Jesse Woodcox is a financial advisor with Morgan Stanley in South Jordan, UT, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. Prior to his current role at Morgan Stanley, he worked at E*TRADE Capital Management and E*TRADE Securities. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their planning process uses structured discovery conversations and firm-approved tools to model financial outcomes.

John Van Wagoner is a Wealth Management Advisor with Merrill Lynch Wealth Management. In his role, he provides personalized wealth management strategies aiming to help clients pursue their long-term financial goals. He emphasizes a comprehensive approach that begins with understanding each client's unique needs and objectives. Leveraging the investment insights of Merrill Lynch and the banking and lending solutions of Bank of America, he addresses various aspects of clients’ financial lives. John holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). His educational background includes a High School Diploma from Sleepy Hollow High School, a Bachelor's Degree and a Master’s Degree from Pace University, as well as an Accredited Certificate Program from the State University of New York System. Committed to the tradition of community involvement upheld by Merrill, John actively volunteers with local organizations. This participation reflects his dedication to the communities he serves.

Jeffrey Schuler is a financial advisor at Morgan Stanley with 3 years of industry experience. He holds a Series 66 designation. Prior to joining Morgan Stanley in 2022, he worked at ARUP Laboratories and Sound Concepts, Inc. Morgan Stanley Wealth Management offers advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm‑approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through a structured planning process that does not include individual security recommendations as part of standalone plans.

Jessica Mccaig is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Her background includes roles in various fields such as hospitality, design, and education prior to joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios built from mutual funds, ETFs, and ETPs.

Gilbert Voss III is a financial advisor at Fidelity with 15 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at various Fidelity business units since 2011. 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 utilizes a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad range of mutual funds, ETFs, and ETPs.

Rhett Bailey is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and six years of industry experience. His career includes roles at Edward Jones, American Engineering Laboratories, and Washington Federal. He is based in Bountiful, Utah. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with options for discretionary management and a broader range of financial products including insurance-related vehicles and bank deposit sweep options.

James Briscoe is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at E*Trade Securities LLC for 10 years before joining Morgan Stanley in 2021. Outside of finance, he works as a tow truck driver for Abe's Towing in Utah. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment research to support its advisory services.

Kristen Ehringer is a financial advisor at Fidelity with 16 years of industry experience and holds the Series 66 designation. Her prior work includes roles at Aquire Wealth Advisors and PNC Investments. She is currently based in Salt Lake City, UT. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse set of clients, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage funds and deliver model portfolios.

Jesse Amaya is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing Services LLC and BRVC Pools. Prior to his advisory career, he was involved with Amaya, Inc. for over a decade. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, emphasizing structured financial planning supported by firm-approved tools and methodologies.

Chase Crockett is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 designation and has worked at several firms including Fidelity Investments, Merrill Financial Associates, and J.P. Morgan Private Bank. Crockett also founded Focused Capital and has experience in various business roles prior to entering financial services. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Neftali Hernandez is a financial advisor at Edelman Financial Engines with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Charles Schwab and TD Ameritrade. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios with a long-term orientation and fiduciary management for retirement accounts.

Cole Barber is a financial advisor with Wells Fargo Clearing based in Salt Lake City, UT. He holds Series 66 and Series 63 registrations and has two years of industry experience. Prior to joining Wells Fargo Clearing in 2026, he worked at Morgan Stanley for three 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 manages approximately $671 billion in assets and offers a broad range of brokerage and advisory solutions.

Luis Iniguez is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding Series 63 and Series 66 designations and four years of industry experience. His work history includes roles at Fidelity Investments since 2021, Northwestern Mutual, and prior experience in the hospitality sector. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Jennifer Bearnson is a financial advisor with RBC Capital Markets in Salt Lake City, UT, holding a Series 66 designation and 17 years of industry experience. She has been with RBC Capital Markets Corporation since 2004. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Natasha Udink is a financial advisor at Morgan Stanley with seven years of industry experience. She holds the Series 63 and Series 65 credentials and previously worked at E*TRADE Securities LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning services supported by structured discovery conversations and firm-approved planning tools.

Tristan Hughes is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Morgan Stanley and affiliated entities since 2022. Prior to that, he was with Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC for seven years. Hughes is also associated with Westminster College. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools in delivering its services.

Katie Duckworth is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds the Series 66 designation and has prior work experience at Nordstrom Inc and Brigham Young University. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending strategies.

Michael Weston is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 66 and Series 63 credentials and having two years of industry experience. His prior work includes roles at LifeVantage and Cancer Treatments, as well as work in clean energy and community service. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs. The firm also uses algorithmic methods and AI technologies in its investment research and serves as a formal advisor to multiple registered investment companies.

Matthew Mccann is a financial advisor at Fidelity with 21 years of industry experience. He holds the Series 66 and Series 63 designations and has been with Fidelity Brokerage Services LLC since 2004. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, often employing affiliated or unaffiliated sub-advisers in its process.

Joshua Ullery is a financial advisor with Fidelity Investments based in Salt Lake City, UT. He holds Series 63 and Series 66 licenses and has four years of industry experience. His prior work includes roles at Clearhome, Vivint Solar/Sunrun, Alder Home Security, and several other companies. He works at 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 fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and is noted for its use of algorithmic methods and AI in research as well as its advisory roles to multiple registered investment companies.