Daniel Larsen is a financial advisor with Cetera based in Salt Lake City, UT, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His career includes roles at LPL Financial, CUNA Brokerage Services, and credit unions such as Goldenwest FCU, UFirst Credit Union, and Canyon View Credit Union. He also works as a financial professional providing services on credit union premises. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a nationwide network of independent advisors and operates a multi-manager platform with diverse program structures and custodial relationships.

Cameron Leavitt is a financial advisor at Equitable Advisors in Salt Lake City, UT, with nine years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Equitable Advisors in 2025, he worked at Morgan Stanley for four years and at E*TRADE Securities for a total of five years. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and third-party asset managers.

Michael Landheim is a financial advisor at Fidelity with 28 years of industry experience. He has held various roles within Fidelity’s affiliated entities since 1997 and holds Series 63 and Series 66 credentials. Based in Salt Lake City, UT, his career includes work with 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 charitable funds and registered investment companies. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of AI-driven methods and its role as a registered commodity pool operator.

John Neuenswander is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. His prior work includes roles at Jordan Investment Services, Jordan Credit Union, Cetera Advisor Networks, Cetera Wealth Services, Equitable Advisors, and CUNA Brokerage Services. He has also been involved in non-variable insurance as a separate business activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of financial planning and investment management solutions, leveraging both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Kaitlyn Pedersen is a financial advisor at Fidelity with Series 66 and Series 63 designations and two years of industry experience. Before joining Fidelity, she worked at Veterans First Mortgage for seven years and at a gymnastics training center for three years. 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 portfolios including mutual funds, ETFs, and ETPs. The firm serves a diverse client base, including charitable funds and registered investment companies, and is noted for its use of systematic methodologies and AI-driven research.

Christina Larsen is a financial advisor at Fidelity with 19 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Fidelity Investments and its affiliates since 2006. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and other investment solutions.

S. Grant is a financial advisor at Raymond James & Associates with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. over a combined 25-year period. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Hunter Hanks is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 66 credential and has prior work history at Cottonwood Residential and Mosaic, as well as six years affiliated with Brigham Young University. Outside of his advisory role, he is a partner and owner in a networking business and has involvement with an insurance agency in Salt Lake City. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with various tools and a large network of over 22,800 advisors.

Daniel Hicks is a Series 66-licensed financial advisor at Fidelity with two years of industry experience. Prior to joining Fidelity, he worked at Belong Home Inc. and HOMIE. Outside of his advisory role, he also works as an independent contractor in real estate brokerage. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and offers model portfolios through intermediary platforms.

David Dodds is a financial professional with 24 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 credentials and has worked at Cetera Wealth Services, LLC since 2013. In addition to his advisory role, he is an executive vice president at Data Enterprises Inc., a financial services firm, and is involved in fixed insurance sales and equipment leasing management. Cetera Investment Advisers LLC is an SEC-registered adviser serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supported by over 10,000 advisors and managing assets exceeding $250 billion.

Douglas Mabey is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2003, and has prior engineering experience at Spectrum Engineers and Lynk Engineers. He also receives compensation from affiliated companies for the sale of loan products and home-related service referrals. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm delivers advisory services through a large network of advisors using model-based investment strategies managed by unaffiliated asset managers.

Ryan Tingey is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Cuso Financial Services, North Capital, Structured Asset Investors, and Wells Fargo. Outside of his advisory work, he is involved in managing a real estate rental business focused on single-family homes in Utah. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Alicia Zhang is a financial advisor at Raymond James & Associates with Series 66 credentials and approximately two years of experience in the financial services industry. Her prior roles include positions at Ameriprise Financial, Mountain America Credit Union, and Shamrock Communities, as well as experience at the University of Utah. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services through a range of portfolio management styles and affiliated research.

Ryan Cox is a financial advisor with Fidelity in Salt Lake City, UT, holding a Series 66 designation and nine years of industry experience. He has worked at various Fidelity entities 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 retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery through systematic methodologies and quantitative analysis. The firm is registered as a commodity pool operator and serves as an advisor to multiple registered investment companies and fund-of-funds.

Kristie Remington is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, J.P. Morgan Securities, Morgan Stanley, and TD Ameritrade. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Mason Moody is a financial advisor at Fidelity with one year of industry experience and holds the Series 66 designation. Prior to joining Fidelity, he worked at several firms, including Rocky Mountain Labs and Synlawn Utah. Outside of his advisory role, he is also self-employed as a DJ in Salt Lake City, performing sporadically after hours. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across a broad range of investments.

Robert Nelson is a financial advisor at Cetera with 37 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior roles include positions at VOYA Financial Advisors and NFG Advisors. He also operates as an independent insurance agent focusing on fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to both affiliated and unaffiliated third-party managers.

Craig Kapp is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 designations and possessing 33 years of industry experience. His career includes roles at Bank of America, Merrill, U.S. Bancorp Investments, Wells Fargo, and Transamerica. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Kyle Shaw is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 65 licenses and 22 years of industry experience. His career includes roles across multiple Fidelity entities since 2004. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Adam Machado is a financial advisor with LPL Financial in Salt Lake City, UT, holding a Series 66 designation and seven years of industry experience. His work history includes roles at LPL Financial, Mountain America Credit Union, and New Millennial Group, among others. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management and institutional platforms.