Jon Dalton is a financial advisor with Fidelity who holds Series 63 and Series 66 credentials and has 33 years of industry experience. He has worked across multiple Fidelity entities since 1996, including Fidelity Investments Institutional Services Company and Fidelity Brokerage Services LLC. He is associated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves a range of clients including registered investment companies and charitable funds.

Aryn Nelson is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various J.P. Morgan entities since 2017. Prior to that, he was involved with Craftsman Landscapes LLC from 2014 to 2017. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities, delivering non-discretionary advisory services through a centralized due diligence framework.

Lynn Jackson is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Cetera since 2015 and maintains roles as a registered representative at Peak Financial Network Solutions and Horizon Credit Union. In addition to financial services, she is involved in an excavation and equipment sales business and sells fixed insurance products including life, health, disability, annuities, and long-term care. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with discretionary and non-discretionary program options.

Dane Evans is a financial advisor with Fidelity in Salt Lake City, UT. He holds Series 63 and Series 65 designations and has one year of industry experience. Prior to joining Fidelity, he worked at several firms including Solutionreach, Mass Mutual, and Primerica. 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 also serves as an advisor to multiple registered investment companies and offers model portfolios built from a broad range of mutual funds, ETFs, and ETPs.

Leslie Shaw is a financial advisor at Stifel with 23 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Prior to joining Stifel in 2017, she worked at City Securities Corporation from 2010 to 2017. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodology from its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Kurt Hamilton is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Fidelity, he worked at TAB Bank and Fresh Market. Outside of his advisory role, he owns Sprall Vehicle Platforms LLC, where he builds and ships flat comfortable leveling platforms. 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 employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and registered investment companies.

Bart Reese is a financial advisor at Fidelity with 24 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at firms including Diversified Investment Advisors and OneAmerica Securities. Strategic Advisers LLC, a Fidelity Investments company where he is affiliated, provides investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a variety of investment products and model portfolios.

Garrett Jensen is the Vice President and Financial Consultant at Fidelity Investments. In this role, he supports clients and their families in implementing and monitoring financial plans, with a focus on tax-efficient investing, gifting, estate planning considerations, and other areas of financial planning. He holds the Certified Financial Planner (CFP4) designation and is licensed to provide insurance services in Arkansas and California. Garrett has been with Fidelity Investments since 2016, progressing through various roles including Financial Consultant, Planning Consultant, PAS Portfolio Specialist, and Workplace Planning Consultant. His career path reflects experience in portfolio management, workplace planning, and high net worth client services. Outside of his professional responsibilities, Garrett enjoys biking, golf, reading, and skiing.

Andrew Thompson is a financial advisor with Raymond James Financial in South Jordan, Utah, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Raymond James Financial since 2009 and Raymond James Financial Services since 2006. He is also the owner of two support companies, 2795 Partners, LLC and Thompson Wealth Management Group LLC, where he oversees management duties and serves as a financial advisor. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored plans developed through client interviews and risk profiling, with a distinctive focus on advisory and implementation-support roles.

David Adams is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2012, including a role at Morgan Stanley Private Bank, National Association since 2017. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and model-based projections to support client financial plans.

Jeremy Strong is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Fidelity Investments and its affiliated entities since 1999. Outside of his advisory work, he is a partner in Tell Me, LLC, a company his wife is starting, where he provides limited advising support. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with distinctive features including CFTC registration as a commodity pool operator and the use of AI-driven research methods.

Maria Recto is a financial advisor at Robert W. Baird & Co. with 24 years of industry experience. She holds Series 63 and Series 66 designations and has been with Robert W. Baird & Co. since 2015. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The group provides a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and complex investment strategies.

Michael Griffin Jr. is a financial advisor with Ameriprise in Salt Lake City, UT, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he serves as a financial secretary on the board of the Knights of Columbus and is a co-owner of Alta Management Group, LLC, which manages his Ameriprise business. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement who meet certain asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory services to deliver personalized retirement income planning, primarily for clients with significant assets under management at Ameriprise.

James Duke is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. Prior to joining LPL Financial in 2019, he worked for Mass Mutual Investors Services and Mass Mutual Life Insurance Company from 2003 to 2019. Outside of his advisory role, he is involved with music publishing businesses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services, including financial planning, retirement plan consulting, and access to model portfolios supported by LPL Research and third-party subadvisors.

Aaron Wilkerson is a financial advisor at Edward Jones with a Series 66 designation. He has prior experience at ObservePoint, Forsta, InMoment, and MaritzCX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, managed solutions, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Jeffrey Hancey is a financial advisor at Fidelity with 10 years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments and its affiliated brokerage services since 2015. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to both 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, offering services such as discretionary portfolio management and model portfolio delivery using mutual funds, ETFs, and ETPs.

Nicholas Barney is a financial advisor with J.P. Morgan Securities in Salt Lake City, UT, holding Series 65 and Series 66 licenses and six years of industry experience. His prior roles include positions at Goldman Sachs & Co. and LPL Financial. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence, with an ESG eligibility framework included in its investment process.

Daniel Vazquez is a financial advisor at Edward Jones in Salt Lake City, UT, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and tax-efficient services, operating under a fiduciary standard.

Connor Foster is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation and has previously worked at Mountain America Credit Union, Vivint Smart Home, and Nordstrom City Creek. Foster is based in Salt Lake City, UT. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.

Nathan York is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT. He holds Series 66 and Series 63 designations and has five years of industry experience. His prior work includes roles at Us Tech Solutions, Ski Butlers, Promontory, Vail, and Regency Theaters. 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 through more than 14,000 advisors, offering both brokerage and advisory solutions.