Tyson Green is a Planning Consultant at Fidelity Investments, where he has been working since 2024. He has held various roles within the company, including Investment Solution Representative III and II, Investment Solution Representative I, Retirement Representative, and Customer Relationship Advocate, demonstrating a progressive career in financial services. Tyson focuses on collaborating with individuals and families to develop financial plans that align with their goals. He aims to help clients feel confident and comfortable with their financial strategies. He holds insurance licenses in Arkansas and California. Outside of his professional work, Tyson enjoys running, snowboarding, and traveling.

Heather Watanabe is a financial advisor at Morgan Stanley in Salt Lake City, UT, with nine years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2017 and Morgan Stanley Smith Barney LLC since 2016. Outside of her advisory role, she serves on the investment committee and advisory board of the United States Ski and Snowboard Association and is involved with the Young Presidents Organization, focusing on skiing and speaking engagements. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured planning tools and modeling techniques but generally acts in an advisory capacity rather than as a fiduciary for retirement accounts unless otherwise engaged.

Melissa Sugden is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63, 65, and 66 designations and 15 years of industry experience. Her career includes multiple roles within Wells Fargo affiliates as well as four years at Jordan School District. 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 supported by extensive research and analytics.

Haylee Wilkey is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Her background includes roles at Fidelity Investments and prior work in education and credit unions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research and quantitative analysis to construct model portfolios that include mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and uses algorithmic and AI-driven methods in its investment process.

Eli Burr is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2022. His prior experience includes roles at Wells Fargo Clearing and Salt Lake Mattress & Manufacturing. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery conversations and firm-approved tools to model financial outcomes, with a broad range of retail and institutional offerings.

Nikola Weeks is a Series 66 licensed financial advisor at Morgan Stanley with two years of industry experience. Prior to joining Morgan Stanley in 2022, Weeks worked at DoTerra International LLC from 2020 to 2022 and owns a housekeeping business, EUR Cleaning Company, which has been operating since 2007. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including personalized financial planning that utilizes firm-approved tools and modeling techniques.

Ryan Butterfield is a financial advisor at LPL Financial in Draper, Utah, holding a Series 66 designation with eight years of industry experience. He has been with LPL Financial since 2018 and has worked at Zions Bank since 1995. He is also a commissioned notary in the state of Utah. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Steven Osborn is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Fidelity Investments since 2012, including roles at Fidelity Personal and Workplace Advisors from 2018 to 2025. Strategic Advisers LLC, a Fidelity company, offers 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 systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and provides model portfolios to intermediary platforms.

Justin Westenskow is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity in multiple roles since 2013, with additional experience at Podium, JeberToys, and Instructure. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as a commodity pool operator, advises multiple registered investment companies, and employs systematic methodologies and AI in portfolio development.

Aidan Mccarthy is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding a Series 66 designation and eight years of industry experience. His work history includes roles at Wells Fargo Clearing Services LLC and Resource International Inc. Outside of finance, he has experience working at Diamond Peak Ski Resort. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement plan consulting services.

Bret Tillman is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Raymond James Financial and Edward Jones before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include 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.

Amber Gines is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Her prior roles include positions at Silac Insurance Company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a blend of proprietary fundamental research, quantitative analysis, and systematic methodologies to construct portfolios from a broad investable universe.

Alexander Jarrett is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2021. Prior to his current role, Jarrett’s background includes positions at Aptive Environmental, the Church of Jesus Christ of Latter-day Saints, Vivent, and Red Deer Construction. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, often delegating management to sub-advisers and implementing oversight and governance controls.

Marcus Johnson is a financial advisor with Edward Jones who holds the CFP® and Series 63 designations and has 27 years of industry experience. He has been with Edward Jones since 1998. Outside of financial advising, he is involved in photography, selling his work through an art website. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, as well as tax-efficient services and affiliated investment products.

Bronson Jorgensen is a financial advisor at Wells Fargo Clearing in Salt Lake City, UT. He holds the Series 63 and Series 65 licenses and has been with Wells Fargo Bank and related entities since 2019. Prior to joining Wells Fargo Clearing in 2026, he held positions at EngageX, Utah Valley University, and other organizations. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Jeffry Roundy is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has served clients since joining the firm in 1995. Prior to this role, he worked as a CPA for Ernst & Young in New York City. Jeffry holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Investment Management Analyst® (CIMA®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Throughout his career, Jeffry has been recognized for his expertise and dedication, having been named multiple times to Barron's list of America's Top 1,200 Financial Advisors and to Forbes' Best-in-State Wealth Advisors list, including ranking among the top 500 in the nation. He serves as a peer mentor within Merrill Lynch, advising other financial professionals on best practices. His educational background includes a bachelor's degree from Brigham Young University, where he attended both the Marriott School of Management and the BYU School of Accountancy. Jeffry is active in his community through his involvement with the Salt Lake Rotary Club and Junior Achievement of Utah, where he provides education and mentorship in various Title 1 schools. Outside of his professional and community roles, he is an avid runner and triathlete, having participated in multiple Ironman triathlons and completed the Wasatch 100 Mile Endurance Run. He resides in the Bountiful area with his wife Cindy and their six children.

Caryn Hardy is a financial advisor at Fidelity with nine years of industry experience. She holds a Series 66 designation and has been associated with various divisions of Fidelity since 2016, including Fidelity Brokerage Services, LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios, and it holds distinctive registrations and advisory roles uncommon among large institutional peers.

Sharon Royall is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 licenses and seven years of industry experience. She has worked with Fidelity Brokerage Services, LLC since 2018 and joined Fidelity Investments in 2025. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, utilizing model portfolios composed of mutual funds, ETFs, and ETPs.

Alicia Horne is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at E*TRADE Securities LLC prior to joining Morgan Stanley. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery and firm-approved planning tools.

Deron Stailey is a financial advisor at Wells Fargo Clearing in Salt Lake City, UT, holding a Series 66 designation with two years of industry experience. He has been with Wells Fargo Clearing since 2003. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets through a network of over 14,000 financial advisors and employs research-driven investment strategies based on diversification principles and modern portfolio theory.