Steven Sheffield is a financial advisor at Wells Fargo Advisors with 16 years of industry experience. He previously worked at LPL Financial and Backcountry.com LLC. Outside of his advisory career, he has been involved with Cycling Utah Inc. for several years. Wells Fargo Advisors serves individuals, trusts, and institutional clients offering a broad range of investment and financial planning services, including specialized planning areas such as business-owner transition and special-needs analysis. Advisors use firm research and tools to provide tailored recommendations, with clients choosing how to implement them.

Douglas Rees is a financial advisor with Raymond James Financial Services Advisors, Inc. in Salt Lake City, UT, holding Series 63 and Series 65 licenses and with 45 years of industry experience. He has been with Raymond James since 2009. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individual, high-net-worth, institutional, and charitable clients. The firm offers tailored non-discretionary planning and uses analytical tools to support client goals, and it maintains specialized programs in municipal and public finance as well as SIMPLE IRA employer advisory services.

Virgil Burch is a financial advisor at Wells Fargo Clearing with 8 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing Services LLC and Robert Half since 2017. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Taylor Brinkerhoff is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His work history includes roles at Fidelity Investments since 2023 and prior experience at Regions Bank and EnerBank USA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a research-driven investment process that integrates fundamental and quantitative analysis. The firm is noted for its use of algorithmic portfolio construction, advisory roles to registered investment companies, and development of model portfolios for Fidelity Institutional Wealth Adviser.

Brandyn Smith is a financial advisor at Ameriprise with 11 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2013. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, using a centralized consulting team and algorithmic automation to support tailored retirement income strategies.

Darren Morrison is a Series 66-licensed financial advisor with Thrivent Investment Management in Salt Lake City, UT, bringing 13 years of industry experience. He has been with Thrivent and Thrivent Financial for Lutherans since 2013 and 2014, respectively. Outside of his financial advisory role, he serves as co-chair on the Board of Christian Education at Prince of Peace Lutheran, where he helps oversee policy and procedures for the elementary school. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and offering a combination of planning and managed-account options through a consolidated platform called WealthPlan. The firm emphasizes planning without discretionary trading authority and conducts periodic reviews of its recommendations.

Matthew Brunner is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and 12 years of industry experience. He previously worked at Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base that includes individuals, institutions, and public entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by affiliated research and model manager options.

Dakota Waldvogel is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation. His prior work includes roles at TRUEHEARING and the LDS Church. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory roles to registered investment companies and use of AI-driven methodologies in portfolio management.

Kent Griffiths is a CFP® professional with 31 years of experience in the financial industry, all with LPL Financial. He is based in Sandy, Utah, and also provides tax preparation services through Sage Tax Service. LPL Financial is a national broker‑dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of investment solutions, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Derick Sanders is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he was a partner and owner/operator of TryHard LLC, an online health and fitness coaching business. Fidelity’s Strategic Advisers division offers investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction.

Garrett Johnson is a Series 66-licensed financial advisor at LPL Financial with two years of industry experience. Prior to joining LPL in 2023, he worked with Mountain America Credit Union and has additional experience in education and nonprofit roles. Outside of his advisory work, he is a partner at Roys Records, a home-based business. 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 institutions. The firm offers a range of financial planning and investment management solutions, supported by model portfolios, third-party subadvisors, and technology-driven operational tools.

Connor Hansen is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. His prior roles include positions at Tyrus Capital and the Office of General Counsel for The Church of Jesus Christ of Latter-Day Saints. He has also been involved with the Doing Good Foundation and Cs Argyle Enterprises. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Amanda Irvine is a financial advisor at Fidelity with seven years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Fidelity Brokerage Service LLC since 2019, including her current role at Fidelity Investments since 2025. Prior to that, she was employed at Wells Fargo Bank NA for three years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is also registered as a commodity pool operator and serves in advisory roles for multiple registered investment companies and fund-of-funds.

Julie Harris is a Wealth Management Planning Consultant at Fidelity Investments, a role she has held since 2023. In this capacity, she focuses on fostering strong relationships between clients and their relationship consultants, utilizing her planning skills to enhance the client experience and assist clients in pursuing their financial goals. Prior to her current position, Julie gained experience in various roles at Fidelity Investments, including as a High Net Worth Service Associate II from 2021 to 2023, High Net Worth Service Associate I from 2019 to 2021, and Customer Relationship Advocate from 2018 to 2019. This progression reflects her growing expertise in wealth management and client service within the company.

Timothy Heaton is a financial advisor with Primerica Advisors in West Jordan, UT, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior work includes roles at Broadcom, Dell EMC, and the University of Utah. Outside of his advisory work, he is a 50% owner of Heaton Honey LLC. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients through a large network of advisors. The firm employs model-driven investment strategies, supported by third-party asset managers and custodians, focusing primarily on individual investors rather than institutional portfolios.

Michael Blackham is a financial advisor with LPL Financial in Taylorsville, UT, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has worked at Mountain America Credit Union since 2007 and has been affiliated with LPL Financial since the same year. In addition to his advisory role, he is an insurance representative for Mountain America Insurance, selling fixed annuities and other insurance products. 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 range of financial planning and investment management services, combining advisory platforms with extensive non-advisory financial activities and oversight of substantial discretionary assets.

Elliott Gee is a financial advisor at Fidelity with 17 years of industry experience and holds a Series 66 designation. His career includes roles at Merrill and Cetera Investment Services before joining Fidelity in 2013. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Alex Dewey is a Series 66 licensed financial advisor with Wells Fargo Clearing, based in Salt Lake City, UT. He has two years of industry experience and has previously worked with several companies, including Us Tech Solutions. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from Wells Fargo Investment Institute with third-party analytics and serves a broad client base with both brokerage and advisory solutions.

Brian Collard is a CFP® with 20 years of industry experience. He is currently an advisor at Raymond James Financial Services Advisors, Inc., having joined in 2026. Prior to this, he worked at Stifel Independent Advisors, LLC and Wells Fargo Advisors. Outside of his advisory role, he is the Chief Financial Officer and part owner of Legacy Marine, LLC, a boatyard specializing in maintenance and painting. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports clients through a broad network of advisors and specialized advisory programs.

Benjamin Taylor is an Investment Solutions Representative III at Fidelity Investments. In this role, he works with individuals and families to develop financial plans tailored to their specific goals, aiming to help clients feel confident and comfortable with their financial strategies. Benjamin has progressed through multiple roles at Fidelity Investments, starting as an Investment Solutions Representative I in 2025 and advancing to his current position in 2026. Prior to joining Fidelity, he gained experience as a Senior Loan Officer at OneMain Financial from 2023 to 2024. Outside of his professional work, Benjamin has interests in beach activities, fitness, music, parenthood, snowboarding, and traveling.