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 based in Midvale, Utah, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior roles include positions at Arbor Point Advisors, Securities America Advisors, and Allegis Investment Advisors. Gates is also active as an independent insurance agent, marketing fixed life and annuity products. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors, offering brokerage and advisory services, financial planning, and access to third-party investment managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

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.

Brady Hunsaker is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity Investments and its affiliated firms since 2010. Outside of his advisory role, he is a partner at Forest Home Construction LLC, a real estate construction business based in West Bountiful, Utah. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is known for its use of systematic methodologies, advisory roles to multiple registered investment companies, and integration of advanced technologies such as AI and machine learning in its investment process.

Constance Taylor is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding Series 63 and Series 66 licenses and bringing four years of industry experience. Her prior experience includes roles at Carta and a decade at Cotiviti. She works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its advisory roles to registered investment companies and use of systematic investment methodologies.

David Cardany currently serves as a Financial Consultant I at Fidelity Investments. He has been with Fidelity since 2020 and has held various roles including Planning Consultant, Investment Solutions Representative, and High Net Worth Associate. His experience encompasses working closely with clients to develop financial plans tailored to their individual goals. David focuses on understanding his clients' lives to co-create financial plans that help them pursue their objectives. He aims to assist individuals and families in feeling confident and comfortable with their financial strategies. David holds insurance licenses in Arkansas and California.

John Marshall is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he worked at House America Financial and Insight Global among other roles. He is also a partner in Kallari Crafts LLC, an online retail business based in Salt Lake City. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various investment vehicles.

Douglas Moore is a financial advisor at Fidelity with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked with various Fidelity entities since 1996, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. 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, and is noted for its use of systematic methodologies and oversight of sub-advisers.

Benjamin Bird is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and previously worked at Bird Asset Management, LLC, and Mann Mortgage, LLC. He is also employed as an associate financial advisor at Elevate Management, LLC, where he manages an advisory business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides ongoing advice and personalized recommendation reports focused on dependable income and tax-aware withdrawal strategies.

Korin Yeager is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and working in the industry for 13 years. Prior to joining Fidelity, Yeager spent six years at E*TRADE Securities LLC. Outside of finance, Yeager assists with logistics for solar projects for a family business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and deliver model portfolios.

Jay Dale is a financial advisor with Merrill in Murray, Utah, holding a Series 66 designation and four years of industry experience. His work history includes roles at Merrill and Bank of America, N.A., with prior experience outside the financial sector at Jeremy Ranch Golf & Country Club, Wilsons Leather, and Aeropostale. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary strategies constructed by internal and third-party investment teams.

Andrew Greaves is a Financial Consultant currently working at Fidelity Investments since 2024. He has held various roles in the financial industry, including Financial Adviser at Morgan Stanley from 2023 to 2024, and Financial Consultant at E*Trade from 2019 to 2023. His experience also includes positions at Fidelity Investments as a Retirement Relationship Manager from 2016 to 2019, Investments Solutions Representative from 2015 to 2016, and working with high net worth clients from 2012 to 2015. Andrew holds insurance licenses in Arkansas and California. He is a Certified Financial Planner™, focusing on developing personal financial strategies that align with each client's unique goals. His practice is guided by a commitment to integrity and ethical conduct, aiming to earn the trust and confidence of his clients. Outside of his professional life, Andrew enjoys baseball, camping, family activities, golf, movies, and skiing.

Gail Vanwagoner is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Fidelity, she held roles at The Wight House Reception Center and Davis School District. In addition to her advisory work, she is an artist who creates and sells paintings and sculpture and volunteers monthly as a gallery sitter at a local art gallery. Fidelity’s subsidiary, Strategic Advisers LLC, provides investment management and advisory services to various clients, including retail and institutional investors, using a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs.

L Morgan Daines is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been advising clients since 2002. He primarily works with business owners, corporate executives, and professionals across the United States. His areas of focus include financial and estate planning strategies, investment management, and tax-aware investing. Prior to joining Merrill Lynch, Morgan held positions at Goldman Sachs as a Vice President and at JPMorgan Securities in the Private Bank. He has extensive experience working with high net worth individuals, families, and institutions, providing guidance on investment portfolios across various asset classes, as well as specialized services such as corporate benefits, executive compensation, family wealth management strategies, and liquidity management. Morgan holds professional designations as a Certified Exit Planning Advisor (CEPA) and a Personal Investment Advisor (PIA). Morgan earned both his Bachelor's and Master's degrees from Brigham Young University. Fluent in English and Spanish, he incorporates holistic financial planning that includes estate and tax minimization strategies. Outside of his professional work, Morgan enjoys biking, fishing, music, and skiing, and he spends time with his family.

Simona Alexe is a financial advisor with Fidelity Investments in Salt Lake City, holding Series 66 and Series 63 designations and three years of industry experience. Prior to joining Fidelity, she worked in various roles including at Amazon Fulfillment Services and Long Reimer Winegar. She also works as an independent contractor providing transportation and delivery services for Uber Eats. 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 research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios.

Kirsten Erickson is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. She has worked at Wells Fargo Clearing since 2018 and has prior experience with RHI General Group, BP Alarm, and the University of Utah. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Austin Taylor is a Private Wealth Advisor with the Taylor Group at Merrill Private Wealth Management. He serves ultra-high-net-worth individuals and families by providing strategic insight and purposeful planning to help clients navigate their wealth with clarity and purpose. His role involves developing deep and enduring client relationships, offering guidance on complex wealth management decisions, and supporting clients through execution to achieve their goals. Austin has extensive experience working with business owners, particularly those who are founders of venture-capital-backed companies. His areas of focus include pre-transaction analysis, business structuring, tax-sensitive investing, wealth transfer, charitable giving, and managing family-wealth dynamics. Prior to joining Merrill, he spent over a decade at J.P. Morgan Private Bank, where he was Vice President and Private Banker leading initiatives within the Technology vertical across Utah and Idaho. He holds a Bachelor's Degree from Brigham Young University and is a Personal Investment Advisor (PIA). Austin and his wife, Jessica, live in Lehi, Utah with their four children and are active in their church. Outside of work, he enjoys outdoor activities such as golfing, hiking, camping, and snowmobiling.

Nathan Beaumont is a Planning Consultant at Fidelity Investments, a position he has held since 2025. He has progressed through various roles within the company since 2022, including positions such as Workplace Planning Consultant and Customer Relationship Advocate. Prior to joining Fidelity Investments, Nathan worked as an Accounting Support Specialist at Utah Tech University and as an Executive Assistant at Online Trading Academy. Nathan holds insurance licenses in Arkansas and California. His professional approach focuses on understanding clients' needs and concerns to assist them in pursuing their financial goals. Outside of work, Nathan enjoys a range of personal interests including food, football, social events with friends, hiking, movies, and outdoor adventures.

Evgeniia Stevens is a Series 66-licensed financial advisor with eight years of industry experience. She has worked at Merrill since 2018 and previously spent two years at Wells Fargo Advisors. Stevens currently serves clients in Salt Lake City, UT, and has been associated with Bank of America since 2025. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Landon Graff is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services, LLC since 2018 and Fidelity Investments since 2025. Prior to his roles at Fidelity, he was employed at Boostability from 2015 to 2018. Strategic Advisers LLC, a Fidelity Investments company, provides 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 combining proprietary research, quantitative analysis, and algorithmic portfolio construction.