Andrew Wilson is a financial advisor at Fidelity with 23 years of industry experience. He holds the Series 66 designation and previously worked for Key Investment Services LLC and Key Bank NA from 2008 to 2022. Outside of his advisory role, Wilson is a part owner of two entertainment businesses in Utah: a haunted house called Castle of Chaos and an escape room operation, Great Room Escape. He is affiliated with 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 discretionary and non-discretionary investment portfolios.

James Francis is a financial advisor with LPL Financial holding a Series 66 credential and 16 years of industry experience. He has worked at LPL Financial since 2021 and has sustained his involvement with Phoenix Financial since 2011. Prior to joining LPL, he held roles at Securities America Advisors, Inc. and Kms Financial Services, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management alongside research and model portfolios.

Joshua Willis is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fidelity Brokerage Services since 2015. Outside of his advisory role, he manages a consulting and property management business through Creatify Solutions LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and develops model portfolios for intermediary platforms.

Jay Cherry is a financial advisor at Morgan Stanley in South Jordan, UT, with seven years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at E*TRADE Securities LLC. Outside of his advisory role, he writes and prepares fiction for publication. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning, leveraging firm-approved tools and methodologies to support client outcomes.

Jeffrey Johnson is a financial advisor at Cetera with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Voya Financial Advisors and NFG Advisors. Johnson is also the owner of Sage Life Financial LLC and operates as an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and customized strategies.

Brian Slade is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with LPL Financial since 2010. Outside of his advisory role, he is involved in selling fixed insurance products through Progressive Planning, LLC, a Utah-approved life insurance agency. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including strategic and tactical model portfolios supported by internal and third-party research.

Chase Parry is a Series 66 licensed financial advisor with 13 years of industry experience. He has worked at Wells Fargo Clearing since 2019 and previously held positions at Bank of America and Merrill. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Jacob Cornia is a financial advisor with Fidelity Investments based in Salt Lake City, UT, holding a Series 66 credential and three years of industry experience. Prior to joining Fidelity, he worked at CitiBank for 15 years and was employed by Western Governors University. Outside of his advisory role, Cornia is the owner and trainer of Utah Defense Solutions, a company providing training and safe handling services. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages multiple registered investment companies and fund-of-funds.

William Dahle III is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Cetera and its related entities since 2021 and has owned Dahle Financial Services since 2015. Dahle also serves as a board member for the Jordan Winds Owners Association. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, operating a multi-manager platform with multiple program structures and custodial relationships.

Jayce Russell is a financial advisor at Fidelity with a Series 66 credential and three years of industry experience. His prior work includes roles at Wells Fargo, Key Bank, and Fidelity Investments. Outside of his advisory work, he operates a small trading card business as a sole proprietor. 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 to deliver diversified model portfolios.

Michael Sayre is a financial advisor with OSAIC in Salt Lake City, UT, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. He has previously worked at Woodbury Financial Services, Penn Mutual Life Insurance Company, and Hornor Townsend & Kent, among others. Sayre is involved as a partner in CUI Wealth Management and CUI Benefits, and he also serves on the board of the Salt Lake chapter of the Society for Human Resource Management, overseeing sponsorships and participating on its investment committee. OSAIC serves a diverse client base including retail investors, institutions, and charitable organizations, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to multiple advisory platforms and third-party money managers. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that include various asset classes, accommodating both discretionary and non-discretionary management with client-imposed restrictions.

River Bailey is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. He has held roles at Fidelity Investments since 2023 and previously worked at Bosso, Utah Tech University, and several other organizations. River works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Matthew Rogers is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 credentials and five years of industry experience. He has worked with Fidelity Brokerage Service since 2020 and Fidelity Investments since 2025. Prior to his financial services career, he was employed at Kroger from 2014 to 2020. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a systematic investment process combining fundamental research and quantitative analysis, with distinctive capabilities such as algorithmic portfolio construction and advisory roles to multiple registered funds.

Blake Nelson is a CFP® professional with 22 years of experience in the financial services industry. He has been with LPL Financial since 2015. Outside of his advisory role, he owns a family-operated lawn care business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, with access to model portfolios, research, and various discretionary and non-discretionary management services.

Jeffrey Rippon is a financial advisor with Ameriprise in Salt Lake City, UT, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Ameriprise since 2009. Outside of financial advising, he manages an online retail business, SneakerHeads LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income services that provide written recommendation reports and ongoing planning advice. The firm’s retirement income solutions use proprietary research, third-party data, and algorithmic tools, with a focus on dependable income sources and tax-aware withdrawal strategies.

Domenique Buhagiar is a financial advisor with Morgan Stanley in South Jordan, UT, holding Series 63 and Series 65 credentials and five years of industry experience. Prior to joining Morgan Stanley in 2021, Domenique worked at E*TRADE Securities LLC and has experience connected to Arizona State University. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers planning services both directly and through Corporate Financial Planning agreements.

Jason Hancock is a financial advisor at Raymond James Financial with nine years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley, HarrisDirect LLC, E*TRADE Capital Management LLC, NICE inContact, and Goldman Sachs & Co. His career background includes roles at both wirehouses and brokerage firms. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and it supports municipal advisory and public finance services uncommon among large institutional advisors.

Aaron Henson is a financial advisor with Morgan Stanley, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at E*Trade Capital Management, E*Trade Securities, and Fidelity Brokerage Services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services including estate planning strategies and relationships with various investment vehicles.

Benjamin Ahyou is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 14 years of industry experience. He previously worked at JP Morgan Chase Bank NA from 2008 to 2024. Outside of his advisory role, he is involved with Elias T. Benjamin Wealth Management, a DBA entity related to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven investment strategies.

Adam Duncan is a financial advisor at Wells Fargo Clearing with 5 years of industry experience. He holds a Series 66 designation and previously worked at firms including SoFi Wealth, Fidelity Brokerage Services, and Discover. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm offers an IPS-driven advisory process grounded in modern portfolio theory, acting as an ERISA fiduciary and providing both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.