Brandon Wilson is an AT Planning Consultant at Fidelity Investments, a role he has held since 2025. Prior to this position, he progressed through various roles within Fidelity, including Investment Solutions Representative II (2024-2025), Investment Solutions Representative I (2023-2024), Active Trader Representative (2022-2023), High Net Worth (2022), and Customer Service Advocate (2021-2022). In his current role, Brandon focuses on building meaningful relationships by understanding each client's story, values, and goals to co-create personalized financial strategies. He aims to empower clients to make informed decisions and pursue lasting financial security. Outside of his professional work, Brandon's personal interests include board games, football, kayaking, and snowboarding.

Taylor Moroz is a Financial Consultant at Fidelity Investments, where they assist clients in pursuing their financial goals by identifying financial planning needs and recommending strategies tailored to individual situations. Taylor has held various roles within Fidelity Investments since 2017, progressing from Customer Relationship Advocate to their current position, gaining experience in planning and investment consultation. Throughout their tenure at Fidelity Investments, Taylor has worked in multiple capacities, including as a Planning Consultant, Investment Consultant, and Workplace Planning Consultant at different levels. This progression reflects their involvement in diverse aspects of financial planning and client service within the organization. Taylor holds insurance licenses in Arkansas and California, supporting their professional activities in these regions.

John Robert Redd is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and having 25 years of industry experience, all with Edward Jones since 2001. Outside of his advisory role, he serves as District Governor for District 5420 of Rotary International and acts as a ward clerk for the Church of Jesus Christ of Latter Day Saints in Centerville, Utah. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Katrina Leonard is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding the Series 66 designation and 18 years of industry experience. She previously worked at UBS Financial Services for five years before joining Wells Fargo in 2016. Leonard has partial ownership in family investment entities but does not have active management responsibilities in them. Wells Fargo Advisors is a national firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services, managing approximately $671 billion in assets through a network of over 14,000 advisors.

Samuel Earl is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and nine years of industry experience. Prior to joining Wells Fargo Advisors in 2022, he worked at Wells Fargo Clearing from 2017 to 2022 and at Huntsman Corp from 2016 to 2017. Outside of his advisory role, he has ownership stakes in EARL STREET, LLC and GREENHEAD HOLDINGS, LLC, both investment-related businesses. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services such as business-owner transition and special-needs planning, using proprietary research and tools to develop tailored recommendations.

Maxwell Bischoff is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding Series 66 and Series 63 licenses and with one year of industry experience. His prior work includes roles outside the financial industry, such as positions at Tahoe Getaways, Sugar Bowl Resort, and Stanley Tree Service. Fidelity’s Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a process that blends fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

Matthew Ondricek is a financial advisor at Morgan Stanley in Salt Lake City, holding a Series 66 designation with four years of industry experience. His work history includes roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC, as well as prior experience at Byler Foods. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients through a variety of advisory programs. The firm offers tailored financial planning that utilizes structured discovery conversations and model-based tools, managing approximately $2.74 trillion in client assets.

Dustin Lana is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he held roles at companies including Amazon Day One Deliveries LLC, DoorDash, and Ninefold Marketing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios across a broad investable universe.

Scott Cunningham is a financial advisor with Wells Fargo Advisors, holding Series 63 and 65 licenses and bringing 31 years of industry experience. His career includes over a decade at Morgan Stanley and six years at Wells Fargo Clearing before joining Wells Fargo Advisors in 2022. Outside of his advisory role, he has ownership interest in Apex Golf of Utah LLC, where he is involved in golf instruction. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, utilizing proprietary research and tools, with a flexible and client-directed implementation approach.

Ryan Bailey is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. He has worked at various Fidelity entities since 1999, including 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, including Charitable Gift Funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary services and managing model portfolios using systematic methodologies.

Anthony Lazzara is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2011, currently also serving at Morgan Stanley Private Bank, National Association. He acts as a trustee and co-trustee for a trust based in Naples, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, employing structured financial planning supported by firm-approved tools and methodologies.

Benjamin Warren is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at E*TRADE Capital Management and E*Trade Securities. He is currently based in Holladay, Utah. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual 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 financial planning process supported by firm-approved tools and methodologies.

Julie Palmer is a financial advisor at Fidelity with 20 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fidelity in various roles since 2012. Outside of her advisory work, she is a member of Our Clues, LLC, a certified functional nutrition business where she guides clients on health. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and systematic methodologies to construct model portfolios from mutual funds, ETFs, and ETPs.

Joshua Jones is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding Series 63 and Series 66 credentials and 14 years of industry experience. His prior roles include positions at Bryson Bard, Northwestern Mutual Investment Services LLC, and Benjamin Gantt. Outside of advising, he operates a small baked goods business and is an aspiring author engaged in writing and editing fiction. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a blend of fundamental research and quantitative analysis to construct model portfolios featuring mutual funds, ETFs, and ETPs, with a focus on systematic methodologies and long-term asset allocation.

Rachel Eckman is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016, having been with Wells Fargo Bank, N.A. since 2001. Based in Holladay, UT, she is part of a large team of advisors at the firm. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets, providing both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Paul Shoemaker is a CFP® with 28 years of industry experience, currently serving at Morgan Stanley in Salt Lake City, UT. He has worked with Morgan Stanley and its affiliated entities since 2012, and previously spent 14 years with Merrill. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning approach incorporates structured discovery and advanced modeling tools while generally acting in an advisory capacity.

Richard Ruff is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 66 and Series 63 designations and has worked at Fidelity Brokerage Services, LLC since 2015 and Fidelity Investments since 2025. Outside of his financial work, he is the sole proprietor of Utah Family Spinal Care, where he provides chiropractic services to a limited patient base. Fidelity’s Strategic Advisers LLC, where he is affiliated, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Kyle Griffiths is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 66 licenses and having 11 years of industry experience. He has worked at Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm utilizes research and analytics to evaluate investment options, serving a broad client base with both brokerage and advisory solutions.

Chris Sercu is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he co-manages the Venture Services Group Trading team. His primary responsibilities include fund level liquidation, distribution trading for institutional limited partners, and derivatives and structured products. He also contributes to the development and implementation of 10b5-1 plans, conducts client research and market analysis, and leads quantitative and data analytics for the group. Chris joined Venture Services Group in June 2012. He holds the Chartered Financial Analyst (CFA) designation and the Personal Investment Advisor (PIA) credential. He earned a Bachelor's Degree from the Claremont Consortium of Colleges, where he studied economics, accounting, and finance. Chris has been recognized on Forbes' Best-in-State Next Generation Wealth Advisors list in 2023 and the Best-in-State Wealth Advisors list in 2024.

Timothy Henrichsen is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 credentials and six years of industry experience. He has worked at Fidelity Brokerage Services LLC since 2019 and joined Fidelity Investments in 2025. Outside of his advisory role, he briefly managed rental properties with Eyre Properties. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and offers model portfolios constructed from mutual funds, ETFs, and ETPs.