Morgan Lindsay is a CFP® professional at Charles Schwab with eight years of industry experience. Prior to joining Charles Schwab in 2023, Lindsay worked for six years at Signal Wealth Advisors and was involved with Sleekfitness from 2014 to 2020. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment management solutions, combining multi-asset model portfolios with centralized custody and operational support.

Shauna Rosengreen is a financial advisor with Wells Fargo Clearing in Salt Lake City, Utah, holding Series 63, Series 65, and Series 66 licenses. She has 26 years of industry experience, including over a decade at Wells Fargo Clearing and a concurrent tenure at First Security Investor Services since 2000. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Cole Hale is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2015. He works with families to create personalized financial road maps, focusing on customized strategies for planning and living in retirement. He serves as an ongoing contact for his clients, adjusting strategies over time to meet their changing needs. Since beginning his career at Fidelity Investments in 2007, Cole has held various positions including Financial Consultant, Retirement Relationship Manager, and Annuity Service Representative, gaining extensive experience in retirement planning and investment solutions. He holds insurance licenses in Arkansas and California.

Jason Gowan is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and previously worked for Wells Fargo Bank, N.A. for 20 years. His current role also includes affiliation with JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research to develop model asset allocations, and it offers broader derivatives and commodities capabilities compared to many institutional advisory programs.

Tyler Gummow is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services since 2019. Prior to his financial career, he spent seven years with All Pest Pest Control. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Steven Thaxton is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and previously worked for Clear Link Technologies, LLC for twelve years. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs for various intermediary platforms.

Kole Bragg is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, he worked at The Home Depot for five years and was involved with Cruising Canvases for six years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios including mutual funds, ETFs, and fund-of-funds.

Gavin Clark is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His work history includes roles at Fidelity Investments and various positions in public works and finance-related fields. 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 across diversified fund structures.

Austin Cook is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services since 2019, including his current role since 2025. His prior experience includes positions at Employer Solutions Group and Utah Community Credit Union. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Trevin Dorius is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 66 and Series 63 designations and one year of industry experience. His prior roles include positions at Mountain Electrical Alliance, Wealth Strategies, Paragon Wealth, and Utah Valley University. 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 provides both brokerage and advisory solutions with a focus on research-driven, diversified investment approaches.

Andrew Martone is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he held roles at Corporate Employment Resources Inc and worked independently. Outside of his advisory work, he is engaged in selling items on eBay during his free time. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

John Overman is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2006. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including multi-manager and fund-of-funds structures. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and deliver model portfolios.

Mark Larsen is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 66 registrations and bringing 27 years of industry experience. He previously worked at Wells Fargo Investments, LLC for nine years before joining Wells Fargo Clearing in 2016. Outside of advising, Larsen is involved as an owner and silent partner in several real estate and hotel businesses. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, retirement plan consulting, and brokerage solutions, drawing on research from Wells Fargo Investment Institute and using diversification and modern portfolio theory in its approach.

Lisa Pollock is a financial advisor with Morgan Stanley in Salt Lake City, Utah, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2017 and previously at Farmers Financial Solutions LLC from 2015 to 2017. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and Corporate Financial Planning agreements.

Jason Cheshire is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior work includes roles at Dentalqore, Summit FC, and Integrity Home Loans LLC. Outside of finance, he coaches girls soccer for the Utah Surf Soccer Club. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage model portfolios and serves a range of investors including registered investment companies and charitable funds.

Cameron Elggren is a financial advisor at Fidelity with Series 63 and Series 65 licenses and two years of industry experience. He has held positions at various firms, including Altabank and Florida financial advisors, before joining Fidelity in 2024. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that incorporates proprietary research and quantitative analysis, with a focus on model portfolios constructed from mutual funds, ETFs, and ETPs.

Jared Carter is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Avtech Capital and Freshlime. Outside of his advisory role, Jared is a licensed real estate agent working with clients to buy and sell homes. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including registered investment companies and model portfolios.

Jake Streeter is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity since 2014, gaining experience in various positions including Regional Planning Consultant, Portfolio Specialist, Workplace Planning Associate II, Investment Solutions Representative, and Financial Representative. Throughout his career, Jake has worked closely with clients to understand their financial priorities and provide ongoing planning and support tailored to retirement, investment, and income planning needs. He holds insurance licenses in Arkansas and California. Outside of his professional work, Jake enjoys golf, outdoor adventures, skiing, spending time with his family as a parent, and caring for pets.

R Higgins is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he participates in quarterly strategic meetings for Mountain States Fence in Utah. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Kjrsten Kelly is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Fidelity Investments in 2021, Kelly held roles in a variety of sectors including solar energy and disability services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with a noted use of AI and systematic methodologies in its investment process.