Briggin Bluemel is a financial advisor with LPL Financial in Salt Lake City, UT, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Morgan Stanley, Stifel, and Zions Bancorporation. Outside of his advisory work, he serves as a football official with the Sheridan Football Officials Association. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning services, and retirement plan consulting, offering both discretionary and non-discretionary management supported by in-house and third-party research.

Benjamin Keith is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Investments since 2020. Prior to joining Fidelity, he was employed by Pushpay and the Department of Veterans Affairs and also worked at Brigham Young University. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage multi-manager and fund-of-funds portfolios and delivers model portfolios to intermediary platforms.

Adrienne Martain Black is a financial advisor with J.P. Morgan Securities in Salt Lake City, UT, holding Series 63 and Series 66 licenses and eight years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2025, she worked at The Caprock Group, LLC and Wells Fargo in various capacities from 2016 to 2025. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

Kelsey Driggs is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. Prior to joining Fidelity, Driggs worked at CompHealth Locum Tenens and Independence University. Outside of finance, Driggs has experience in extended travel. Kelsey works within Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including multi-manager and fund-of-funds structures.

Eric Sargent is a financial advisor at Fidelity with Series 63 and Series 66 credentials and seven years of industry experience. Prior to joining Fidelity, he worked at Primary Residential Mortgage and Vertifi Software, LLC. Outside of his advisory role, he owns and operates a product reselling business in Midvale, Utah. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Michael Mason is a financial advisor with OSAIC who holds the Series 63 and Series 66 designations and has 28 years of industry experience. He previously worked at Woodbury Financial Services, Inc. and Questar Asset Management, among other firms. Mason is also the owner of Summit Capital Services L.C., where he is involved in fixed and indexed universal life insurance sales as well as disability, health, and fixed annuities. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services, including financial planning, retirement plan consulting, and access to third-party money managers. The firm employs a variety of asset-allocation tools and supports both discretionary and non-discretionary management across multiple investment vehicles.

Kaden Fullmer is an Investment Solutions Representative III at Fidelity Investments. He has been with Fidelity in various roles since 2021, progressing through positions such as Investment Solutions Representative I and II, as well as roles focused on high net worth services. Kaden has experience in financial planning and client service, working to understand clients' lives and co-create plans to pursue their financial goals. His professional background also includes serving as a customer relationship advocate and providing insurance license help desk support. Outside of work, Kaden engages in family activities, hiking, movies, snowboarding, and traveling.

Patrick Gordon is a financial advisor with J.P. Morgan Securities in Salt Lake City, UT, holding Series 65 and Series 63 credentials and 15 years of industry experience. He has worked at various J.P. Morgan entities since 2010, including JPMorgan Chase Bank, N.A., and J.P. Morgan Securities. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence to support customized investment solutions. The firm applies an ESG eligibility framework when recommending strategies and operates within the broader J.P. Morgan banking and broker-dealer organization.

Brenner Sinquefield is a Series 66-licensed financial advisor at Merrill with nine years of industry experience. He has been with Merrill since 2017 and previously worked at Reynolds & Reynolds from 2015 to 2017. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Jordan McWilliams is an Investment Solutions Representative III at Fidelity Investments, a position held since 2026. Jordan began their career at Fidelity in 2020, progressing through roles including Investment Solutions Representative I and II, Annuity Service Representative, Stock Plan Associate, and Customer Relationship Advocate. Prior to Fidelity, Jordan worked as a Bank Teller at Zions Bank from 2019 to 2020. Jordan holds insurance licenses in Arkansas and California. Their professional focus is assisting individuals and families with financial planning by understanding clients' lives and collaborating to create plans aimed at achieving financial goals. Jordan strives to help clients feel confident and comfortable with their financial plans. Outside of their professional work, Jordan has personal interests in football, golf, and parenthood.

Stephen Martin is a CFP® with 20 years of industry experience, currently affiliated with LPL Financial in Salt Lake City, UT. He has worked concurrently at Cyprus Federal Credit Union and LPL Financial since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Benjamin Tahy is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and 14 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also serves as an advisor to registered investment companies and provides model portfolios through Fidelity Institutional Wealth Adviser.

Brittner Smartt is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, Smartt held roles at Global Payments, Castle and Cooke Mortgage, and Lending Club. Outside of financial services, Smartt is involved in entrepreneurial ventures including a custom resin print and dice business and a partnership in a mocktail event company. Smartt works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a process combining fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and advisory services.

Carl Hill Jr. is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has been associated with various Fidelity entities since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Elijah Smith is a Senior Financial Advisor at Merrill Lynch Wealth Management, based in Washington, D.C. He works with individuals and families to deliver a disciplined and goals-based approach to wealth management. His service model emphasizes understanding each client's needs and developing tailored strategies that align with their financial objectives. Elijah's expertise includes college education planning, family wealth management strategies, personal retirement planning, portfolio management services, and small business strategies, among others. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from James Madison University. In addition to his professional responsibilities, Elijah participates in community service consistent with Merrill's traditions. Outside of work, he enjoys boating, golfing, tennis, and spending time with his family.

Austin Huntsman is a financial advisor with J.P. Morgan Securities in Bountiful, Utah. He holds Series 63 and Series 66 licenses and has eight years of industry experience. Huntsman has been with J.P. Morgan Securities and its affiliated entities since 2013. 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 through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Aaron Sanderson is a financial advisor at Fidelity with six years of industry experience. He holds the Series 66 and Series 63 designations. His prior work includes roles at The Colony at White Pine, High West Distillery, Snowbird Ski Resort, Vail Resorts, and Blue Iguana. Strategic Advisers LLC, a Fidelity Investments company, 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, its role as a commodity pool operator registered with the CFTC, and its advisory services to multiple registered investment companies and model portfolio delivery.

Ethan Andersen is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include positions at the Teachers Pension and Lumen Utility Consult. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across various fund structures.

Jason Twitchell is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds a Series 63 designation and previously worked at Fidelity Brokerage Services, LLC for 17 years. In addition to his advisory role, he has been involved with StarForge Productions since 2020. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, 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, using research and analytics to guide investment decisions.

Jordan Krumenacker is a financial advisor at Fidelity with a Series 66 credential. He has been with Fidelity since 2026 and has prior experience in various roles across retail and service industries. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage multi-manager and fund-of-funds strategies.