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.

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.

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.

John Marshall is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he worked at House America Financial and Insight Global among other roles. He is also a partner in Kallari Crafts LLC, an online retail business based in Salt Lake City. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various investment vehicles.

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.

Douglas Moore is a financial advisor at Fidelity with 30 years of industry experience. He holds Series 63 and Series 66 credentials and has worked within various areas of Fidelity since 1996, including roles at Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and currently at Fidelity Investments in Salt Lake City, UT. 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 employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Benjamin Bird is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and previously worked at Bird Asset Management, LLC, and Mann Mortgage, LLC. He is also employed as an associate financial advisor at Elevate Management, LLC, where he manages an advisory business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides ongoing advice and personalized recommendation reports focused on dependable income and tax-aware withdrawal strategies.

Korin Yeager is a financial advisor at Fidelity with 14 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at E*TRADE Securities LLC for six years. Outside of her advisory role, she assists with logistics on solar projects for her brother. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients. The firm uses a systematic investment process that incorporates proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

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.

Andrew Greaves is a Financial Consultant currently working at Fidelity Investments since 2024. He has held various roles in the financial industry, including Financial Adviser at Morgan Stanley from 2023 to 2024, and Financial Consultant at E*Trade from 2019 to 2023. His experience also includes positions at Fidelity Investments as a Retirement Relationship Manager from 2016 to 2019, Investments Solutions Representative from 2015 to 2016, and working with high net worth clients from 2012 to 2015. Andrew holds insurance licenses in Arkansas and California. He is a Certified Financial Planner™, focusing on developing personal financial strategies that align with each client's unique goals. His practice is guided by a commitment to integrity and ethical conduct, aiming to earn the trust and confidence of his clients. Outside of his professional life, Andrew enjoys baseball, camping, family activities, golf, movies, and skiing.

Gail Vanwagoner is a financial advisor at Fidelity with two years of industry experience. She holds Series 63 and Series 66 designations. Outside of advising, she is an artist who creates and sells paintings and sculptures, and she also volunteers at an art gallery in Salt Lake City. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across multiple investment vehicles.

L Morgan Daines is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been advising clients since 2002. He primarily works with business owners, corporate executives, and professionals across the United States. His areas of focus include financial and estate planning strategies, investment management, and tax-aware investing. Prior to joining Merrill Lynch, Morgan held positions at Goldman Sachs as a Vice President and at JPMorgan Securities in the Private Bank. He has extensive experience working with high net worth individuals, families, and institutions, providing guidance on investment portfolios across various asset classes, as well as specialized services such as corporate benefits, executive compensation, family wealth management strategies, and liquidity management. Morgan holds professional designations as a Certified Exit Planning Advisor (CEPA) and a Personal Investment Advisor (PIA). Morgan earned both his Bachelor's and Master's degrees from Brigham Young University. Fluent in English and Spanish, he incorporates holistic financial planning that includes estate and tax minimization strategies. Outside of his professional work, Morgan enjoys biking, fishing, music, and skiing, and he spends time with his family.