Connor Nordgren is a financial advisor with Commonwealth Financial Network in Salt Lake City, UT, holding Series 63 and Series 65 credentials and three years of industry experience. Prior to his current role, he has worked at Sterling Financial Group and Fidelity Investments, among other positions. He is also involved in fixed insurance sales as a side business. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and hundreds of thousands of individual and institutional clients, managing roughly $213 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody/clearing services.

Bret Andrus is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked with Penn Mutual Life Insurance Company and Hornor, Townsend & Kent since 2000. Outside of his advisory role, Andrus is active as an insurance agent operating under the local business name 1847 Financial. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers. The firm offers advisory programs, financial planning, and retirement plan consulting, combining broker-dealer services with investment advice and managing a significant portfolio of discretionary and non-discretionary assets.

Oscar Borja is a financial advisor with Empower Advisory Group, holding Series 66 and Series 63 licenses and four years of industry experience. His prior work includes roles at JPMorgan Chase and various positions within the Empower Financial Services network. 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 retail brokerage clients. The firm uses an integrated model tied to Empower’s recordkeeping and administration platforms, delivering both point-in-time financial plans and optional managed account solutions.

Bryan Ball is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at Valic Financial Advisors since 2010 and is also an agent with Agia, where he is involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

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.

Damon Rice is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley and E*TRADE Capital Management LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm’s services feature an integrated approach tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

Jaclyn Lui is a financial advisor with D.A. Davidson & Co. in Salt Lake City, UT, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She worked at Alpine Securities Corporation for four years before joining D.A. Davidson in 2018. Outside of her advisory role, she engages in non-investment activities such as providing notary services, publishing videos on YouTube, and selling merchandise online. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm adheres to fiduciary standards and provides both discretionary and non-discretionary advisory services, with specialized offerings for high-net-worth clients and municipal advisory capabilities.

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®-credentialed financial advisor with seven years of industry experience. He is affiliated with CWM, LLC and has previously worked with firms including Carson Wealth and Cetera Advisor Networks. Outside of advising, he is also an insurance agent selling life, disability, annuities, and long-term care products. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of advisors. The firm employs a discretionary management approach using model portfolios overseen by an in-house Investment Committee and offers comprehensive retirement plan services alongside portfolio management and financial planning.

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.

Brandon Nelson is a CFP® and ChFC® credentialed financial advisor with 27 years of industry experience. He has worked at OSAIC since 2025 and previously spent 24 years at Lincoln Financial Advisors. Outside his advisory role, he serves as a finance assistant clerk for his local church, managing financial records and budgets. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, leveraging asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios that include a range of investment products.

Anayeli Salto is a financial advisor at Fidelity with Series 63 and Series 66 licenses and five years of industry experience. She has worked at Fidelity Investments since 2020. Prior to her financial career, she was employed at Ross Dress for Less and studied at the University of California Merced. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and fund advisory services.

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 with Fidelity, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has worked with various Fidelity entities since 2007. Outside of advising, he is a self-employed writer, focusing on screenplays and other written works. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

David Phillips is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of his advisory role, Phillips serves as a council member for Heber City, Utah, where he is involved in city governance. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy development, performance reporting, participant education, and discretionary plan-level investment management. The firm’s advisory approach is IPS-driven and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

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 licenses and four years of industry experience. His previous roles include work at Telsou LLC and Wasatch Behavioral Health. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs using systematic methodologies and long-term asset allocation benchmarks.

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.