Carter Cushing is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at Amazon, the University of Utah, and Brigham Young University-Hawaii. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Robert Craig is a financial advisor at Raymond James Financial with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Olde Wealth Management LLC and Purple Pines LLC. He is also associated with CH Retirement Income Planning in a non-owner advisor role. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individual, high-net-worth, institutional, and charitable clients. The firm employs tailored, non-discretionary planning using risk profiling and analytical modeling to support client goals across a large advisor network.

Steven Cox is a financial advisor with UBS Financial Services, holding a Series 66 designation and 19 years of industry experience. He has been with UBS since 2006. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Tyler Bingham is a financial advisor with Edelman Financial Engines who holds Series 63 and Series 66 licenses and has 10 years of industry experience. His prior experience includes roles at Empower Financial Services, Morgan Stanley, E*TRADE Capital Management, and J.P. Morgan Securities. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment management with a focus on diversified portfolios and long-term strategies.

Adam Clark is a Planning Consultant at Fidelity Investments, a role he has held since 2025. He collaborates with individuals and families to manage wealth through tax-efficient investing and risk management strategies. He has experience in various capacities at Fidelity Investments, including roles as an Investment Management Consultant, Investment Solutions Help Desk representative, Workplace Planning Consultant, Investment Solutions Representative, and Customer Relationship Advocate from 2020 through 2025. Adam holds insurance licenses in Arkansas and California. Outside of his professional work, Adam enjoys boating, camping, lake activities, outdoor adventures, skiing, and parenthood.

Brian Spencer is a financial advisor with LPL Financial based in Eagle Mountain, UT, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at SoFi Wealth, Morgan Stanley, E*TRADE, and Wells Fargo Clearing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Richard Bebo is a financial advisor with Osaic and holds the ChFC® and Series 63 designations. He has 41 years of industry experience, including 25 years with Osaic. Outside of his advisory work, he is involved as a chaplaincy support team member for the nonprofit Good News Global, which provides support for ministry work in correctional facilities. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of financial advisers and offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs various asset-allocation tools and portfolio management services to meet diverse client needs.

Sheriann Hulet is a Series 66-credentialed financial advisor with Raymond James Financial Services Advisors, Inc., bringing 18 years of industry experience. She has been with Raymond James since 2010 and is also involved in managing Gary M. Hulet Dmd, P.C., a business unrelated to investments. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations, using tailored non-discretionary planning and advanced analytical tools.

Scott Jones is a financial advisor at Edward Jones with a Series 66 credential and two years of industry experience. He previously worked at Holiday Oil and has served in the Utah Army National Guard since 2003. Outside of his advisory role, he is involved in coaching in Saratoga Springs, UT. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Michael Slaugh is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked at various Fidelity entities since 2013 and currently serves as vice president on the board of an automobile repair shop in Salt Lake, Utah. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Teotihuacan Ngatuvai is a CFP®-certified financial advisor with 29 years of industry experience, currently affiliated with Fidelity. He has held multiple roles within Fidelity since 2000, including positions at Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary research with quantitative analysis and systematic portfolio construction to deliver model portfolios and advisory solutions.

Michael Stephens is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fidelity Investments and Uber. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework. The firm operates within the larger J.P. Morgan organization and offers non-discretionary advisory services through a select group of Wealth Advisors.

Stephen Johnson is a financial advisor at Raymond James Financial with 46 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James since 2009. Outside of his advisory role, he serves on the board of Rose Park Elementary, where he coordinates charitable gift card distributions for underprivileged families. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses risk profiling and analytical modeling to tailor non-discretionary investment recommendations aligned with client goals.

Rachel Metallo is a Financial Consultant currently working at Fidelity Investments since 2024. She has extensive experience in the financial services industry, having held roles such as Financial Advisor at Morgan Stanley from 2023 to 2024 and at Metlife and AXA Advisors in 2016. She also worked as a Financial Consultant at E*TRADE Capital Management from 2018 to 2024 and served as a Financial Engines Advisor Project Manager from 2017 to 2018. Prior to these roles, Rachel was a Manager at TD Ameritrade from 2005 to 2015. Rachel holds insurance licenses in Arkansas and California. She focuses on partnering with clients to analyze their investments and develop straightforward plans centered around their financial goals, comfort levels, and needs. Her approach emphasizes being a dedicated partner in her clients' financial journeys. Outside of her professional life, Rachel enjoys activities such as football, hiking, snowboarding, outdoor adventures, social events with friends, and parenthood.

James Rigtrup is a financial advisor with LPL Financial in South Jordan, UT, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with LPL Financial since 2005. Additionally, he operates under the DBA Keystone Wealth Management Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.

Dylon Mayer is a financial advisor at Edward Jones in South Jordan, UT, holding a Series 66 designation with one year of industry experience. His prior roles include positions at the University of Utah School of Medicine and Brigham Young University, as well as entrepreneurial experience with Vanilla Villa Cleaning. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Jacob Jordison is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He has worked at LPL Financial since 2019 and previously spent 14 years at Wells Fargo Bank, N.A. Jordison is also involved with Mountain American Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Joram Jensen is a financial advisor at UBS Financial Services with nine years of industry experience. He has previously worked at Bank of America and Merrill Lynch. Jensen holds the Series 66 designation. He is also a co-owner of a family rental property business in St. George, Utah. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, providing a broad range of investment and capital markets solutions.

Erik Pearson is a financial advisor at Equitable Advisors with six years of industry experience. He holds a Series 66 designation and has previously worked at Wheeler Machinery Co., JP&R Excavating, and Clyde Companies, Inc. He is based in Draper, Utah. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing both proprietary and third-party solutions delivered through a network of Investment Adviser Representatives.

Matthew Vallejo is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Fidelity Investments and The Vanguard Group. Vallejo is currently based in South Jordan, Utah. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as an adviser to multiple registered investment companies and utilizes AI-driven methods in its research and portfolio management.