Lonnie Campbell is a financial advisor with Global Wealth Strategies and Associates, LLC holding a Series 65 credential. He has one year of industry experience, having previously worked at Desert Rivers Credit Union, Zions Bank, and Lisbon Valley Mining Co. Global Wealth Strategies and Associates, LLC provides discretionary investment management and financial planning to individuals, foundations, employer-sponsored retirement plans, trusts, and estates. The firm employs a top-down, macro-environmental approach with tactical asset allocation and sector rotation, managing approximately $457 million for around 921 clients through its team of 11 advisors.

Brennan Knutson is a financial advisor at Simplicity Wealth with Series 63 and Series 65 credentials. Although new to the industry, Brennan has worked in various roles across multiple firms since 2018. Simplicity Wealth serves a diverse range of clients, including individual and high-net-worth investors, retirement plans, and institutional investors. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, and offers technology and operational services to other advisers through its private-label asset management software and managed account platform.

Alishia Oliver is a financial advisor at Edward Jones in Moab, UT, holding a Series 66 designation with one year of industry experience. Her prior work includes roles at Moab Bit & Tool and the Grand County government, as well as a long tenure with the Canyonlands Natural History Association. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Shalee Bryant is a financial advisor at Edward Jones with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at LATAM Equipment Company and FIDELITY Brokerage Services LLC. In addition to her advisory role, she is a general partner at HBW Partners LLP, a limited liability partnership based in Moab, UT. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Jordan Killen is a financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2025, he worked at Morgan Stanley, E*TRADE Capital Management LLC, and E*TRADE Securities LLC. His background also includes a lengthy tenure at Chili's under Brinker Nation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm manages over $1 trillion in assets and offers a variety of advisory strategies alongside affiliated mutual funds and trust services.