Keaton Jensen is a financial advisor with RBC Capital Markets based in Salt Lake City, UT. He holds a Series 66 designation and has nine years of industry experience. His prior work includes roles at Merrill, Bank of America, N.A., and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers a variety of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Logan Brassington is a financial advisor at Morgan Stanley in Salt Lake City, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at Lifetouch and the EWU Institute for Public Policy and Economic Analysis. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Michael Rossi is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 licenses and four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2026, he worked for five years at Intelligent Capital Works. Rossi serves as a board member for Ronald McDonald House Charities of Central and Northern Arizona. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Theophilus Anim is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT. He holds a Series 63 designation and has four years of industry experience. He has worked within various Wells Fargo entities since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, and retirement plan consulting, using research and analytics from Wells Fargo Investment Institute along with modern portfolio theory to evaluate investment options.

Paul Dorfmeier is a financial advisor with Fidelity in Salt Lake City, UT, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Equitable Advisors and Axa Advisors. His firm, Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Grace Waite is a Planning Consultant at Fidelity Investments, where she specializes in helping individuals develop confidence in their financial futures through customized strategies and guidance tailored to every stage of life. She focuses on building trust and fostering clarity to support long-term financial planning. Grace has progressed through multiple roles at Fidelity Investments, including Workplace Planning Associate and various levels of Workplace Planning Consultant from 2022 to 2025. She holds insurance licenses in Arkansas and California, supporting her ability to provide comprehensive financial advice. Outside of her professional work, Grace enjoys art, family activities, food, movies, pets, and swimming.

Anthony Gustin is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior work includes roles at DoorDash and Chipotle Mexican Grill, as well as service in the Utah Army National Guard. Gustin is also co-owner of Rocky Mountain Retreats LLC, where he helps maintain a campground. 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 integrates fundamental research, quantitative analysis, and algorithmic portfolio construction.

Morgan Anderson is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, Anderson held roles at various companies, including Lone Wraps and West Shore Home. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction, servicing a broad client base through systematic and long-term asset allocation strategies.

Angela Spencer is a financial advisor with Fidelity in Salt Lake City, UT, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Bankers Life and Casualty, Clearlink Insurance Agency, and Farmers Insurance/Zurich. Outside of financial advising, she works in bookkeeping for a senior living facility and contributes to a podcast focused on research, recording, and editing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that blends fundamental research with quantitative analysis and algorithmic portfolio construction.

David Gonzalez is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. He has worked with Wells Fargo entities since 2006, including Wells Fargo Advisors LLC and Wells Fargo Bank NA. Outside of his advisory role, he serves as a trustee for The Charlotte Beatty Trust, assisting with financial matters. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment vehicles, such as insurance-related products and bank deposit sweep options.

Kevin Skidmore is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked with various Fidelity entities since 1999, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios and managing multiple registered investment companies and fund-of-funds.

Nathan Odom is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, he held roles in marketing and other businesses, including Squeeze Media Marketing. Fidelity’s Strategic Advisers LLC, where Nathan works, provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of investment vehicles and model portfolios.

Paul Tallent is a Financial Advisor at Merrill Lynch Wealth Management based in Salt Lake City. He provides a family-office style practice that coordinates investments, taxes, estate strategies, and charitable giving to help clients integrate various aspects of their financial lives. Paul works primarily with high-income earners and families who have $1 million or more in investable assets. He assists clients with access to liquidity, tax-aware decision making, long-term investment growth, retirement planning, estate strategies, and philanthropic planning. His approach involves listening to clients first and developing clear, coordinated strategies that aim to protect and grow wealth while enabling clients to enjoy their financial achievements. Paul holds the Accredited Wealth Management Advisor (AWMA) and Chartered Retirement Planning Counselor (CRPC) designations, as well as the Personal Investment Advisor (PIA) distinction. He earned a Bachelor's Degree in Personal Financial Planning from Utah Valley University. Paul is involved with The Church of Jesus Christ of Latter-day Saints.

Kristine Campbell is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. She has worked at Fidelity Investments since 2021 and has prior experience at DoorDash, Design West Architects, Trusted Network Solutions, and the Department of Workforce Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios, and it plays a formal advisory role to multiple registered investment companies and fund-of-funds.

Lincoln Bischoff is a financial advisor with Fidelity in Salt Lake City, Utah, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked with Fidelity Brokerage Services, LLC since 2016 and joined Fidelity Investments in 2025. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, managing model portfolios composed of mutual funds, ETFs, and ETPs, and maintains formal advisory roles with multiple registered investment companies.

Dwight Larsen is a Private Wealth Management (PWM) Investment Management Consultant at Fidelity Investments. In his current role, he collaborates with clients and Wealth Management Advisors to develop, implement, and monitor investment strategies aimed at achieving long-term investment objectives. Dwight has been with Fidelity Investments since 2008, progressing through roles including Senior Relationship Officer from 2008 to 2010, Senior Portfolio Specialist from 2010 to 2015, and Investment Management Consultant from 2015 to the present. His experience spans client relationship management, portfolio specialization, and investment consulting. Outside of his professional responsibilities, Dwight has interests in biking, camping, family activities, hiking, pets, and volunteering.

David Jesperson is a Financial Consultant at Fidelity Investments, a position he has held since 2013. In this role, he works closely with clients to understand their unique financial situations and priorities, aiming to help them work toward their financial goals by leveraging his financial planning experience and the resources available through Fidelity. David's professional experience spans several roles within the financial services industry. Prior to his current position, he held various roles at Fidelity Investments including Client Management PAS (2012-2013), Retirement Solutions Representative (2012), Investments Solutions Representative (2011-2012), and Financial Representative (2011). He also served as an Investment Advisor Representative at New England Financial from 2009 to 2010 and as a Financial Consultant at RBC Wealth Management from 2008 to 2009. He holds insurance licenses in Arkansas and California.

Alex Evans is an Investment Solutions Representative III at Fidelity Investments, a position held since 2026. Alex collaborates with individuals and families to understand their unique financial goals and assists them in taking the next steps toward achieving those objectives. Prior to this role, Alex progressed through positions within Fidelity Investments, including Investment Solutions Representative I and II, and previously worked as a Customer Relationship Advocate from 2023 to 2024. Throughout their tenure at Fidelity Investments, Alex has developed expertise in providing tailored investment solutions that align with clients' specific financial needs. This experience supports a client-centered approach in guiding financial planning decisions. Outside of work, Alex has personal interests that include the beach, board games, fitness, football, and movies.

Clayton Anderson is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His career includes multiple roles at Fidelity Investments since 2021, as well as positions at New York Life Insurance Company and the University of Idaho. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm’s approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, utilizing systematic methodologies and long-term asset allocation benchmarks.

Hannah Clark is a financial advisor at Fidelity with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Investments and Fidelity Brokerage Services LLC. Prior to her financial career, she held positions outside the industry, including at TJ Maxx and Far From the Tree Cider. Fidelity’s Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients. The firm utilizes proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage portfolios, including model portfolios built from mutual funds, ETFs, and ETPs.