Tiffany Schultz is a financial advisor with Edward Jones in Tremonton, Utah. She holds the Series 66 designation and has two years of industry experience. Prior to her current role, she was with Edward Jones Investments from 2012 to 2024. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Matthew Kennedy is a financial advisor at Edward Jones in Brigham City, UT, holding CFP® and ChFC® designations with seven years of industry experience. He previously worked at Tate, Bywater, Fuller, Mickelsen & Tull, PLC from 2015 to 2018. Kennedy is a co-owner of Revision Editing LLC, a partnership formed for tax purposes, with no active responsibilities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs with a nationwide network of over 23,700 financial advisors.

Rilee Summers is a Series 66–licensed financial advisor at OSAIC with five years of industry experience. Prior to joining OSAIC in 2025, Summers worked at Lincoln Financial Advisors for five years and held various roles in distribution and operations at companies including Walmart Distribution Center and Autoliv. OSAIC serves a broad range of retail and institutional clients through a large network of advisers and offers integrated brokerage and advisory services, employing tools such as asset-allocation models and risk-tolerance assessments to manage diversified portfolios across multiple asset classes.

Nathan Odette is a Series 66 licensed financial advisor with LPL Financial, based in Brigham City, Utah. He has two years of industry experience, including roles at CUSO Financial Services, America First Credit Union, and Northwestern Mutual. Prior to entering the financial industry, his background includes work in retail and voluntary service. 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 broad range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and various strategic allocation options.

Ken Kennedy is a financial advisor with Edward Jones in Brigham City, UT, holding the CFP® and ChFC® designations along with Series 63 and 66 licenses. He has 41 years of industry experience and has been with Edward D. Jones & Co., L.P. since 1984. Outside of his advisory role, he is involved with family ranch interests through registered LLCs. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Peter Stratford is a financial advisor with Edward Jones in Brigham City, UT, holding a Series 66 designation and five years of industry experience. He has worked at Edward Jones since 2020 and previously held positions at CG4 Solutions and Get Away Today Vacations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors and 15,100 branch offices.

Spencer Dow is a financial advisor with Edward Jones in Tremonton, UT. He holds the CFP®, ChFC®, and Series 66 designations and has 14 years of industry experience, all with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.