Jon Willhite is a financial advisor at Morgan Stanley in Salt Lake City, UT, with nine years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its Private Bank division since 2017. Outside of his advisory role, he is involved in business ventures related to social media and technology development. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Todd Wakefield is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he pursues photography and film creation through his small business, Wakefield Photo and Film, and occasionally works as a food delivery driver with DoorDash. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Jacob Haynes is a Planning Consultant at Fidelity Investments, where he has been serving since 2025. Prior to this role, he worked as a Workplace Planning Consultant at Fidelity Investments from 2023 to 2025. His earlier experience includes positions as a Corporate Foreign Exchange Consultant at GPS Capital Markets from 2021 to 2023 and as an Account Manager at TrueNorth Wealth from 2020 to 2021. Jacob holds insurance licenses in Arkansas and California. His approach to financial planning centers on aligning strategies with clients' unique goals and circumstances, focusing on identifying opportunities and building plans that support their desired futures. Outside of his professional work, Jacob enjoys fitness activities such as golf, hiking, running, skiing, and traveling.

Jonathon Bult is a financial advisor at Robert W. Baird & Co. with 11 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at LPL Financial and Zions Bank. Baird’s DDK Group, where he works, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations with a range of financial planning and portfolio management services. The firm manages approximately $394 billion in assets and offers a variety of SMA strategies, tax-management, and municipal advisory services.

Kyle Butterfield is the Vice President and Wealth Planner at Fidelity Investments, a position he has held since 2018. He has been with Fidelity Investments since 2008, progressing through various roles including Financial Consultant, Account Executive, and Retirement Relationship Manager, among others. His experience spans over a decade working with clients across a wide range of financial situations. Kyle partners with individuals and families to co-create financial plans aimed at aligning with the legacy they envision. He holds insurance licenses in Arkansas and California.

Derek Holbeck is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Bank NA and Wells Fargo Advisors LLC. Outside of his advisory role, he holds partial ownership in several investment-related rental property entities. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Kami Palmer is a Financial Consultant at Fidelity Investments, a position she has held since 2026. She has been with Fidelity Investments since 1995, serving in various roles including Planning Consultant, Senior Relationship Manager, and High Net Worth Financial Representative. With 30 years of experience, Kami partners with clients and their families to build relationships based on trust. She focuses on assisting clients with retirement savings protection, investment strategy development, income creation in retirement, and tax-efficient investing to help them feel confident about their financial future. Outside of her professional role, Kami engages in cooking and baking, participates in family activities, enjoys reading and traveling, practices yoga, and volunteers.

Shaun Wilson is a financial advisor with Fidelity in Salt Lake City, UT, holding a Series 66 designation and 10 years of industry experience. He has worked within various divisions of Fidelity since 2016, including Fidelity Brokerage Services and FIDELITY Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its registration as a commodity pool operator and its advisory role to multiple registered investment companies.

Britney Barney is a financial advisor with Merrill in Salt Lake City, UT, holding a Series 66 designation and 10 years of industry experience. She has worked at Merrill since 2015 and is currently affiliated with Bank of America, N.A. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Jeffrey Warne is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 credentials and 29 years of industry experience. His prior work includes positions at E*TRADE Capital Management LLC and E*TRADE Securities LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory approach is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Michael Meyer is a financial advisor with UBS Financial Services in Salt Lake City, UT, holding Series 63 and Series 65 licenses and with 28 years of industry experience. He has been with UBS Financial Services since 2009. Meyer serves on the Board of Directors for the Intermountain Foundation McKay Dee Hospital, where he contributes to fundraising strategies supporting community health initiatives. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor investment plans to clients’ goals and risk tolerances.

Leann Mackay is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC for five years. Outside of her advisory role, she sells clothing items online through the platform Poshmark. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and including a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

John Jensen is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has worked with various divisions within Fidelity, including Fidelity Brokerage Services LLC since 2008 and Fidelity Personal and Workplace Advisors since 2018. Outside of his advisory role, Jensen owns Tri Global Enterprises (Hiromori Collection), a business that sells Japanese home décor and involves translation and order facilitation. 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 to manage a broad range of investment portfolios.

Patrick Porter is a financial advisor at Ameriprise in Salt Lake City, UT, with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at RBC Capital Markets Corporation and Ameriprise Financial Advisors Inc. Outside of his advisory role, he serves on the Board of Directors and Finance Committee of the Catholic Foundation of Utah. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Nathan Potts is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity, he worked at Randstad Professionals and has maintained a part-time role as an e-commerce clerk at a local grocery store. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is noted for its use of algorithmic methods and AI in research and its advisory role to multiple registered investment companies.

Jeffrey Solomon is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He has worked concurrently at Liberty Bank, Allegis, and Solomon Financial Advisors, Inc. since 2014. In addition to his advisory roles, he serves as an agent recommending various life insurance products with Allegis. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers non-discretionary planning tailored to client goals and supports advisory programs through an extensive network, with specialized services in municipal advising and SIMPLE IRA employer consulting.

Thomas Bolman is a financial advisor with Fidelity Investments in Salt Lake City, holding Series 63 and Series 66 designations and one year of industry experience. Prior to joining Fidelity, he has held various roles in education, mortgage, and service industries. 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 develop model portfolios across mutual funds, ETFs, and ETPs.

Darius Hamilton Dickerson is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at Wells Fargo Clearing Services, US Tech Solutions Inc., Best Buy, Menards, and Hyvee. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, with notable activities including registration as a commodity pool operator and use of AI in research.

Tawnya Odekirk is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following three years at Wells Fargo Advisors, LLC. In addition to her advisory role, she serves as a power of attorney for her parents in investment-related matters. 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 investment process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Wallace Beck Jr. is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Ameriprise and its related entities since 2013. Outside of his advisory role, he is part owner of a jewelry business operated with his son, who manufactures and sells jewelry at seasonal markets and art festivals. He is also involved with an art gallery and custom framing shop through occasional non-operational participation. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to create tailored retirement income recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.