Samuel Wright is a Series 66 licensed financial advisor with Fidelity in Salt Lake City, UT, bringing seven years of industry experience. His prior work includes roles at Progrexion and Fidelity Brokerage Services. Fidelity Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory role with registered investment companies, and incorporating AI-driven research techniques.

Richard Tanner is a financial advisor with Cambridge Investment Research Advisors in South Jordan, UT, holding Series 63 and Series 66 licenses and possessing 40 years of industry experience. He has been with Cambridge since 2011 and serves as CEO of Exit IQ, LLC, a business specializing in exit and succession planning. Tanner is also involved with Wealth IQ Advisors as the owner of a DBA. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, retirement plans, and charitable organizations, through a network of independent financial professionals offering comprehensive financial planning and investment management services.

Alexander Hansen is a financial advisor with Fidelity Investments based in Salt Lake City, UT. He holds Series 63 and Series 66 designations and has 12 years of industry experience. Hansen is also the owner of Hansen Brands LLC, an online sales and monetized social business focused on product design, sales, content creation, sourcing, marketing, and general management. He works with Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across various investment vehicles, including mutual funds, ETFs, and ETPs.

David Brown is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with various Fidelity entities since 2011, including Strategic Advisers, LLC since 2026. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, as well as registered investment companies and an IRS‑qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver systematic model portfolios across mutual funds, ETFs, and ETPs.

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 in various capacities within Fidelity since 2003, including roles at Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, oversight of sub-advisers, and roles in managing registered investment companies and fund-of-funds.

Brian Robison is a financial advisor at Wells Fargo Clearing in Ogden, UT, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy statement preparation, performance reporting, and participant education. The firm’s advisory process is IPS-driven, incorporates modern portfolio theory, and includes discretionary options that cover a broader range of financial products than typical large institutional advisers.

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 at Wells Fargo Clearing with a Series 63 designation and two years of industry experience. His prior roles include positions 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 uses research and analytics to evaluate investment options based on diversification principles and modern portfolio theory, offering both brokerage and advisory solutions.

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 with Fidelity Investments in Salt Lake City, UT, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His work history includes roles across multiple Fidelity entities since 2014. Outside of his advisory work, he participates in independent contracting for package delivery through Amazon Flex. 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non‑discretionary portfolios, including fund advisory and model portfolio services.

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 four years of industry experience. He holds Series 65 and Series 63 designations and previously worked at LPL Financial, Zions, and Fidelity Investments. Outside of finance, he has experience with counseling services and involvement in a music-related business. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individuals, high-net-worth investors, pension and profit-sharing plans, charitable organizations, and government entities. The firm offers customized solutions including a SIMPLE IRA Employer Advisory & Consulting Services program for small businesses and maintains notable municipal and public finance capabilities.

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 in Holladay, UT. She holds a Series 66 designation and has 18 years of industry experience. She has been with Wells Fargo Clearing since 2016, following a brief period at Wells Fargo Advisors, 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 approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

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 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with various Fidelity entities since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across 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 the Series 66 designation. Prior to joining Raymond James, she worked in various roles including positions at Galerie Michael and the Richard B. Fisher Center for the Performing Arts. Outside of her advisory work, Johnston sells clothing on the Poshmark marketplace on a commission basis. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets. The firm offers wealth advisory planning and investment consulting to a diverse client base, including individuals, institutions, and government entities, providing non-discretionary advice supported by research, firm-sponsored programs, and institutional consulting services.

Brent Mckendrick is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity Investments and its affiliates since 2010. Outside of his advisory role, he works as a bartender at Lake Effect in Salt Lake City, Utah. 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 proprietary research, quantitative analysis, and algorithmic portfolio construction.