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 with Morgan Stanley in Sandy, Utah, holding Series 66 and Series 63 licenses and bringing 11 years of industry experience. She has previously worked at E*TRADE Securities LLC for several years before joining Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process supported by firm-approved tools and serves clients through both direct and corporate agreements.

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.

Dean Webb is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 65 designations and with 23 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has prior experience at Wells Fargo Bank NA starting in 2010. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Ethan Gail is a financial advisor with UBS Financial Services in Salt Lake City, UT. He holds a Series 66 designation and has been with UBS since 2026. His prior work experience includes roles in the food service industry and entrepreneurial ventures. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocation to tailor financial plans and portfolio management.

Barry Bowen is a financial advisor at Raymond James & Associates with 30 years of industry experience. He previously worked at UBS Financial Services for 18 years before joining Raymond James in 2023. Bowen holds the Series 63 and Series 65 licenses. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and charitable organizations. The firm offers tailored financial planning and non-discretionary investment consulting supported by a nationwide adviser force and a range of portfolio management styles.

Michael Kenney is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 66 and Series 63 licenses and having two years of industry experience. Prior to joining Fidelity, he worked at Megastar Advisors and has been involved in managing an LLC related to an inherited property. 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 portfolios that include mutual funds, ETFs, and ETPs.

Andrew Lesher is a financial advisor at Fidelity with two years of industry experience. He previously worked at Axeon, Rocket Mortgage, and Comerica Bank. He holds the Series 66 designation. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Matthew Erickson is a financial advisor with Morgan Stanley in Sandy, Utah, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Fidelity Investments, Skyline Solar, Utah State University, Vivint Smarthome, and ADT. 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 supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that encompass both retail and institutional financial solutions.

Rebecca Krauss is a financial advisor at Fidelity with four years of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments since 2021. Her prior work includes roles at Bank of America and several healthcare and service companies. Fidelity, through its Strategic Advisers LLC subsidiary, provides investment management and advisory services to a broad range of clients including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, managing portfolios that include mutual funds, ETFs, and ETPs.

Spencer Christensen is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. He previously worked at Wind River Excavation and Amazon before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of mutual funds, ETFs, and ETPs.

Peter Knight is a financial advisor at Fidelity with 7 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked in real estate with Keller Williams. Outside of advisory work, he is active as a realtor with Pete Knight Realty. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a diverse range of portfolios.

Braden DeLaMare is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2020, progressing through roles including Planning Consultant, Investment Management Consultant, Client Management Representative, and Workplace Planning Consultant. His career at Fidelity reflects a focus on client management and financial planning. Braden holds insurance licenses in Arkansas and California. His approach to financial consulting centers on partnering with clients to understand their comprehensive financial situations and building customized plans to meet their unique and evolving needs. He emphasizes forming strong relationships with families based on trust, reliability, and competency. Outside of his professional work, Braden's personal interests include baseball, family activities, fitness, food, football, and golf.

Joseph Boyer is a financial advisor at Edward Jones in Sandy, UT, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Verint Systems Inc, Cogito Corporation, and InMoment Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Dallas Petersen is a financial advisor at Morgan Stanley with a Series 66 credential. He began his advisory career in 2024, previously working at Pennie LLC, Americor, and in the mortgage industry. Outside of finance, he operates a fitness coaching and media business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 structured planning tools without providing individual security recommendations as part of standalone plans.

Angel Maeda Mercado is a financial advisor at Morgan Stanley with nine years of industry experience. He holds Series 65 and Series 63 designations and has worked at Wells Fargo Clearing, Unionbanc Investment Services, MUFG Union Bank, and JP Morgan Chase Bank prior to joining Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 planning process utilizing firm-approved tools and market simulations.