Devon Gannon is a financial advisor at Fidelity with five years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining Fidelity in 2020, he worked at JP Morgan Chase Bank for one year. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including advisory for registered investment companies and charitable funds. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios from a diverse investable universe.

Blake Pirami is a Planning Consultant at Fidelity Investments, a role he has held since 2026. He has worked in various capacities within Fidelity since 2022, progressing through positions including Investment Solutions III, Investment Solutions II, Investment Solutions Representative I, and Customer Relationship Advocate. Blake's experience encompasses financial planning and investment solutions, where he collaborates with individuals and families to develop strategies that align with their financial goals. Blake holds insurance licenses in Arkansas and California, supporting his capacity to provide comprehensive financial advice. He is committed to helping clients understand and feel confident about their financial plans by working closely with them to create strategies tailored to their unique circumstances. Outside of his professional work, Blake's personal interests include cars, golf, outdoor adventures, and soccer.

Brianna King is a financial advisor at Morgan Stanley with seven years of industry experience. She holds Series 66 and Series 63 licenses and has worked previously with firms including E*Trade Securities and Guardian Life Insurance Company. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and the use of firm-approved planning tools to develop tailored financial plans.

Matthew Crane is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2017. He has been with Fidelity since 2011, progressing through roles including Financial Consultant, Retirement Solutions Representative, Investment Solutions Representative, and Client Service Associate. With 14 years of experience guiding Fidelity clients, Matthew focuses on understanding clients' goals to build tailored financial plans. He aims to make financial planning more approachable, helping clients gain clarity and peace of mind. Matthew holds insurance licenses in Arkansas and California.

Tyler Erikson is a CFP® with 15 years of industry experience currently advising at Fidelity. His prior work includes roles at Allstate Insurance Co and OneAmerica Securities. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs.

William Doss is a financial advisor at Morgan Stanley with 10 years of industry experience. His prior experience includes roles at E*TRADE Capital Management LLC, E*TRADE Securities LLC, and Fidelity Brokerage Services LLC. Outside of his advisory work, he is employed as a delivery driver for GrubHub. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process.

Abigail Adams is a CFP® and holds a Series 66 license with two years of experience in the financial industry. She currently works at Fidelity and has prior experience at The Helmstar Group, LLC and FirstPurpose Wealth. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors, with an investment process that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction.

Abraham Patino Rodriguez is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. He has worked at Wells Fargo Bank, N.A. since 2017 and was previously employed in the food service industry. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets through more than 14,000 financial advisors.

Ali Hemmat is a financial advisor with Morgan Stanley in South Jordan, Utah. He holds a Series 66 designation and has five years of industry experience. His work history includes roles at E*Trade Securities and multiple positions in the technology and education sectors. Outside of advisory activities, he works as a rideshare driver for Lyft and Uber. 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 and financial planning services supported by structured discovery processes and firm-approved tools.

James Richardson III is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Fidelity in various capacities since 1998. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its advisory roles to multiple registered investment companies and its use of AI-driven research methods.

Joshua Marx is a financial advisor with Edward Jones in Salt Lake City, UT. He holds a Series 66 designation and has six years of industry experience, including five years at IM Flash Technologies prior to joining Edward Jones in 2019. Outside of his advisory role, he manages a rental property with his wife in Lehi, UT. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies and operates a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

James Lata is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds a Series 63 designation and has been with Wells Fargo Clearing Services since 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Micah Pelletier is a financial advisor with Wells Fargo Clearing based in Salt Lake City, UT. He holds the Series 66 and Series 63 licenses and has five years of industry experience. He has worked at Wells Fargo Clearing in various roles since 2016 and has been with Wells Fargo bank, NA since 2014. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and supports its clients with both brokerage and advisory solutions.

William Horman is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 designations. Horman’s prior work includes roles at Intermountain Healthcare and Silhouette America. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various investment vehicles.

Avery Steele is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Fidelity, Steele worked at Prime Corporate Services and has held roles across various sectors including marketing and retail. Fidelity’s Strategic Advisers LLC, where Steele is based, provides investment management and advisory services to retail and institutional investors, utilizing a process that integrates proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory roles to multiple registered investment companies, and incorporation of AI and algorithmic techniques in its research.

Mark Rosell is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Investments and its brokerage services since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm uses a proprietary research process combined with quantitative analysis and algorithmic portfolio construction to manage a range of portfolios, including model portfolios delivered to intermediary platforms.

Taylor Goodsell is a financial advisor with Wells Fargo Clearing in Salt Lake City, holding a Series 63 designation and two years of industry experience. Prior to joining Wells Fargo, Goodsell worked at Fidelity Investments and Blue Raven Solar. He also has experience in logistics at United Parcel Service and has worked in both academic and business settings related to Brigham Young University - Idaho. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy development, performance reporting, participant education, and discretionary investment management. The firm’s advisory process is IPS-driven and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Ian Rosales is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services since 2019. Outside of his advisory role, he is a partner in Volent Approach, a business involved in selling merchandise and managing related operations. 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 employs a systematic investment approach that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction.

Evan Phelps is a financial advisor at Morgan Stanley in South Jordan, UT, holding Series 63 and Series 66 credentials with five years of industry experience. His prior work includes roles at E*TRADE Securities and Associated Food Stores. Morgan Stanley Wealth Management offers comprehensive advisory programs and tailored financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm uses structured planning processes and firm-approved tools, serving clients primarily in an advisory capacity.

Benjamin Hill is a financial advisor at Cetera with a Series 66 credential and one year of industry experience. His prior work includes roles outside of finance, such as involvement with Glenwild Golf Club and local baseball teams, as well as experience in catering and university settings. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and supports multiple investment approaches including model portfolios, third-party managers, and customized strategies.