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 designation and one year of industry experience. His background includes roles at JPMorgan Chase Bank, Tyrus Capital, and involvement with the Doing Good Foundation and Cs Argyle Enterprises. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The program is supported by centralized due diligence combining quantitative and qualitative research and may incorporate an ESG framework.

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.

James Bonnemort is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior roles include positions at EnviroGuard, Construction Monitor, and Southern Utah University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm serves various clients, including registered investment companies, and uses systematic methodologies and oversight to manage and deliver model portfolios.

Marvin Moore is a financial advisor at Fidelity with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has been associated with Fidelity Brokerage Services LLC since 2007. Outside of his advisory work, he is involved in photography and modeling through a talent management group in Salt Lake City. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base, including charitable funds and registered investment companies, and is noted for its use of systematic methodologies and AI in portfolio management.

Melissa Martinez is a financial advisor with Raymond James & Associates in Salt Lake City, UT, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She has been with Raymond James & Associates since 2010. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning and investment consulting primarily through non-discretionary relationships.

Benton Blake is a financial advisor with LPL Financial in Salt Lake City, UT, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2021, he worked at Classic Air Medical and AMRG. Outside of his advisory role, Benton is a co-owner of Hideout Ranch, a horse breeding operation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides financial planning, model portfolio programs, and institutional platforms, with advice delivered by investment adviser representatives utilizing a range of strategies and tools.

Brad Neves is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 15 years of industry experience. He has held roles at several firms including Nelson Financial Group, Voya Financial Advisors, and Nobility Wealth Management. Outside of advisory work, Neves serves as CFO and President of the annuity division at NFG Brokerage, LLC, where he oversees annuity sales and distribution. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform that includes both affiliated and third-party managers, supporting a variety of program structures and investment strategies.

Bryce Blackburn is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 65 licenses. He has one year of industry experience and has previously worked at Wells Fargo Bank, Mountain America FCU, Walmart, Farm Bureau Financial Services, and other organizations. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.

Blen Gebrehiwot is a financial advisor at UBS Financial Services with three years of industry experience. He holds a Series 66 designation and has worked at UBS since 2022. Prior to his advisory role, he spent four years at St. Lawrence University and three years teaching at West Potomac and Mount Vernon High Schools. Outside of his financial career, he occasionally sells personal items on online platforms such as Poshmark, Mercari, and eBay. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor financial plans.

David Blackburn is a financial advisor at Fidelity with 30 years of industry experience. He holds Series 63 and Series 66 designations. Prior to his current role starting in 2025, Blackburn worked at Fidelity Brokerage Services, Inc. for 23 years and has been associated with E*TRADE Capital Management LLC and E*Trade Securities LLC since 2018. Outside of his financial advisory work, he has engaged in delivery driving during evenings and weekends. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a blend of proprietary fundamental research and quantitative analysis to construct model portfolios, employing systematic methodologies and long-term asset allocation benchmarks.

Stacey Wabel is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services, LLC since 2018, with prior roles including self-employment and a position at Kelly Educational. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, including fund advisory and model portfolios, and is noted for its use of systematic methodologies and AI-driven research tools.

Ryan Dugan is a financial advisor at Fidelity Investments with 13 years of industry experience. He holds the Series 63 and Series 66 credentials and is based in Salt Lake City, UT. His career includes roles within various divisions of Fidelity since 2013. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and deliver model strategies to intermediary platforms.