Dylon Mayer is a financial advisor at Edward Jones in South Jordan, UT, holding a Series 66 designation with one year of industry experience. His prior roles include positions at the University of Utah School of Medicine and Brigham Young University, as well as entrepreneurial experience with Vanilla Villa Cleaning. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Carter Karras is a Series 66 licensed financial advisor at Fidelity with three years of industry experience. He has worked at Fidelity Investments since 2022 and previously held roles outside the financial sector, including at Best of Utah Moving, Verizon, and Home Depot. Fidelity, through its Strategic Advisers LLC division, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage various investment products and model portfolios.

Mark Nielsen is a financial advisor with Wells Fargo Clearing in Taylorsville, UT, holding Series 63 and 66 credentials and 17 years of industry experience. His prior experience includes roles at Fidelity Investments and Morgan Stanley. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to a wide range of individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions and utilizes research and analytics based on diversification principles and modern portfolio theory.

Jacob Jordison is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He has worked at LPL Financial since 2019 and previously spent 14 years at Wells Fargo Bank, N.A. Jordison is also involved with Mountain American Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Ethan Adair 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, Vivint, Uber, and other companies. Outside of his advisory work, he also works as a delivery driver for DoorDash and Uber during his free time. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services that include discretionary management, fund advisory, and model portfolios.

Myles Moore is a Series 66-licensed financial advisor with Morgan Stanley, bringing four years of industry experience. His prior roles include positions at E*Trade Securities LLC and Nu Skin. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate agreements.

Troy Piscioneri is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding a Series 66 designation and seven years of industry experience. Prior to joining Wells Fargo Clearing in 2019, he worked at First Convenience Bank and Walmart. 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 advice grounded in modern portfolio theory. The firm’s advisory process is IPS-driven and includes a broader range of financial products than typical large institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Amanda Venable is a Wealth Management Planning Consultant at Fidelity Investments, a position she has held since 2024. In her role, she partners with Private Wealth Management Senior Relationship Managers to provide service and support to self-directed clients and their families. Amanda has been with Fidelity Investments since 2018, progressing through several roles including Customer Relationship Advocate, High Net Worth Representative, Investment Solutions Representative, and Wealth Management Operations Associate. This experience has given her a broad understanding of wealth management and client relations. Outside of her professional responsibilities, Amanda enjoys activities such as camping, attending concerts, hiking, and spending time with her family and pets.

Adam Myler is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. Prior to his current role, he worked in construction and education, including a position at Kenny Seng Construction. Outside of financial advising, he designs and constructs household furniture as an independent contractor. 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 is noted for its advisory role to registered investment companies and its use of advanced technologies in portfolio management.

Steven Davis is a financial advisor at Fidelity with 15 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Brokers International Financial Services and Tax Savings Solutions. Outside of his advisory role, he works as an independent contractor responding to leads and coordinating with contractors through Focal Point. Fidelity, through its Strategic Advisers LLC division, provides investment management and advisory services to retail and institutional clients, offering strategies that include discretionary portfolio management, fund advisory, and model portfolio delivery using a blend of fundamental research, quantitative analysis, and algorithmic construction.

David White is a financial advisor with Cambridge Investment Research Advisors in Salt Lake City, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated entities since 2006 and worked previously at First Western Advisors. Outside of his advisory role, he serves as vice president of an investment management consulting business and acts in a position of trust through a power of attorney role. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals, managing a multi-billion dollar asset base and offering services across multiple platforms and custodians.

Nathaniel Allen is a financial advisor with Primerica Advisors in Salt Lake City, UT, holding Series 63 and Series 65 licenses and accumulating 25 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2001. Outside of his advisory role, he operates Nate Financial Services, LLC, which supports Primerica business activities. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm utilizes model-driven strategies developed by third-party asset managers and offers a range of investment options supported by BNY Mellon Advisors and Pershing.

Cameron Macintosh is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at E*Trade Capital Management LLC and E*Trade Securities LLC for over a decade. Outside of his advisory role, he is a sole proprietor managing a rental property in Utah. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer that offers a range of advisory programs to individual and institutional clients, combining tailored financial planning with diverse investment solutions. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and analyses such as Monte Carlo simulations as part of its advisory process.

Robert Kernodle Jr. is a Series 66-licensed financial advisor with Morgan Stanley, where he has worked since 2023. His prior experience includes roles in banking, outdoor guiding, and service with the Utah National Guard. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and regulatory frameworks.

Brady Homer is a Financial Consultant at Fidelity Investments, where he has been advancing his career since 2015. He has held various roles within the company, including Planning Consultant, Relationship Manager, Workplace Planning Consultant II and I, Workplace Planning Associate, Stock Plan Consultant, and Financial Services Representative. His professional focus is on financial planning, partnering with clients to help them achieve financial peace through tailored strategies. Brady holds the Certified Financial Planner (CFP®) designation and possesses insurance licenses in Arkansas and California. He emphasizes building strong relationships with his clients and their families, aiming to foster a familial atmosphere in his professional interactions. Outside of his professional work, Brady enjoys camping, family activities, exploring culinary experiences as a foodie, and participating in sports such as football and golf.

Ryan Newby is a financial advisor with Morgan Stanley in South Jordan, UT, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at Semaphore Capital Strategies, PFS Investments Inc, and Primerica Financial Services. He has also been self-employed since 2010. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides services through direct client relationships and corporate financial planning agreements.

David Leigh is a financial advisor at Wells Fargo Clearing with 34 years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include positions at Morgan Stanley and Citigroup Global Markets. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, retirement plan consulting, and wrap‑fee programs to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to support investment decisions.

Erik Pearson is a financial advisor at Equitable Advisors with six years of industry experience. He holds a Series 66 designation and has previously worked at Wheeler Machinery Co., JP&R Excavating, and Clyde Companies, Inc. He is based in Draper, Utah. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing both proprietary and third-party solutions delivered through a network of Investment Adviser Representatives.

Daniel Kaschmitter is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior firms include Wells Fargo Clearing and Prudential Equity Group. He manages a single-family rental property as an outside business activity. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, utilizing various portfolio management styles and affiliated research.

Sebastian Swanson is a financial advisor at Fidelity with six years of industry experience and holds a Series 66 designation. His prior work includes roles at Charles Schwab, Park Avenue Securities, and Guardian Life Insurance Company of America. He also spent five years affiliated with the University of Nevada Las Vegas. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines proprietary research with quantitative and algorithmic methods to construct model portfolios from mutual funds, ETFs, and ETPs, and it serves as a formal advisor to multiple registered investment companies.