Douglas Magby is a financial advisor with Primerica Advisors in Salt Lake City, UT, holding Series 63 and Series 65 licenses and having four years of industry experience. He has been affiliated with Primerica Financial Services since 1997 and owns White Hat Lawn Care, a non-investment business based in West Valley, UT. Primerica Advisors offers a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-driven investment strategies managed by unaffiliated asset managers and operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Laura Bradshaw Tezjan is a financial advisor at Ameriprise in Salt Lake City, UT, holding a Series 66 designation with five years of industry experience. She has been with Ameriprise and its affiliated entities since 2018 and previously worked at Play Communications Pty Ltd. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team.

Kristi Chapman is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. Her prior experience includes eight years with Wells Fargo Bank and Wells Fargo Clearing Services. She is also involved with Mountain America Credit Union. 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, third-party asset management, and institutional platforms.

Benjamin Swallow is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2018. Prior to that, he was with Morgan Stanley Services Group Inc. and Bank of America, N.A. from 2010 to 2018. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services directly to individuals as well as through Corporate Financial Planning agreements.

Richard Royce is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2015. Outside of his advisory work, he is involved in photography as an owner and photographer of a fine art photography business. Edward Jones is a full-service wealth management firm serving individuals and institutions, including high-net-worth households and corporate clients. The firm manages over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

Paulo Ledesma is a financial advisor with Morgan Stanley in South Jordan, UT, holding Series 63 and Series 66 licenses and bringing four years of industry experience. His prior roles include four years with Wells Fargo Advisors and three years at Wells Fargo Investment Contact Center. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and combines its advisory services with a variety of investment products and institutional capabilities.

Christian Anderson is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at Vantage Marketing and spent six years at Brigham Young University. 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 and investment strategies, supported by a large network of financial advisors and branch offices across the United States.

Kenneth Webster is a financial advisor at Wells Fargo Clearing with 34 years of industry experience. He previously worked at UBS Financial Services Inc. for 11 years. Outside of his advisory role, he manages a group-owned houseboat through Utopia Houseboat LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm offers both brokerage and advisory solutions, utilizing research and analytics to support portfolio diversification and investment selection.

Daniel Ryan is a financial advisor with Morgan Stanley, holding a Series 66 designation and four years of industry experience. His prior work includes roles at E*TRADE Securities LLC and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and research from its Global Investment Committee.

Claudia Backman is a Series 66 licensed financial advisor with four years of industry experience, currently with LPL Enterprise. Prior to joining LPL Enterprise, she worked at Wells Fargo Clearing Services and has experience in several entrepreneurial ventures, including ownership of Claudia's Cakes. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities, with an investment approach that incorporates model-driven portfolios developed by internal and third-party strategists.

Lindsie Walker is a financial advisor at Morgan Stanley with 17 years of industry experience. She has been with Morgan Stanley since 2012 and holds Series 63 and Series 66 licenses. Outside of her advisory role, she is involved with Revity Medical in Taylorsville, Utah, serving in a commercial and spokesperson capacity. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate financial planning agreements.

Curt Peterson is a financial advisor at Edward Jones in Alpine, UT, holding a Series 66 designation with 20 years of industry experience, all of which has been with Edward Jones. 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 range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Emma Johnson is a Series 66-licensed financial advisor with Edward Jones in Sandy, Utah, having one year of industry experience. Before joining Edward Jones, she held positions at Scholastic Corporation, The Walt Disney Company, and Kohl’s. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its large retail advisor network and integrated services such as a trust company and securities-based lending.

Christopher Ruehman is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior roles include positions at Bank of America NA, Goldenwest Credit Union, Northwestern Mutual, and a year at Tonyburgers. He also attended the University of Utah from 2016 to 2020. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mitchell Collett is a financial advisor with LPL Financial based in West Jordan, Utah. He holds a Series 66 designation and has four years of industry experience. His prior roles include positions at Mountain America Credit Union and Leavitt Insurance Group of Vernal. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customizable strategies.

Steven Dyches is a financial advisor at MassMutual Investors Services with 19 years of industry experience. He holds a Series 66 designation and has been associated with MML Investors Services Inc and MassMutual Life Insurance Company since 2006. Outside of advisory work, he is involved as an insurance agent and consults on non-qualified deferred compensation plans. MassMutual Investors Services, LLC operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative annual planning engagements supported by proprietary software and educational seminars.

Tennyson Fauver is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 designation and has worked at several firms, including Key Investment Services LLC and Key Bank. Outside of finance, he has experience working in the fitness industry with Vasa Fitness. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of wealth advisors. The firm’s advisory process combines quantitative and qualitative research to deliver asset allocation advice, investment manager searches, and customized performance reporting.

Joel Cromar is a CFP® professional with 24 years of industry experience, currently affiliated with LPL Financial in Salt Lake City, UT. He has been with LPL since 2021 and has prior experience with Waddell & Reed, Inc. from 2002 to 2021. Cromar is also involved with his own firm, Cromar & Woo Financial Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions with a range of financial planning, model portfolio programs, and institutional platforms.

Tyler Johnson is a financial advisor with Edward Jones in Salt Lake City, UT, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has been with Edward Jones for his entire career, starting in 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.

Amir De la Vega is a Financial Consultant currently working at Fidelity Investments since 2024. He has extensive experience in financial consulting, having previously held the same role at Morgan Stanley from 2008 to 2024. Amir focuses on understanding his clients well enough to anticipate their needs and assist them in progressing both financially and in life through proper planning and risk management. He holds insurance licenses in Arkansas and California, enabling him to provide a range of financial and insurance services. Amir aims to establish lifelong relationships with his clients that extend beyond financial guidance, emphasizing genuine care and support for them and their loved ones. Outside of his professional work, Amir enjoys baseball, golf, tennis, singing, and spending time with his family.