Hailey Meihls is a financial advisor at Fidelity with 13 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at multiple firms within the Fidelity organization as well as Divergent Wealth Advisors and Purshe Kaplan Sterling Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is known for its use of systematic methodologies, advisory roles with registered investment companies, and integration of AI and algorithmic tools in portfolio management.

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.

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 at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Arbor Point Advisors, Securities America Advisors, and Allegis Investment Advisors. Gates is also an independent insurance agent specializing in fixed life products and annuities. OSAIC Wealth serves a diverse client base, including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization and is noted for its scale, complex affiliate network, and recent consolidation activity.

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.

Kelvin Foutz is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fidelity Brokerage Services for over three decades. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning that utilizes firm-approved tools and structured discovery conversations.

Benjamin Bird is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and previously managed an advisory business at Elevate Management, LLC. His professional background includes roles in mortgage lending and positions at New Mexico State University. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides retirement planning advice focused on dependable income and tax-aware withdrawal strategies. The firm's recommendations incorporate investment research and third-party data, operating within a defined investment universe influenced by affiliated product relationships.

Jay Dale is a financial advisor with Merrill in Murray, Utah, holding a Series 66 designation and four years of industry experience. His work history includes roles at Merrill and Bank of America, N.A., with prior experience outside the financial sector at Jeremy Ranch Golf & Country Club, Wilsons Leather, and Aeropostale. Merrill, together 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary strategies constructed by internal and third-party investment teams.

Jared Garns is a financial advisor with Wells Fargo Advisors in Lehi, Utah, holding a Series 66 designation and 17 years of industry experience. He has worked with Wells Fargo in various capacities since 2009. Jared is also a 50% owner of Sapphire Wealth Management, an investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and fee-based financial planning services, offering a broad range of planning options including retirement, education, and specialized areas such as business-owner transition and special-needs planning. Advisors utilize firm research and tools to create tailored recommendations, which clients may implement through various brokerage or advisory programs.

H Parkinson is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 designations and 35 years of industry experience. He has been with Mass Mutual Investors Services since 1990 and has been affiliated with MassMutual Life Insurance Co since 1986. Outside of his advisory role, he works as an agent for MP Solutions, LLC, focusing on life and health insurance products, and is a contract employee for APA Benefits, Inc., a third-party administrator for defined benefit plans. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, employing firm-approved software tools to analyze client goals and providing recommendations without investment discretion.

Austin Taylor is a Private Wealth Advisor with the Taylor Group at Merrill Private Wealth Management. He works closely with ultra-high-net-worth individuals and families, assisting them in thoughtful planning and execution to manage and preserve their wealth. Austin's role involves serving as a trusted resource and guide, offering strategic insight and responsiveness to his clients. He has extensive experience working with business owners, including founders of venture-capital-backed companies, focusing on areas such as pre-transaction analysis, business structuring, tax-sensitive investing, wealth transfer, charitable giving, and family-wealth dynamics. Prior to joining Merrill, Austin spent over ten years at J.P. Morgan Private Bank as a Vice President and Private Banker, where he led initiatives within the Technology vertical, addressing wealth management for entrepreneurs in various subsectors. Austin holds a Bachelor's degree from Brigham Young University and carries professional designations including CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He and his wife, Jessica, reside in Lehi, Utah, with their four children and are active in their church community. Outside of work, Austin engages in outdoor activities such as golfing, hiking, camping, and snowmobiling.

Landon Graff is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services, LLC since 2018 and Fidelity Investments since 2025. Prior to his roles at Fidelity, he was employed at Boostability from 2015 to 2018. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a systematic investment process combining proprietary research, quantitative analysis, and algorithmic portfolio construction.

Drew Armstrong is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has worked previously at J.P. Morgan Securities and Chase Investment Services Corp. Armstrong is also involved with Strykaar, LLC in a business capacity. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that encompass broad retail and institutional offerings.

Natalie Snow is a financial advisor at Wells Fargo Clearing with one year of industry experience. She holds the Series 66 designation and previously worked for Cascade Services, Inc. from 2003 to 2024. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, serving as an ERISA fiduciary and providing both discretionary and non-discretionary plan services.

Mayping Lin is a financial advisor at Morgan Stanley with four years of industry experience. Prior to joining Morgan Stanley in 2021, Lin worked at Nu Skin United States Inc for five years. Lin holds the Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs and financial planning services that use structured discovery processes and firm-approved tools to help clients develop tailored plans.

Jamie Bennett is a financial advisor with LPL Financial in Salt Lake City, UT, holding Series 63 and Series 65 licenses and with 20 years of industry experience. Prior to joining LPL Financial in 2021, Bennett worked at Waddell & Reed, Inc. for 10 years and has experience with various insurance carriers. Outside of his advisory role, he has maintained a longstanding position at Cabela's since 2019. 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, utilizing various portfolio management strategies and technology tools, and supports over 22,800 advisors across its platform.

Rajinder Saini is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and three years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2021. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations, with certain implementation and portfolio services offered through affiliated entities.

Bodhi Anderson is a Series 66-credentialed financial advisor with Cetera, based in Sandy, Utah, and has been with the firm since 2026. Prior to Cetera, he held roles at Travelers Insurance, The Scion Group, and has experience connected to Arizona State University. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and a range of program structures, supported by over 10,000 advisors and $256 billion in assets under management.

Charles Reynolds is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds a Series 66 designation and has previously worked at Park City Ski & Snowboard, BioCoTech Americas Inc, CFGI Inc, and PricewaterhouseCoopers. Outside of finance, he serves as a part-time alpine coach for Park City Ski & Snowboard. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s approach is IPS-driven and incorporates modern portfolio theory, including a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Phillip Mcstotts Jr. is a CFP® professional with 21 years of industry experience, currently serving at OSAIC since 2025. He previously worked for Lincoln Financial Advisors Corporation for 20 years. In addition to his advisory role, he acts as an insurance agent offering accident, health, and disability insurance. Osaic Wealth serves a diverse client base including retail, institutional, high-net-worth, and non-high-net-worth individuals, as well as retirement plan sponsors, charities, and corporate clients. The firm provides a range of brokerage and advisory services through a multi-advisor platform, using a model-based investment process that incorporates portfolio optimization and risk management tools.