Patrick Gordon is a financial advisor with J.P. Morgan Securities in Salt Lake City, UT, holding Series 65 and Series 63 credentials and 15 years of industry experience. He has worked at various J.P. Morgan entities since 2010, including JPMorgan Chase Bank, N.A., and J.P. Morgan Securities. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence to support customized investment solutions. The firm applies an ESG eligibility framework when recommending strategies and operates within the broader J.P. Morgan banking and broker-dealer organization.

Brenner Sinquefield is a Series 66-licensed financial advisor at Merrill with nine years of industry experience. He has been with Merrill since 2017 and previously worked at Reynolds & Reynolds from 2015 to 2017. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Jordan McWilliams is an Investment Solutions Representative III at Fidelity Investments, a position held since 2026. Jordan began their career at Fidelity in 2020, progressing through roles including Investment Solutions Representative I and II, Annuity Service Representative, Stock Plan Associate, and Customer Relationship Advocate. Prior to Fidelity, Jordan worked as a Bank Teller at Zions Bank from 2019 to 2020. Jordan holds insurance licenses in Arkansas and California. Their professional focus is assisting individuals and families with financial planning by understanding clients' lives and collaborating to create plans aimed at achieving financial goals. Jordan strives to help clients feel confident and comfortable with their financial plans. Outside of their professional work, Jordan has personal interests in football, golf, and parenthood.

Stephen Martin is a CFP® with 20 years of industry experience, currently affiliated with LPL Financial in Salt Lake City, UT. He has worked concurrently at Cyprus Federal Credit Union and LPL Financial since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Benjamin Tahy is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and 14 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also serves as an advisor to registered investment companies and provides model portfolios through Fidelity Institutional Wealth Adviser.

Brittner Smartt is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, Smartt held roles at Global Payments, Castle and Cooke Mortgage, and Lending Club. Outside of financial services, Smartt is involved in entrepreneurial ventures including a custom resin print and dice business and a partnership in a mocktail event company. Smartt works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a process combining fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and advisory services.

Carl Hill Jr. is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has been associated with various Fidelity entities since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Elijah Smith is a financial advisor at Merrill with six years of industry experience and holds a Series 66 designation. His prior roles include positions at Fidelity Investments and Capital Wealth Advisors, LLC. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Aaron Sanderson is a financial advisor at Fidelity with six years of industry experience. He holds the Series 66 and Series 63 designations. His prior work includes roles at The Colony at White Pine, High West Distillery, Snowbird Ski Resort, Vail Resorts, and Blue Iguana. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, its role as a commodity pool operator registered with the CFTC, and its advisory services to multiple registered investment companies and model portfolio delivery.

Ethan Andersen is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include positions at the Teachers Pension and Lumen Utility Consult. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across various fund structures.

Jason Twitchell is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Fidelity Brokerage Services for 17 years. Outside of his advisory role, he has an ongoing involvement with StarForge Productions, an enterprise he has been associated with since 2020. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions across a broad range of financial products.

Kateryna Gnatkivska is a financial advisor at Morgan Stanley with Series 65 and Series 63 credentials and two years of industry experience. She previously worked at Tailored Management and has additional experience at Costco Wholesale and Smith Food and Drug. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate financial planning agreements.

Jordan Krumenacker is a financial advisor at Fidelity with a Series 66 credential. He has been with Fidelity since 2026 and has prior experience in various roles across retail and service industries. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage multi-manager and fund-of-funds strategies.

Douglas Mclean is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jeffrey Teran is a CFP® with 20 years of industry experience, currently serving at Raymond James Financial. He has worked with Raymond James Financial Services Advisors, Inc. since 2019 and has been associated with First Western Advisors since 2000. At First Western Advisors, he is involved in financial planning and management. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting that utilizes risk profiling and analytical modeling to support client goals.

Christian Moreno Jimenez is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Fidelity Investments and Principal entities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Toria Dover is a Financial Consultant at Fidelity Investments, where she has worked since 2018 in various roles including Investment Consultant, Financial Representative, Transition Services Specialist, High Net Worth Representative, and Customer Relationship Advocate. In her current role, she focuses on helping clients build financial plans that are flexible, resilient, and personalized to their specific situations. She works closely with clients and her team to co-create financial plans that pursue their individual visions. Toria holds insurance licenses in Arkansas and California. Her experience encompasses a range of financial services, reflecting her commitment to providing tailored financial advice and solutions. Outside of her professional work, she enjoys hiking, outdoor adventures, spending time with her pets, reading, and skiing.

Keanon Lee is a financial advisor at Wells Fargo Advisors with Series 63 and Series 66 credentials and one year of industry experience. His prior work includes roles at Wells Fargo Clearing Services and US Tech Solutions Inc. He has also been involved with several other companies and held various positions outside of finance. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and develops tailored recommendations using proprietary research and tools, with clients choosing how to implement these recommendations.

Glade Morley is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and nine years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2017, with prior experience at Iron Gate Global Advisors. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Brent Peterson is a financial advisor at Fidelity with 19 years of industry experience. He holds a Series 66 designation and has been with Fidelity since 2015, working across Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and most recently Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines proprietary fundamental research with quantitative and algorithmic methods in its investment process and serves as an advisor to multiple registered investment companies and fund-of-funds.