Franz Schneider is the sole advisor at Schneider, Franz, an independent firm based in Hurricane, UT. He holds 31 years of industry experience, having worked at his own firm since 1991. Schneider, Franz provides continuous investment supervisory services primarily to individual investors, personal trusts, and occasionally estates. The firm emphasizes fundamental analysis and a long-term buy-and-hold approach across publicly traded equities, fixed income, and mutual funds, tailoring services to each client’s specific needs while often serving as trustee and offering ancillary services such as annual income tax return preparation.

Nephi Eschler is a financial advisor with Forthright Capital, holding Series 65 and Series 63 licenses and bringing six years of industry experience. His previous roles include positions at Northwestern Mutual Wealth Management Company and Todd Johnson. Eschler is also the owner and CEO of Eschler Financial, LLC, an entity established for tax and employment purposes. Forthright Capital Advisory, LLC manages over $100 million in discretionary assets for individuals, retirement plans, corporations, and charitable organizations, focusing primarily on passive investment management using model portfolios and external managers when appropriate. The firm operates through a large team across multiple offices and emphasizes due diligence and ongoing oversight of outside managers.

Deborah Ellis is a CFP® with 14 years of industry experience, currently serving at Investor FAN. Her prior roles include positions at Cogent Independent Advisors, Inc. and Blend Financial, Inc. She is also an author and speaker, having published books on financial services. Investor FAN provides investment management, financial consulting, and retirement plan advisory services to individual clients, employer-sponsored plans, trusts, foundations, and charitable organizations, using a disciplined investment approach that incorporates Modern Portfolio Theory and multiple analytical methods.

Gregory Nelson is a financial advisor at Soulence Wealth Management with 30 years of industry experience. He holds the ChFC® and Series 63 designations. His prior experience includes roles at SCF Investment Advisors, Brookstone Capital Management, and NYLIFE Securities LLC. Nelson also operates the G. Nelson Insurance Agency d/b/a Strategic Benefit Coach, which he has managed for over two decades. Soulence Wealth Management provides investment management and integrated financial planning for individual clients. The firm offers discretionary portfolio management using custom-traded accounts and third-party models, with strategies tailored to client objectives and risk tolerances.

Ryan Wall is a financial advisor with Oasis Advisors who holds Series 63 and Series 65 licenses and has 12 years of industry experience. His prior roles include positions at Terra Wealth Management and Primerica Financial Services. Outside of advising, he is a 50% owner of Wallert Group LLC, a marketing and workflow service provider for a real estate asset company focused on fractional ownership for accredited investors. Oasis Advisors serves individuals, high-net-worth clients, corporations, and pension/profit-sharing plans by offering portfolio management, financial planning, and pension consulting. The firm employs a mix of fundamental, quantitative, and modern portfolio theory to create long-term allocations and uses written Investment Policy Statements and regular portfolio reviews as part of its process.

Jason Hansen is a financial advisor with Western Wealth Management LLC and holds a Series 66 designation. He has 24 years of industry experience, including prior roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Hansen serves as a commissioner on the Washington City Planning Commission. Western Wealth Management LLC serves a diverse client base, including individuals, charitable and corporate entities, and pension plan sponsors. The firm offers comprehensive portfolio management, financial planning, and institutional investment management through a decentralized network of 88 advisors, utilizing a range of investment strategies and third-party manager relationships.

Scott Smith is an advisor with Advisor Share Wealth Management, LLC, holding a Series 65 credential and beginning his advisory career in 2026. He has worked with Royal Legal Solutions since 2015. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional investment advisers, and pension and profit-sharing plans. The firm offers portfolio management, retirement-plan services, and a web-based asset management platform used by independent advisers, typically implementing client strategies through third-party sub-advisers and model portfolios.

Dean Kiser is a CFP® professional with 25 years of experience in the financial industry. He is currently affiliated with Impact Partnership Wealth, LLC and Sage Wealth Design Inc, and has prior experience at Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc. In addition to his advisory work, he is engaged in insurance sales as a licensed agent in Utah. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion in assets. The firm offers model portfolio solutions, discretionary asset management, financial planning, and retirement plan services, and operates within a broad affiliated entity network with multiple service providers.

