Tad Harris is the Vice President and Branch Leader at Fidelity Investments. In this role, he leads, develops, and coaches a team of advisors in Utah. Tad has been with Fidelity Investments since 2004 and has held various roles including Regional Planning Consultant, Financial Consultant, and Financial Representative. Throughout his career at Fidelity, spanning over 20 years, Tad has assisted thousands of clients across all stages of their financial lives. His professional experience encompasses leadership and direct client financial consulting. Outside of his professional responsibilities, Tad enjoys board games, boating, social events with friends, and surfing.

Zachary Thurston is a Planning Consultant at Fidelity Investments, where he collaborates closely with clients to understand their goals and develop strategies to help achieve them. He prioritizes building strong, lasting relationships based on trust and dependability. Zachary has been with Fidelity Investments since 2020, progressing through roles including Customer Relationship Advocate, Financial Representative, and Relationship Manager before becoming a Planning Consultant. His experience spans client relationship management and financial planning within the wealth management sector. Outside of his professional work, Zachary enjoys baseball, football, golf, softball, and spending time with his family.

Bryant Hall is a financial advisor with LPL Financial in Lehi, Utah, holding a Series 66 credential and four years of industry experience. His prior work includes roles at Mountain America Credit Union and The Church of Jesus Christ of Latter Day Saints. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and participant-level retirement advice, supported by extensive operational tools and a large network of advisors.

Jason Frischknecht is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and 18 years of industry experience. His career includes roles at Morgan Stanley, Fidelity Brokerage Services LLC, and Wells Fargo Clearing. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipalities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Valton Jackson is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Raymond James Financial and its subsidiaries since 2008 and previously worked at LGCY Power from 2015 to 2018. Outside of his advisory work, he owns Vermillion Vista Finance, a support company based in American Fork, Utah. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting supported by risk profiling and analytical tools, with specialized services in municipal and public finance as well as SIMPLE IRA employer advisory programs.

Carter Cushing is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at Amazon, the University of Utah, and Brigham Young University-Hawaii. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Robert Craig is a financial advisor at Raymond James Financial with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Olde Wealth Management LLC and Purple Pines LLC. He is also associated with CH Retirement Income Planning in a non-owner advisor role. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individual, high-net-worth, institutional, and charitable clients. The firm employs tailored, non-discretionary planning using risk profiling and analytical modeling to support client goals across a large advisor network.

Adam Clark is a Planning Consultant at Fidelity Investments, a role he has held since 2025. He collaborates with individuals and families to manage wealth through tax-efficient investing and risk management strategies. He has experience in various capacities at Fidelity Investments, including roles as an Investment Management Consultant, Investment Solutions Help Desk representative, Workplace Planning Consultant, Investment Solutions Representative, and Customer Relationship Advocate from 2020 through 2025. Adam holds insurance licenses in Arkansas and California. Outside of his professional work, Adam enjoys boating, camping, lake activities, outdoor adventures, skiing, and parenthood.

Brian Spencer is a financial advisor with LPL Financial based in Eagle Mountain, UT, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at SoFi Wealth, Morgan Stanley, E*TRADE, and Wells Fargo Clearing. 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 range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Michael Slaugh is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been affiliated with various Fidelity entities since 2013. Outside of his advisory role, he serves as Vice President on the board of directors of Slaugh's Car Care, an automobile repair shop in Utah. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Stephen Johnson is a financial advisor at Raymond James Financial with 46 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James since 2009. Outside of his advisory role, he serves on the board of Rose Park Elementary, where he coordinates charitable gift card distributions for underprivileged families. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses risk profiling and analytical modeling to tailor non-discretionary investment recommendations aligned with client goals.

Rachel Metallo is a Financial Consultant currently working at Fidelity Investments since 2024. She has extensive experience in the financial services industry, having held roles such as Financial Advisor at Morgan Stanley from 2023 to 2024 and at Metlife and AXA Advisors in 2016. She also worked as a Financial Consultant at E*TRADE Capital Management from 2018 to 2024 and served as a Financial Engines Advisor Project Manager from 2017 to 2018. Prior to these roles, Rachel was a Manager at TD Ameritrade from 2005 to 2015. Rachel holds insurance licenses in Arkansas and California. She focuses on partnering with clients to analyze their investments and develop straightforward plans centered around their financial goals, comfort levels, and needs. Her approach emphasizes being a dedicated partner in her clients' financial journeys. Outside of her professional life, Rachel enjoys activities such as football, hiking, snowboarding, outdoor adventures, social events with friends, and parenthood.

Joram Jensen is a financial advisor at UBS Financial Services with nine years of industry experience. He has previously worked at Bank of America and Merrill Lynch. Jensen holds the Series 66 designation. He is also a co-owner of a family rental property business in St. George, Utah. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, providing a broad range of investment and capital markets solutions.

Erik Pearson is a financial advisor at Equitable Advisors with six years of industry experience. He holds a Series 66 designation and has previously worked at Wheeler Machinery Co., JP&R Excavating, and Clyde Companies, Inc. He is based in Draper, Utah. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing both proprietary and third-party solutions delivered through a network of Investment Adviser Representatives.

Mark Knutson is a CFP® professional with 42 years of industry experience, currently affiliated with OSAIC since 2024. He previously spent 21 years at Woodbury Financial Services. Outside of his advisory role, he owns a sole proprietorship called Simply Divine Cheesecakes, which produces and distributes cheesecakes. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm utilizes various asset-allocation tools and offers integrated brokerage, advisory services, and access to third-party money managers.

Nathan Garner is a financial advisor with Merrill in American Fork, UT, holding Series 63 and Series 66 licenses and eight years of industry experience. He previously worked at TIAA, Fidelity, and Bank of America. Outside of his advisory role, he teaches motorcycle safety courses part time and consults for a Utah-based company that provides artificial intelligence services to small businesses. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services primarily to Bank of America’s fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Eric Azevedo is a financial advisor with Wells Fargo Advisors in Lehi, Utah, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Wells Fargo Clearing and Edward Jones, as well as a 20-year career in the United States Marine Corps. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition and sports & entertainment planning, using Wells Fargo research and planning tools to develop tailored recommendations.

Rachel Winfield is a Series 65-licensed financial advisor with Fisher Investments in Saratoga Springs, Utah. She has 11 years of industry experience and has been with Fisher Investments since 2011. Fisher Investments provides discretionary portfolio management and advisory services to a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals. The firm uses a centralized investment approach combining quantitative screening, qualitative research, and tax-aware processes to construct globally diversified portfolios.

Dorne Hall is a financial advisor with LPL Financial in Lehi, Utah, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He previously worked at Ameriprise Financial Services and Metlife Securities. Outside of his advisory role, he is involved with Boxfin Financial and Halls of Glory, Inc., which are non-investment related businesses. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services and platforms, utilizing both proprietary and third-party models, alongside a broad array of financial products and partnerships.

Curtis Ramsay is a Series 66 licensed financial advisor with J.P. Morgan Securities, where he has worked since 2012. He has 18 years of industry experience, including prior roles at JPMorgan Chase Bank and Granger Professional Pharmacy. Outside of his advisory work, he owns and operates an Instagram-based business called Stick to the Pavement. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors.