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 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.

Brandon Nelson is a CFP® and ChFC® with 27 years of industry experience. He is currently an advisor at OSAIC, having joined the firm in 2025 after 24 years at Lincoln Financial Advisors. Nelson is also an insurance agent and owner of Agribusiness Succession Advisors, LLC, which offers a range of insurance and commission-based group benefits. Additionally, he serves as a stake assistant clerk finance for The Church of Jesus Christ of Latter-day Saints, overseeing financial record keeping and budgets. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services focused on model-based asset allocation, portfolio optimization, and multiple investment programs delivered through an extensive network of affiliated entities.

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.

Robert Higgins is a financial advisor with LPL Financial in West Jordan, Utah. He holds Series 63 and Series 66 licenses and has five years of industry experience. His work history includes roles at Mountain America Credit Union, Key Investment Services, Fidelity Brokerage Services, and KeyBank. Outside of finance, he has experience in the restaurant industry, having worked at Trio Cafe and Stanza Italian Bistro. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive technological tools and a large network of over 22,800 advisors.

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.

George Seybold is a financial advisor at Cambridge Investment Research Advisors with a Series 65 credential and four years of industry experience. His prior work includes roles at Northrop Grumman, BAE Systems, Hexcel, and Precision Castparts Corporation. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Bryan Bales is a Financial Consultant currently working at Fidelity Investments, where he has been since 2016. Prior to his current role, he served as a Portfolio Specialist at Fidelity Investments from 2017 to 2021 and as an Investment Solutions Representative from 2016 to 2017. Before joining Fidelity, Bryan worked as a Wealth Management Advisor at TIAA from 2014 to 2016. In his role as a Financial Consultant, Bryan supports and provides guidance to high net worth clients. He focuses on assisting clients in building long-term financial plans and discussing appropriate investment options aimed at achieving lifetime financial freedom. Bryan holds insurance licenses in Arkansas and California. Outside of his professional work, Bryan enjoys biking, family activities, hiking, outdoor adventures, and running.

Benjamin Friedberg is a financial advisor with Charles Schwab, holding a Series 66 designation and beginning his industry career in 2024. His prior work experience includes roles outside the financial sector at Topgolf, Lindey's Restaurant, and Texas Roadhouse. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of advisory, brokerage, custody, and cash-sweep services. The firm’s model includes primarily non-discretionary advisory relationships supplemented by access to discretionary separately managed accounts and multi-asset model portfolios.

Stevan Gates is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Arbor Point Advisors, Securities America Advisors, and Allegis Investment Advisors. Gates is also an independent insurance agent specializing in fixed life products and annuities. OSAIC Wealth serves a diverse client base, including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization and is noted for its scale, complex affiliate network, and recent consolidation activity.