Brett Leonhardt is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms, including Cetera Advisor Networks, Wells Fargo Clearing, and KeyBanc Capital Markets. Outside of his advisory role, he is associated with Calbre LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Benjamin Rowley is a financial advisor at Edward Jones with 22 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Teresa Addington is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has worked within various divisions of Fidelity since 1997, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and currently Fidelity Investments. Strategic Advisers LLC, part of Fidelity Investments, offers investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Jacob Mann is a financial advisor with LPL Financial in Clinton, Utah, holding Series 63 and Series 66 credentials and 17 years of industry experience. He has been with LPL Financial since 2010 and is also associated with Mountain America Credit Union. Mann is involved in related business activities, including serving as an agent for fixed annuities through Mountain American Financial Services and Mountain America Insurance Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors, employing various strategies and technology tools to support client service.

Matthew Vanbeekum is a financial advisor at Fidelity with 20 years of industry experience. He holds the Series 63 and Series 66 credentials and has been with various Fidelity divisions since 2012. Outside of his advisory work, he has also worked as an independent contractor for a food delivery service. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with unique features including its role as a registered commodity pool operator and its application of AI in research.

Jeffrey Clark is a financial advisor at Edward Jones with a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2019 and previously worked at Purch/Future for nine years. 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 discretionary and non-discretionary investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a large network of advisors and branch offices.

Steven Davis is a CFP® professional with 37 years of experience in the financial industry, currently affiliated with Cetera. He has held various roles since the late 1980s, including work with Avantax and his own financial services operations. Outside of advising, he owns and operates a dairy farm and leads a tax preparation and accounting firm. He also serves as a director and treasurer on the board of a local water district. Cetera Investment Advisers LLC is an SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers diversified portfolio management and financial planning services through a multi-manager platform that supports a variety of investment strategies and program options.

Jeffrey Meibos is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and over 25 years of industry experience. He has worked at multiple Fidelity entities since 2000, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. He is part of Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients. The firm employs a systematic investment process that integrates proprietary research, quantitative analysis, and algorithmic portfolio construction, offering services such as discretionary portfolio management and fund advisory.

Matthew Mcfarland is a Series 66-licensed financial advisor with 14 years of industry experience. He is currently affiliated with LPL Financial in Ogden, UT, and previously worked for CUSO Financial Services for ten years. Outside of finance, he owns a heating and air business and a vacation rental company, and he coaches the Bonneville High Mountain Bike Team. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by advanced research and operational tools.

Jonathan Gates is a CFP® professional with nine years of experience in the financial services industry. He is currently with LPL Financial and previously worked at MML Investors Services, LLC and Mass Mutual Life Insurance Co. Gates is also involved with GATES WEALTH GROUP, LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services including financial planning, model portfolios, and institutional platforms, supported by extensive technology and a large network of over 22,800 advisors.

Nathan Murdock is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and over 26 years of industry experience. His prior work includes roles at Goldenwest CU, CUNA Brokerage Services, Bank of America, Merrill, and Fidelity. He is also licensed as a sales representative and manager at Goldenwest Insurance Services, focusing on non-variable insurance. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Matthew Taggart is a financial advisor at OSAIC with 27 years of industry experience. He holds the Series 66 designation and previously worked for Securities America Advisors and Securities America Inc. for 15 years. Outside of his advisory role, he is involved in insurance sales through his own business, Taggart Investments Inc., focusing on fixed annuities and life insurance where appropriate. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and offers integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third‑party money managers and wrap programs. The firm utilizes firm‑provided asset‑allocation tools and efficient‑frontier analysis to construct diversified portfolios managed on a discretionary or non‑discretionary basis.

Jon Hooiman is a financial advisor with Raymond James Financial, holding a Series 66 designation and 14 years of industry experience. He has worked with Legacy Financial Strategies and Northridge Investments, both affiliated with Raymond James, where he has been active since 2012. Hooiman is also a partner investor in Pack Tax Layton LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning supported by analytical tools and offers unique municipal and public-finance advisory services.

Krisdon Kussee is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Primerica Advisors since 1995 and with Primerica Financial Services since 1994. Outside of his advisory role, Kussee is owner and president of Crusader Training Centers, Inc., a business related to his Primerica activities. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and emphasizes a tiered wrap fee structure rather than fixed fees.

Michael Gary is a financial advisor with Primerica Advisors in Layton, UT, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been with Primerica Advisors since 1996 and with Primerica Financial Services since 1995. In addition to advisory work, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, corporate, and charitable clients. The firm operates with nearly 3,700 advisors and manages approximately $15.5 billion in assets, offering model-based investment strategies supported by third-party asset managers and custodians.

Zackary Toomb is a financial advisor at Fidelity with 19 years of industry experience and holds a Series 66 designation. He has worked with Fidelity Brokerage Services, LLC since 2006 and joined Fidelity Investments in 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Charles Aoki is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and four years of industry experience. Prior to joining Raymond James in 2025, he worked at LPL Financial for five years and has been self-employed as an independent agent for Medicare and non-variable insurance since 2015. He has also worked at H&R Block and Wasatch Peaks Credit Union. Raymond James Financial Services Advisors, Inc. offers 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 employs tailored planning and analytical tools to support client goals and provides services that include municipal and public finance work, as well as SIMPLE IRA Employer Advisory programs.

Robert Witt is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2000, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and currently Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs, while overseeing sub-advisers and managing conflicts of interest.

Stuart Malan is a financial advisor with Edward Jones in Clinton, UT, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked at ACT Aerospace and Zero Manufacturing, Inc. for over a decade. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages over $1 trillion in assets through a large network of advisors and branch offices nationwide.

Jordan Smith is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 11 years of industry experience. He previously worked at Edward Jones for nine years and Fidelity Brokerage Service, LLC for two years. Outside of financial advising, Smith owns a martial arts business and a coaching company, in addition to involvement with an online gun information venture. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supporting advisors with research, operational tools, and diversified investment options.