Christopher Allen is a financial advisor with LPL Financial in Salt Lake City, UT, holding a Series 66 designation and 20 years of industry experience. He has previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC for 16 years, as well as Wells Fargo Investments for four years. Outside of his advisory role, Allen is a part owner of a local auto dealership, Luxury Motors Direct. 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 services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, with advice delivered primarily by its network of investment adviser representatives.

Julie Barlow is a financial advisor at Fidelity with 28 years of industry experience. She holds Series 63 and Series 66 designations and has worked with various Fidelity affiliates since 2003, 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 advisory for registered investment companies and charitable funds. The firm’s investment approach combines proprietary fundamental research with quantitative analysis and systematic portfolio construction, integrating algorithmic methods and long-term asset allocation strategies.

Brian Robison is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 65 designations and having 29 years of industry experience. His prior experience includes roles at Chase Investment Services Corp., Wamu Investments, Inc., and Zions Direct, Inc. He 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Tamara Taylor is a Series 66-licensed financial advisor at Charles Schwab with nine years of industry experience. She has worked at prominent firms including Morgan Stanley and TD Ameritrade and has been with Charles Schwab since 2019. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management services supported by multi-asset model portfolios and centralized operational infrastructure.

Jacob Zander is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT. He holds a Series 63 designation and has three years of industry experience. His prior experience includes roles at Fidelity Investments and the State of Utah. 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 approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Samuel Yeager is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in a range of client focus areas including executive compensation, family wealth management strategies, international wealth management, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and retirement income. He holds a Bachelor's degree in finance from Butler University. After graduation, Samuel worked on a successful campaign for a former U.S. Senator and subsequently developed and financed self-funded health plans for large corporations before joining Merrill Lynch. Samuel holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Samuel lives in Salt Lake City with his wife Liz, who is a Urologic Oncologist at Huntsman Cancer Institute, and their two sons. He is involved with the Humane Society and enjoys biking, camping, hiking, swimming, traveling, and spending time with his family.

Steven Hansen is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked across several Fidelity entities since 2014. Outside of his advisory role, he participates as an independent contractor for Amazon Flex. Steven 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 combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios incorporating mutual funds, ETFs, and ETPs.

Darla Slagowski is a financial advisor at Morgan Stanley with 29 years of industry experience. She has held her current position since 2009 at Morgan Stanley Smith Barney LLC. Slagowski holds the Series 63 and Series 66 designations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools such as Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations to support its financial planning process.

Samuel Preine is a financial advisor at Raymond James Financial with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including LPL Financial, Fidelity Investments, and Zions. Outside of finance, he has experience with Vista Counseling Services, the University of Utah, and The Music Lodge. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, corporations, and institutional clients. The firm employs tailored, non-discretionary planning using risk profiling and modeling tools, and it supports a wide network of advisors as well as municipal and public-finance work.

Harrison Ebert is a CFP®-certified financial advisor at Cambridge Investment Research Advisors with 10 years of industry experience. Prior to his current role, he worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. He is based in Salt Lake City, UT. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, retirement-plan sponsors, and charitable organizations, providing financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm offers various portfolio management solutions and maintains proprietary and third-party model strategies, with both discretionary and non-discretionary investment implementations.

Curtis Hancock is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. He has been with Wells Fargo Advisors LLC since 2011. Outside of his advisory role, he owns and operates Scrubs Plus Inc., a non-investment-related business. 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 advisory services tailored to plan objectives and risk tolerances. The firm’s approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Stephanie Daigle is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. Her career includes roles at Morgan Stanley and Citigroup Global Markets prior to 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 approximately $671 billion in assets through a large network of over 14,000 advisors, offering both brokerage and advisory solutions supported by research and analytics.

Alfred Horner is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Fidelity in 2025, he worked at Big 5 Sporting Goods for three years, Kamaka Air for one year, and Joshua Jaekle Equipment Company for fourteen years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage assets and offers formal advisory roles to multiple registered investment companies.

Matthew Shaw is a financial advisor at Cetera with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera and Cetera Wealth Services since 2021, with prior experience at Voya Financial Advisors. Outside of advising, he coaches skiing at Deer Valley Resort and operates a seasonal motorcycle touring business. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services across multiple program structures, emphasizing a multi-manager approach with access to affiliated and third-party managers.

Steven Tye is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked with various Fidelity entities since 2007. 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 combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios from a broad range of mutual funds, ETFs, and ETPs.

Ryan Moffitt is a CFP® professional with 20 years of experience in the financial industry. He has been with Cambridge Investment Research Advisors since 2010 and also owns Moffitt Wealth Management. Outside of advisory work, he is involved as an Amazon Affiliate in marketing. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a large network of independent financial professionals. The firm provides a range of investment solutions, including proprietary models and third-party strategies, with both discretionary and non-discretionary approaches tailored to client objectives.

Brynlie Johnston is a financial advisor at Raymond James & Associates with one year of industry experience. She holds a Series 66 designation and has worked at Raymond James since 2022. Outside of her advisory role, she engages in commission-based clothing sales on the Poshmark app. 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, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Brent Mckendrick is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Investments since 2010. Outside of his advisory role, he works as a bartender at a food and beverage establishment in Salt Lake City. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is known for its role in managing registered investment companies, delivering model portfolios, and employing systematic investment methodologies.

Melina Montes De Oca is a financial advisor with Morgan Stanley in South Jordan, Utah, holding Series 63 and Series 66 designations and seven years of industry experience. She has been with Morgan Stanley since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including financial planning supported by structured discovery and firm-approved tools, and manages approximately $2.74 trillion in client assets.

Philip Dachenhausen is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His career includes roles at Fidelity Brokerage Services and Cetera Wealth Services. He works with Strategic Advisers LLC, a Fidelity company that 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.