Chase Cameron is a financial advisor at Edward Jones with Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Edward Jones, he worked at Wells Fargo Bank and Wells Fargo Clearing Services. He has held various roles in business technologies and commercial services, as well as experience as a self-employed professional. Edward Jones is a wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Geoffrey Gentry is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2021, with prior roles at E*TRADE Securities LLC and FranklinCovey. Outside of finance, he was involved with Crush IT, LLC between 2018 and 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various platforms.

Ian Foster is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2018. He specializes in retirement, income, and wealth planning for high net worth clients, focusing on helping them achieve their retirement goals. Ian has extensive experience within Fidelity Investments, having held various roles since 2012 including Annuity Sales Representative, Retirement Relationship Manager, and Financial Representative. He holds insurance licenses in Arkansas and California. Outside of his professional work, Ian enjoys camping, sailing, and skiing.

Garrett Wilson is a Financial Consultant at Fidelity Investments, where he has been serving since 2025. Prior to this role, he held positions as a Planning Consultant from 2024 to 2025 and as a Workplace Planning Consultant from 2022 to 2024 at Fidelity Investments. He began his financial advisory career at Prudential in 2021. Garrett holds insurance licenses in Arkansas and California, supporting his work in providing tailored financial planning services. He is committed to forming strong client relationships based on trust and integrity, focusing on understanding clients' concerns and goals to develop comprehensive financial plans. Outside of his professional life, Garrett enjoys fitness, hiking, horseback riding, outdoor adventures, parenthood, and running.

John Andrew is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He has held positions at Wells Fargo Clearing since 2016 and previously worked at UBS Financial Services from 1999 to 2008. Outside of his advisory role, he serves as a part-time firefighter and EMT with SouthDavis Metro Fire. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm combines brokerage and advisory solutions and manages approximately $671 billion in assets through a large network of over 14,000 financial advisors.

Elijah Garner is a financial advisor with LPL Financial holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2023, he has held roles at Mountain America Credit Union and various positions in the hospitality sector. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jacob Richmond is a Financial Advisor at Merrill Lynch Wealth Management, specializing in family wealth management strategies, legacy planning, and personal retirement planning. He works closely with retired professionals, business owners, and families who seek personalized financial planning and lasting advisory relationships. Jacob has a background that encompasses financial planning, private wealth, investment management, business, and technology, enabling him to approach each client's situation from multiple perspectives. He is committed to helping families make thoughtful decisions, preserve their assets, and prepare future generations to carry their legacy forward. He holds a Bachelor's Degree from Brigham Young University and a Master's Degree from the University of Utah. Jacob is a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). In his personal time, he enjoys hiking, music, pickleball, running, skiing, and spending time with his family.

Jordan Lewis is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 licenses and with 12 years of industry experience. His career has been with Fidelity Investments since 2014, including seven years at Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients as well as registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios that include mutual funds, ETFs, and ETPs.

Jed Lloyd is a financial advisor at Morgan Stanley with 18 years of industry experience. He has been with Morgan Stanley since 2014 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in event entertainment as an emcee and disc jockey. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers tailored financial planning using structured tools and advisory programs, managing approximately $2.74 trillion in client assets.

Connor Kellis is a financial advisor with Fidelity Investments in Salt Lake City, UT. He holds Series 63 and Series 66 designations and has two years of industry experience. Prior to joining Fidelity, he worked at CVS Health and served a church mission. 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 uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across a broad investable universe.

Sarah Stevens Hammond is a financial advisor at Morgan Stanley with nine years of experience at the firm and a total of five years in the industry. She holds a Series 66 designation and previously worked at Green River Capital for one year. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery conversations and approved tools to model outcomes, serving clients in both direct and corporate financial planning arrangements.

Lisa Meyer is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. She has been with Fidelity since 2015, initially with FIDELITY Brokerage Services LLC and currently with Fidelity Investments. Outside of her advisory role, she is also a landlord for two single-family homes. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm combines fundamental research with quantitative analysis and algorithmic methods, managing portfolios that include mutual funds, ETFs, and ETPs, and holds roles with registered investment companies and fund-of-funds not common among large institutional peers.

Nathan Roderick is a Financial Consultant I at Fidelity Investments. In this role, he works with individuals and families to develop financial plans aimed at achieving their goals. Nathan focuses on understanding clients' lives to create collaborative financial strategies. He has been with Fidelity Investments since 2021, progressing through roles including Customer Relationship Advocate, various levels of Investment Solutions Representative, and Planning Consultant before his current position. His experience spans financial planning and investment solutions. Nathan holds insurance licenses for Arkansas and California.

Jose Angel Vinalay Rodriguez is a financial advisor at Wells Fargo Clearing with 8 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing Services LLC since 2017. Prior to joining Wells Fargo, he worked at Associate Staffing, Atlantis Casino Resort, and the University of Nevada, Reno. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Cort Winters is a Financial Consultant at Fidelity Investments, a position he has held since 2023. Prior to this role, he served as an Investment Management Consultant at Fidelity Investments from 2020 to 2023. His extensive experience in the financial services industry includes serving as the National Director of Life and Annuities at Stone Hill National from 2002 to 2020, and as a Financial Planner at Sterling Financial Group from 1998 to 2002. Cort partners with clients to support sound financial decision-making and to help them avoid critical planning pitfalls. His areas of focus include retirement income planning, charitable giving concepts, estate planning considerations, investment strategy review, and general retirement planning. He holds a California Insurance License.

Steven Williams is a financial advisor with Raymond James & Associates in Salt Lake City, UT, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has worked at Merrill from 1999 to 2021 and Bank of America from 2013 to 2021 before joining Raymond James in 2021. Outside of his advisory role, he owns a rental property that he plans to lease initially to family members. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Susan Bollinger is a financial advisor at Merrill with 45 years of industry experience, including 34 years at Merrill. She holds Series 63 and Series 66 licenses. Outside of her advisory role, she is a managing member and general partner of Cherry on Wilshire LLC, a limited liability company. Merrill, along 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.

Nicholas Marsh is a financial advisor with Morgan Stanley in Holladay, UT, holding the CFP® and Series 66 designations and has 11 years of industry experience. His prior experience includes roles at Bank of America and Merrill. He is a member of the Salt Lake Rotary, with involvement in community activities focused on children and youth. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and approved analytical tools but does not offer individual security recommendations as part of standalone planning.

Rees Petersen is a CFA® charterholder with 21 years of industry experience. He has worked at Raymond James & Associates since 2021 and was previously employed by Wells Fargo Bank, N.A. for 16 years. Petersen holds a Series 63 license and is based in Cottonwood Heights, Utah. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Benjamin Wightman is a financial advisor with Morgan Stanley in Sandy, Utah, holding Series 63 and Series 66 designations and 17 years of industry experience. His prior experience includes roles at Wells Fargo Advisors LLC and E*TRADE Capital Management LLC. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Secular Return Estimates and Monte Carlo simulations, to support financial planning outcomes.