Jeffry Roundy is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has served since 1995. Prior to joining Merrill Lynch, Jeffry worked as a CPA for Ernst & Young in New York City. He holds a Bachelor's degree from Brigham Young University and is an alumnus of the Marriott School of Management and the BYU School of Accountancy. Jeffry is a CERTIFIED FINANCIAL PLANNER® certificant and holds the Certified Investment Management Analyst® designation awarded by the Investments & Wealth Institute™. He has been recognized multiple times on Barron's list of America's Top 1,200 Financial Advisors and Forbes' Best-in-State Wealth Advisors list. Within his firm, Jeffry serves as a peer mentor, counseling other advisors on best practices. He works with a range of clients focusing on areas such as Family Wealth Management Strategies, Legacy Planning, Portfolio Management Services, and Personal Retirement Planning. Jeffry does not provide tax advice in his role at Merrill Lynch. Outside of his professional role, Jeffry is active in the Salt Lake Rotary Club and participates in community educational efforts through Junior Achievement of Utah. He is an avid runner and triathlete, having competed in Ironman triathlons and the Wasatch 100 Mile Endurance Run. Jeffry resides in the Bountiful area with his wife, Cindy, and their six children.

Caryn Hardy is a financial advisor with Fidelity in Salt Lake City, UT, holding a Series 66 designation and nine years of industry experience. She has worked in various capacities within Fidelity since 2016, including roles at Fidelity Brokerage Services, FIDELITY Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a broad client base, including registered investment companies and charitable funds, and is noted for its use of systematic methodologies and AI tools in its investment process.

Sharon Royall is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 licenses and seven years of industry experience. She has worked with Fidelity Brokerage Services, LLC since 2018 and joined Fidelity Investments in 2025. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, utilizing model portfolios composed of mutual funds, ETFs, and ETPs.

Deron Stailey is a Series 66-licensed advisor with Wells Fargo Clearing, where he has worked since 2003. He has 23 years of experience in the financial services industry. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Dean Webb is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has worked at Wells Fargo Bank NA since 2010 and has been with Wells Fargo Clearing since 2016, following a four-year tenure at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Ethan Gail is a financial advisor with UBS Financial Services in Salt Lake City, UT. He holds a Series 66 designation and has been with UBS since 2026. His prior work experience includes roles in the food service industry and entrepreneurial ventures. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocation to tailor financial plans and portfolio management.

Barry Bowen is a financial advisor at Raymond James & Associates with 30 years of industry experience. He previously worked at UBS Financial Services for 18 years before joining Raymond James in 2023. Bowen holds the Series 63 and Series 65 licenses. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and charitable organizations. The firm offers tailored financial planning and non-discretionary investment consulting supported by a nationwide adviser force and a range of portfolio management styles.

Michael Kenney is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity in 2024, he worked at Megastar Advisors and has business experience managing an LLC related to an inherited property. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Andrew Lesher is a financial advisor at Fidelity with two years of industry experience. He previously worked at Axeon, Rocket Mortgage, and Comerica Bank. He holds the Series 66 designation. 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 develop model portfolios across mutual funds, ETFs, and ETPs.

Rebecca Krauss 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 2021. Her prior work includes roles at Bank of America and several healthcare and service companies. Fidelity, through its Strategic Advisers LLC subsidiary, provides investment management and advisory services to a broad range of clients including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, managing portfolios that include mutual funds, ETFs, and ETPs.

Spencer Christensen is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Before joining Fidelity Investments in 2023, he worked in various roles including at Wind River Excavation and Amazon. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary portfolios, fund advisory services, and model delivery while maintaining oversight of sub-advisers and utilizing advanced methodologies including AI and systematic allocation.

Peter Knight is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 66 and Series 63 licenses and with seven years of industry experience. Prior to joining Fidelity, he was involved in real estate as a licensed realtor with Keller Williams Success. He operates a side business as a realtor with Pete Knight Realty at Keller Williams. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, with notable activities including oversight of sub-advisers and advisory roles to multiple registered investment companies.

Stuart Lake is a Financial Advisor based in Salt Lake City affiliated with Merrill Lynch Wealth Management. He specializes in guiding clients through the complexities of wealth management with a focus on family wealth management strategies, legacy planning, personal retirement planning, small business strategies, special needs planning strategies, and retirement income. Born and raised in Palm Springs, California, Stuart draws inspiration from his family's legacy of professionalism and compassion in their dental practices. He holds a Bachelor's Degree from Brigham Young University and carries professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Stuart aims to provide his clients with personalized and strategic financial planning that aligns with their unique goals. Outside of his professional responsibilities, Stuart has interests in adventure sports, cooking, football, gardening, golfing, music, reading, and volleyball.

Braden DeLaMare is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2020, progressing through roles including Planning Consultant, Investment Management Consultant, Client Management Representative, and Workplace Planning Consultant. His career at Fidelity reflects a focus on client management and financial planning. Braden holds insurance licenses in Arkansas and California. His approach to financial consulting centers on partnering with clients to understand their comprehensive financial situations and building customized plans to meet their unique and evolving needs. He emphasizes forming strong relationships with families based on trust, reliability, and competency. Outside of his professional work, Braden's personal interests include baseball, family activities, fitness, food, football, and golf.

Trenton Christensen is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has been with Ameriprise since 2008. Christensen is the sole owner of Cadeau LLC, an entity that holds the building of his Ameriprise office in Salt Lake City. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Harrison Holmes is a financial advisor at Wells Fargo Clearing based in Salt Lake City, UT, holding a Series 63 designation with one year of industry experience. Prior to his advisory role, he has worked as a Clinical Laboratory Assistant at Primary Children's Hospital since 2023, where he cultures microbes from patient samples and maintains lab equipment. 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 advisory services grounded in modern portfolio theory and tailored to plan objectives and risk tolerances.

William Gelegotis Jr. is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. He joined Raymond James in 2019 after working at Wells Fargo Clearing from 2016 to 2019 and Wells Fargo Advisors LLC from 2009 to 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by a nationwide adviser network.

Jon Dalton is a financial advisor with Fidelity who holds Series 63 and Series 66 credentials and has 33 years of industry experience. He has worked across multiple Fidelity entities since 1996, including Fidelity Investments Institutional Services Company and Fidelity Brokerage Services LLC. He is associated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves a range of clients including registered investment companies and charitable funds.

Lynn Jackson is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Cetera since 2015 and maintains roles as a registered representative at Peak Financial Network Solutions and Horizon Credit Union. In addition to financial services, she is involved in an excavation and equipment sales business and sells fixed insurance products including life, health, disability, annuities, and long-term care. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with discretionary and non-discretionary program options.

Dane Evans is a financial advisor with Fidelity in Salt Lake City, UT. He holds Series 63 and Series 65 designations and has one year of industry experience. Prior to joining Fidelity, he worked at several firms including Solutionreach, Mass Mutual, and Primerica. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and offers model portfolios built from a broad range of mutual funds, ETFs, and ETPs.