Caleb Barton is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Fidelity Brokerage Services in 2019, he held positions at Pioneer Pipe and Steel, BioLife Plasma Services, UVU UCCU Events Center, Hobby Lobby, and Utah Valley University. 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 manage discretionary and non-discretionary portfolios, as well as fund advisory services.

Daniel Larsen is a financial advisor with Cetera based in Salt Lake City, UT, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His career includes roles at LPL Financial, CUNA Brokerage Services, and credit unions such as Goldenwest FCU, UFirst Credit Union, and Canyon View Credit Union. He also works as a financial professional providing services on credit union premises. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a nationwide network of independent advisors and operates a multi-manager platform with diverse program structures and custodial relationships.

Michelle Bodin is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 33 years of industry experience. Her prior roles include positions at Bright Insurance Services, Transamerica Financial Advisors, World Financial Group, Wildcat Insurance, and a long tenure at Primerica. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Cameron Leavitt is a financial advisor with Equitable Advisors in Salt Lake City, holding Series 63 and Series 66 designations and bringing nine years of industry experience. His prior roles include four years at Morgan Stanley and multiple positions at E*TRADE Securities. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and various asset-management programs. The firm’s advisory approach involves matching clients to program models or discretionary managers, often through third-party sponsors, and offers a range of investment options including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Michael Landheim is a financial advisor at Fidelity with 28 years of industry experience. He has held various roles within Fidelity’s affiliated entities since 1997 and holds Series 63 and Series 66 credentials. Based in Salt Lake City, UT, his career includes work with Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of AI-driven methods and its role as a registered commodity pool operator.

John Neuenswander is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. His prior work includes roles at Jordan Investment Services, Jordan Credit Union, Cetera Advisor Networks, Cetera Wealth Services, Equitable Advisors, and CUNA Brokerage Services. He has also been involved in non-variable insurance as a separate business activity. 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 variety of financial planning and investment management solutions, leveraging both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Ted Townsend is a financial advisor with Morgan Stanley in South Jordan, Utah, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Morgan Stanley since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides a range of investment and planning services across retail and institutional markets.

Kaitlyn Pedersen is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, she worked for seven years at Veterans First Mortgage and three years at a gymnastics training center. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios across various fund structures.

Christina Larsen is a financial advisor at Fidelity with 19 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Fidelity Investments and its affiliates since 2006. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and other investment solutions.

S. Grant is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 18 years of industry experience. Grant’s prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank, N.A. He has been with Raymond James & Associates since 2021. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Hunter Hanks is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 66 credential and has prior work history at Cottonwood Residential and Mosaic, as well as six years affiliated with Brigham Young University. Outside of his advisory role, he is a partner and owner in a networking business and has involvement with an insurance agency in Salt Lake City. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with various tools and a large network of over 22,800 advisors.

Daniel Hicks is a Series 66-licensed financial advisor at Fidelity with two years of industry experience. Prior to joining Fidelity, he worked at Belong Home Inc. and HOMIE. Outside of his advisory role, he also works as an independent contractor in real estate brokerage. 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and offers model portfolios through intermediary platforms.

David Dodds is a financial professional with 24 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 credentials and has worked at Cetera Wealth Services, LLC since 2013. In addition to his advisory role, he is an executive vice president at Data Enterprises Inc., a financial services firm, and is involved in fixed insurance sales and equipment leasing management. Cetera Investment Advisers LLC is an SEC-registered adviser serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supported by over 10,000 advisors and managing assets exceeding $250 billion.

Justin Smith is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial LLC and Dorne J Hall. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm operates as both a broker-dealer and investment adviser, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Ryan Kunkler is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has held positions at Morgan Stanley and E*TRADE Capital Management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a financial planning process that utilizes structured discovery tools and modeling techniques.

Alicia Zhang is a financial advisor at Raymond James & Associates with Series 66 credentials and approximately two years of experience in the financial services industry. Her prior roles include positions at Ameriprise Financial, Mountain America Credit Union, and Shamrock Communities, as well as experience at the University of Utah. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services through a range of portfolio management styles and affiliated research.

Ryan Cox is a Series 66 licensed financial advisor with Fidelity, based in Salt Lake City, UT. He has nine years of industry experience and has worked in various capacities within Fidelity since 2016. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage its model portfolios, and holds registrations and advisory roles that distinguish it among large institutional firms.

Kristie Remington is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, J.P. Morgan Securities, Morgan Stanley, and TD Ameritrade. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Mason Moody is a financial advisor at Fidelity with one year of industry experience and holds the Series 66 designation. Prior to joining Fidelity, he worked at several firms, including Rocky Mountain Labs and Synlawn Utah. Outside of his advisory role, he is also self-employed as a DJ in Salt Lake City, performing sporadically after hours. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across a broad range of investments.

Casey Kotter is a CFP® with 22 years of industry experience and has been with OSAIC since 2013. He holds the Series 66 designation and serves as a partner and CFO of Integrated Financial Group, an LLC focused on financial and investment planning. Kotter is also involved in managing his wife’s psychology practice through business and marketing planning support. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of financial advisers. The firm offers integrated brokerage and advisory services, using advanced asset-allocation tools and third-party platforms to construct and manage portfolios across multiple asset classes.