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.

Simona Alexe is a financial advisor at Fidelity with three years of industry experience. She holds Series 63 and Series 66 licenses and previously worked in various roles including at Long Reimer Winegar and Amazon Fulfilment Services. Outside of advising, she works as an independent contractor for Uber Eats providing transportation and delivery services. Fidelity's Strategic Advisers LLC offers investment management and advisory services to a diverse client base, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Kirsten Erickson is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. She has worked at Wells Fargo Clearing since 2018 and has prior experience with RHI General Group, BP Alarm, and the University of Utah. 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 advice. 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.

Austin Taylor is a Private Wealth Advisor with the Taylor Group at Merrill Private Wealth Management. He works closely with ultra-high-net-worth individuals and families, assisting them in thoughtful planning and execution to manage and preserve their wealth. Austin's role involves serving as a trusted resource and guide, offering strategic insight and responsiveness to his clients. He has extensive experience working with business owners, including founders of venture-capital-backed companies, focusing on areas such as pre-transaction analysis, business structuring, tax-sensitive investing, wealth transfer, charitable giving, and family-wealth dynamics. Prior to joining Merrill, Austin spent over ten years at J.P. Morgan Private Bank as a Vice President and Private Banker, where he led initiatives within the Technology vertical, addressing wealth management for entrepreneurs in various subsectors. Austin holds a Bachelor's degree from Brigham Young University and carries professional designations including CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He and his wife, Jessica, reside in Lehi, Utah, with their four children and are active in their church community. Outside of work, Austin engages in outdoor activities such as golfing, hiking, camping, and snowmobiling.

Nathan Beaumont is a Planning Consultant at Fidelity Investments, a position he has held since 2025. He has progressed through various roles within the company since 2022, including positions such as Workplace Planning Consultant and Customer Relationship Advocate. Prior to joining Fidelity Investments, Nathan worked as an Accounting Support Specialist at Utah Tech University and as an Executive Assistant at Online Trading Academy. Nathan holds insurance licenses in Arkansas and California. His professional approach focuses on understanding clients' needs and concerns to assist them in pursuing their financial goals. Outside of work, Nathan enjoys a range of personal interests including food, football, social events with friends, hiking, movies, and outdoor adventures.

Evgeniia Stevens is a Series 66-licensed financial advisor with eight years of industry experience. She has worked at Merrill since 2018 and previously spent two years at Wells Fargo Advisors. Stevens currently serves clients in Salt Lake City, UT, and has been associated with Bank of America since 2025. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Landon Graff is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services, LLC since 2018 and Fidelity Investments since 2025. Prior to his roles at Fidelity, he was employed at Boostability from 2015 to 2018. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a systematic investment process combining proprietary research, quantitative analysis, and algorithmic portfolio construction.

Drew Armstrong is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has worked previously at J.P. Morgan Securities and Chase Investment Services Corp. Armstrong is also involved with Strykaar, LLC in a business capacity. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that encompass broad retail and institutional offerings.

Brady Erickson is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. His prior roles include positions at Summit Global Investments and entrepreneurial work with Ereplacementparts.com and Dynasty Decks LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs. The firm also holds unique registrations and advisory roles that distinguish it within the institutional investment management sector.

Joshua Clark is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and previously worked for Goldman Sachs for ten years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to develop model asset allocations.

Natalie Snow is a financial advisor at Wells Fargo Clearing with one year of industry experience. She holds the Series 66 designation and previously worked for Cascade Services, Inc. from 2003 to 2024. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, serving as an ERISA fiduciary and providing both discretionary and non-discretionary plan services.

Mayping Lin is a financial advisor at Morgan Stanley with four years of industry experience. Prior to joining Morgan Stanley in 2021, Lin worked at Nu Skin United States Inc for five years. Lin holds the Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs and financial planning services that use structured discovery processes and firm-approved tools to help clients develop tailored plans.

Benson Lockhart is a Series 66-licensed financial advisor with Fidelity in Salt Lake City, UT, and has one year of industry experience. Prior to joining Fidelity Investments, he held roles across various industries, including education at Telos Academy and positions in pest control and hospitality. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and systematic methodologies to construct model portfolios from mutual funds, ETFs, and ETPs, and serves as an adviser to multiple registered investment companies.

Joshua Nordfelt is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo since 2016. Based in Salt Lake City, UT, Nordfelt’s career has been focused within a single firm. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Joshua Spackman is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His previous roles include positions at Alter Domus, Angel Advocates, Ashby Management Group, Wells Fargo, and Brigham Young University. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to a diverse client base including retail and institutional investors, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Jamie Bennett is a financial advisor with LPL Financial in Salt Lake City, UT, holding Series 63 and Series 65 licenses and with 20 years of industry experience. Prior to joining LPL Financial in 2021, Bennett worked at Waddell & Reed, Inc. for 10 years and has experience with various insurance carriers. Outside of his advisory role, he has maintained a longstanding position at Cabela's since 2019. 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, utilizing various portfolio management strategies and technology tools, and supports over 22,800 advisors across its platform.

Rajinder Saini is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and three years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2021. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations, with certain implementation and portfolio services offered through affiliated entities.

Jordan Joosten is a financial advisor at Fidelity with a Series 66 designation. He has been with Fidelity since 2025. His prior experience includes roles at Live Nation, Alter'd State, and several academic positions at the University of Utah and Southern Utah University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers services including discretionary portfolio management, fund advisory, and model portfolio delivery to intermediary platforms.

Michael Stecher is a financial advisor with Osaic Wealth, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Faithward Advisors, American Portfolios Advisors, Ambassador Advisors, and Equitable Advisors. Outside of his advisory work, he serves as president of Michael J. Stecher, Inc., a consulting business. Osaic Wealth serves a diverse client base including retail, institutional, and high-net-worth investors, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by a range of programs from comprehensive financial planning to third-party money manager solutions.

Bradley Ballinger is a Planning Consultant at Fidelity Investments, a role he has held since 2025. He works with individuals and families to develop financial plans tailored to their unique goals, emphasizing personalized financial planning. Bradley has progressed through multiple roles at Fidelity Investments since 2021, including positions as Investment Solutions Representative I, II, and III, as well as Client Services Representative. He holds insurance licenses for Arkansas and California. Outside of his professional work, Bradley enjoys board games, social events with friends, movies, music, outdoor adventures, and parenthood.