Hiram Oakley is an Investment Solutions Representative III at Fidelity Investments, where he has been working since 2021. Over his tenure at Fidelity, Hiram has progressed through several roles, starting as a Customer Relationship Advocate and advancing through positions including High Net Worth Service Associate and various levels of Investment Solutions Representative. Throughout his career, Hiram focuses on assisting individuals and families with financial planning, emphasizing understanding clients' lives and collaborating with them to develop financial plans aimed at pursuing their goals. He aims to help clients feel confident and comfortable with their financial strategies. Outside of his professional work, Hiram enjoys camping, family activities, outdoor adventures, and reading.

Annie Driana Pikula is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 18 years of industry experience. She has worked at various Fidelity divisions since 2007, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. 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 combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Thomas DeVito is a Planning Consultant at Fidelity Investments, a position he has held since 2026. He joined Fidelity in 2022 and has progressed through roles from Customer Relationship Advocate to Investment Solutions Representative across levels I to III before his current appointment. In his professional capacity, Thomas focuses on assisting clients in achieving financial security and prosperity by offering guidance in budgeting, investing, and wealth planning tailored to individual needs and goals. He holds insurance licenses in Arkansas and California. Outside of his professional work, Thomas enjoys fishing, golf, and snowboarding.

Joshua Bonham is a financial advisor at Merrill with Series 65 and Series 66 credentials and one year of industry experience. His prior roles include positions at Bank of America, Driven Investments, Zions Bancorporation, Columbia Sportswear Company, and Nike. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kent Isom is a financial advisor with Morgan Stanley in Sandy, Utah, holding Series 63 and Series 66 licenses and with 11 years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at E*Trade Securities LLC. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in assets and provides planning services both directly and through corporate agreements.

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 financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she is registered as an agent for Rocky Mountain Burger Bus LLC, a business unrelated to investment advisory services. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Alyse Packer is a financial advisor at Fidelity with 12 years of industry experience. She holds a Series 66 designation and has worked at Fidelity in various capacities since 2014, including roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC, as well as a brief tenure at RBC Capital Markets. Outside of finance, she owns and operates a professional photography business, where she takes family portraits and teaches photography online. Fidelity’s affiliate 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 across a broad range of mutual funds, ETFs, and ETPs.

Kevin Hair is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at Fidelity in various capacities since 2006, including roles at Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and offers formal advisory roles to multiple registered investment companies.

Cade Carter is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. His prior work includes roles at Vumerity, NFL Films, CBS, and Montage, along with experience in hospitality and entertainment. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction across diversified investment products.

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 with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 designations and two years of industry experience. His prior roles include five years at Mountain America Credit Union and two years with Granite School District. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery, with a demonstrated use of systematic methodologies and oversight controls.

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. His career includes roles at UBS Financial Services and Morgan Stanley, spanning over a decade before joining Wells Fargo in 2016. 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 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.