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.

Neil Johnson is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has been with Fidelity Brokerage Services LLC since 2005 and joined Fidelity Investments in 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a broad investable universe.

James Wiederholt is a CFP®-certified financial advisor with Ameriprise Financial Services, LLC, where he has worked since 2016. He has 23 years of industry experience and is based in Clearfield, Utah. Outside of his advisory role, he is a co-owner of Honey Badger Management and plans to author a book titled *The Better Entrepreneur*. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which combines research, algorithmic tools, and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Jonathan Groberg is a financial advisor at LPL Financial with 25 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Northwestern Mutual Wealth Management Company and other affiliated entities for over two decades. Outside of his advisory work, he owns a web blog featuring non-financial content that includes third-party advertising. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory and brokerage services with discretionary and non-discretionary management options, supported by research and model portfolios.

Thomas Tucker is a financial advisor with Edward Jones in Ogden, UT, holding a Series 66 credential and seven years of industry experience. He previously worked at Citibank for four years before joining Edward Jones in 2018. Outside of his advisory role, he is a member of Last Chance Vacation Home LLC, which manages a vacation property in Laketown, UT. 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 solutions supported by a nationwide network of approximately 23,701 financial advisors and maintains several affiliated capabilities beyond traditional advisory services.

Brendon Wright is a financial advisor at Fidelity with 22 years of industry experience and holds a Series 66 designation. He has been with Fidelity Investments since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, model portfolios, and involvement in registered investment companies and fund-of-funds.

Jolyn Ellis is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and eight years of industry experience. She has been involved with NuVista Wealth, Inc. since 2024 and co-owns Marvls LLC, which manages the office condominium used by her practice. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, pension, corporate, charitable, and institutional clients. The firm uses fact-finding, risk profiling, and analytical tools to tailor non-discretionary planning and investment consulting to client goals.

Gardner Brown is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He previously worked at Northwestern Mutual in various capacities from 1993 to 2026. Outside of his advisory role, he has ownership interests in several real estate investment entities. LPL Financial is a national investment adviser and broker-dealer serving individual and institutional clients through a broad network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, with access to model portfolios, research, and various management options.

James Aoki is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and 27 years of industry experience. His career includes roles at LPL Financial, Wasatch Peaks Credit Union, and the Institute of Buddhist Studies. He is also an independent agent for Medicare and non-variable insurance. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services and supports municipal and public finance work, with specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Brett Leonhardt is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for Cetera Advisor Networks for nine years. Outside of advising, he is involved with Calbre LLC, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing various portfolio management strategies and research resources.

Austin Farnsworth is a financial advisor at Cambridge Investment Research Advisors with four years of industry experience. He holds the Series 63 and Series 65 designations and has worked at various entities within Cambridge since 2022. Outside of advisory work, Farnsworth has been involved as an insurance agent for independent agencies and held positions in the food service industry. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing a range of portfolio management and model-based solutions tailored to client objectives.

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 at Fidelity with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has been affiliated with various Fidelity entities since 1997, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Her current role at Strategic Advisers LLC, a Fidelity Investments company, involves working within a large institutional advisory framework. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs, and it holds distinctive roles such as registration with the CFTC and formal advisory responsibilities to multiple funds.

Jacob Mann is a financial advisor with LPL Financial in Clinton, Utah, holding Series 63 and Series 66 licenses with 16 years of experience. He has been with LPL Financial and Mountain America Credit Union since 2010. Mann is involved with Mountain American Financial Services, providing fixed annuities and related services. 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 range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by proprietary research, third-party subadvisors, and various specialized investment strategies.

Matthew Vanbeekum is a financial advisor at Fidelity with 20 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Fidelity in various capacities since 2012. Outside of his advisory role, he works as an independent contractor for Door Dash in Ogden, Utah. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios across multiple platforms.