Craig Jewett is a CFP® with 24 years of experience in the financial industry. He is currently with TLG Advisors, Inc., where he has worked since 2019, and has prior experience at Sebus Financial Group, LLC and First Western Advisors. Jewett is also president and owner of Sebus Financial Group, an insurance business. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets, serving individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm combines fundamental analysis and Modern Portfolio Theory in its investment approach and offers a range of services including portfolio management, comprehensive financial planning, and ERISA fiduciary services, alongside a direct-to-consumer program called Starlight Portfolios.

Melody Wheelwright is a financial advisor at Wealth Enhancement Advisory Services, LLC with one year of industry experience. She holds a Series 65 credential and previously worked for L3Harris Technologies, Inc for 21 years. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans with financial planning, asset management, and retirement-plan consulting. The firm manages over $122 billion in regulatory assets under management and uses a diversified, risk-class based investment approach that combines passive and active managers under the oversight of an internal Investment Committee.

Scott Teuscher is a financial advisor at Key Investment Services LLC with eight years of industry experience. He holds Series 65 and Series 63 licenses. His prior roles include positions at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client direction in model selection, provides ongoing monitoring and supervisory oversight, and operates within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Darren Peterson is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 14 years of industry experience. His career includes roles in both financial services and construction, with ongoing involvement in businesses such as Comfort Construction and Comfort Solutions, where he works in fleet management and duct design. He is also the owner of Total Powerhouse LLC, a photography and business management venture. Transamerica Financial Advisors serves a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations, offering both advisory and broker-dealer services through various proprietary and third-party investment programs.

Travis Hensley is a financial advisor with Focus Partners Wealth, LLC, holding Series 63 and 66 licenses and bringing 29 years of industry experience. His prior roles include over a decade at Charles Schwab & Co. and recent positions at Capital Advisors, Inc., LPL Financial, and Zions Bank. He volunteers with CURESMA, assisting with awareness and fundraising for spinal muscular atrophy. Focus Partners Wealth serves a diverse client base including individuals, families, corporate, retirement plan, and institutional clients, offering investment management, financial counseling, and wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing enhanced open architecture and integrates a broad network of affiliated service companies and product relationships.

Mark Curtis is a financial advisor at Empower Advisory Group with four years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing Services LLC and Amazon. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm’s integrated model emphasizes long-term portfolio returns, annual rebalancing, and savings rates through both standalone planning and managed account solutions.

Antonio Montes De Oca is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and three years of industry experience. His prior work includes roles at RH Advisors, Charles Schwab, and Utah State University. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a mix of passive and active investment strategies guided by an internal Investment Committee.

Joseph Heines is a financial advisor at Empower Advisory Group with four years of industry experience and holds a Series 66 designation. His prior experience includes roles at Morgan Stanley, Fidelity Investments, and Uber. In addition to his advisory work, he is engaged as a contractor with Uber in the automotive and transportation sector. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage clients. The firm offers integrated services linked to Empower’s recordkeeping and administrative platforms, delivering point-in-time financial plans and optional managed account solutions.

Greg Jeppsen is a financial advisor at Fidelity with 16 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with Fidelity since 2011 in various roles, including Fidelity Personal and Workplace Advisors. Outside of his advisory work, he is a partner in Lille Dal Farm, where he contributes labor and provides guidance on farm income management. Greg is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including model portfolios delivered to intermediary platforms.

Victor Caron is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Charles Schwab Bank and Caron Wealth Management. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a network of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering services on a non-discretionary basis.

Amy Moss is a financial advisor at Merrill with a Series 66 credential and five years of industry experience. Her background includes roles at Deloitte and Bank of America, N.A. She is involved with the Song Summit Foundation, managing activities at their annual event focused on music and wellness, and serves on the Women in Business Executive Committee of the Weber Ogden Chamber of Commerce. Merrill provides managed account services through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors. The firm’s approach includes strategic asset allocation and tax-aware options, supported by internal and third-party investment managers.

Eric Johnson is a financial advisor at Cetera with 12 years of industry experience and holds the Series 66 designation. He has been associated with Cetera and its affiliated entities since 2014. Outside of his advisory work, he serves as 1st Counselor at his local Church of Jesus Christ of Latter-day Saints, assisting in managing congregational affairs. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors serving individual and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through multiple program structures and a multi-manager platform.

Meghan Yocom is a Wealth Management Planning Consultant at Fidelity Investments, a role she has held since 2018. In this capacity, she collaborates closely with clients and their Wealth Management Advisors to develop and maintain financial plans tailored to meet both short-term and long-term financial goals. Prior to her current position, Meghan gained extensive experience within Fidelity Investments, serving as a Portfolio Advisory Services Relationship Manager from 2016 to 2018, a Portfolio Advisory Services Client Service Associate from 2014 to 2016, and a Client Service Representative from 2011 to 2014. This progression reflects her comprehensive understanding of wealth management and client service within the financial industry.

Thomas Allen is a financial advisor at Fidelity with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 1998, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves as an adviser to multiple registered investment companies and fund-of-funds.

Troy Evans is the Vice President and Branch Leader at Fidelity Investments. In this role, he focuses on fostering a high-performance work culture by empowering associates to maximize their talents and assist clients in planning for their long-term financial well-being. Prior to his current position, Troy served as a Regional Planning Consultant from 2022 to 2025 and as an Investment Solutions Consultant from 2012 to 2022, all within Fidelity Investments. He holds insurance licenses in Arkansas and California, supporting his expertise in financial planning and investment solutions. Outside of his professional responsibilities, Troy enjoys attending concerts, participating in family activities, engaging in social events with friends, hiking, and traveling.

Stephanie Johnston is a financial advisor at Edward Jones with a Series 66 designation and over 13 years of experience at the firm. Prior to her financial advisory career, she spent 25 years at Shepherd Orthodontics. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.

David Ursem is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. He has worked at Fidelity Brokerage Services, Inc. since 1998 and is currently affiliated with Fidelity Investments and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios and serves as an adviser to multiple registered investment companies and fund-of-funds.

Michael Dyer is a financial advisor at Edward Jones with 23 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Fidelity Investments, Fidelity Personal and Workplace Advisors, Galileo Technology, and Bank of America N.A. Outside of his advisory role, he officiates adult and youth athletic contests as a sports umpire in Clinton, Utah. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and affiliated financial services through a large nationwide network of advisors and branch offices.

Brighton John is a CFP® with seven years of industry experience, currently serving as a financial advisor at OSAIC in Farmington, UT. His work history includes roles at Fidelity Investments and Voyant Wealth before joining Osaic Wealth. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors and multiple platforms, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes a variety of investment tools and strategies to construct diversified portfolios across asset classes, with options for discretionary or non-discretionary management.

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.