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 65 and Series 63 credentials and two years of industry experience. His prior roles include positions at Florida financial advisors, Altabank, Simplify Home Loans, Lending Club, and Cyprus Credit Union. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is known for its multi-manager fund structures, use of model portfolios, and advisory roles to registered investment companies.

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 credentials and four years of industry experience. Prior to joining Fidelity in 2021, Kelly held roles at several companies including ION Solar and Myler Disability. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs. The firm also serves as a registered commodity pool operator and advises multiple registered investment companies and fund-of-funds.

Jennifer Sisson is a financial advisor with Merrill in Salt Lake City, UT, holding Series 63 and Series 66 certifications. She has one year of industry experience, including roles at Bank of America, The American College, and Fidelity Investments. Merrill, with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Virgil Burch is a financial advisor at Wells Fargo Clearing with 8 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing Services LLC and Robert Half since 2017. 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 approach is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Taylor Brinkerhoff 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 since 2023 and prior experience at Regions Bank and EnerBank USA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a research-driven investment process that integrates fundamental and quantitative analysis. The firm is noted for its use of algorithmic portfolio construction, advisory roles to registered investment companies, and development of model portfolios for Fidelity Institutional Wealth Adviser.

Brandyn Smith is a financial advisor at Ameriprise with 11 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2013. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, using a centralized consulting team and algorithmic automation to support tailored retirement income strategies.

Dakota Waldvogel is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation. His prior work includes roles at TRUEHEARING and the LDS Church. 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. The firm is noted for its advisory roles to registered investment companies and use of AI-driven methodologies in portfolio management.

Troy Henderson is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has been associated with various Fidelity entities since 2007, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs, and serves in advisory roles uncommon among large institutional peers.

Derick Sanders is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he was a partner and owner/operator of TryHard LLC, an online health and fitness coaching business. Fidelity’s Strategic Advisers division offers investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction.

Connor Hansen is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. His prior roles include positions at Tyrus Capital and the Office of General Counsel for The Church of Jesus Christ of Latter-Day Saints. He has also been involved with the Doing Good Foundation and Cs Argyle Enterprises. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Amanda Irvine is a financial advisor at Fidelity with seven years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Fidelity Brokerage Service LLC since 2019, including her current role at Fidelity Investments since 2025. Prior to that, she was employed at Wells Fargo Bank NA for three years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is also registered as a commodity pool operator and serves in advisory roles for multiple registered investment companies and fund-of-funds.

Julie Harris is a Wealth Management Planning Consultant at Fidelity Investments, a role she has held since 2023. In this capacity, she focuses on fostering strong relationships between clients and their relationship consultants, utilizing her planning skills to enhance the client experience and assist clients in pursuing their financial goals. Prior to her current position, Julie gained experience in various roles at Fidelity Investments, including as a High Net Worth Service Associate II from 2021 to 2023, High Net Worth Service Associate I from 2019 to 2021, and Customer Relationship Advocate from 2018 to 2019. This progression reflects her growing expertise in wealth management and client service within the company.

Elliott Gee is a financial advisor at Fidelity with 17 years of industry experience. He holds a Series 66 designation and has been with Fidelity and its related entities since 2013. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering portfolio management, fund advisory, and model portfolio delivery. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Alex Dewey is a Series 66 licensed financial advisor with Wells Fargo Clearing, based in Salt Lake City, UT. He has two years of industry experience and has previously worked with several companies, including Us Tech Solutions. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from Wells Fargo Investment Institute with third-party analytics and serves a broad client base with both brokerage and advisory solutions.

Benjamin Taylor is an Investment Solutions Representative III at Fidelity Investments. In this role, he works with individuals and families to develop financial plans tailored to their specific goals, aiming to help clients feel confident and comfortable with their financial strategies. Benjamin has progressed through multiple roles at Fidelity Investments, starting as an Investment Solutions Representative I in 2025 and advancing to his current position in 2026. Prior to joining Fidelity, he gained experience as a Senior Loan Officer at OneMain Financial from 2023 to 2024. Outside of his professional work, Benjamin has interests in beach activities, fitness, music, parenthood, snowboarding, and traveling.