Tiffani Hamilton is a Series 66-licensed financial advisor with 13 years of industry experience, currently associated with LPL Financial in Riverton, UT. Her prior roles include positions at Wells Fargo Advisors LLC and Mountain America Credit Union. Outside of her advisory work, she is involved with Melaleuca as a product advocate for all natural products and participates in a family business called Stateline Metals. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools and a large network of advisors.

Steven Williams is a Certified Financial Planner (CFP®) with 33 years of industry experience. He has worked at Raymond James & Associates since 2021, following tenures at Bank of America and Merrill Lynch. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and nonprofit entities, providing financial planning and non-discretionary investment consulting supported by diverse portfolio management styles and affiliated research.

Andrew Jacobsen is a financial advisor at Fidelity with three years of industry experience. He holds the Series 66 designation and previously worked at Mountain America Credit Union for six years before joining Fidelity in 2021. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Magaly Mower is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and one year of industry experience. She has been with Wells Fargo Bank, N.A. since 2010. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Kayla Payne is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 65 licenses and having nine years of industry experience. She has been with Wells Fargo entities since 2013, including ten years at Wells Fargo Clearing Services, LLC. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Bryson Welter is a financial advisor at Fidelity with Series 63 and Series 66 designations and two years of industry experience. Prior to joining Fidelity Investments, he worked at Unisys Corporation and engaged in event marketing with Catch It Events, LLC, where he manages events on a part-time basis. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios that include mutual funds, ETFs, and ETPs.

Brandon Asevedo 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 Brokerage Services LLC since 2019. Outside of his advisory role, he creates travel-related video content for The Voyager Outpost. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies and its advisory role to multiple registered investment companies and fund-of-funds.

Jeni Millar is a Series 66 licensed financial advisor with five years of industry experience, currently affiliated with Raymond James Financial in Salt Lake City, UT. Her career includes roles at Voyager Wealth Advisors and Integrated Wealth Strategies, alongside a background that features positions at North Harbor Wealth Management and Planned Security Resources. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs tailored, non-discretionary planning and uses analytical tools such as risk profiling and probabilistic modeling to support client goals.

Toby Taylor is a Series 66-licensed financial advisor at Morgan Stanley with 19 years of industry experience. He has worked at Morgan Stanley since 2022 and was previously employed at E*TRADE Capital Management LLC and E*Trade Securities LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured, tool-based planning process without providing individual security recommendations in standalone plans.

Kyle West is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has worked at several firms including Robinhood Stocks and MarketStar. Outside of finance, he has experience in diverse fields such as photography and fire safety. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Jason Barnes is a financial advisor at Fidelity with 18 years of industry experience. He holds the Series 66 designation and has been affiliated with Fidelity Brokerage Services LLC since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, offering discretionary portfolio management, fund advisory, and model portfolios constructed through a combination of fundamental research and quantitative analysis.

Ashton Ledee is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 licenses. He has seven years of industry experience, including roles at Fidelity Brokerage Services and Grifols. 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, including the use of AI and long-term asset allocation benchmarks.

Joshua Clark is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at multiple Fidelity entities as well as Strategic Advisors Inc. since 2001. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm blends proprietary fundamental research with quantitative and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services as well as fund advisory and model portfolio delivery.

Joshua Suprise is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 licenses. He has three years of industry experience, including his current role at Fidelity Investments since 2021. Prior to this, he worked in various roles outside finance, including at Newtown Heating and Air and Iron Wheel Deliveries. Fidelity Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a methodology that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its use of systematic investment processes and its advisory roles with multiple registered investment companies.

Kevin McHenry is a Planning Consultant at Fidelity Investments. In this role, he works with clients to help them make informed investment decisions that align with their goals, time horizon, and risk tolerance. He focuses on understanding each client's financial situation and provides guidance tailored to their individual needs. Kevin has progressed through multiple roles at Fidelity Investments, beginning as a Workplace Planning Consultant I in 2021, advancing to Workplace Planning Consultant II in 2022, Workplace Planning Consultant III in 2023, and currently serving as a Planning Consultant since 2024. He holds insurance licenses in Arkansas and California. Outside of his professional work, Kevin enjoys outdoor activities including camping, fishing, hiking, and snowboarding.

Suann Potter is a financial advisor with Wells Fargo Advisors in Salt Lake City, UT, holding Series 63 and Series 66 licenses and having 12 years of industry experience. She has worked with various Wells Fargo entities since 2014, including Wells Fargo Clearing and Wells Fargo Financial Network. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

Steven Earl is a financial advisor at Wells Fargo Advisors with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Wells Fargo in various capacities since 2009. Outside of his advisory work, he operates Steven Earl Photography, specializing in photographing high school sports. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers comprehensive financial planning and investment services with tailored recommendations supported by Wells Fargo research and planning tools.

Nicholas Roberts is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 20 years of industry experience. He has worked at Morgan Stanley and its related entities for over a decade before joining Wells Fargo. Wells Fargo Advisors is a national securities firm that provides investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to guide investment decisions.

Kyle Glenn is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 designations and is based in Salt Lake City, Utah. Kyle has been with Fidelity since 2014. 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 uses proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage model portfolios across a range of mutual funds, ETFs, and ETPs.

Laurel Morgan is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has been with Fidelity Investments since 2010. Outside of her advisory role, she is a partner in H & S Family Investments, a real estate investment venture. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a systematic investment process that integrates proprietary research, quantitative analysis, and algorithmic portfolio construction.