Jonathan Sterzer is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory work, he owns Copper Leaf LLC, a real estate-related business based in West Jordan, Utah. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and market analyses.

Jeremiah Taylor is a financial advisor with Fidelity Investments in Salt Lake City, holding a Series 66 designation and beginning his industry experience in 2025. Prior to joining Fidelity, he worked at Ambia Energy and Greenix. Outside of finance, he operates a sales and recruiting business focused on training door-to-door representatives. 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 variety of fund structures and model portfolios.

Tiffany Creason is a Wealth Management Senior Relationship Manager at Fidelity Investments. In her current role, she focuses on assisting affluent families with their complex financial needs by partnering with trusted advisors to identify planning requirements and align goals with prospective plans. She emphasizes open and honest communication, anticipation, and responsiveness in building and strengthening client relationships. Tiffany's professional experience at Fidelity Investments includes roles as a Private Wealth Management Planning Consultant, Investment Management Consultant, Client Service Associate, High Net Worth Associate, and Financial Representative Full Trader. Prior to joining Fidelity, she worked as a Personal Loan Officer at Zions First National Bank. Outside of her professional work, Tiffany enjoys outdoor activities such as camping, fishing, hiking, horseback riding, kayaking, and table tennis.

Alec Nielsen is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. He has been with Wells Fargo in various capacities since 2016, including five years at Wells Fargo Clearing. Prior to his financial career, he was affiliated with Utah State University for five years. 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 databases.

Aaron Dahle is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at Cetera and its affiliated entities since 2019 and has operated his own tax and accounting services firms since 2003. Dahle is a partial owner of Dahle Financial Services and Dahle Tax & Accounting, where he performs administrative and accounting roles. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, 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 various investment strategies and program structures.

Christopher Reynolds is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 40 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Andrew Wilson is a financial advisor at Fidelity with 23 years of industry experience. He holds the Series 66 designation and previously worked for Key Investment Services LLC and Key Bank NA from 2008 to 2022. Outside of his advisory role, Wilson is a part owner of two entertainment businesses in Utah: a haunted house called Castle of Chaos and an escape room operation, Great Room Escape. He is affiliated with 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary investment portfolios.

Joshua Willis is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fidelity Brokerage Services since 2015. Outside of his advisory role, he manages a consulting and property management business through Creatify Solutions LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and develops model portfolios for intermediary platforms.

Jeffrey Johnson is a financial advisor at Cetera with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Voya Financial Advisors and NFG Advisors. Johnson is also the owner of Sage Life Financial LLC and operates as an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and customized strategies.

Chase Parry is a Series 66 licensed financial advisor with 13 years of industry experience. He has worked at Wells Fargo Clearing since 2019 and previously held positions at Bank of America and Merrill. 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 services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Jacob Cornia is a financial advisor with Fidelity Investments based in Salt Lake City, UT, holding a Series 66 credential and three years of industry experience. Prior to joining Fidelity, he worked at CitiBank for 15 years and was employed by Western Governors University. Outside of his advisory role, Cornia is the owner and trainer of Utah Defense Solutions, a company providing training and safe handling services. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages multiple registered investment companies and fund-of-funds.

William Dahle III is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Cetera and its related entities since 2021 and has owned Dahle Financial Services since 2015. Dahle also serves as a board member for the Jordan Winds Owners Association. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, operating a multi-manager platform with multiple program structures and custodial relationships.

Jayce Russell is a financial advisor at Fidelity with a Series 66 credential and three years of industry experience. His prior work includes roles at Wells Fargo, Key Bank, and Fidelity Investments. Outside of his advisory work, he operates a small trading card business as a sole proprietor. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver diversified model portfolios.

Michael Sayre is a financial advisor with Osaic Wealth, Inc. in Salt Lake City, UT. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. Prior to joining Osaic in 2024, he worked at Woodbury Financial Services and Hornor Townsend & Kent Inc. Sayre is a partner in several insurance and benefits-related businesses and serves as Director of Sponsorship for the Salt Lake chapter of the Society for Human Resource Management. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party resources to support both discretionary and non-discretionary portfolio management.

River Bailey is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. He has held roles at Fidelity Investments since 2023 and previously worked at Bosso, Utah Tech University, and several other organizations. River works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Matthew Rogers is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 credentials and five years of industry experience. He has worked with Fidelity Brokerage Service since 2020 and Fidelity Investments since 2025. Prior to his financial services career, he was employed at Kroger from 2014 to 2020. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a systematic investment process combining fundamental research and quantitative analysis, with distinctive capabilities such as algorithmic portfolio construction and advisory roles to multiple registered funds.

Blake Nelson is a Certified Financial Planner (CFP®) associated with LPL Financial, based in Salt Lake City, UT, with 22 years of industry experience. He has worked at LPL Financial since 2015, following roles at VOYA Financial Advisors, CUNA Brokerage Services, OneAmerica Securities, Insphere Securities, and Allegis Advisors. Outside of finance, he owns and operates Nelson Lawn Care, a family-run lawn care business. 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 advisory and brokerage services, utilizing various investment models and strategies supported by technology and a broad platform that includes insurance and banking partnerships.

Jeffrey Rippon is a financial advisor with Ameriprise in Salt Lake City, UT, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Ameriprise since 2009. Outside of financial advising, he manages an online retail business, SneakerHeads LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income services that provide written recommendation reports and ongoing planning advice. The firm’s retirement income solutions use proprietary research, third-party data, and algorithmic tools, with a focus on dependable income sources and tax-aware withdrawal strategies.

Jason Hancock is a financial advisor at Raymond James Financial with nine years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley, HarrisDirect LLC, E*TRADE Capital Management LLC, NICE inContact, and Goldman Sachs & Co. His career background includes roles at both wirehouses and brokerage firms. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and it supports municipal advisory and public finance services uncommon among large institutional advisors.

Adam Duncan is a financial advisor at Wells Fargo Clearing with 5 years of industry experience. He holds a Series 66 designation and previously worked at firms including SoFi Wealth, Fidelity Brokerage Services, and Discover. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm offers an IPS-driven advisory process grounded in modern portfolio theory, acting as an ERISA fiduciary and providing both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.