Joan Du Quette is a financial advisor at RBC Capital Markets with 20 years of industry experience. She holds Series 63 and Series 66 designations. Her prior roles include positions at Merrill, DFPG Investments, The Prudential Insurance Company of America, Pruco Securities, and E*TRADE Capital Management. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, corporations, and charitable organizations through tailored investment programs. The firm offers discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing a range of in-house and third-party investment managers and strategies.

Nohe Mezabahena is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 66 and Series 63 licenses and three years of industry experience. Prior to joining Wells Fargo Clearing in 2021, Nohe held various roles including positions in education at the Salt Lake City School District and Innovations High School. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets through over 14,000 advisors, offering both brokerage and advisory solutions with an emphasis on research-driven investment selection.

Michael Fritch is a CFP®-certified financial advisor with 17 years of industry experience, currently working at Fidelity in Salt Lake City, UT. His career includes over a decade at Fidelity Brokerage Services, LLC, with continuous service at Fidelity since 2007. Fidelity Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios through systematic methods and long-term asset allocation benchmarks.

Steven Packham is a financial advisor at Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 65 credentials with one year of industry experience. His prior roles include positions at Wells Fargo Bank, N.A., and Chartway Federal Credit Union. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm follows an IPS-driven advisory process grounded in modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Stuart Pippin is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has been with Fidelity Investments since 2010. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, with notable involvement in commodity pool operations and AI-driven research methodologies.

Brandon Pham serves as Vice President and Executive Planning Consultant at Fidelity Investments, where he focuses on integrating workplace retirement benefits into comprehensive financial plans. He works closely with clients to understand their financial situations and family priorities, providing guidance to help them pursue their goals. Brandon has accumulated extensive experience in the financial services industry since 2005, holding various roles at Fidelity Investments, including Vice President in multiple capacities and positions focused on financial planning and workplace guidance. He also served as Vice President and Financial Consultant at Charles Schwab from 2015 to 2022. His professional background encompasses investment representation, trading, customer service, business development, and executive planning. He holds insurance licenses in Arkansas and California. Outside of his professional activities, Brandon enjoys family activities, exploring food, watching movies, running, and snowboarding.

Alexandra Christensen is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for nine years before joining Wells Fargo in 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, utilizing research from Wells Fargo Investment Institute and third-party databases to support its investment approach.

Gayle Morris is a financial advisor at Fidelity with 20 years of industry experience. She holds Series 63 and Series 66 designations. Her prior roles have been with various Fidelity entities since 2006, 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, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Michelle Reeder is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 66 credentials and having 12 years of industry experience. Her work history includes multiple roles at Wells Fargo Clearing and Wells Fargo Bank, as well as positions at Raymond James Financial Services, LPL Financial, and Merrill. Outside of her advisory duties, she serves as a power of attorney for her husband to assist in managing his finances. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, relying on research and analytics to evaluate investment options generally using diversification principles and modern portfolio theory.

Bill Iverson is the Director and Executive Services Officer at Fidelity Investments, where he provides strategic financial guidance to senior level executives of Fidelity's Stock Plan Services clients. He serves as the primary point of contact for all equity compensation needs as well as broader Fidelity services. Bill has been with Fidelity Investments since 2015, progressing through various roles including Stock Plan Consultant, Central Relationship Manager, Senior Executive Services Specialist, and Benefits & Planning Consultant in Executive Services before assuming his current position in 2023.

Brent Daugherty is a financial advisor at Fidelity with 27 years of industry experience. He has held roles at Fidelity Investments since 2011, including seven years with Fidelity Personal and Workplace Advisors. He holds the Series 63 and Series 66 designations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a systematic investment process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction.

Carlos Nunez is a financial advisor at Wells Fargo Clearing with Series 66 and Series 63 licenses and one year of industry experience. He previously worked at Morgan Stanley and has held roles outside finance, including at Earth Harbor Naturals. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Tamara Anton is a financial advisor at J.P. Morgan Securities with seven years of experience in the industry. She holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021. Her prior experience includes roles at Wells Fargo Bank and U.S. Bank, where she worked for over three decades. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, incorporating ESG criteria and offering unique derivatives and commodities capabilities.

Andrew Harris is the Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2024. In this capacity, he leads a team that partners with high net worth clients to build, implement, and manage comprehensive financial plans. Their focus areas include retirement planning, efficient income distribution, investment strategies, tax planning, and estate planning. Prior to his current position, Andrew served as a Financial Consultant at Fidelity Investments from 2020 to 2024. He also worked as a Wealth Management Advisor at TIAA-CREF from 2016 to 2020 and as a Financial Advisor Vice President at JPMorgan Securities LLC from 2014 to 2016. He holds a California Insurance License. Outside of his professional work, Andrew enjoys boating, family activities, fitness, hiking, outdoor adventures, and snowboarding.

Sean Hardman is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 designations and bringing 18 years of industry experience. He has held various roles within Fidelity and its affiliates since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, through a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is also noted for its registration as a commodity pool operator and its advisory role to multiple registered investment companies.

Christian Hale is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT. He holds Series 63 and Series 65 licenses and has two years of industry experience. His career includes roles at Wells Fargo Bank, nA and BTJD. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Gideon Coesens is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 credentials and seven years of industry experience. His work history includes roles at Fidelity Brokerage Services, LLC since 2019 and prior experience at Salt Lake Express and Brigham Young University. Outside of finance, he operates Friars Dice, a business selling tabletop RPG supplies. 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 across a broad investable universe.

Landon Schofield is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. He has previously worked at Adak Strategies and Figure Financial in self-employed roles and has experience in printing and promotional services through his independent contractor work with Five Star Print and Promotion. 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 manage a range of portfolios including multi-manager and fund-of-funds structures.

Aaron Miller is a financial advisor at UBS Financial Services with eight years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing Services. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management offerings tailored to clients’ goals and risk tolerances.

Heidi Lingle is a Senior Financial Advisor with Merrill Lynch Wealth Management. She joined the firm in 2019 and works alongside her husband, Brian, as part of the Lingle Group. Heidi focuses on relationship management and specializes in family wealth management strategies, managing new wealth, personal retirement planning, women and wealth, and retirement income. Heidi's experience includes a transition from the fitness industry, where she served as a Fitness Director, bringing transferable skills to her financial practice. She holds the Professional Investment Advisor (PIA) designation and has a High School Diploma from the University of Alaska System. Born and raised in Alaska, Heidi relocated to Salt Lake City in 2015 with her husband and their two daughters. Outside of her professional career, Heidi enjoys an active lifestyle that includes biking, hiking, running marathons, swimming, yoga, and spending time with her family and dogs.