Melody Wheelwright is a financial advisor at Wealth Enhancement Advisory Services, LLC with one year of industry experience. She holds a Series 65 credential and previously worked for L3Harris Technologies, Inc for 21 years. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans with financial planning, asset management, and retirement-plan consulting. The firm manages over $122 billion in regulatory assets under management and uses a diversified, risk-class based investment approach that combines passive and active managers under the oversight of an internal Investment Committee.

Matthew Johnson is a financial advisor at Corient in Salt Lake City, UT, with 26 years of industry experience. He holds the CFP® and CFA® designations along with Series 65 and Series 63 licenses. His prior work includes roles at LPL Financial, Zions Direct, and Guardian Capital Management. Outside of his advisory work, he has a passive ownership interest in Subway sandwich franchises. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach utilizing a mix of in-house strategies, third-party managers, and customized asset allocation, supported by continuous portfolio monitoring and risk management tools.

Scott Teuscher is a financial advisor at Key Investment Services LLC with eight years of industry experience. He holds Series 65 and Series 63 licenses. His prior experience includes roles at JPMorgan Chase Bank and J.P. Morgan Securities. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a large network of financial professionals. The firm uses a multi-provider model combining discretionary and non-discretionary management, supported by affiliated entities within KeyCorp.

Travis Hensley is a financial advisor at Focus Partners Wealth, LLC with 29 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Charles Schwab & Co, Fidelity, and LPL Financial among other firms. He volunteers with CURESMA, aiding in raising awareness and fundraising for spinal muscular atrophy. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs an investment approach that combines active and passive strategies within an enhanced open architecture framework, integrating fundamental and quantitative analysis alongside private and registered pooled investment vehicles.

Daniel Whittenburg is a CFP® professional with 35 years of experience in the financial services industry. He currently serves as an advisor at Stratos Wealth Partners, Ltd and LPL Financial, having previously worked at Lincoln Financial Advisors Corporation for 21 years. Whittenburg is based in Salt Lake City, UT. Stratos Wealth Partners, Ltd is an SEC-registered enterprise advisor with approximately 379 advisors and $18.6 billion in assets under management. The firm serves individuals, retirement plans, corporations, nonprofits, and institutional clients, offering customized portfolio management through an open-architecture approach that incorporates multiple third-party platforms and managers.

Antonio Montes De Oca is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and three years of industry experience. His prior work includes roles at RH Advisors, Charles Schwab, and Utah State University. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a mix of passive and active investment strategies guided by an internal Investment Committee.

Paul Merck is a financial advisor with Empower Advisory Group in Salt Lake City, UT, holding Series 63 and Series 66 registrations and possessing 17 years of industry experience. His prior roles include positions at Morgan Stanley, Fidelity Investments, Solium Financial Services, Merrill, and Bank of America. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, as well as certain retail clients. The firm’s integrated services emphasize long-term portfolio returns and annual rebalancing, operating within Empower’s broader administrative and recordkeeping platforms.

Jaclyn Lui is a financial advisor at D.A. Davidson & Co. in Salt Lake City, Utah, with 14 years of industry experience. She holds Series 63 and Series 65 designations and has worked at D.A. Davidson since 2018, following four years at Alpine Securities Corporation. Outside of her advisory role, she is involved in various online entrepreneurial activities, including video publishing on YouTube and selling merchandise through e-commerce platforms. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth clients.

Mark Hansen is a financial advisor with D.A. Davidson & Co. in Salt Lake City, UT, holding Series 63 and Series 66 credentials and over 30 years of industry experience. He has been with D.A. Davidson since 2007. Hansen is involved in managing investment partnerships and family-held investment portfolios outside of his advisory role. D.A. Davidson & Co. offers investment advisory and brokerage services to a variety of clients, including retirement plans, individual investors, and charitable organizations, providing ERISA retirement plan advisory, comprehensive financial planning, and private wealth management for high-net-worth clients. The firm operates under fiduciary standards and utilizes both qualitative and quantitative tools in its investment recommendations and monitoring, and it distinguishes itself by serving as a municipal advisor and offering affiliated custodial services.

