Derek Bohne is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Securities America Advisors and Allegis Investment Advisors. In addition to his advisory role, he assists clients with Medicare decisions through Financial Strategies Institute. OSAIC serves a wide range of clients, including individuals, institutions, and charitable organizations, offering integrated brokerage and advisory services with a diverse investment platform that includes automated rebalancing and third-party managed account solutions.

Jeff Smith is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 designations and bringing 12 years of industry experience. He has been with Fidelity Investments since 2014. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm combines fundamental research with quantitative and algorithmic portfolio construction, managing model portfolios across a range of mutual funds, ETFs, and ETPs.

Hayden Adams is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held positions at Bitcoin Depot, Lyft, and several other companies across the technology and insurance sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios utilizing mutual funds, ETFs, and ETPs.

Andrew Taylor is a Financial Consultant at Fidelity Investments, a position he has held since 2024. In this role, he works directly with clients to help construct appropriate portfolios aimed at achieving their financial goals and to navigate major life events. His approach involves ensuring clients understand how their financial plans work and addressing any questions, concerns, or additional needs that arise during the process. Andrew has been with Fidelity Investments since 2018, holding various roles including Planning Consultant, Investment Management Consultant, Workplace Planning Consultant, Investment Solutions Representative, High Net Worth Associate, and Customer Relationship Advocate. This progression reflects his experience in financial planning, investment management, and client relationship management. He holds insurance licenses in Arkansas and California. Outside of his professional work, Andrew has personal interests that include golf, hiking, parenthood, pets, skiing, and traveling.

Ash Larsen is a Wealth Management Planning Consultant at Fidelity Investments, a position held since 2024. Larsen's career in the financial industry spans several roles, including Financial Consultant and Planning Consultant at Fidelity Investments, a Private Client Advisor at JP Morgan from 2019 to 2023, and a Regional Private Banker at Wells Fargo Bank from 2002 to 2019. Larsen's experience encompasses wealth management and financial consulting, with a focus on building client relationships based on trust and long-term planning. Larsen holds insurance licenses in Arkansas and California. Outside of professional pursuits, Larsen's personal interests include baseball, camping, family activities, motorcycles, outdoor adventures, and skiing.

Matthew Newton is a financial advisor with Fidelity Investments based in Salt Lake City, UT, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at various Fidelity entities since 1996. Outside of his advisory role, Newton serves as corporate secretary for a family business organized as an S-corporation for tax purposes. 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, managing portfolios through sub-advisers and systematic methodologies.

Jina Tanner is a financial advisor with Fidelity who holds Series 66 and Series 63 licenses and has 26 years of industry experience. She has worked at various Fidelity entities since 2000, currently serving at Fidelity Investments. Outside of her advisory role, she is involved in managing and maintaining several real estate ventures. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Jon Nielson is a CFP®-designated financial advisor with 18 years of industry experience, currently practicing at Cambridge Investment Research Advisors since 2015. He also serves as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, and retirement advisory services to a diverse client base, including individuals, institutional plans, and charitable organizations. The firm offers a range of investment solutions through independent Financial Professionals, utilizing both proprietary and third-party strategies tailored to client objectives.

M Scott Harries is a financial advisor with UBS Financial Services in Salt Lake City, UT, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, Harries operates a music production company called 241 Productions. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations to tailor client plans.

Cassie Baird is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, she held positions at several companies including Carhartt and The Insurance Store. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Suliana Gonzalez is an Investment Solutions Representative III at Fidelity Investments. She works closely with individuals and families to understand their financial situations and collaborate on plans to pursue their financial goals. Her role involves helping clients feel confident and comfortable with their financial plans. Suliana has held several positions at Fidelity Investments, including Investment Solutions Representative I from 2024 to 2026, High Net Worth Associate from 2022 to 2024, and Customer Relationship Advocate from 2021 to 2022. These roles have contributed to her experience in financial planning and client relationship management. Outside of her professional work, Suliana has interests in pets and reading.

Alexandra Hilbert is a financial advisor with Cetera, holding the Series 66 designation and possessing five years of industry experience. Her prior roles include positions at Janney Montgomery Scott and Carta Securities. Outside of advising, she works as a server at a restaurant and serves as Director of Events for a nonprofit organization related to a local ladies’ executive golf society. Cetera Investment Advisers LLC is an SEC-registered firm supporting a nationwide network of over 10,000 advisors and serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through multiple program structures and custodial relationships.

Jeffrey Barrick is a financial advisor with Raymond James & Associates in Cottonwood Heights, UT, holding Series 66, Series 63, and Series 65 credentials with 11 years of industry experience. Prior to joining Raymond James, he worked at UBS Financial Services and E*TRADE Securities. In addition to his advisory role, he is involved in consulting for a machine shop through his business LiquidShop Solutions, LLC, and is a managing member of Breaker Authority, a commercial circuit breaker sales company. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipalities. The firm offers financial planning and advisory services utilizing a range of portfolio management styles, supported by firm research and an extensive affiliate ecosystem.

Craig Mason is a financial advisor at Fidelity with seven years of industry experience. He holds Series 65, Series 63, and Series 66 licenses. His prior work includes roles at Horizon Credit Union and various positions in the energy and solar sectors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including advisory for registered investment companies and model portfolio construction using a combination of fundamental research, quantitative analysis, and algorithmic methods.

Sylvee Tanner is a financial advisor at Fidelity with five years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, Tanner worked at SoFi Lending Corp for three years and Intermountain Healthcare for four years. Outside of financial advising, Tanner operates an entertainment business focused on card readings. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across various investment products.

Mina Eisberg is a financial advisor at Fidelity with eight years of industry experience and holds a Series 66 designation. Her prior work includes roles at Fidelity Brokerage Services, CUNA Mutual Group, Wells Fargo Clearing Services, and ARUP Laboratories. Outside of finance, she coaches freestyle skiing athletes, helping to develop their technique and ensure a structured training environment. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, involvement in registered investment companies, and incorporation of AI and algorithmic methods in its investment process.

Caleb Barton is a financial advisor at Fidelity with six years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services since 2019. His prior roles include 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 retail and institutional clients, employing a combination of fundamental research and quantitative analysis to construct model portfolios across mutual funds, ETFs, and ETPs. The firm is noted for its use of algorithmic methods and its advisory role to multiple registered investment companies.

Daniel Larsen is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 21 years of industry experience. His prior roles include positions at Canyon View Credit Union, UFirst Credit Union, LPL Financial, and Goldenwest FCU. Larsen also provides financial services within credit union settings. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diversified portfolio management and advisory services through a multi-manager platform with various investment program options and approximately $256 billion in assets under management.

Michelle Bodin is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. Her prior work includes roles at Bright Insurance Services, Transamerica Financial Advisors, World Financial Group, Wildcat Insurance, Bodin and Associates Inc., and Primerica. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with access to model portfolios, third-party research, and various portfolio management options.

Cameron Leavitt is a financial advisor at Equitable Advisors with nine years of industry experience. He holds the Series 66 and Series 63 licenses. His prior experience includes four years at Morgan Stanley and multiple roles at E*TRADE Securities LLC. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs, covering mutual funds, ETFs, separately managed accounts, and select alternative investments.