James Smith is a financial advisor at Ameriprise with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Raymond James Financial, Christofferson & Palmer, and Edward Jones. Outside of his advisory work, he owns and operates J. Scott Smith Inc., a support company based in Ogden, Utah. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients. The firm offers a specialized retirement income service focused on written recommendations and ongoing annual planning advice for clients approaching or in retirement.

Marli Merrill is a financial advisor at Merrill with 20 years of industry experience and holds a Series 66 designation. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2005 and currently works at Bank of America N.A. since 2022. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Dan Johnston is a Series 66-licensed financial advisor with Edward Jones in Clinton, UT, where he has worked for 13 years. His experience is solely with Edward Jones. 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, operating under a fiduciary standard and managing approximately $1.01 trillion in assets through a large national network of advisors and branch offices.

Diane Allen is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and possessing 39 years of industry experience. Her prior roles include positions at Fidelity Brokerage Services, Strategic Advisers, and CUSO Financial Services. She is involved in America First Investment Services, a DBA for LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, 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 model portfolios, third-party research, and advanced technologies.

Kevin Salvatierra Castillo is a financial advisor at Merrill with Series 63 and Series 66 licenses and one year of industry experience. His prior work includes roles at Bank of America, J.P. Morgan, and Wells Fargo. Outside of advising, he also works part-time as a delivery contractor for companies such as DoorDash, Uber, and Walmart’s Spark Driver service. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kade Johnson is a financial advisor with Edward Jones in Clinton, UT. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked in pest control and had roles with Weber State University and the Utah Youth Soccer Association. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of managed strategies and advisory services, supported by a large nationwide network of financial advisors and branch offices.

Shannon Fowler is a financial advisor with OSAIC, holding Series 63 and Series 66 designations and 16 years of industry experience. Prior to joining OSAIC in 2023, Fowler worked at SagePoint Financial, MML Investors Services, MassMutual Life Insurance, Empower Retirement, Morgan Stanley, and Ameriprise Financial Services. Fowler serves as a director of the Ketenbrink Education Foundation, a nonprofit focused on improving training and standards in the metal building construction industry. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across various asset classes.