Joshua Bonham is a financial advisor at Merrill in Salt Lake City, UT, holding Series 65 and Series 66 credentials with one year of industry experience. His prior roles include positions at Driven Investments and Zions Bancorporation. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kent Isom is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at E*Trade Securities LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved planning tools.

Nash Lockie is a financial advisor with Morgan Stanley, holding a Series 66 credential and two years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC from 2018 to 2023. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques.

Andrew Petersen is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at Wells Fargo Bank and various positions before entering the financial sector. Strategic Advisers LLC, a Fidelity Investments company, 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios and serves a broad range of investors.

Cosette Cole is a Series 66-licensed financial advisor with Wells Fargo Clearing in Salt Lake City, UT, and has 10 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked with Wells Fargo Advisors, LLC from 2007 to 2016. Outside of advising, she is the registered agent for Rocky Mountain Burger Bus LLC in Ogden, UT. 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 approximately $671 billion in assets and offers both brokerage and advisory solutions backed by research from Wells Fargo Investment Institute and third-party analytics.

Alyse Packer is a financial advisor at Fidelity with 12 years of industry experience. She holds a Series 66 designation and has been associated with various Fidelity entities since 2014. Outside of her advisory role, she owns a professional photography business where she takes family portraits and teaches photography online. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm’s notable activities include managing registered investment companies and delivering model portfolios with systematic methodologies.

Kevin Hair is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 registrations and has been with Fidelity and its affiliated entities since 2006. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory role to multiple registered investment companies, and incorporation of AI tools in research.

Cade Carter is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, he held positions at Vumerity, NFL Films, Montage, and CBS. Outside of finance, he was involved with The Cliff Dining Pub for five years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

James Houston is a financial advisor with Fidelity Investments in Salt Lake City, holding Series 63 and Series 66 designations and seven years of industry experience. He has worked at Fidelity Brokerage Services LLC since 2019 and previously held roles at Lyons McCloskey LLC and Mainstreet Valuations LLC/RedBell Real Estate. He is affiliated with Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients. The firm combines fundamental research with quantitative analysis and utilizes algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Roxanne Duennebeil is a financial advisor with Morgan Stanley in South Jordan, UT, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. Her prior work includes roles at E*Trade Securities LLC and Morgan Stanley Services Group Inc. Outside of finance, she is involved in education, teaching children through Evolve and a ballet studio. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and a disciplined investment approach, offering both direct and employer-sponsored financial plans.

Griffin Haycock is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. He previously worked at Mountain America Credit Union for five years and has experience in education with Granite School District. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services such as discretionary portfolio management and fund advisory.

William Fussell is a financial advisor at Ameriprise with 22 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to his current role since 2020, he worked at Ameriprise Financial Services, Inc. from 2012 to 2020. Outside of his advisory work, he is involved with the Portland Collaborative Divorce Networking Group. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to create written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Noon Taha is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill and Bank of America in 2025, Taha worked at Morgan Stanley and has been involved in various roles supporting individuals with disabilities and elderly care. Taha serves as a board member for the West Side Review Board, providing feedback on community research. Merrill, along with its affiliate Managed Account Advisors LLC, delivers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutions.

Christopher Thurman is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. Prior to joining Morgan Stanley, he spent significant time with E*TRADE Capital Management LLC and E*Trade Securities LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes using firm-approved tools and modeling techniques.

Jana Berry is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She previously worked at Wells Fargo Advisors from 2014 to 2020 before joining Raymond James in 2020. Outside of advising, she serves as an office manager at Uinta Wealth Management in Salt Lake City. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm provides tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains distinctive offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting programs.

Matthew Berg is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 licenses and having 11 years of industry experience. He has been with FIDELITY Brokerage Services LLC since 2015 and joined Fidelity Investments in 2025. 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 systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services as well as fund advisory and model portfolios through intermediary platforms.

Christopher Soutas is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a brief tenure at Wells Fargo Advisors, LLC. 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 and provides a range of brokerage and advisory solutions supported by research and analytics.

Kent Hu is a financial advisor with LPL Enterprise holding Series 63 and Series 66 designations and 25 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC. He also serves as an advisor for group insurance with Unum Life Insurance of America. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management programs through an integrated platform that combines advisory services with brokerage and insurance products.

Peter Donnellon is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding a Series 66 designation and 12 years of industry experience. His career includes multiple roles within Wells Fargo and Fidelity Investments. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets and employing over 14,000 financial advisors.

Alan Hawkins is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.