Mori Paulsen is a financial advisor with Merrill in Salt Lake City, UT, holding Series 63 and Series 65 credentials and 42 years of industry experience. He has been with Merrill Lynch since 2010. Outside of his advisory work, he serves as an advisory board member for the American Cancer Society, contributing approximately four hours monthly. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Rick Latu is a Financial Consultant at Fidelity Investments, a position he has held since 2022. He works closely with clients and their families to build strong relationships centered on financial planning, aiming to understand their personal stories and priorities to support their financial wellbeing. Rick has accumulated experience in the financial services industry through various roles, including Financial Consultant at E*trade Financial from 2019 to 2022, Financial Advisor at NWM from 2018 to 2019, and Registered Representative Manager at Fidelity Investments from 2010 to 2017. Outside of his professional work, Rick enjoys activities such as spending time at the beach, cooking and baking, outdoor adventures, playing soccer, and traveling.

Eric Smith is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds the CFP® designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021. Prior to that, he was with JPMorgan Chase Bank, N.A. and JPMorgan Securities LLC for a decade. Smith serves on the advisory board of the Natural History Museum of Utah. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers tailored financial planning and a wide range of advisory programs, managing approximately $2.74 trillion in client assets.

Scott Chappell is a financial advisor with RBC Capital Markets in Salt Lake City, UT, holding a Series 66 designation and 25 years of industry experience. He has worked at RBC Capital Markets since 2009 and previously spent 14 years at Sterling Jewelers. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, providing discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Kaliopasi James Uhi is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity Investments, he held various roles including positions at FedEx Express, Vivint, and the BYU Anthropology Department. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, and serves as a registered commodity pool operator with formal advisory roles for multiple registered investment companies.

Stanley Suguturaga Jr. is a financial advisor at Fidelity with Series 63 and Series 66 credentials and 10 years of industry experience. He has worked with Fidelity Brokerage Services LLC since 2015 and joined Fidelity Investments in 2025. Outside of his advisory role, he works as an independent contractor for DoorDash. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and offers a range of advisory and management services, including its formal roles with registered investment companies and fund-of-funds.

Katelyn Hancock is a Senior Financial Advisor with Merrill Lynch Wealth Management based in Salt Lake City. She has over a decade of experience working with individuals and families to identify and pursue their wealth management goals effectively. Her approach includes active listening and meeting clients where they are in their financial journey, whether they are new to investing or seeking to evaluate long-term financial objectives. Katelyn emphasizes integrity and transparency in her advisory services. Her areas of expertise include working with women undergoing significant life transitions, such as the death of a spouse or divorce, as well as advising working women and clients in the LGBTQ+ community. She holds the Personal Investment Advisor (PIA) designation and has a Bachelor's degree from the University of Utah. Prior to her role at Merrill Lynch, she worked in banking and the legal field. Beyond her professional responsibilities, Katelyn is engaged in community service, including involvement with the Division of Child and Family Services. She also dedicates time to local charitable organizations and nonprofit boards. Outside the office, she enjoys spending time with her family, engaging in outdoor activities, and pursuing interests such as playing the piano and following basketball.

Simeon Bigney is a financial advisor at Fidelity with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with Fidelity Investments and Fidelity Personal and Workplace Advisors since 2010. Outside of his advisory role, he participates in the Salt Lake County Recreation golf program as a greens mower. 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 employs a systematic investment approach combining fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios using mutual funds, ETFs, and ETPs.

Stafford Hoare is a financial advisor at Fidelity with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC, where he is affiliated, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in managing discretionary and non-discretionary portfolios.

Benjamin Jacobs is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. His prior work includes roles at Rhinstahl Corporation, Total Quality Logistics, and Amazon. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in managing portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.

Jacob Baker is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Lyft, Inc., Backcountry.com, Silver Fork Lodge & Restaurant, Dr. Jolly's, and Spitz Sugarhouse. 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 portfolios including mutual funds, ETFs, and ETPs. The firm also serves as a formal advisor to multiple registered investment companies and utilizes systematic methodologies and AI-driven research in its investment process.

Jeremy Dimond is a financial advisor with RBC Capital Markets in Salt Lake City, holding a Series 66 designation and one year of industry experience. His prior roles include positions at City National Bank, Clientbook, and Onset Financial, among others. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with tailored strategies implemented through in-house and third-party managers, supported by a capital-markets footprint and integrated services.

Carol Nielsen is a financial advisor at Fidelity with 18 years of industry experience. She holds the CFP® designation along with Series 63 and Series 66 licenses. Her career includes roles at Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity's Strategic Advisers LLC, where she is employed, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and systematic methodologies, incorporating algorithmic portfolio construction and oversight of sub-advisers.

Brad Green is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing nearly 40 years of experience in the financial services industry. He founded The Green Group 24 years ago to serve a select clientele of accomplished individuals, including attorneys, financial professionals, and business owners. His approach emphasizes frequent communication and strategic decision-making, aiming to help clients manage wealth effectively while addressing challenges proactively. Brad holds the Certified Private Wealth Advisor® designation and has completed accredited certificate programs at the University of Pennsylvania and the University of Chicago. He earned a Bachelor of Science degree from West Chester University of Pennsylvania. His professional affiliations include Merrill Lynch Wealth Management. Outside of his professional commitments, Brad supports St. Jude Hospital and engages in personal interests such as golfing, ice hockey, music, reading, skiing, surfing, swimming, and yoga.

Virginia Darger is a financial advisor with Edward Jones in Salt Lake City, UT. She holds a Series 66 designation and has five years of industry experience, including prior roles at Vista Staffing Solutions and Track Group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Houston Yates is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services since 2016. His background also includes roles at Specialty Imaging, LLC. Houston is based in Salt Lake City, UT. 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 integrates fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios and discretionary management with oversight of affiliated and unaffiliated sub-advisers.

Del Murdock is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 licenses and five years of industry experience. His prior work includes roles at Zions Bancorporation and First Command Brokerage Services Inc. 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, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund-of-funds and model portfolios.

Christopher Larsen is a Financial Advisor at Merrill Lynch Wealth Management. He works one-on-one with clients to define financial goals and develop portfolio strategies tailored to their needs, providing ongoing advice to adapt strategies as clients' situations change. His approach emphasizes understanding clients' priorities to pursue their financial objectives effectively. Larsen's areas of expertise include divorce transition planning, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, women and wealth, tax minimization, and retirement income. He holds several professional designations including Accredited Asset Management Specialist (AAMS), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He completed his high school education at Stansbury High School. In addition to his professional commitments, Larsen is involved with community organizations such as Bolder Way Forward and the Utah Food Bank. Outside of work, he enjoys activities like baseball, basketball, billiards, bowling, golfing, hiking, woodworking, traveling, and spending time with his family.

Ian Schafer is a financial advisor at Fidelity with 20 years of industry experience. He holds the Series 66 designation and has been affiliated with various Fidelity entities since 2006. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its commodity pool operator registration and advisory role to multiple registered investment companies.

Brendan Butterfield is an Investment Solutions Representative III at Fidelity Investments. He has held roles at Fidelity Investments since 2024, progressing from Customer Relationship Advocate to his current position. He focuses on understanding client needs to help build financial plans aimed at achieving their goals. Brendan's experience encompasses working directly with clients to develop tailored investment solutions. He values making clients feel heard and strives to create financial strategies that align with their personal objectives. Outside of his professional work, Brendan has a range of personal interests including baseball, family activities, fitness, movies, skiing, and traveling.