Madyson Smith is a financial advisor at Fidelity with nine years of industry experience. She holds a Series 66 designation and has worked at Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and Crest Financial. 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 employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs.

Lillian Leo is a financial advisor at Fidelity with 25 years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Fidelity Investments since 2022, with prior experience at Triad Advisors and Diversified Investors Securities Corp. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies.

Ahmed Elsayed is a financial advisor at Morgan Stanley with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including SoFi Wealth, Bank of America, Merrill, and Wells Fargo Advisors. Outside of his advisory role, he works as a Lyft driver. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs and tailored financial planning supported by firm-approved tools and methodologies, with approximately $2.74 trillion in client assets under management.

Shad Evans is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2019, following three years at Kestra Financial Services. Outside of his advisory role, he is involved in non-variable insurance activities and operates a brokerage general agent contract called The Insurance Box. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Jeffrey Roskelley is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and offering 24 years of industry experience. He has been with LPL Financial since 2011. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory and brokerage services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Luke Gunther is a financial advisor with LPL Financial in American Fork, Utah. He holds the Series 66 designation and has five years of industry experience. His prior roles include positions at Utah Valley University and Bank of American Fork. Outside of his advisory work, he is involved with Gunther Investment Group, LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services with a broad range of portfolio management options and research support.

Aaron Copple is a financial advisor at Mass Mutual Investors Services with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley and E*TRADE Capital Management. Outside of his advisory role, Copple is active as an insurance broker and owns several holding companies. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using advanced analysis tools and also provides specialized offerings such as divorce planning and estate-settlement services.

Janice Hernandez is a financial advisor at Cetera with two years of industry experience. She holds Series 65 and Series 63 credentials and previously worked at Goldman Sachs and Wilson-Davis & Co., Inc. Outside of her advisory role, she has been involved with Upper Room Real Estate for over two decades. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, employing both discretionary and non-discretionary program structures.

Joshua Lowry is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at E*TRADE Capital Management, JPMorgan Securities, and Scottrade. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market modeling.

William Marshall is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 registrations and has worked with J.P. Morgan entities since 2016. Outside of his advisory role, he is involved in e-commerce ventures, including ownership and partnership positions in Amazon-based businesses. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services along with quantitative asset-allocation modeling and manager due diligence.

Michael Wolf is a financial advisor with Morgan Stanley in Sandy, Utah. He holds the Series 63 and Series 66 designations and has experience at Fidelity Investments and E*TRADE Capital Management. Before returning to the industry, he spent two years as a stay-at-home dad. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Matthew Carlson is a financial advisor at Merrill with Series 63 and Series 65 licenses and five years of industry experience. His career includes roles at Bank of America, Morgan Stanley, E*TRADE Securities, Fidelity Brokerage Services, and others. Outside of his advisory work, he is involved as a partner in Little Peak LLC, a property management and real estate business. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Bronson Webb is a financial advisor with Ameriprise, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise since 2006, including his current role since 2020. Webb is also co-owner of Elevate Management LLC, where he manages an advisory business. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, focusing on clients with significant assets under management.

Dustin Dixon is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has worked at firms including E*Trade and Wells Fargo Clearing Services. Outside of his advisory work, he is involved in organizing billiards and pool tournaments. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs focused on tailored financial planning and investment management, overseeing approximately $2.74 trillion in client assets.

Megan Bennett is a CFP® with six years of experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to her advisory role, she worked for ten years at HomeGoods. Outside of her advisory work, she owns a real estate LLC that manages residential rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a large national network of advisors and branch offices.

Peter Madsen II is a financial advisor at Morgan Stanley in South Jordan, Utah, holding Series 66 and Series 63 licenses with five years of industry experience. His prior roles include positions at Chase Bank, Fidelity Investments, and the University of Utah. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery processes and firm-approved planning tools to support client financial plans.

Genna Trinidad is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley and E*TRADE Capital Management over her career. Morgan Stanley Wealth Management serves individual and institutional clients by providing a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Kathryn Simpkins is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds Series 63 and Series 66 registrations and has previously worked at E*TRADE Securities LLC for over a decade before joining Morgan Stanley in 2023. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning services supported by firm-approved tools and investment models. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

Hunter Hall is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds a Series 66 designation and has previously worked with firms including Podium, LGCY Power, and Vivint. Outside of advising, he also engages in insurance brokerage, focusing on life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, utilizing firm-approved software and tools to develop collaborative, goal-oriented planning strategies.

Bridget Chambers is a financial advisor at Morgan Stanley with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including E*Trade Capital Management, Fidelity Brokerage Services, and Prudential Insurance. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery and firm-approved tools, with advisory services that do not include individual security recommendations as part of its standalone planning program.