Benjamin Hewlett is a CFP® with seven years of industry experience, currently advising at Carson Wealth since 2022. He has worked at several firms, including Cetera Advisor Networks and Signal Wealth Advisors. Outside of his advisory role, he is also an insurance agent specializing in life, disability, annuities, and long-term care products. He is affiliated with CWM, LLC, an SEC-registered investment adviser operating an enterprise platform that manages approximately $50.6 billion across more than 650 advisors. The firm serves corporate, institutional, and high-net-worth clients through discretionary asset management, financial planning, and retirement plan services, employing an Investment Committee that oversees model portfolios using fundamental and technical inputs.

Hidi Schuyler is the Vice President and Branch Leader at Fidelity Investments, where she currently leads a team of financial associates focused on developing customized wealth strategies and fostering long-term client relationships. Since joining Fidelity Investments in 2005, she has held various roles including Regional Planning Consultant, Managed Solutions Consultant, Portfolio Specialist, Assigned Relationship Manager, Self Directed Brokerage Associate, and Fidelity Service Associate. Her career in financial services spans over a decade and a half, with prior experience as an Associate and Trainer at Discovercard from 1996 to 2005. Hidi holds a California Insurance License, supporting her work in financial planning and client service. Outside of her professional responsibilities, Hidi has interests in art, cooking and baking, fitness, social events with friends, hiking, and music.

Joshua Beard is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding Series 63 and Series 66 licenses and with three years of industry experience. Prior to joining Fidelity, he worked at Nike, Inc. for four years and Footlocker for three years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its formal advisory roles to multiple registered investment companies and use of advanced technologies such as AI in its investment process.

Anayeli Salto Cortes is a financial advisor at Fidelity with five years of industry experience. She holds Series 66 and Series 63 designations and has been with Fidelity Investments since 2020. Prior to her advisory career, she worked at Ross Dress for Less and studied at the University of California Merced. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios across various investment vehicles.

Haley Cate is a financial advisor at Fidelity with four years of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments since 2023, following roles at Wells Fargo Clearing and Wells Fargo Bank. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a systematic approach that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves multiple registered investment companies and constructs model portfolios for intermediary platforms.

Cristopher Garff is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2010. He collaborates with high net worth households to understand their unique goals and needs, assisting clients in creating individualized and comprehensive financial plans. Cristopher has been with Fidelity Investments since 1999, holding various roles including Senior Relationship Officer, Relationship Officer, Client Management Representative, Retirement Income Planning Consultant, Investment Representative, Financial Representative, Service Trader, and Customer Service Representative. This extensive experience has provided him with a broad understanding of financial services and client management.

Ray Wimmer is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at various Fidelity entities since 2007. Outside of his advisory work, Wimmer is a self-employed writer of screenplays and other written works. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Landon Anthon is a financial advisor with Fidelity Investments based in Salt Lake City, UT. He holds a Series 66 designation and has four years of industry experience. His prior roles include positions at Mountain America Credit Union and Alliance Energy and Integration. Landon is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios built from mutual funds, ETFs, and ETPs.

Devin Barney is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. His work history includes roles at Fidelity Investments as well as positions at Telsou LLC, Wasatch Behavioral Health, Red Mountain, StubHub, Firebird Pizza and Pasta LLC, and Utah Valley University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and systematic methodologies, including algorithmic portfolio construction and AI tools, to manage and deliver model portfolios.

Bodi Sutherland is an advisor at RBC Capital Markets based in Salt Lake City, UT. He holds a Series 66 designation and has recently started his career in the financial industry. Prior to joining RBC Capital Markets, he worked at CEM Aquatics and spent ten years at the University of Utah. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management and financial planning services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Matthew Christensen is a financial advisor at Fidelity with a Series 66 designation and recent industry experience beginning in 2026. His prior roles include positions at Walker Covey Wealth Advisors and various engagements with Utah Valley University and other organizations. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and deliver model portfolios and advisory services across a broad investable universe.