with 26 years of industry experience. She has been with Morgan Stanley since 2018 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. She holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides its services through financial advisors and estate planning groups.

Robert Hutton is a financial advisor at Edward Jones with 18 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Edward Jones in 2018, he worked at Morgan Stanley and MS & Co., LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs with approximately $1.01 trillion in assets under management and maintains a large nationwide network of advisors and branch offices.

Samantha Carter is a financial professional with Cetera and holds a Series 66 designation. She has been working in the financial services industry since 2025, including roles at Cetera, Cetera Wealth Services, and Renaissance Financial. Prior to her financial career, she was involved in several non-financial roles, including operating Hug Hes Cafe for five years. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors and utilizes multiple program structures and custodial relationships.

Jonathan Clegg is a financial advisor with Edward Jones, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory strategies, including tax-efficient services and affiliated investment products, supported by a large national network of financial advisors and branch offices.

Spencer Fredrickson is a financial advisor at Morgan Stanley with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at Morgan Stanley since 2023. His prior experience includes roles at E*TRADE Securities LLC, TD Ameritrade, Regency Investments, RAM Enterprises, and Gallup. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools.

Allyn Shaw is a CFP® professional with 22 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. since 2011. Prior to this, he worked at the University of Phoenix for seven years. He is the President of a local Homeowners Association and owns Shaw Financial Services, LLC. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through its affiliation with a municipal advisor.