S. Grant is a financial advisor at Raymond James & Associates with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. over a combined 25-year period. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

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 financial advisor with Fidelity in Salt Lake City, UT, holding a Series 66 designation and nine years of industry experience. He has worked at various Fidelity entities since 2016, including Fidelity Brokerage Services LLC 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 through systematic methodologies and quantitative analysis. The firm is registered as a commodity pool operator and serves as an advisor to multiple registered investment companies and fund-of-funds.

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.

Robert Nelson is a financial advisor at Cetera with 37 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior roles include positions at VOYA Financial Advisors and NFG Advisors. He also operates as an independent insurance agent focusing on fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to both affiliated and unaffiliated third-party managers.

Alex Kingsbury is a financial advisor at Morgan Stanley with nine years of industry experience. He previously worked at E*TRADE Securities LLC and Utah Imports Inc. Kingsbury holds Series 63 and Series 66 credentials. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Gregory Norris is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley in 2022, he was involved with Invisible Device Armor, LLC from 2010 to 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize firm-approved tools and investment research to support client planning.

Craig Kapp is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 designations and possessing 33 years of industry experience. His career includes roles at Bank of America, Merrill, U.S. Bancorp Investments, Wells Fargo, and Transamerica. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Kyle Shaw is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 65 licenses and 22 years of industry experience. His career includes roles across multiple Fidelity entities since 2004. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Adam Machado is a financial advisor with LPL Financial in Salt Lake City, Utah, holding a Series 66 designation and six years of industry experience. He has worked at LPL Financial since 2019 and previously was associated with Mountain America Credit Union and New Millennial Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies across diverse asset classes.

Landon Hadley is a financial advisor at Morgan Stanley with six years of industry experience. He has previously worked at Wells Fargo, Fidelity Investments, J.P. Morgan Securities, and US Bank. Outside of his advisory work, he operates a bookkeeping business through LKH Ventures, LLC and also works as an Uber driver in Salt Lake City. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.

Robert Henneberger is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has worked with Wells Fargo-affiliated firms since 2002. Outside of his advisory role, he owns and manages an investment-related business, RDDM LLC. 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 both brokerage and advisory solutions, relying on research and analytics to guide investment decisions.

Andres Acosta is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and 66 designations and four years of industry experience. His prior work includes roles at Wells Fargo Advisors and Accedo Colombia, as well as a year with High West Distillery. Outside of his advisory work, he provides delivery services for DoorDash in his free time. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers a broad range of brokerage and advisory solutions supported by internal and third-party research.