Christian Rasmussen is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has been with various Fidelity-affiliated entities since 2009, including Fidelity Personal and Workplace Advisors. Fidelity's Strategic Advisers LLC, where he is based, provides investment management and advisory services to a diverse client base ranging from retail and institutional investors to registered investment companies. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and offers a distinctive advisory role to multiple registered investment companies.

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 66, 63, and 65 licenses and 15 years of industry experience. She previously worked at Wells Fargo Advisors, LLC and spent multiple years with the Jordan School District. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages roughly $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Haylee Wilkey is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Her prior work spans roles at Utah State University, Goldenwest Credit Union, and Cinemark. 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 develop model portfolios from mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and utilizes systematic methodologies and long-term asset allocation benchmarks in its approach.

Eli Burr is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley since 2022. His prior experience includes roles at Salt Lake Mattress & Manufacturing and Wells Fargo Clearing. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a wide range of advisory programs and tailored financial planning services supported by structured processes and advanced modeling tools.

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 with LPL Financial in Draper, Utah, holding a Series 66 designation and eight years of industry experience. He has worked at LPL Financial since 2018 and has been associated with Zions Bank since 1995. Butterfield is also a state-certified notary in Utah. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches and supported by research from LPL Research and third-party subadvisors.

Steven Osborn is a financial advisor at Fidelity with 27 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Fidelity and its affiliated entities since 2012. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs, and serves a broad client base with discretionary and non-discretionary advisory services.

Justin Westenskow is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Podium and Instructure. His career also includes self-employment with JeberToys. 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 manage portfolios, and it serves a unique advisory role for multiple registered investment companies and fund-of-funds.

Maxwell Madsen is a financial advisor with MassMutual Investors Services, holding a Series 66 designation and 12 years of industry experience. His career includes roles at MassMutual Life Insurance Company and MetLife Securities. In addition to his advisory work, he provides consulting services to families with disabled loved ones and works as an independent insurance agent. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as annual collaborative relationships that use firm-approved analytical tools to develop written recommendations.

Hunter Bacon is an Investment Consultant at Fidelity Investments, where he has worked since 2025. In his current role, he contributes to developing and managing personalized investment strategies for clients. Prior to this position, Hunter held roles at Fidelity Investments as a Planning Consultant from 2025 to 2025 and as a Workplace Planning Consultant from 2023 to 2025. He also gained experience as a Wealth Management Analyst at Morgan Stanley from 2022 to 2023. Hunter's approach focuses on building trust through transparency and active listening to understand clients' unique goals. Outside of his professional work, he has interests in camping, food, football, movies, and outdoor adventures.

Aidan Mccarthy is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding the Series 66 designation and seven years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2018. Outside of his advisory role, he has diverse work experience including positions at Diamond Peak Ski Resort and Incline Village General Improvement District. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Bret Tillman is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity divisions since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and deliver model strategies to intermediary platforms.

Amber Gines is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Fidelity, she worked at Silac Insurance Company for two years. Strategic Advisers LLC, a Fidelity Investments company, 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 portfolios, including discretionary and non-discretionary advisory services as well as multi-manager fund structures.

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.

Jeffry Roundy is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has served since 1995. Prior to joining Merrill Lynch, Jeffry worked as a CPA for Ernst & Young in New York City. He holds a Bachelor's degree from Brigham Young University and is an alumnus of the Marriott School of Management and the BYU School of Accountancy. Jeffry is a CERTIFIED FINANCIAL PLANNER® certificant and holds the Certified Investment Management Analyst® designation awarded by the Investments & Wealth Institute™. He has been recognized multiple times on Barron's list of America's Top 1,200 Financial Advisors and Forbes' Best-in-State Wealth Advisors list. Within his firm, Jeffry serves as a peer mentor, counseling other advisors on best practices. He works with a range of clients focusing on areas such as Family Wealth Management Strategies, Legacy Planning, Portfolio Management Services, and Personal Retirement Planning. Jeffry does not provide tax advice in his role at Merrill Lynch. Outside of his professional role, Jeffry is active in the Salt Lake Rotary Club and participates in community educational efforts through Junior Achievement of Utah. He is an avid runner and triathlete, having competed in Ironman triathlons and the Wasatch 100 Mile Endurance Run. Jeffry resides in the Bountiful area with his wife, Cindy, and their six children.

Caryn Hardy is a financial advisor with Fidelity in Salt Lake City, UT, holding a Series 66 designation and nine years of industry experience. She has worked in various capacities within Fidelity since 2016, including roles at Fidelity Brokerage Services, FIDELITY Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a broad client base, including registered investment companies and charitable funds, and is noted for its use of systematic methodologies and AI tools in its investment process.

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.