David Frank is a financial advisor with Edward Jones in Salt Lake City, UT, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, he worked at Cyprus Credit Union and American United FCU. Outside of his advisory role, he manages a rental property with his wife. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.

Steven Knudson is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation and Series 63 and 65 licenses, with 45 years of industry experience. He has been with MassMutual Life Insurance Company and Mass Mutual Investors Services since 1996. Outside of his advisory role, he is involved in KNUDSON, LLC, where he services equity-indexed annuities and works in individual life, health, and group insurance sales. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-based planning using firm-approved analytical tools.

Thomas Bready is a Financial Consultant at Fidelity Investments, where he has been providing financial advisory services since 2017. His role involves partnering with clients to build, implement, and monitor customized financial plans aligned with their goals. Thomas supports clients and their families by exploring products and services that address challenges such as inflation, market volatility, and tax-efficient investing. He has accumulated extensive experience through various positions at Fidelity Investments, including Planning Consultant, Portfolio Specialist, Workplace Planning Consultant, Investment Solutions Representative, and Customer Relationship Advocate. Thomas holds insurance licenses for Arkansas and California. In his personal time, Thomas enjoys activities with his family, hiking, watching movies, parenthood, theater, and traveling.

Geoffrey Gentry is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding Series 63 and Series 66 licenses and with six years of industry experience. His prior work includes roles at E*TRADE Securities LLC, FranklinCovey, Domino's Pizza, Uber Technologies, and managing Crush IT, LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including managing portfolios through a combination of fundamental research, quantitative analysis, and algorithmic construction, with a focus on multi-manager and fund-of-funds structures.

Ian Foster is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2018. He specializes in retirement, income, and wealth planning for high net worth clients, focusing on helping them achieve their retirement goals. Ian has extensive experience within Fidelity Investments, having held various roles since 2012 including Annuity Sales Representative, Retirement Relationship Manager, and Financial Representative. He holds insurance licenses in Arkansas and California. Outside of his professional work, Ian enjoys camping, sailing, and skiing.

Garrett Wilson is a Financial Consultant at Fidelity Investments, where he has been serving since 2025. Prior to this role, he held positions as a Planning Consultant from 2024 to 2025 and as a Workplace Planning Consultant from 2022 to 2024 at Fidelity Investments. He began his financial advisory career at Prudential in 2021. Garrett holds insurance licenses in Arkansas and California, supporting his work in providing tailored financial planning services. He is committed to forming strong client relationships based on trust and integrity, focusing on understanding clients' concerns and goals to develop comprehensive financial plans. Outside of his professional life, Garrett enjoys fitness, hiking, horseback riding, outdoor adventures, parenthood, and running.

John Andrew is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a part-time firefighter and EMT for South Davis Metro Fire. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs among its offerings.

Elijah Garner is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and has professional experience that includes roles at Mountain America Credit Union and multiple positions in the food service industry. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, research, and technology-driven strategies.

Jacob Richmond is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in family wealth management strategies, legacy planning, and personal retirement planning, working closely with retired professionals, business owners, and families seeking personalized planning and enduring advisory relationships. Jacob's expertise combines financial planning, private wealth, investment management, business, and technology, allowing him to assess each client's situation from multiple perspectives. He is committed to helping families make thoughtful decisions, preserve their assets, and prepare future generations to carry their legacy forward. He holds a Bachelor's degree in Computer Science from Brigham Young University. Outside of his professional work, Jacob enjoys hiking, music, pickleball, running, skiing, and spending time with his family.

Jordan Lewis is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 credentials and has been with various Fidelity entities since 2014, including Fidelity Personal and Workplace Advisors and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing portfolios that include mutual funds, ETFs, and ETPs.

Connor Kellis is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. His prior work includes roles at CVS Health and various service positions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients through a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, with distinctive activities such as commodity pool operator registration and advisory roles to multiple registered investment companies.

Lisa Meyer is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. She has been with Fidelity since 2015, initially with FIDELITY Brokerage Services LLC and currently with Fidelity Investments. Outside of her advisory role, she is also a landlord for two single-family homes. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm combines fundamental research with quantitative analysis and algorithmic methods, managing portfolios that include mutual funds, ETFs, and ETPs, and holds roles with registered investment companies and fund-of-funds not common among large institutional peers.

Nathan Roderick is a Financial Consultant I at Fidelity Investments. In this role, he works with individuals and families to develop financial plans aimed at achieving their goals. Nathan focuses on understanding clients' lives to create collaborative financial strategies. He has been with Fidelity Investments since 2021, progressing through roles including Customer Relationship Advocate, various levels of Investment Solutions Representative, and Planning Consultant before his current position. His experience spans financial planning and investment solutions. Nathan holds insurance licenses for Arkansas and California.

Jose Angel Vinalay Rodriguez is a financial advisor at Wells Fargo Clearing with 8 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing Services LLC since 2017. Prior to joining Wells Fargo, he worked at Associate Staffing, Atlantis Casino Resort, and the University of Nevada, Reno. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Cort Winters is a Financial Consultant at Fidelity Investments, a position he has held since 2023. Prior to this role, he served as an Investment Management Consultant at Fidelity Investments from 2020 to 2023. His extensive experience in the financial services industry includes serving as the National Director of Life and Annuities at Stone Hill National from 2002 to 2020, and as a Financial Planner at Sterling Financial Group from 1998 to 2002. Cort partners with clients to support sound financial decision-making and to help them avoid critical planning pitfalls. His areas of focus include retirement income planning, charitable giving concepts, estate planning considerations, investment strategy review, and general retirement planning. He holds a California Insurance License.

Steven Williams is a financial advisor with Raymond James & Associates in Salt Lake City, UT, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has worked at Merrill from 1999 to 2021 and Bank of America from 2013 to 2021 before joining Raymond James in 2021. Outside of his advisory role, he owns a rental property that he plans to lease initially to family members. 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, institutional investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Susan Bollinger is a financial advisor at Merrill with 45 years of industry experience, including 34 years at Merrill. She holds Series 63 and Series 66 licenses. Outside of her advisory role, she is a managing member and general partner of Cherry on Wilshire LLC, a limited liability company. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nicholas Marsh is a financial advisor with Morgan Stanley in Holladay, UT, holding the CFP® and Series 66 designations and has 11 years of industry experience. His prior experience includes roles at Bank of America and Merrill. He is a member of the Salt Lake Rotary, with involvement in community activities focused on children and youth. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and approved analytical tools but does not offer individual security recommendations as part of standalone planning.

Rees Petersen is a CFA® charterholder with 21 years of industry experience. He has worked at Raymond James & Associates since 2021 and was previously employed by Wells Fargo Bank, N.A. for 16 years. Petersen holds a Series 63 license and is based in Cottonwood Heights, Utah. Raymond James & Associates, Inc. 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 municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Marcos Garcia is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 licenses and bringing five years of industry experience. He has worked at Fidelity Investments since 2020 and has prior experience as a real estate agent assisting clients with buying and selling homes. Strategic Advisers LLC, a Fidelity Investments company, 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 create model portfolios composed of mutual funds, ETFs, and ETPs.