Daniel Murdock is a CFP® professional with 40 years of industry experience, currently affiliated with Equitable Advisors since 1996. He previously worked with Axa Advisors, LLC for 24 years. Outside of his advisory role, he serves as a senior executive coach providing training and development to executives and teams. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and a broad range of third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Matthew Vallejo is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fidelity Investments since 2018, with prior experience at The Vanguard Group. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors. The firm’s investment approach combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios using systematic methodologies.

Ikechukwu Ezugwu is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and has worked previously at Transamerica Financial Advisors, Wfgia, and Managed Wealth Financial. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis within a centralized consulting team and delivers periodic, non-discretionary recommendations tailored to clients’ Ameriprise-managed accounts.

Bradford Murray is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity in 2025, he held various roles including positions at the ENT Center and Allergy Associates of Utah. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs. The firm also serves as a registered commodity pool operator and advises multiple registered investment companies, employing systematic methodologies and oversight controls.

Kyle Graham is a Planning Consultant at Fidelity Investments, a role he has held since 2026. He has been with Fidelity Investments since 2022, progressing through roles including Investment Solutions Representative I, II, and III, as well as Customer Relationship Advocate. Prior to joining Fidelity, Kyle gained experience as an Escrow Accounting Intern at Texas Partners Title from 2020 to 2021. Kyle holds insurance licenses in Arkansas and California. He emphasizes a personalized approach to financial planning, working to understand each client's unique financial goals and co-creating plans that help clients feel confident and comfortable. Outside of his professional work, Kyle engages in board games, family activities, and plays musical instruments. He is also involved in parenthood.

Ethan Nakaya is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. Prior to joining Fidelity, he held roles at various companies including Davidson Defense Inc. Outside of his advisory work, he builds custom headlights for off-road vehicles as a freelance hobby. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage a wide array of investment strategies.

David Garriott is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with various Fidelity entities, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios from a broad investable universe, with a focus on oversight and addressing conflicts of interest.

Pamela Fisher is a financial advisor with Raymond James & Associates in Salt Lake City, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. Her career includes long tenures at Merrill and Bank of America, N.A. She is also a joint owner of a rental property. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients, with a focus on both retail and institutional advisory services.

Kalvin Stinger is a financial advisor at Fidelity with two years of industry experience. He holds Series 66 and Series 63 designations. Prior to joining Fidelity, he held various roles including positions at InstaCart, Vivint, and Generation Floors. Outside of his advisory work, he occasionally works as an independent contractor for Doordash. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a diverse range of model portfolios.

Brian Wells is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses and is based in Salt Lake City, UT. Wells has been with Fidelity Investments and its affiliated advisory divisions since 2012. 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 combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Shane Johnson is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been associated with Strategic Advisors Inc. and Fidelity Brokerage Services since 2008 and has worked with Fidelity Personal and Workplace Advisors since 2018. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services and managing model portfolios across various investment vehicles.

Melissa Sipherd is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. She previously worked at Raymond James Financial Services Inc. for seven years and is also associated with Utah Wealth Strategies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, with access to model portfolios and research from multiple sources.

David Shipley is a financial advisor with LPL Financial in Salt Lake City, UT. He holds the CFP® designation and has 22 years of industry experience. He has worked at Zions Bank and LPL Financial since 2015. Shipley serves as an adjunct professor teaching online finance classes and has been a member of the Provo City Council since 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and various investment strategies.

Jacob Chase is a financial advisor at Merrill with one year of industry experience. He holds Series 66 and Series 63 designations and previously worked at Morgan Stanley / E*Trade for six years and Lightning Electric for four years. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and institutional investors.

Kyden Lee is a financial advisor at J.P. Morgan Securities with a Series 66 designation and experience beginning in 2025. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., Lee held positions at Evercore Inc. and Portfolio Advisors LLC. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

David Norton is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2007. Norton is also affiliated with the University of Utah. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm integrates proprietary research, quantitative analysis, and algorithmic portfolio construction in its investment process, offering services such as discretionary portfolio management and fund advisory.

Hunter Smith is a Financial Consultant I at Fidelity Investments. In this role, he partners with clients to support their financial decision-making, focusing on strategies that align with their individual goals and values. He emphasizes ongoing collaboration and personalized guidance to help clients manage financial opportunities and challenges while maintaining their long-term vision. Hunter began his career at Fidelity Investments as a Workplace Planning Consultant in 2022, advancing to Planning Consultant in 2024 before assuming his current role in 2026. He holds insurance licenses in Arkansas and California, enabling him to offer a range of financial planning services. Outside of his professional work, Hunter enjoys baseball, golf, movies, museums, and parenthood.

Christopher Ballard is a financial advisor with Morgan Stanley in South Jordan, UT. He holds a Series 66 designation and has been in the industry since 2022, with prior experience at Lumio, the University of Utah, National DME, ROI Solutions, and The Church of Jesus Christ of Latter-day Saints. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved tools.

Isaiah Tauati is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding Series 63 and Series 66 credentials and six years of industry experience. His prior roles include positions at Brigham Young University and NorthStar Home Security. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Diana Nguyen is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2021. Her background also includes roles at the University of Utah and several financial and business organizations. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.