Jason Knight is a financial advisor with OSAIC in Salt Lake City, UT, holding Series 63 and Series 65 licenses and 13 years of industry experience. He previously worked at Woodbury Financial Services, Penn Mutual Life Insurance, and Hornor Townsend & Kent. Outside of advisory work, Knight is involved in commercial insurance and group benefits through several business partnerships focused on employee benefits and financial planning. OSAIC Wealth serves a wide range of retail and institutional clients using a multi-advisor platform that offers brokerage and advisory services across comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process uses model-based asset allocation and portfolio optimization, supported by various advanced tools and strategies.

Devin Mcknight is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding Series 63 and Series 66 licenses and seven years of industry experience. His work history includes roles at Fidelity Investments since 2020, as well as positions at NYLIFE Securities LLC, Nebeker Financial, and New York Life Insurance Co. Outside of his advisory work, he is a joint owner and Chief Marketing Officer of RollFare LLC, a podcast venture where he also serves as Dungeon Master. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Austin Orr is a financial advisor at LPL Financial with five years of industry experience. He holds a Series 66 designation and has worked at Mountain America Credit Union since 2019. His prior roles include positions at Progressive Planning, Estify, and Utah Valley University. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with research tools and various investment strategies.

Sidney Alvey is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His career includes roles at VOYA Financial Advisors and longstanding leadership at Your Financial Resource, Inc., where he serves as president and secretary. Outside of advising, he is general manager of Distinctive Insurance Services, Inc., involved in the sale of fixed insurance products. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to a variety of third-party money managers and investment programs.

Sharon Jaspers is a financial advisor at Wells Fargo Clearing with four years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Wells Fargo, she worked for 15 years at Cherry Creek Mortgage. Outside of her advisory role, she is a certified yoga instructor, teaching yoga classes in Lehi, Utah. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and grounded in modern portfolio theory, serving as an ERISA fiduciary and including a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Krista Young is a financial advisor at Wells Fargo Clearing with eight years of industry experience. She holds the Series 66 designation and has been with Wells Fargo Clearing since 2016. 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, utilizing research from Wells Fargo Investment Institute and third-party databases.

Nicholas Muro is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. His prior work history includes roles at Geneva Financial, Wells Fargo Clearing, and Wells Fargo Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies and a Charitable Gift Fund. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad investable universe.

John Bergerson is a CFA® charterholder and holds Series 65 and Series 63 licenses, with 23 years of industry experience. He has been with Raymond James & Associates since 2017, following prior roles at Wells Fargo Clearing and Albion Financial Group. Bergerson serves on the finance committees and boards of trustees for the Jewish Family Service of Utah and Tracy Aviary. Raymond James & Associates is a large SEC-registered investment adviser and broker-dealer managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and municipal entities, offering financial planning and non-discretionary investment consulting supported by extensive research and multiple portfolio management styles.

Christopher Finlinson is a financial advisor with Morgan Stanley in Holladay, UT, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has worked with Morgan Stanley and its Private Bank since 2022 and previously with E*TRADE Capital Management and E*TRADE Securities. 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 tailored financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Ben Blake is a financial advisor with Robert W. Baird & Co. based in Salt Lake City, UT. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. His prior roles include positions at Zions Bank, LPL Financial, LLC, and Zions Capital Advisors, Inc. Blake is also a board member and owner of a rental property. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of services including financial planning, portfolio management, separately managed accounts, and brokerage services, with a notable emphasis on manager selection, tax management, and the use of internal research tools.

Daniel Foslid is a financial advisor with Ameriprise in Sandy, Utah, holding Series 63 and Series 65 credentials and over 42 years of industry experience. He has been with Ameriprise and its related entities since 1982. Foslid serves on the finance committee of Saint Thomas More Catholic Church. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Edwin Solorzano is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has also worked at Wells Fargo Bank, N.A. since 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. 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 analytics.

Matthew Braun is a financial advisor at Wells Fargo Advisors with one year of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Wells Fargo Advisors Financial Network, he worked at Idaho First Bank and Wells Fargo Clearing Services. He has also been employed in diverse roles outside finance, including at Crane Creek Country Club, Boise State University, and Central Oregon Community College. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu leveraging proprietary research and tools, serving clients through tailored recommendations delivered in discrete planning engagements.

Lori Latey is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 66 designations and has worked within various Fidelity entities since 2007, including Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios that incorporate mutual funds, ETFs, and ETPs.

Fernando Cortez is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. His work history includes multiple roles within Fidelity Investments since 2022 and prior experience as a full-time student. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a research-driven investment process that incorporates quantitative analysis and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Carlos Riquelme is a financial advisor at Fidelity with one year of industry experience and holds a Series 66 designation. His prior work includes roles at Wells Fargo and various other businesses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios and funds.

Devon Gannon is a financial advisor at Fidelity with Series 66 and Series 63 credentials and five years of industry experience. Prior to joining Fidelity in 2020, he worked at JP Morgan Chase Bank and has experience in education and the food service industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction across a range of investment vehicles.

Blake Pirami is a Planning Consultant at Fidelity Investments, a role he has held since 2026. He has worked in various capacities within Fidelity since 2022, progressing through positions including Investment Solutions III, Investment Solutions II, Investment Solutions Representative I, and Customer Relationship Advocate. Blake's experience encompasses financial planning and investment solutions, where he collaborates with individuals and families to develop strategies that align with their financial goals. Blake holds insurance licenses in Arkansas and California, supporting his capacity to provide comprehensive financial advice. He is committed to helping clients understand and feel confident about their financial plans by working closely with them to create strategies tailored to their unique circumstances. Outside of his professional work, Blake's personal interests include cars, golf, outdoor adventures, and soccer.

Matthew Crane is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2017. He has been with Fidelity since 2011, progressing through roles including Financial Consultant, Retirement Solutions Representative, Investment Solutions Representative, and Client Service Associate. With 14 years of experience guiding Fidelity clients, Matthew focuses on understanding clients' goals to build tailored financial plans. He aims to make financial planning more approachable, helping clients gain clarity and peace of mind. Matthew holds insurance licenses in Arkansas and California.

Tyler Erikson is a CFP® with 15 years of industry experience currently advising at Fidelity. His prior work includes roles at Allstate Insurance Co and OneAmerica Securities. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs.