Samuel Barney is a financial advisor at Cetera with two years of industry experience. He holds a Series 66 designation and has previously worked at Regions Financial Corporation and Utah Valley University. Outside of his advisory role, he has experience in academic settings and brief involvement in other businesses. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, employer-sponsored retirement, corporate, charitable, and institutional clients. It offers a multi-manager platform with a range of portfolio management and financial planning services, operating through a large network of independent advisors.

Madson Thompson is a financial advisor at Morgan Stanley with nine years of industry experience. He holds Series 63 and Series 66 designations and previously worked at E*TRADE Securities LLC from 2017 to 2023. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and provides both direct financial planning and corporate financial planning services.

Dillon Burke is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including E*TRADE Securities, Goldman Sachs, JPMorgan Chase Bank, and Edward Jones. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements with employers.

Ray Wimmer is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various Fidelity entities since 2007. Outside of his advisory role, Wimmer is also a self-employed writer of screenplays and other written works. Fidelity’s 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 to deliver model portfolios and manage fund advisory services.

Jason Pierce is a financial advisor with Merrill in Sandy, Utah, holding Series 63 and Series 66 credentials and spanning 20 years in the industry. He has been with Merrill Lynch and Bank of America since 2012. Outside of his advisor role, he serves as an executor for a family estate. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm emphasizes managed account and manager-selection capabilities supported by integration with Bank of America’s broader banking and capital-markets platform.

Landon Anthon is a financial advisor with Fidelity Investments based in Salt Lake City, UT. He holds a Series 66 designation and has four years of industry experience. His prior roles include positions at Mountain America Credit Union and Alliance Energy and Integration. Landon is part of Strategic Advisers LLC, a Fidelity Investments company that 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios built from mutual funds, ETFs, and ETPs.

Robert Higgins is a financial advisor with LPL Financial in West Jordan, Utah. He holds Series 63 and Series 66 licenses and has five years of industry experience. His work history includes roles at Mountain America Credit Union, Key Investment Services, Fidelity Brokerage Services, and KeyBank. Outside of finance, he has experience in the restaurant industry, having worked at Trio Cafe and Stanza Italian Bistro. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive technological tools and a large network of over 22,800 advisors.

Steven Cassell is a financial advisor with Morgan Stanley in Sandy, Utah, holding a Series 66 designation and eight years of industry experience. Prior to joining Morgan Stanley in 2023, he held roles at CWM, Signal Wealth, Cetera Advisor Networks, Park Avenue Securities, and Guardian Life Insurance Company. Outside of his advisory work, he is the sole proprietor of Magic Castle Cleaning LLC, a referral agency. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and investment modeling techniques.

Devin Barney is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Telsou LLC, Wasatch Behavioral Health, Red Mountain, StubHub, Firebird Pizza and Pasta LLC, and Utah Valley University. He works 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 research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and manages multiple registered investment companies and fund‑of‑funds.

Bodi Sutherland is an advisor at RBC Capital Markets based in Salt Lake City, UT. He holds a Series 66 designation and has recently started his career in the financial industry. Prior to joining RBC Capital Markets, he worked at CEM Aquatics and spent ten years at the University of Utah. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management and financial planning services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Timothy Strickland is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He holds the Series 66 designation and is based in Sandy, Utah. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

David Boren is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 66 licenses and 13 years of industry experience. His prior roles include positions at E*TRADE Securities, Principal Life Insurance, and Fidelity Investments. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Bryan Bales is a Financial Consultant currently working at Fidelity Investments, where he has been since 2016. Prior to his current role, he served as a Portfolio Specialist at Fidelity Investments from 2017 to 2021 and as an Investment Solutions Representative from 2016 to 2017. Before joining Fidelity, Bryan worked as a Wealth Management Advisor at TIAA from 2014 to 2016. In his role as a Financial Consultant, Bryan supports and provides guidance to high net worth clients. He focuses on assisting clients in building long-term financial plans and discussing appropriate investment options aimed at achieving lifetime financial freedom. Bryan holds insurance licenses in Arkansas and California. Outside of his professional work, Bryan enjoys biking, family activities, hiking, outdoor adventures, and running.

Benjamin Friedberg is a financial advisor with Charles Schwab, holding a Series 66 designation and beginning his industry career in 2024. His prior work experience includes roles outside the financial sector at Topgolf, Lindey's Restaurant, and Texas Roadhouse. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of advisory, brokerage, custody, and cash-sweep services. The firm’s model includes primarily non-discretionary advisory relationships supplemented by access to discretionary separately managed accounts and multi-asset model portfolios.

Stevan Gates is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior work includes roles at Arbor Point Advisors, Securities America Advisors, Allegis Investment Advisors, and Osaic FA, Inc. He is also involved as an independent insurance agent with the Financial Independence Group, focusing on fixed life products. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to manage portfolios across a broad range of investment types.

Zachary Bown currently serves as a Branch Leader at Fidelity Investments, a position he has held since 2026. Prior to this role, he gained experience as a Financial Consultant from 2024 to 2026, and held several other positions within Fidelity Investments including Investment Solutions Consultant, Annuity Planning Consultant, and Investment Solutions Representative. In his roles, Zachary focuses on assisting clients in pursuing their long-term financial well-being. As Branch Manager, he aims to empower and encourage associates to maximize their talents with integrity, confidence, and competence to support clients effectively. He holds insurance licenses in Arkansas and California. Outside of his professional responsibilities, Zachary has personal interests that include comedy, being a foodie, outdoor adventures, parenthood, and traveling.

Constance Taylor is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding Series 63 and Series 66 licenses and bringing four years of industry experience. Her prior experience includes roles at Carta and a decade at Cotiviti. She works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its advisory roles to registered investment companies and use of systematic investment methodologies.

Nydia Lenhart is a financial advisor at Cetera with eight years of industry experience. She holds the Series 63 and Series 65 designations. Her prior work includes roles at Securities America Inc and Murray School District. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, supporting various program structures and custodial relationships.

David Cardany currently serves as a Financial Consultant I at Fidelity Investments. He has been with Fidelity since 2020 and has held various roles including Planning Consultant, Investment Solutions Representative, and High Net Worth Associate. His experience encompasses working closely with clients to develop financial plans tailored to their individual goals. David focuses on understanding his clients' lives to co-create financial plans that help them pursue their objectives. He aims to assist individuals and families in feeling confident and comfortable with their financial strategies. David holds insurance licenses in Arkansas and California.

Marissa Seely is a financial advisor at Merrill with a Series 66 credential. She has worked at Merrill since 2022 and at Bank of America since 2026. Prior to her financial services career, she held various roles including positions at Utah Valley University and Snow College. 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. The firm offers model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.