David Morse is a financial advisor at Morgan Stanley with a Series 66 designation and four years of industry experience. His prior work includes roles at E*Trade Securities LLC and Morgan Stanley Smith Barney LLC, and before entering finance he worked in education and other fields. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets.

Michael Thaller is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked across various Fidelity entities since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering portfolio management, fund advisory, and model portfolio delivery. The firm uses proprietary research and quantitative analysis to construct portfolios from mutual funds, ETFs, and ETPs, incorporating algorithmic methods and maintaining oversight controls to address conflicts of interest.

Jefferson Borner is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His prior work includes roles at Summer Rae LLC, Jacobsen Real Estate, and Pinnacle Youth Services. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction.

Bailey Baker is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity in 2025, Bailey worked in various roles including positions at Kona Ice, Big Red Jelly, and Ambia Solar. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios consisting of mutual funds, ETFs, and ETPs. The firm is noted for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and use of AI and algorithmic methods in portfolio management.

Evan Mitchell is a financial advisor at Morgan Stanley with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments and MGO One Seven dba Park City Wealth Advisors. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including customized financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers comprehensive planning without providing individual security recommendations in standalone programs.

Tamara Snyder is a financial advisor at Edward Jones with 17 years of industry experience and holds the Series 66 designation. Prior to joining Edward Jones in 2019, she worked at several affiliated Cetera firms from 2015 to 2019. Edward Jones is a full-service wealth management firm serving a broad range of clients, including individual and institutional investors. The firm manages over $1 trillion in assets through a large network of advisors and offers a variety of advisory strategies and affiliated investment products.

Joseph Laurella is a Series 66 licensed financial advisor with Fidelity in Salt Lake City, UT, and has three years of industry experience. His prior roles include positions at Merrill, Bank of America, Bandwango, and ColeSport, as well as employment at the University of Utah. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including fund advisory and delivery of model portfolios. The firm uses proprietary fundamental research alongside quantitative and algorithmic methods to construct portfolios from mutual funds, ETFs, and ETPs.

Renee Rojas is a financial advisor with Merrill in Salt Lake City, UT, holding a Series 66 designation and six years of industry experience. She has been with Merrill and its affiliate Bank of America, N.A. since 2016. Prior to her advisory roles, she worked at the University of Texas at El Paso from 2014 to 2018. Merrill, together 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 a range of individual and institutional clients.

Jay Jensen is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 65 licenses and with 44 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent 14 years at RBC Capital Markets. Outside of his advisory role, Jensen has ownership interests in aircraft leasing and a private fuel club, and serves as vice president of a homeowners association. 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 combines research and analytics with a broad product platform to offer brokerage and advisory solutions.

Robert Provost is a financial advisor at Morgan Stanley with two years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. His credentials include the Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Tiffani Hamilton is a financial advisor at LPL Financial with 13 years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Bank NA and Wells Fargo Clearing. Outside of her advisory role, she is involved in a family business and participates as a product advocate for an all-natural products company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of investment adviser representatives.

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. She holds Series 65 and Series 63 licenses and has nine years of industry experience, including ten years at Wells Fargo Clearing and thirteen years at Wells Fargo Bank. 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 a combination of brokerage and advisory solutions.

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.