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 five years of industry experience. She holds a Series 66 designation and has worked with JPMorgan Chase Bank, N.A. since 2021. Her prior roles include positions at the University of Utah, Crewe Capital, and Granite Credit Union. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a manager solutions team and incorporates ESG eligibility frameworks where applicable.

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 with Equitable Advisors in Salt Lake City, UT. He holds Series 65 and Series 66 licenses and has 12 years of industry experience. Prior to joining Equitable Advisors in 2023, he worked at several firms including Crump Life Insurance Services, Farmers Insurance Company, and Allstate Insurance Company. Outside of his advisory role, he is an owner and partner of JS Drinks LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers a range of advisory models implemented through third-party asset managers and LPL-sponsored programs, with services covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

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 credentials and nine years of industry experience. His prior roles include positions at Retirement Planners of America, Prestige Wealthwide, LLC, and Financial Engines Advisors L.L.C. Outside of his advisory work, Ward maintains a real estate license and acts 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 approximately $671 billion in assets and utilizes research and analytics to support diversified investment strategies within its brokerage and advisory solutions.

Garrett Clements is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 designations and seven years of industry experience. He has been with Wells Fargo Clearing since 2019 and also has a career history at Wells Fargo Bank, NA dating back to 2016. Outside of his advisory role, Garrett is involved as a ward clerk with the Church of Jesus Christ of Latter Day Saints and owns businesses focused on life coaching and 3D printing services. 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 with over 14,000 advisors and offers a variety of brokerage and advisory solutions combined with research and analytics from Wells Fargo Investment Institute.

Trevor Yocom is a financial advisor at Fidelity with 31 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various Fidelity entities since 1994. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Derrick Bevan is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 66 credentials and 20 years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at E*TRADE Capital Management and E*TRADE Securities from 2017 to 2023. Outside of advisory work, he owns and manages a rental property in Washington, Utah. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured, firm-approved process for financial planning.

Simon Pope is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior roles include positions at Evoke at Entrada, Woodward Park City, and several insurance and healthcare-related firms. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors, utilizing a combination of proprietary fundamental research, quantitative analysis, and systematic portfolio construction methods.

Jason Knight is a financial advisor with OSAIC in Salt Lake City, UT, holding Series 63 and Series 65 licenses and 13 years of industry experience. He previously worked at Woodbury Financial Services, Penn Mutual Life Insurance, and Hornor Townsend & Kent. Outside of advisory work, Knight is involved in commercial insurance and group benefits through several business partnerships focused on employee benefits and financial planning. OSAIC Wealth serves a wide range of retail and institutional clients using a multi-advisor platform that offers brokerage and advisory services across comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process uses model-based asset allocation and portfolio optimization, supported by various advanced tools and strategies.

Devin Mcknight is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding Series 63 and Series 66 licenses and seven years of industry experience. His work history includes roles at Fidelity Investments since 2020, as well as positions at NYLIFE Securities LLC, Nebeker Financial, and New York Life Insurance Co. Outside of his advisory work, he is a joint owner and Chief Marketing Officer of RollFare LLC, a podcast venture where he also serves as Dungeon Master. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Sharon Jaspers is a financial advisor at Wells Fargo Clearing with four years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Wells Fargo, she worked for 15 years at Cherry Creek Mortgage. Outside of her advisory role, she is a certified yoga instructor, teaching yoga classes in Lehi, Utah. 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. The firm’s approach is IPS-driven and grounded in modern portfolio theory, serving as an ERISA fiduciary and including a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Krista Young is a financial advisor at Wells Fargo Clearing with eight years of industry experience. She holds the Series 66 designation and has been with Wells Fargo Clearing since 2016. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party databases.

Nicholas Muro is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. His prior work history includes roles at Geneva Financial, Wells Fargo Clearing, and Wells Fargo Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies and a Charitable Gift Fund. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad investable universe.

John Bergerson is a CFA® charterholder and holds Series 65 and Series 63 licenses, with 23 years of industry experience. He has been with Raymond James & Associates since 2017, following prior roles at Wells Fargo Clearing and Albion Financial Group. Bergerson serves on the finance committees and boards of trustees for the Jewish Family Service of Utah and Tracy Aviary. Raymond James & Associates is a large SEC-registered investment adviser and broker-dealer managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and municipal entities, offering financial planning and non-discretionary investment consulting supported by extensive research and multiple portfolio management styles.