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.

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 Services Advisors, Inc. with five years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked with firms such as LPL Financial, Fidelity Investments, and Zions. His background includes roles outside finance, including counseling services and involvement with The Music Lodge. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary advice supported by risk profiling and analytical modeling, and it maintains notable municipal advisory services and customizable retirement plan offerings.

Alejandro Malespin is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and its Private Bank since 2016, previously spending four years at Credit Suisse Securities. Outside of finance, he serves as a passive director for a family-owned law firm in Managua, Nicaragua. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses a structured planning process supported by firm-approved tools and offers both retail and institutional investment solutions.

Harrison Ebert is a CFP® professional affiliated with Cambridge Investment Research Advisors with 10 years of industry experience. He has previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC before joining Cambridge in 2021. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individuals, pension funds, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and custodians. The firm manages a multi-billion dollar asset base and features proprietary model strategies alongside access to third-party advisers.

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 industry experience, currently affiliated with Cambridge Investment Research Advisors since 2010. He also owns Moffitt Wealth Management, which he has operated since 2007. In addition to his advisory roles, he is involved as an Amazon Affiliate in marketing activities. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm employs thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

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 at Morgan Stanley with seven years of industry experience. She holds Series 66 and Series 63 licenses and has been with Morgan Stanley since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and firm-approved methodologies in its financial planning process.

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.

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 19 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various Fidelity entities since 2007, including Fidelity Brokerage Services, LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios composed of mutual funds, ETFs, and ETPs.

Jefferson Borner is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. His career includes roles at Fidelity Investments and several private companies, including Summer Rae LLC and Borner Construction Works LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it is noted for its use of AI/LLMs in research and its formal advisory roles to multiple registered funds.

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, Bailey held positions at several companies including Kona Ice and Big Red Jelly. 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 develop model portfolios across various asset classes.