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 at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked across multiple Fidelity entities since 2000. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, advisory roles to registered investment companies, and incorporation of AI techniques in research.

Matthew Mcfarland is a financial advisor at LPL Financial with 14 years of industry experience. He holds a Series 66 designation and has previously worked at CUSO Financial Services and America First Credit Union. Outside of his advisory role, he owns a heating and air business, operates a vacation rental company, and coaches a high school mountain bike team. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting with both discretionary and non-discretionary management supported by research and model portfolios.

Ma Kayla Whiting is a financial advisor with Charles Schwab in Farmington, UT, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at several title companies and a market, alongside a period in full-time education. Charles Schwab & Co., Inc. serves primarily 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, using multi-asset model portfolios and centralized operational support.

Jonathan Gates is a financial advisor with LPL Financial in Clearfield, UT, holding the CFP® designation and Series 63 and 65 licenses. He has eight years of industry experience, previously working with 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 registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by extensive research and technology.

Nathan Murdock is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Bank of America, Merrill, Goldenwest Credit Union, and CUNA Brokerage Services. In addition to his advisory work, he serves as a licensed sales representative and manager at Goldenwest Insurance Services, a non-variable insurance 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 large national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL and third-party providers.

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 at Primerica Advisors with Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Primerica Financial Services and Primerica Advisors since the mid-1990s. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm delivers advisory services through a large network of advisors and utilizes model-delivery strategies managed by third-party asset managers.

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 three years of industry experience. His prior roles include positions at LPL Financial and Wasatch Peaks Credit Union. Outside of his advisory work, he is an independent agent for Medicare and non-variable insurance. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations, utilizing risk profiling and analytical tools to tailor recommendations.

Robert Witt is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 designations and has been with various Fidelity entities since 2000. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, incorporating proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages portfolios using systematic methodologies and provides advisory services including fund management and model portfolios.

Stuart Malan is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked at ACT Aerospace and spent over a decade at Zero Manufacturing, Inc. Edward Jones is a full-service wealth management firm serving more than four million clients, offering a range of advisory programs and investment solutions supported by a national network of over 23,000 financial advisors.

Jordan Smith is a financial advisor at LPL Financial with 10 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Edward Jones and Fidelity Brokerage Service. Outside of finance, Smith owns a martial arts business and a coaching company in Layton, UT. LPL Financial serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Eddie Snow is a CFP® with 27 years of industry experience, currently an advisor at Charles Schwab since 2022. His prior roles include positions at Royal Alliance, Signal Wealth Advisors, CWM, LLC, Cetera Advisor Networks, Rock House Financial, and United Planners' Financial Services. Outside of advisory work, he has operated as an independent insurance agent specializing in non-variable life insurance. Charles Schwab & Co., Inc. serves primarily 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 combines non-discretionary advisory relationships with access to affiliated discretionary SMAs, employing multi-asset model portfolios and a centralized operational structure.

Darren Downs is a financial advisor with Cetera based in Farmington, UT, holding CFP® certification and securities licenses (Series 63, Series 66). He has 18 years of industry experience, including a 14-year tenure at R.K. Advisors and Kovack Securities. He is involved in several financial services entities, including ownership roles and partnership positions, and works as an insurance agent selling life, health, disability, fixed annuities, and long-term care products. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual, retirement, corporate, charitable, and institutional clients. The firm offers a broad range of portfolio management and financial planning services, utilizing affiliated and third-party managers across various program structures and custodial relationships.

David Black is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2017, progressing through roles including Annuity Planning Consultant, Annuity Service Representative, Junior Business Analyst, and Financial Representative. His experience encompasses financial consulting and annuity services. David holds insurance licenses for Arkansas and California. Outside of his professional work, he engages in biking, family activities, fitness, football, and golf.

Ronald Hunt is a ChFC® credentialed financial advisor with 30 years of industry experience. He has worked at Northwestern Mutual in various capacities from 1996 until 2026 before joining LPL Financial in 2026. 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 financial planning and advisory programs, including discretionary and non-discretionary management supported by extensive research and technology solutions.