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 eight years of industry experience. Before joining Fidelity Investments in 2025, he worked at Fidelity Brokerage Services, LLC since 2018 and spent six years at Nature's Sunshine Products. Outside of his advisory role, he engages in post-construction cleaning and operates as a private reseller of used goods. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction across a broad range of funds and model portfolios.

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 six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various J.P. Morgan entities since 2018, with prior experience at Zions Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and incorporates ESG considerations within a structured, non-discretionary program.

Robert Crawford is a financial advisor with LPL Financial in Midvale, UT, holding a ChFC® designation along with Series 63 and Series 65 licenses. He has 38 years of industry experience, including prior roles at Mass Mutual Investors Services and Guardian Life. Outside of his advisory work, he is involved in third-party administration and non-variable insurance sales. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational and research tools.

Melanie Hanna is a financial advisor at Morgan Stanley with 15 years at the firm and four years of industry experience. She holds Series 63 and Series 65 licenses. Outside of her advisory role, she operates a small boutique horse breeding business in Utah. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Tyler Ehninger is a CFP® professional at OSAIC with four years of industry experience. He previously worked at Royal Alliance Associates, Ameriprise Financial, Water Quest, and Escapes in Time. In addition to his advisory role, he serves as Director of Financial Services at NTEGRATED FINANCIAL GROUP, assisting advisors with financial planning and insurance services. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, Unified Managed Accounts, and retirement plan consulting. The firm’s investment process relies on model-based asset allocation and portfolio optimization supported by risk-tolerance analysis and rebalancing tools.

Sara Miller is a financial advisor at Morgan Stanley with 7 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets.

Cameron Sueoka is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His work history includes roles at Quotient Technology and the University of Utah, spanning various positions prior to joining Fidelity. Fidelity 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 to create diversified model portfolios across mutual funds, ETFs, and ETPs.

Rachel Millington is an Investment Solutions Representative III at Fidelity Investments, a position she has held since 2024. In this role, she works closely with clients to understand their goals and priorities, providing personalized investment recommendations and strategies. Her approach emphasizes trust, integrity, and transparency, aiming to support individuals and families in making informed investment decisions. Rachel has accumulated extensive experience within Fidelity Investments, progressing through roles including Investment Solutions Representative II and I, High Net Worth Representative, and Customer Relationship Advocate since 2019. She holds insurance licenses for Arkansas and California. Outside of her professional responsibilities, Rachel engages in cooking and baking, enjoys family activities, social events with friends, movies, theater, and writing.

Paige Rockwell is a financial advisor at Fidelity with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC since 2020. Prior to her career in finance, she was employed in the food service industry at Java Jo's and Este Pizzeria Downtown. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, leveraging a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm’s distinctive features include registration with the CFTC as a commodity pool operator, advisory roles to multiple registered investment companies, and the use of AI and systematic methodologies in portfolio management.

Jonathan Sterzer is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory work, he owns Copper Leaf LLC, a real estate-related business based in West Jordan, Utah. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and market analyses.

Jeremiah Taylor is a financial advisor with Fidelity Investments in Salt Lake City, holding a Series 66 designation and beginning his industry experience in 2025. Prior to joining Fidelity, he worked at Ambia Energy and Greenix. Outside of finance, he operates a sales and recruiting business focused on training door-to-door representatives. Fidelity’s 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 to manage a variety of fund structures and model portfolios.

Tiffany Creason is a Wealth Management Senior Relationship Manager at Fidelity Investments. In her current role, she focuses on assisting affluent families with their complex financial needs by partnering with trusted advisors to identify planning requirements and align goals with prospective plans. She emphasizes open and honest communication, anticipation, and responsiveness in building and strengthening client relationships. Tiffany's professional experience at Fidelity Investments includes roles as a Private Wealth Management Planning Consultant, Investment Management Consultant, Client Service Associate, High Net Worth Associate, and Financial Representative Full Trader. Prior to joining Fidelity, she worked as a Personal Loan Officer at Zions First National Bank. Outside of her professional work, Tiffany enjoys outdoor activities such as camping, fishing, hiking, horseback riding, kayaking, and table tennis.

Paul Crosby is a financial advisor with Morgan Stanley and holds Series 63 and Series 66 licenses. He has 17 years of industry experience, including prior roles at E*TRADE Capital Management LLC and C A L Ranch Stores. He is also employed by the Utah Department of Health and Human Services outside of his advisory work. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process supported by advanced modeling tools.

Aaron Dahle is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at Cetera and its affiliated entities since 2019 and has operated his own tax and accounting services firms since 2003. Dahle is a partial owner of Dahle Financial Services and Dahle Tax & Accounting, where he performs administrative and accounting roles. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various investment strategies and program structures.

David Hullinger is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been part of the Hullinger Team, which has a history of serving clients in Utah County for over 40 years. The team is recognized for its longstanding relationship with Merrill Lynch and Bank of America. David's areas of expertise include Family Wealth Management Strategies, Services for Endowments, Foundations, and Non-profits, Investment Consulting for Defined Contribution Plans, Legacy Planning, LGBT Wealth Planning, Women and Wealth, Individual and Corporate Investment Strategy, Tax Minimization, and Retirement Income. He is a member of a professional team comprised of 10 individuals with well over 100 years of combined experience. He holds a Bachelor's and a Master's Degree from Brigham Young University and maintains professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). David is active in his community as a basketball coach and serves as President of the Live wElle Foundation, Inc.

Christopher Reynolds is a financial advisor at Wells Fargo Clearing with 41 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Morgan Stanley and Citigroup Global Markets. He is based in Holladay, 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

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.