Kenneth Diamond is a financial advisor at First Heartland Consultants, Inc. He holds the ChFC® designation and several securities licenses (Series 63, 65, 66), with 11 years of industry experience. His prior work includes roles at Edward Jones, Essent, and Allstate Financial Advisors. First Heartland Consultants offers investment advisory and financial planning services to individuals, businesses, and retirement plan participants. The firm provides discretionary portfolio management using various analytical techniques and a range of investment programs, including personalized asset management and model-based self-directed brokerage accounts.

Ashley Whipple is a financial advisor at Western Wealth Management LLC with a Series 65 credential and one year of industry experience. Prior to joining Western Wealth Management, she held roles at Main Gate Asset Management, Mixhers, Parlayo LLC, Made by Mary, and Rod Works. Western Wealth Management serves individuals, charitable and corporate entities, other advisers, and pension plan sponsors through portfolio management, financial planning, and institutional investment management. The firm operates as a decentralized network of 88 advisors offering a range of investment strategies and access to multiple advisory programs.

Cheree Wright is a financial advisor at Oppenheimer with 32 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Oppenheimer since 2017, following eight years at Morgan Stanley Smith Barney. Outside of her advisory role, she is a sales representative for doTERRA essential oils, although this activity is not active. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation along with manager selection to construct client solutions.

Mathew Manzanares is a financial advisor with Empower Advisory Group and holds the Series 66 designation. He began his advisory career in 2026 and has previous experience with firms including Fidelity Investments and Utah First Credit Union. Outside of finance, he has worked in the hospitality industry at Myril Eatery and Wine Bar. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients. The firm’s integrated service model is closely tied to Empower’s recordkeeping and administrative platforms and focuses on long-term portfolio returns and clients’ savings rates.

Gregory Hodges is a financial advisor with Empower Advisory Group in Washington, UT, holding Series 63, Series 65, and Series 66 licenses. He has 30 years of industry experience, including roles at Valic Financial Advisors, Alight Financial Solutions, and MassMutual. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Thomas Miller is a ChFC® credentialed financial advisor with 47 years of industry experience. He is currently with Integrity Alliance, LLC and has held prior roles at Lion Street Advisors, M Holdings Securities, and VisionLink Financial Advisors, among others. Miller is also the owner of The VisionLink Advisory Group, which provides compensation consulting services. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers comprehensive asset management, financial planning, retirement plan consulting, and access to third-party manager programs with a variety of portfolio management approaches.

Marko Grzan is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and four years of industry experience. He has worked with both Commonwealth Financial Network and Martin, Wardin & Eissner Financial Group. Outside of advising, he is involved in tax preparation through Martin, Wardin & Eissner Financial Group. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services. The firm supports its advisors with operations, technology, investment management, and compliance, while offering various program structures including discretionary model portfolios and personalized indexing options.

Bryce Winkel is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has worked with Transamerica since 2012 and has longstanding involvement with several related entities, including Winfin Utah, Winfin Oregon, and Bjw Associates Inc. His business activities include the sale of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a range of advisory and broker-dealer services, including proprietary and third-party model portfolios and fee-based wrap programs, operating as both a registered broker-dealer and registered investment adviser.

Bryce Jones is a CFP® professional with 12 years of industry experience, currently serving at Independent Financial Group, LLC since 2022. Prior to joining Independent Financial Group, he worked at Bank of America and Merrill from 2014 to 2022. He serves as a board member for the Carry You Foundation, a nonprofit organization, and holds a board position at Wittwer, Inc., a family-owned business. Independent Financial Group is a large advisory and brokerage firm offering investment advisory programs, financial planning, and retirement services to a diverse client base including individuals, high-net-worth clients, trusts, corporations, and plan sponsors. The firm combines in-house and third-party investment models and operates as both a registered investment adviser and an active broker-dealer.

