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 at Forthright Capital with six years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Northwestern Mutual and Todd Johnson prior to joining Forthright Capital in 2023. Eschler is also the owner and CEO of Eschler Financial, LLC, an entity established for tax and employment purposes. Forthright Capital Advisory, LLC manages approximately $107.7 million in discretionary assets and serves individuals—including high-net-worth clients—retirement plans, corporations, and charitable organizations. The firm primarily employs a passive investment management approach using model portfolios and external managers as appropriate, with regular quarterly portfolio reviews.

Deborah Ellis is a CFP® with 15 years of experience in financial advising. She is currently with Investor Fan, part of a 14-advisor team, and previously worked at Cogent Independent Advisors, Inc. and Blend Financial, Inc. Ellis is also an author and speaker, having published financial services books. Investor FAN provides investment management, financial consulting, and retirement plan advisory services to individuals, high-net-worth clients, and institutional clients. The firm employs a tailored portfolio approach based on Modern Portfolio Theory and multiple analytical methods, managing accounts on a discretionary basis while coordinating with other professionals.

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 25 years of industry experience, including roles at LPL Financial, Wells Fargo Clearing, and Morgan Stanley. Hansen serves as a board member of the Washington City Planning Commission. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm operates as a decentralized network of investment adviser representatives and offers a wide range of portfolio management and consulting services, utilizing both firm-designed and third-party investment strategies.

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 Series 63 and Series 65 credentials and 33 years of industry experience. She has worked at Oppenheimer since 2017 and previously held positions at Morgan Stanley Smith Barney, Morgan Stanley & Co. LLC, and Morgan Stanley Dw Inc. Wright is also involved as a sales representative for doTERRA essential oils, focusing on health-related products, though this activity is not actively solicited and does not generate earnings. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of programs and advisory services, including discretionary and non-discretionary portfolio management, retirement consulting, and financial planning, while maintaining custody of client assets.

Mathew Manzanares is a financial advisor at Empower Advisory Group with one year of industry experience. He holds the Series 66 designation and has worked previously at Utah First Credit Union, Topstep, and Fidelity Investments. Outside of finance, his background includes roles in hospitality and education. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm emphasizes long-term portfolio returns and integrates its services closely with Empower’s recordkeeping and administrative platforms.

Gregory Hodges is a financial advisor with Empower Advisory Group in Washington, UT, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. His career includes roles at firms such as VALIC Financial Advisors, Alight Financial Solutions, and New York Life Investment Management. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns and annual rebalancing within an integrated model tied to Empower’s recordkeeping and administrative platforms.

Thomas Miller is a financial advisor at Integrity Alliance, LLC with 48 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Miller has worked at several firms including Lion Street Financial and M HOLDINGS SECURITIES, Inc., and is also the owner of The VisionLink Advisory Group, a compensation consulting business he has operated since 1996. Integrity Alliance serves a diverse client base including individual investors, corporations, and qualified retirement plans. The firm offers a range of advisory and brokerage services through a large network of independent advisors managing billions in assets, utilizing various portfolio management strategies and platforms.

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® with 12 years of industry experience, currently serving at Independent Financial Group, LLC since 2022. Prior to this, he worked at Bank of America and Merrill from 2014 to 2022. He serves as a board member of a family-owned business and is involved with a non-profit organization, the Carry You Foundation. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm offers financial planning and portfolio management through multiple platforms, using both firm- and third-party models tailored to client risk tolerances.

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 worked since 1985. Based in Northern Utah, he has over 37 years of experience providing financial advice and wealth management strategies to individual and corporate clients. Jay graduated from Utah State University with a Bachelor of Arts degree in Finance and a minor in Economics. He holds the designation of Personal Investment Advisor (PIA). His areas of expertise include corporate executive services, education planning, personal retirement planning, philanthropic planning, portfolio management, individual and corporate investment strategies, tax minimization, and retirement income planning. He is involved with the community organization SCOUTREACH and enjoys spending time with his wife and four sons in Mountain Green, Utah. His personal interests include golfing, fly fishing, hunting, skiing, and piloting.

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 and holds Series 63 and Series 65 licenses. He has eight years of industry experience and has previously worked at BCJ Capital Management and Statera Wealth Management. Outside of advising, he has experience as a producer of life insurance and annuity products. MassMutual Investors Services, LLC is a subsidiary of MassMutual that offers financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved software and collaborative planning processes.

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, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. Prior to joining J.P. Morgan in 2021, he worked at firms including Equitable Advisors, Massachusetts Mutual Life Insurance, and Edward Jones. Outside of his advisory role, Evans is involved in education as an instructor for a beginning finance course at Utah Tech and serves as an assistant coach for a high school softball team, as well as working as a baseball umpire. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice, investment manager searches, and customized performance reporting through a non-discretionary process that incorporates quantitative modeling and ESG frameworks.

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 who holds Series 63 and Series 65 licenses and has 29 years of industry experience. His prior work includes roles with Waddell & Reed, Inc., various insurance carriers, and community organizations such as the American Indian Services and BYU Alumni Association of St. George. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions with a range of financial planning, asset management, and institutional services. The firm offers diverse advisory solutions including model portfolios and third-party management, supported by proprietary research and operational tools.