Bradley Gillies is a financial advisor at Fidelity with Series 63 and Series 66 designations and five years of industry experience. His prior work includes roles at Onset Financial, JOLT Software, and operating Gillies Enterprises, LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various investment vehicles.

Laura Blackburn is a financial advisor with Wells Fargo Clearing in Price, UT, holding Series 63 and Series 65 registrations and one year of industry experience. She has worked at Wells Fargo Bank, nA since 2022 and is also involved as a brand partner for Kleo Kolor, a nail products business. 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 investment management grounded in modern portfolio theory.

Samuel Wright is a Series 66 licensed financial advisor with Fidelity in Salt Lake City, UT, bringing seven years of industry experience. His prior work includes roles at Progrexion and Fidelity Brokerage Services. Fidelity 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. The firm is noted for its use of systematic methodologies, advisory role with registered investment companies, and incorporating AI-driven research techniques.

Alexander Hansen is a financial advisor with Fidelity Investments based in Salt Lake City, UT. He holds Series 63 and Series 66 designations and has 12 years of industry experience. Hansen is also the owner of Hansen Brands LLC, an online sales and monetized social business focused on product design, sales, content creation, sourcing, marketing, and general management. He works with Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across various investment vehicles, including mutual funds, ETFs, and ETPs.

David Brown is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked with various Fidelity entities, including Strategic Advisers, LLC, since 2026. Strategic Advisers LLC, a Fidelity Investments company, 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages oversight and delegation with attention to potential conflicts of interest.

Christopher Allen is a financial advisor at LPL Financial with 20 years of industry experience. He previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC for 16 years. Outside of his advisory role, he is a part owner of a car dealership, Luxury Motors Direct, where he is involved in evening and weekend activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Brian Robison is a financial advisor at Wells Fargo Clearing in Ogden, UT, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy statement preparation, performance reporting, and participant education. The firm’s advisory process is IPS-driven, incorporates modern portfolio theory, and includes discretionary options that cover a broader range of financial products than typical large institutional advisers.

Michael Huerta is a financial advisor with LPL Financial in Centerville, UT, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked concurrently at Mountain America Credit Union and LPL Financial since 2015. Outside of his advisory work, Huerta owns a photography business specializing in portrait and event photography. LPL Financial serves a wide range of clients, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations, offering financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Tamara Taylor is a Series 66-licensed financial advisor at Charles Schwab with nine years of industry experience. She has worked at prominent firms including Morgan Stanley and TD Ameritrade and has been with Charles Schwab since 2019. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management services supported by multi-asset model portfolios and centralized operational infrastructure.

Samuel Yeager is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in a range of client focus areas including executive compensation, family wealth management strategies, international wealth management, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and retirement income. He holds a Bachelor's degree in finance from Butler University. After graduation, Samuel worked on a successful campaign for a former U.S. Senator and subsequently developed and financed self-funded health plans for large corporations before joining Merrill Lynch. Samuel holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Samuel lives in Salt Lake City with his wife Liz, who is a Urologic Oncologist at Huntsman Cancer Institute, and their two sons. He is involved with the Humane Society and enjoys biking, camping, hiking, swimming, traveling, and spending time with his family.

Steven Hansen is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His work history includes roles across multiple Fidelity entities since 2014. Outside of his advisory work, he participates in independent contracting for package delivery through Amazon Flex. He is affiliated 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non‑discretionary portfolios, including fund advisory and model portfolio services.

Darla Slagowski is a financial advisor at Morgan Stanley with 29 years of industry experience. She has held her current position since 2009 at Morgan Stanley Smith Barney LLC. Slagowski holds the Series 63 and Series 66 designations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools such as Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations to support its financial planning process.

Samuel Preine is a financial advisor with Raymond James Financial in Salt Lake City, holding Series 63 and Series 65 licenses and bringing five years of industry experience. His previous roles include positions at LPL Financial, Fidelity Investments, Zions, and counseling and educational organizations. Additionally, he was involved with The Music Lodge for six years. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm provides tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling, supporting clients through its advisory programs and partnerships.

Alejandro Malespin is a financial advisor with Morgan Stanley in Park City, UT, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. Outside of his advisory role, he serves as a passive director in a family-owned law firm in Managua, Nicaragua. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s financial planning process utilizes structured discovery and firm-approved tools, and it offers both direct client plans and corporate financial planning agreements.

Harrison Ebert is a CFP®-certified financial advisor at Cambridge Investment Research Advisors with 10 years of industry experience. Prior to his current role, he worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. He is based in Salt Lake City, UT. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, retirement-plan sponsors, and charitable organizations, providing financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm offers various portfolio management solutions and maintains proprietary and third-party model strategies, with both discretionary and non-discretionary investment implementations.

Braden Warnert is a Series 66 licensed financial advisor with Equitable Advisors in Salt Lake City, UT. He has been with Equitable Advisors since 2026 and has prior work experience in education and retail. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes various advisory models, including third-party program sponsors and LPL-sponsored programs, to deliver investment solutions.

Stephanie Daigle is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. She previously worked at Morgan Stanley, Citigroup Global Markets, and Wells Fargo Advisors, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Steven Tye is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with various Fidelity entities since 2007. 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 combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Ryan Moffitt is a CFP® professional with 20 years of experience in the financial industry. He has been with Cambridge Investment Research Advisors since 2010 and also owns Moffitt Wealth Management. Outside of advisory work, he is involved as an Amazon Affiliate in marketing. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a large network of independent financial professionals. The firm provides a range of investment solutions, including proprietary models and third-party strategies, with both discretionary and non-discretionary approaches tailored to client objectives.

Brynlie Johnston is a financial advisor at Raymond James & Associates with one year of industry experience. She holds a Series 66 designation and has worked at Raymond James since 2022. Outside of her advisory role, she engages in commission-based clothing sales on the Poshmark app. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.