Andrew Sherman is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Raymond James Financial Services since 2003 and with Raymond James Financial since 2009. Outside of his advisory role, he is the CEO of MultiGen Wealth, which serves as the marketing name for his practice. 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, pension plans, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains unique offerings such as municipal advisory services and a SIMPLE IRA Employer Advisory program.

Mitchell Wamsley is a financial advisor affiliated with Merrill holding a Series 66 designation and based in Ogden, UT. He has one year of industry experience, including roles at Bank of America, N.A. and Merrill. Prior to his current positions, he was involved with ApexDrop LLC and Marketstar, and has experience in entrepreneurial ventures such as Social Axe LLC. Merrill, along 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 for a range of clients including individuals, high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations.

Kirk Johnson is a Series 66-licensed financial advisor with Edward Jones in Ogden, Utah, where he has worked since 2013. He has 12 years of industry experience. Outside of his advisory role, he is involved in property management through Wasatch Living LLC, which oversees three company-owned rental properties. 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, including discretionary and non-discretionary strategies, with approximately $1.01 trillion in assets under management supported by a nationwide network of more than 23,000 advisors and over 15,000 branch offices.

Porter Brenchley is a financial advisor at Merrill with a Series 66 credential and has two years of industry experience. Prior to joining Merrill, he held roles at Elevated Managed Print, Fox Pest Control, and Leed Bicycle Solutions. 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 to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Darren Boyer is a financial advisor with LPL Financial in Ogden, UT, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with LPL Financial since 2004. Outside of his advisory role, he serves as an assistant football coach for the local high school team. 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 investment adviser representatives. The firm offers a wide range of advisory programs, financial planning, and retirement plan consulting services, leveraging model portfolios, research, and technology-based tools.

Mark Mcfarland is a financial advisor at OSAIC with 38 years of industry experience. He holds Series 63 and Series 66 designations and has been with OSAIC since 1996. Outside of his advisory role, he serves as president of Shimmering Glass LLC, a family-owned property management LLC. OSAIC Wealth, Inc. serves a diverse client base, including individuals, institutions, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to create portfolios comprising various asset classes, managed on either a discretionary or non-discretionary basis.

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.

Belinda Stanger is a financial advisor with Primerica Advisors in Layton, UT, holding Series 63 and Series 65 licenses and having 23 years of industry experience. She has been with Primerica since 2002. Outside of her advisory role, she volunteers with Utah Wrestling and is co-owner of a local pickleball lessons and merchandise business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating primarily through a tiered wrap fee structure.

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.

Kelly Dobson is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. Prior to joining Edward Jones, he held roles at Murdock Hyundai and Murdock Chevrolet. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

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.