Andrew Hale is a financial advisor with Morgan Stanley in South Jordan, UT, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Morgan Stanley since 2011, including four years with the Morgan Stanley Services Group. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Alexander Anderson is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at R1rcm Inc and Mountain America Credit Union. Outside of his advisory work, Anderson serves as an owner and manager of a rental property. Alexander works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and advises multiple registered investment companies and fund‑of‑funds.

James Rigtrup is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with LPL Financial since 2005 and operates a business under the name Keystone Wealth Management Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from internal and third-party sources.

Dylon Mayer is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. His prior experience includes roles in healthcare and insurance, as well as self-employment in a cleaning business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Carter Karras is a financial advisor with Fidelity in Salt Lake City, UT, holding a Series 66 license and three years of industry experience. Prior to joining Fidelity, he worked at Best of Utah Moving and held various positions in retail and service roles. Fidelity’s Strategic Advisers LLC 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diverse investment portfolios and model strategies.

Jacob Jordison is a financial advisor with LPL Financial in Riverton, Utah, holding a Series 66 designation and 18 years of industry experience. He has worked at LPL Financial since 2019 and has prior experience at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank. Jordison is also associated with Mountain American Credit Union. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research from internal and third-party sources.

Ethan Adair is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation. Outside of his advisory role, he works as a delivery driver for Uber and DoorDash during his free time. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios comprised of mutual funds, ETFs, and ETPs.

Myles Moore is a Series 66-licensed financial advisor with Morgan Stanley, bringing four years of industry experience. His prior roles include positions at E*Trade Securities LLC and Nu Skin. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate agreements.

Troy Piscioneri is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding a Series 66 designation and seven years of industry experience. Prior to joining Wells Fargo Clearing in 2019, he worked at First Convenience Bank and Walmart. 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 grounded in modern portfolio theory. The firm’s advisory process is IPS-driven and includes a broader range of financial products than typical large institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Amanda Venable is a Wealth Management Planning Consultant at Fidelity Investments, a position she has held since 2024. In her role, she partners with Private Wealth Management Senior Relationship Managers to provide service and support to self-directed clients and their families. Amanda has been with Fidelity Investments since 2018, progressing through several roles including Customer Relationship Advocate, High Net Worth Representative, Investment Solutions Representative, and Wealth Management Operations Associate. This experience has given her a broad understanding of wealth management and client relations. Outside of her professional responsibilities, Amanda enjoys activities such as camping, attending concerts, hiking, and spending time with her family and pets.

Adam Myler is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. Prior to his current role, he worked in construction and education, including a position at Kenny Seng Construction. Outside of financial advising, he designs and constructs household furniture as an independent contractor. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its advisory role to registered investment companies and its use of advanced technologies in portfolio management.

Steven Davis is a financial advisor at Fidelity with 15 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Brokers International Financial Services and Tax Savings Solutions. Outside of his advisory role, he works as an independent contractor responding to leads and coordinating with contractors through Focal Point. Fidelity, through its Strategic Advisers LLC division, provides investment management and advisory services to retail and institutional clients, offering strategies that include discretionary portfolio management, fund advisory, and model portfolio delivery using a blend of fundamental research, quantitative analysis, and algorithmic construction.

David White is a financial advisor with Cambridge Investment Research Advisors in Salt Lake City, UT, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliate firms since 2006. Outside of advising, he serves as vice president of Investment Management Consultants. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and other retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.

Nathaniel Allen is a financial advisor at Primerica Advisors with 24 years of industry experience. He holds Series 63 and Series 65 designations and has been with Primerica since 2001. In addition to his advisory role, he is involved in sales of loan products and home security services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-driven investment strategies supported by third-party asset managers and custodial services, with approximately $15.5 billion in assets under management.

Cameron Macintosh is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. His prior experience includes roles at E*Trade Capital Management LLC and E*Trade Securities LLC. Outside of his advisory work, he owns and manages a rental property in Salt Lake County, Utah. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and utilizing tools such as Monte Carlo simulations and Secular Return Estimates.

Robert Kernodle Jr. is a Series 66-licensed financial advisor with Morgan Stanley, where he has worked since 2023. His prior experience includes roles in banking, outdoor guiding, and service with the Utah National Guard. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and regulatory frameworks.

Brady Homer is a Financial Consultant at Fidelity Investments, where he has been advancing his career since 2015. He has held various roles within the company, including Planning Consultant, Relationship Manager, Workplace Planning Consultant II and I, Workplace Planning Associate, Stock Plan Consultant, and Financial Services Representative. His professional focus is on financial planning, partnering with clients to help them achieve financial peace through tailored strategies. Brady holds the Certified Financial Planner (CFP®) designation and possesses insurance licenses in Arkansas and California. He emphasizes building strong relationships with his clients and their families, aiming to foster a familial atmosphere in his professional interactions. Outside of his professional work, Brady enjoys camping, family activities, exploring culinary experiences as a foodie, and participating in sports such as football and golf.

Ryan Newby is a financial advisor with Morgan Stanley in South Jordan, UT, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at Semaphore Capital Strategies, PFS Investments Inc, and Primerica Financial Services. He has also been self-employed since 2010. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides services through direct client relationships and corporate financial planning agreements.

David Leigh is a financial advisor with Wells Fargo Clearing in Draper, UT, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2010 to 2016. 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 advisory services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Erik Pearson is a financial advisor with Equitable Advisors in Draper, Utah, holding a Series 66 designation and six years of industry experience. His work history includes roles at Wheeler Machinery Co. and Clyde Companies, Inc., prior to joining Equitable Advisors in 2020. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, working extensively with program sponsors and third-party managers to offer advisory and brokerage solutions.