Alexandria Peirce is a financial advisor at UBS Financial Services with one year of industry experience. She holds a Series 66 designation and has prior work experience at Morgan Stanley and Orangetheory Fitness, as well as roles in education at Utah Valley University and Bingham High School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and a range of capital markets services. The firm combines institutional trading capabilities with wealth management, using proprietary research and model-based asset allocations to tailor strategies for clients.

Najibullah Amiri is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Bank NA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Zeryck Russon is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 credentials and one year of industry experience. His prior work includes roles at Fidelity Investments and Randstad. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Matt Langford is a Financial Consultant currently working at Fidelity Investments since 2024. He has been part of Fidelity since 2019, serving in various roles including Planning Consultant, Investment Solutions, and Customer Relationship Advocate. Prior to joining Fidelity, Matt worked as a Financial Representative at Wells Fargo from 2018 to 2019. Matt is a Certified Financial Planner™ who focuses on helping clients create clear and straightforward financial plans. He collaborates with clients to develop customized strategies aimed at achieving their personal, family, and business goals. He holds insurance licenses in Arkansas and California. Outside of his professional work, Matt has interests in the beach, fitness, food, movies, and writing.

Tyler Maine is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior roles include positions at Bank of America, American Family Insurance, and Coca-Cola. He also has experience in education, having worked at Southern Utah University and local schools. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations by offering model-based and discretionary investment strategies constructed by internal and third-party managers.

Sidney Tafoya is a Planning Consultant at Fidelity Investments, a role held since 2026. Sidney has a progressive track record within Fidelity Investments, having served in various roles including Investment Solutions Representative III (2025-2026), II (2024-2025), and I (2023-2024), as well as High Net Worth Representative (2022-2023) and Client Representative Associate (2021-2022). Sidney holds insurance licenses in Arkansas and California, supporting comprehensive financial planning and client service. Sidney's approach centers on understanding clients' lives to co-create financial plans aimed at pursuing their goals and fostering confidence and comfort with their financial strategies. Outside of work, Sidney engages in personal interests such as biking, exploring culinary experiences, outdoor adventures, parenthood, and snowboarding.

Brent Frank is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Wells Fargo Clearing and Wells Fargo Bank since 2016 and was previously with Morgan Stanley from 2013 to 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 offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources, managing approximately $671 billion in assets with over 14,000 financial advisors.

Allen Norton is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at various Fidelity affiliates since 2007, as well as at Waddell & Reed from 2005 to 2006. Outside of finance, he operates a photography business where he is involved in taking and editing pictures as well as marketing and financial management. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services including discretionary portfolio management and fund advisory.

Brady Smith is a financial advisor at Fidelity with Series 63 and Series 66 designations and 19 years of industry experience. He has worked at various Fidelity entities since 2006, including Fidelity Brokerage Services, LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, and it is notable for its use of systematic methodologies and AI-driven research tools.

Aaron Rokeach is a financial advisor with Morgan Stanley in Salt Lake City, holding Series 63 and Series 66 licenses and seven years of industry experience. He previously worked at Goldman Sachs Bank USA from 2014 to 2019 before joining Morgan Stanley Private Bank and Morgan Stanley in 2019. Rokeach serves as a board member on the finance committee of Jewish Family Services, a community organization focused on economic assistance and welfare. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer that provides advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process incorporating firm-approved tools and market simulations.

Tyler Hatch is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has worked with various Fidelity entities since 2007, most recently with Fidelity Investments since 2025. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and management. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and serves a distinctive role as a registered commodity pool operator and advisor to multiple registered investment companies.

Andrew Vaughan is a Financial Consultant currently working at Fidelity Investments since 2023. He has developed his expertise through various roles within the same company, including Investment Management Consultant from 2021 to 2023 and Workplace Planning Consultant from 2020 to 2021. Prior to joining Fidelity Investments, Andrew worked as a Premier Banker at Wells Fargo from 2015 to 2020. He holds insurance licenses in Arkansas and California. Andrew's approach focuses on collaborating closely with clients to create adaptable financial plans and personalized investment strategies aligned with their goals. Outside of his professional work, he enjoys camping, gardening, golf, hiking, spending time with pets, and traveling.

Brian Lingle is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been serving in the financial advisory role since 1999 and joined Merrill in 2009. Brian specializes in areas including family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, personal retirement planning, philanthropic planning, portfolio management services, socially responsible and ESG investing, individual and corporate investment strategy, and tax minimization. Brian comes from a military family and has lived in various locations prior to settling in Alaska. He became an alpine ski racer while attending a racing school in Girdwood, Alaska. He met his wife Heidi during college, and after living in Juneau, they relocated with their two daughters to Salt Lake City in 2015. Brian actively participates in fundraising events both locally and in Alaska and enjoys golfing, paddle boarding, and supporting his wife in triathlon events. He holds a High School Diploma from the University of Alaska System and is designated as a Personal Investment Advisor (PIA). Brian's approach emphasizes a goals-based, risk-adjusted strategy to help clients pursue their financial objectives.

Braxton Shoemaker is a financial advisor at Morgan Stanley with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2024, including time at Morgan Stanley Private Bank, N.A. Prior to joining Morgan Stanley, he held roles at Fidelity Investments, EnerBank USA/Regions Financial, and has experience in both educational and community settings. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, delivering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers diverse investment and planning services without providing individual security recommendations as part of standalone planning.

Justin Cao is a Planning Consultant at Fidelity Investments, a position he has held since 2024. He focuses on assisting clients in articulating their financial needs, assessing risks, and building confidence in their financial futures. Prior to his current role, Justin progressed through several positions at Fidelity Investments, including Workplace Planning Consultant III, II, and I between 2021 and 2024. Justin holds insurance licenses in Arkansas and California. Outside of his professional work, he engages in activities such as fishing, fitness, football, social events with friends, and snowboarding.

Zachary Wilson is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Lespri LLC and All Seasons Resorts, as well as experience in education at Salt Lake Community College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of AI and systematic methodologies in managing model portfolios and its advisory role to multiple registered investment companies.

Kristina Fehr is a CFP® professional at Fidelity with six years of industry experience. She has held roles at Fidelity Investments since 2020 and also serves as a board member for the Uinta Roller Derby, a co-ed sport team in Salt Lake City. Outside of finance, her background includes positions in hospitality and education. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including fund-of-funds and model portfolios.

Sheri Allen is a financial advisor at Fidelity with a Series 66 designation and five years of industry experience. Her prior experience includes roles at Zyia Active, iHeartMedia, FedEx, and two decades as a consultant for The Pampered Chef. She continues to maintain a part-time consulting role with The Pampered Chef, focusing on occasional orders for repeat customers. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm employs a systematic investment approach that combines proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Christopher Ruehman is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior roles include positions at Bank of America NA, Goldenwest Credit Union, Northwestern Mutual, and a year at Tonyburgers. He also attended the University of Utah from 2016 to 2020. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Craig Hoen is a Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2011, progressing through various roles including Regional Center Planning Consultant, Workplace Planning Consultant at several levels, Investment Solutions Representative, and other positions focused on financial and college planning. Craig's approach to financial consulting involves understanding his clients' personal and financial situations, identifying their goals, and collaborating to develop strategies to help pursue those goals. His career experience spans multiple facets of financial services, emphasizing planning and client relationship management. He holds insurance licenses in Arkansas and California. Outside of work, Craig engages in family activities, football, social events with friends, music, reading, and table tennis.