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®-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 Cortes 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 that, she held positions 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, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of AI and systematic methodologies in managing model portfolios and its role as an advisor to multiple registered investment companies.

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 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various Fidelity entities since 2007. Outside of his advisory role, Wimmer is also a self-employed writer of screenplays and other written works. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage fund advisory services.

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 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Telsou LLC, Wasatch Behavioral Health, Red Mountain, StubHub, Firebird Pizza and Pasta LLC, and Utah Valley University. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and manages multiple registered investment companies and fund‑of‑funds.

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.

George Seybold is a Series 65-licensed financial advisor with Cambridge Investment Research Advisors, based in Centerville, UT, and has four years of industry experience. His prior work includes roles at Northrop Grumman, BAE Systems, Hexcel, and Precision Castparts Corporation. He also operates Seybold Wealth Management, an advisory practice using a trade name. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts by providing financial planning, investment management, retirement plan advisory, and financial wellness services through a nationwide network of independent professionals. The firm offers a range of investment solutions across multiple platforms and maintains proprietary and third-party strategies, with formal processes addressing conflicts of interest and advisor support.

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 with OSAIC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior work includes roles at Arbor Point Advisors, Securities America Advisors, Allegis Investment Advisors, and Osaic FA, Inc. He is also involved as an independent insurance agent with the Financial Independence Group, focusing on fixed life products. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to manage portfolios across a broad range of investment types.

Zachary Bown currently serves as a Branch Leader at Fidelity Investments, a position he has held since 2026. Prior to this role, he gained experience as a Financial Consultant from 2024 to 2026, and held several other positions within Fidelity Investments including Investment Solutions Consultant, Annuity Planning Consultant, and Investment Solutions Representative. In his roles, Zachary focuses on assisting clients in pursuing their long-term financial well-being. As Branch Manager, he aims to empower and encourage associates to maximize their talents with integrity, confidence, and competence to support clients effectively. He holds insurance licenses in Arkansas and California. Outside of his professional responsibilities, Zachary has personal interests that include comedy, being a foodie, outdoor adventures, parenthood, and traveling.