Kevin Plain is a financial advisor with Gradient Advisors, LLC, holding a Series 66 designation and one year of industry experience. His background includes roles at Integrity Alliance, Sheepdog Financial LLC, LPL, and UnitedHealthCare. Outside of his advisory work, he is a business owner of IYH Guns LLC and volunteers with Realove Church. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, utilizing a largely non-discretionary model with documented client objectives and risk tolerance.

Richard Cunningham is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He is involved in community activities, including co-directing the Lake Point Community Association and serving as president of the board for Lighthouse Adult Care Services, a grassroots effort to establish an adult daycare facility in Tooele County. Edward Jones is a full-service wealth management firm with over 23,700 advisors, serving a broad client base that includes individual, institutional, and charitable clients. The firm offers a range of advisory programs and investment solutions under a fiduciary standard and maintains a large retail advisor and branch network alongside affiliated financial services.

Ryan Clement is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, he spent 11 years with the Missouri State Highway Patrol. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated services under a fiduciary standard.

Kevin Stokes is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 designations and over 23 years of industry experience. His prior roles include positions at Eagle Strategies LLC, Stokes Financial Strategies, LLC, and New York Life-related entities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, using firm-approved software tools for detailed goal analysis and written recommendations.

William Clifton is a financial advisor with Edward Jones, holding Series 66 and Series 63 licenses and bringing 38 years of industry experience. He has been with Edward Jones since 1988. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a nationwide network of financial advisors and branch offices.

Craig Taucher is a financial advisor with Charles Schwab in Mountain Grove, MO, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has been with Charles Schwab since 2011. 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 discretionary separately managed accounts and offers a range of multi-asset model portfolios supported by research from the Schwab Center for Financial Research.