Megan Roman is a financial advisor with Fidelity and holds Series 63 and Series 66 licenses. She has five years of industry experience, including her current role at Strategic Advisers LLC, a Fidelity Investments company, where she has worked since 2025. Prior to that, she was with Fidelity Investments from 2020 to 2025. Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, and is noted for its use of proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and manages model portfolios using systematic methodologies.

Jeffrey Porter is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been associated with Fidelity Brokerage Services, Inc. since 1998 and joined Fidelity Investments in 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Thomas Moll is a financial advisor at Morgan Stanley with a Series 66 credential and five years of industry experience. Prior to joining Morgan Stanley in 2021, he worked at Unisys for five years. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Barbara Ginty is a financial advisor at LPL Financial with 17 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at LPL Financial since 2013, with prior experience at Credit Suisse Securities (USA) LLC. Ginty is also an adjunct professor at SUNY Ulster, where she teaches financial literacy, and she authors educational materials on financial planning through her business, Planancial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by proprietary research and technology tools.

Matthew Stringham is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 licenses and five years of industry experience. Prior to his current role at Fidelity, he worked for America First Federal Credit Union for 16 years. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with distinctive capabilities in fund advisory, model portfolio delivery, and regulatory registrations uncommon among large institutional firms.

Remington Slagowski is a financial advisor at Fidelity with five years of industry experience and holds Series 63 and Series 66 licenses. His background includes roles at Fidelity Investments and experience outside finance, including managing a lawn care business and working in recreation services. Fidelity’s Strategic Advisers LLC, where he is based, provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a research-driven investment process combining fundamental analysis, quantitative methods, and algorithmic portfolio construction.

Marne Garcia is a Series 66-licensed financial advisor at Morgan Stanley with three years of industry experience. Prior to joining Morgan Stanley in 2023, she worked at Wells Fargo Clearing Services LLC and has a background that includes roles at Ettain Group, Western Governors University, and America First Credit Union. Outside of her advisory role, Garcia is involved in a technology contracting business related to data annotation. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and offers a broad range of retail and institutional investment services.

Carmen Valverde Gill is a financial advisor at Edward Jones with 16 years of industry experience. She holds the CFP® designation as well as Series 63 and Series 66 licenses. Prior to joining Edward Jones in 2017, she worked at Merrill, Banc of America Investment Services, and Wells Fargo Investments. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Derek Bohne is a financial advisor at OSAIC with 33 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. Outside of his advisory role, he is involved in fixed insurance sales and assists clients with Medicare decisions through Financial Strategies Institute. OSAIC Wealth serves a wide range of clients, including individual investors, retirement plan sponsors, charities, and corporate entities. The firm offers brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization, supported by technology and a multi-advisor platform.

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 at Fidelity with 30 years of industry experience. He holds Series 63 and Series 66 designations and has worked with various Fidelity entities since 1996. Outside of his advisory role, he serves as Corporate Secretary for a family business organized as an S corporation for tax purposes. Strategic Advisers LLC, a Fidelity Investments company, offers 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 manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Jonathan Gates is a CFP®-certified financial advisor with nine years of industry experience. He is currently with LPL Financial and previously worked at MML Investors Services, LLC, and Mass Mutual Life Insurance Co. Gates is involved in entrepreneurial activities including operating Gates Wealth Group, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and advisory services, utilizing various portfolio strategies and advanced operational tools while maintaining oversight of substantial discretionary assets through a large network of advisors.

Jina Tanner is a financial advisor at Fidelity with 26 years of industry experience. She holds Series 66 and Series 63 securities licenses and has worked at various Fidelity affiliates since 2000. Outside of her advisory role, she is involved in managing real estate through ownership and administrative duties in several LLCs. 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 integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage portfolios comprised of mutual funds, ETFs, and ETPs.

Jon Nielson is a CFP® professional with 18 years of industry experience, currently serving at Cambridge Investment Research Advisors. His prior experience includes eight years at MSI Financial Services, Inc. He is also an independent insurance agent based in Cottonwood Heights, UT. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a range of platforms and proprietary model strategies.

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 licenses 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 a broad client base including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory roles with registered investment companies and its use of AI-driven research methods.

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.