Christopher Freymuller is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and over 40 years of industry experience. He previously worked for A. G. Edwards & Sons, Inc. for 10 years before joining Wells Fargo in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers both brokerage and advisory solutions, providing investment advisory services, financial planning, and retirement plan consulting supported by research and analytics from the Wells Fargo Investment Institute.

John Shaw Jr. is a CFP®-designated financial advisor with Merrill, based in Salt Lake City, UT, and has 31 years of industry experience. His prior roles include positions at Barclays Capital Inc. and Thomas Weisel Partners LLC. Outside of his advisory work, he serves as a board member for the Main Street Place homeowners association in Scottsdale, AZ. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, and institutional investors with model-based and discretionary investment strategies supported by internal and third-party managers.

Jeremy Miller is a financial advisor with Raymond James & Associates holding a Series 66 designation and eight years of industry experience. Before joining Raymond James in 2025, he spent 20 years at Wells Fargo Bank, N.A. Raymond James & Associates, Inc. is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting through various advisory programs.

Mike Donaldson is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at LPL Financial since 2019. His prior experience includes roles at MML Investor Services and MassMutual Life Insurance Company since 2009. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a wide range of advisory and brokerage services. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with advanced research and operational tools.

Gregory Miller is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked at notable firms including J.P. Morgan Securities and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and offers a structured financial planning process supported by firm-approved tools and methodologies.

Amy Diamond is a financial advisor at Edelman Financial Engines with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Alta Capital Management, Narus Financial Partners, and Copperwynd Financial. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment options.

Dusty Roche is a financial advisor at OSAIC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Lincoln Financial Advisors for 18 years. In addition to his advisory role, he operates a family farming business and is involved in managing a ranch transport company. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, providing both brokerage and advisory services through a multi-advisor platform that emphasizes model-based asset allocation and portfolio optimization.

William Dishman is a financial advisor with LPL Financial in Murray, Utah, holding the CFP® and ChFC® designations and bringing 34 years of industry experience. His prior roles include positions with Merrill and Raymond James Financial Services, as well as founding involvement in 2795 Partners, LLC and Utah Wealth Strategies, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment solutions, including financial planning, model portfolio programs, and institutional platforms, supported by extensive adviser tools and oversight of substantial discretionary assets.

Jacob Lebaron is a financial advisor with LPL Financial in Salt Lake City, UT, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Guardian Life Insurance Company and Park Avenue Securities. Lebaron is involved with Zions Wealth Advisors, an affiliated investment services entity. 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 comprehensive advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jonathan Rowland is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including DFPG Investments and Parkland Securities. Jonathan is also an insurance agent specializing in indexed universal life, universal life, and term insurance. 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.

Spencer Carlson is a financial advisor with Cambridge Investment Research Advisors in Salt Lake City, UT, holding a Series 66 designation and one year of industry experience. His prior work includes positions at Fidelity Investments and roles at the University of Utah and Liberty Hills Tennis LLC. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individuals, institutions, pension funds, and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs, managing a multi-billion dollar asset base across multiple platforms and custodians.

Dan Smedley is a financial advisor with Morgan Stanley in South Jordan, UT, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm‑approved tools and proprietary modeling techniques.

Ryan Smith is a CFP® professional with 15 years of experience in financial advising. He is currently with Raymond James Financial Services Advisors, Inc. and previously worked at Commonwealth Financial Network and WFG Advisors. Smith owns Snowpine Wealth Strategies, where he provides financial planning and investment advice. 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, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning supported by analytical tools and maintains specialized programs for municipal advising and employer-sponsored retirement plans.

Kevin Buehler is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with E*TRADE Capital Management LLC and E*TRADE Securities LLC prior to joining Morgan Stanley. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market scenario modeling.

Ryan Winzenried is a financial advisor with Charles Schwab, holding a Series 66 designation and two years of industry experience. Prior to joining Schwab, he worked at various firms including Northwestern Mutual and Amazon, and has also been associated with Treehouse Athletic Club. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and rigorous due diligence on alternative investments.

Joshua Lenners is a financial professional with Cetera, holding a Series 66 designation and beginning his advisory career in 2025. He has experience working with Renaissance Financial and Cetera Wealth Services, LLC. Outside of his financial activities, he has been involved with Willow Creek Country Club and Eggsburgh. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors and multiple program platforms.

Garrett Coates is a financial advisor at Raymond James & Associates with 13 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Raymond James, he worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC for several years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Jamison Smith is a financial advisor at Morgan Stanley with 25 years of industry experience. He has previously worked at Fidelity and E*TRADE Capital Management and Securities. Outside of his advisory role, he runs a YouTube channel featuring biking footage without personal appearances. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, delivering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both individual plans and corporate financial planning agreements.

Michael Baker is a CFP® and ChFC® with 14 years of experience, currently serving as a financial advisor at Edward Jones since 2012. He is based in Murray, UT. Outside of his advisory role, he serves as Board President for Red Rock Winchester, overseeing HOA assessments and building maintenance. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a nationwide network of over 23,000 financial advisors.

Levi Ostler is a financial advisor at Morgan Stanley with three years of industry experience. He previously worked at Goldman Sachs and JP Morgan Chase Co. Outside of advising, he is active as a Lyft driver. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning through structured processes and firm-approved tools.