Jason Richardson is a financial advisor at Edward Jones with one year of industry experience. He previously worked for ten years at Genesis Consulting, LLC. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Damond Petersen is the Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2020. He has been with Fidelity Investments since 2001, progressing through roles including Director, Retirement Planner; Workplace P&G Consultant I; Retirement Counselor; Investment Representative; Financial Representative; and Senior Retirement Specialist. His professional experience encompasses retirement planning and investment consulting. Damond holds insurance licenses in Arkansas and California. Outside of his professional career, Damond enjoys family activities, hiking, outdoor adventures, singing, traveling, and volunteering. He has eight children and values experiencing different cultures and serving his community.

Jay Wamsley is a Senior Vice President and Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 1985. Based in Northern Utah, he works with clients to develop personalized financial strategies that address their long-term goals, focusing on areas such as corporate executive services, education planning, retirement planning, philanthropic planning, portfolio management, investment strategy, tax minimization, and retirement income. Jay holds a Bachelor's degree in Finance with a minor in Economics from Utah State University. He is a Personal Investment Advisor (PIA) and is involved with the professional organization SCOUTREACH. Jay lives in Mountain Green, Utah, with his wife, Karen, and their four sons. In his spare time, he enjoys various outdoor activities including golfing, fly fishing, hunting, skiing, and piloting, as well as spending time with his family.

Rex Baxter is a financial advisor with Ameriprise in Washington, Utah, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Ameriprise and its related entities since 2009. Outside of advising, he serves on the board of Youth Futures of Utah and participates in the Weber State University endowment committee. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated companies and employs algorithmic automation alongside oversight committees to tailor retirement income recommendations.

Kamron Wootton is a financial advisor with MassMutual Investors Services who holds Series 65 and Series 63 licenses and has eight years of industry experience. His career includes roles at BCJ Capital Management, Statera Wealth Management, and MassMutual Life Insurance Co. He has also engaged in selling life, disability income, fixed annuities, and universal life insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved software and structured, event-driven planning programs.

Tyler Sutherland is a financial advisor with RBC Capital Markets, holding a Series 66 designation and nine years of industry experience. He previously worked at Bank of America and Merrill, where he spent multiple years in various roles before joining RBC Capital Markets in 2026. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse range of clients including individual investors, institutions, corporations, and charitable organizations. The firm offers tailored advisory programs with discretionary and non-discretionary portfolio management, integrating both in-house and third-party investment managers to align with clients’ risk profiles and investment preferences.

Mike Panson is Vice President Private Wealth Management Advisor at Fidelity Investments, where he has served since 2022. He specializes in assisting corporate executives, including officers and directors subject to SEC Rules 144 and 16B, in managing the financial and regulatory complexities associated with their positions. His expertise includes employer-sponsored benefit plans and equity compensation, helping clients translate these complex areas into actionable strategies aligned with their broader life goals. Mike's tenure at Fidelity Investments spans over two decades, beginning as a Financial Representative in 1998. He progressed through roles including Account Executive, Senior Account Executive, and Executive Planning Consultant before assuming his current position. He holds a California Insurance License.

Amy Wright is a financial advisor with UBS Financial Services in Hurricane, Utah, holding a Series 63 designation and 12 years of industry experience. She has been with UBS since 2010. Outside of her advisory role, she assists with administrative tasks for her spouse’s business, Roninbird LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Wayne Evans is a financial advisor with J.P. Morgan Securities in Washington, Utah, holding Series 66 and Series 63 licenses and bringing 11 years of industry experience. He has previously worked with Equitable Advisors, Axa Advisors, Massachusetts Mutual Life Insurance, and Edward Jones. Outside of his advisory role, he is involved in education and sports coaching, serving as an assistant softball coach at Pine View High School and as a baseball umpire. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, manager selection, and customized performance reporting through a non-discretionary advisory model.

Matthew Cushing is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. His prior work includes roles at State Bank of Southern Utah and positions outside finance such as at JW Marriott Hill Country Resort and Spa and Ross Stores, Inc. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse investment and advisory services through a multi-manager platform with access to various portfolio management options and third-party money managers.

Carl Russell is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. His prior work includes roles at Waddell & Reed, American Indian Services, and involvement with the Church of Jesus Christ of Latter-Day Saints and the BYU Alumni Association of St. George. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting with access to diverse investment strategies and technology-driven solutions.