Pamela Fisher is a financial advisor with Raymond James & Associates in Salt Lake City, UT, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. Her prior work includes long tenures at Merrill and Bank of America. Outside of advising, she is a joint owner of rental real estate. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipalities. The firm offers financial planning and non-discretionary investment consulting supported by various portfolio management styles and affiliated research.

Kalvin Stinger is a financial advisor at Fidelity with two years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at companies including InstaCart and Vivint. Outside his advisory role, he has a side activity as an independent contractor for DoorDash. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Brian Wells is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and possessing 14 years of industry experience. He has been with Fidelity since 2012, including roles at Fidelity Personal and Workplace Advisors from 2018 to 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolios, and engages in activities such as commodity pool operation and advisory roles for multiple registered investment companies.

Shane Johnson is a financial advisor with Fidelity Investments and holds Series 63 and Series 66 designations. He has 20 years of industry experience, including roles at Strategic Advisors Inc. and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and provides oversight for sub-advisers while incorporating AI and systematic methodologies in its process.

Melissa Sipherd is a Series 66-licensed financial advisor with six years of industry experience, currently with LPL Financial. Her prior experience includes roles at Raymond James Financial Services and Merrill. She also operates Utah Wealth Strategies, an investment-related business. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, with advice provided by a large network of investment adviser representatives using a range of investment strategies.

David Shipley is a CFP® professional with 23 years of experience in the financial services industry. He is currently affiliated with LPL Financial and Zions Bank in Salt Lake City, UT, and has held prior roles at J.P. Morgan Securities, Chase Investment Services, Woodbury Financial Services, and Northwestern Mutual Investment Management. Shipley also serves as a Provo City Council member and works as an adjunct professor teaching online finance courses. 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 other institutions. The firm offers a range of financial planning and asset management solutions, supported by a large network of investment adviser representatives and a broad suite of technology and operational tools.

Jacob Chase is a financial advisor at Merrill with Series 63 and Series 66 designations and one year of industry experience. Before joining Merrill in 2026, he worked at Morgan Stanley / E*Trade for six years and Lightning Electric for four years. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for 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 credentials and has worked with various Fidelity entities since 2007. In addition to his advisory roles, he has been affiliated with the University of Utah since 2003. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory role to multiple registered investment companies, use of systematic methodologies including AI, and participation in fund governance and proxy voting.

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 with J.P. Morgan Securities in Salt Lake City, UT, holding a Series 66 designation and five years of industry experience. Her work history includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and the University of Utah. J.P. Morgan Securities LLC 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 recommendations.

Connor Ivins is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Fyzical Therapy and Balance, Provo City, and the Missionary Training Center. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios constructed from mutual funds, ETFs, and ETPs.

Mary Holliday is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds the Series 66 designation and has previously worked at E*TRADE Securities LLC, E*TRADE Capital Management LLC, MassMutual Life Insurance Company, and MML Investors Services LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning using firm-approved tools and structured discovery conversations.

Steven Fenton is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 65 credentials and 25 years of industry experience. He previously worked at Prudential Equity Group, LLC from 2001 to 2003. Outside of his advisory role, he is involved in managing several non-investment-related businesses and serves on the board of trustees for the Pineview Overlook Homeowners Association. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs research and analytics to evaluate investment options and offers a broad range of brokerage and advisory solutions.

Jonathan Wardenburg is a financial advisor at Equitable Advisors with Series 65 and Series 66 licenses and 12 years of industry experience. His prior roles include positions at Crump Life Insurance Services, Farmers Insurance Company, and Allstate Insurance Company. Outside of his advisory work, he is an owner and partner of JS Drinks LLC. Equitable Advisors serves a broad client base ranging from individuals to institutional clients, providing financial planning, retirement plan consulting, and asset management programs. The firm uses a variety of model portfolios and third-party asset managers, offering services through a network of Investment Adviser Representatives.

Addison Dishman is a CFP®-designated financial advisor with three years of industry experience. He is currently with LPL Financial and has prior experience at Raymond James Financial Services and Cornerstone Research. Outside of his advisory roles, Dishman has been involved with Utah Wealth Strategies. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Sevak Tsaturyan is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity Investments in 2025, he worked for the U.S. Department of State for twelve years. Outside of his advisory role, he is a non-operating partner in Toye Coffee, an international business, and serves as a board member for a homeowners association in California. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a blend of proprietary fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and it also serves as an advisor to multiple registered investment companies and fund-of-funds.

Mark Ward is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 65 licenses and nine years of industry experience. His work history includes roles at Wells Fargo Bank, Retirement Planners of America, Prestige Wealthwide, and Financial Engines Advisors. Outside of his advisory work, he maintains a real estate license and has worked as an independent real estate agent. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources to support its investment approach.