Paul Green is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has held various roles within Fidelity since 2002, including positions at Fidelity Investments Institutional Services Company, Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Outside of his advisory work, he operates a business restoring classic car parts. 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 employs a process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios from a broad investable universe, and it is noted for its advisory role to multiple registered investment companies and use of algorithmic methods and AI in research.

Bryce Howard is a Series 66 licensed financial advisor with seven years of industry experience, currently with Charles Schwab. His background includes roles at TD Ameritrade, Fidelity Brokerage Services, Bank of America, and Merrill Lynch. Outside of financial services, he participates as a compensated research participant in pharmaceutical studies. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm offers both non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and a centralized operational structure.

Kyle Jenks 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, joining Fidelity Investments in 2025. Prior to joining the financial industry, he worked at Olive Garden for three years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services such as discretionary portfolio management and fund advisory.

Tyler Clark is a Financial Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he served in various capacities within Fidelity Investments, including Planning Consultant from 2023 to 2024, Workplace Planning Consultant from 2022 to 2023, and Customer Relationship Advocate from 2021 to 2022. His professional experience also includes working as an Associate Banker at JP Morgan Chase from 2019 to 2021. Tyler is focused on personal financial planning, aiming to understand client priorities, analyze their current situations, and address potential risks or gaps in their plans. He holds insurance licenses in Arkansas and California. Outside of his professional work, Tyler enjoys family activities, exploring food, and participating in sports such as football, golf, and snowboarding.

Jennifer Powell is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2024. She collaborates closely with individuals and families to develop strategies aimed at protecting and growing their wealth, with a focus on their specific priorities. Jennifer has been with Fidelity Investments since 2014, progressing through roles including High Net Worth Service Representative, Financial Representative, Relationship Manager, and Planning Consultant. Her experience spans various aspects of financial planning and client relationship management. Outside of her professional role, Jennifer enjoys boating, camping, hiking, traveling, and spending time with her pets.

Frank Sabala is a Planning Consultant at Fidelity Investments, where he has been serving since 2026. He focuses on developing tailored financial strategies that align with his clients' specific needs and evolve as their lives change. Prior to his current role, he worked as a Workplace Planning Consultant at Fidelity Investments from 2023 to 2026. Frank holds an Arkansas Insurance License, which supports his work in providing comprehensive financial planning and insurance solutions. He emphasizes building trust and delivering clear, thoughtful guidance to help clients make confident financial decisions. In his personal time, Frank enjoys movies, outdoor adventures, skiing, and soccer.

Marcus Shiotani is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity, he held roles in healthcare and various other industries. He is a partner at OpenDoor Property Management, LLC, where he manages property operations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, including fund advisory and model portfolio delivery, with distinctive features such as CFTC registration and use of AI in research.

Ryan Lenahan is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing since 2008. Outside of his advisory role, he serves as a co-trustee for a family trust. 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 grounded in modern portfolio theory and tailored to client objectives and risk tolerances.

Ming Han Gao is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. Gao has one year of industry experience and has previously worked in the U.S. Army Reserve and various roles outside the investment industry. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Alexander Rogers is a Series 66 licensed financial advisor at Edward Jones with two years of industry experience. Before joining Edward Jones, he worked in retail at Target and in advertising and design roles at Spry Creative and Whitney Advertising and Design Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Heather Hinrichs is a financial advisor with LPL Financial in Salt Lake City, holding Series 66 and Series 63 designations and two years of industry experience. Her prior roles include positions at Zions Bank, SPF Capital, Cal Private Bank, and Financial West Group. She is also a notary public affiliated with Zions Bank. 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 diverse model portfolios and research resources.

Charlee Shadoan is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing since 2016, previously serving at Wells Fargo Advisors LLC from 2013 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Christopher Bradley is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2015. In this capacity, he works directly with clients to analyze their investment portfolios and retirement plans, aiming to help them understand their progress toward retirement and to develop investment strategies that align with their individual needs. He utilizes tools and resources available at Fidelity to maintain consistent communication tailored to each client's preferences. Christopher has been with Fidelity Investments since 2005, progressing through various roles including Financial Consultant, Private Access Relationship Manager, Premium Services Representative, and Financial Representative. His extensive experience within the company reflects his deep involvement in supporting clients' financial planning and investment management needs. He holds insurance licenses in Arkansas and California.

James Case Martinez is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding a Series 63 license and one year of industry experience. His prior work history includes roles at Express Employment Professionals, Sherwin-Williams, and Discover Student Loans. Outside of his advisory role, he has been involved with Doordash for several years. 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 from its Wells Fargo Investment Institute with third-party analytics to support a range of brokerage and advisory solutions.

Kevin Banner is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and 29 years of industry experience. He has worked at Charles Schwab Bank and Charles Schwab & Co., Inc. since 2013. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

Andres Meza is a financial advisor at Fidelity with Series 63 and Series 66 credentials and seven years of industry experience. Prior to joining Fidelity Investments in 2025, he worked at Fidelity Brokerage Services, LLC since 2018 and previously spent six years at Nature's Sunshine Products. Outside of his advisory role, he is involved in small-scale entrepreneurial activities, including post-construction cleaning and reselling used items. He works within Strategic Advisers LLC, a Fidelity company that offers investment management and advisory services to retail and institutional clients. The firm employs a systematic investment process combining fundamental research and quantitative analysis to create model portfolios, and it manages multiple registered investment companies and fund-of-funds.

Mark Purcell is a financial advisor with RBC Capital Markets in Salt Lake City, Utah, holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. He previously worked at Merrill from 2005 to 2017 before joining RBC Capital Markets in 2017. Outside of his advisory role, Purcell serves on the advisory board and as a director for the Primary Children’s Hospital Foundation, a charitable organization in Salt Lake City. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through both in-house and third-party managers.

Matthew Olson is a financial advisor with Ameriprise in Sandy, Utah, holding Series 63 and Series 66 credentials and 32 years of industry experience. He has been with Ameriprise and its affiliate since 1993. Outside of his advisory role, Olson has business ownership in Creekroad LLC. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement who meet certain asset thresholds, providing detailed written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized service delivered alongside client advisors, with a focus on Ameriprise-managed accounts and algorithmic support for recommendations.

Andrew Marx is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various JPMorgan entities since 2017. Outside of his advisory role, he is the owner of a private investment entity. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm offers non-discretionary advice through a select group of Wealth Advisors and incorporates an ESG eligibility framework in its investment recommendations.

Robert Crawford is a financial advisor with LPL Financial in Midvale, UT, holding the ChFC® designation and Series 63 and 65 licenses. He has 37 years of industry experience and has been with LPL Financial since 2012. In addition to his advisory role, he is involved in third-party administration activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, employing both discretionary and non-discretionary management supported by research and model portfolios.