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.

Daniel Montesinos is a financial advisor with Merrill and holds Series 63 and Series 65 licenses. He has 19 years of industry experience, having previously worked at Morgan Stanley, Wells Fargo Clearing Services, and E*TRADE. Outside of his advisory work, he also works as a delivery contractor for DoorDash. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

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.

Keaton Jensen is a financial advisor with RBC Capital Markets based in Salt Lake City, UT. He holds a Series 66 designation and has nine years of industry experience. His prior work includes roles at Merrill, Bank of America, N.A., and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers a variety of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Logan Brassington is a financial advisor at Morgan Stanley in Salt Lake City, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at Lifetouch and the EWU Institute for Public Policy and Economic Analysis. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

John Holmgren is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Ameriprise and its affiliate since 1996. Outside of his advisory role, Holmgren serves on the board of directors for Parker Theatre in South Salt Lake, UT. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, using a combination of research, modeling, and tax-efficiency analysis to generate tailored, non-discretionary recommendations delivered through a centralized consulting team.

Michael Rossi is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 licenses and four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2026, he worked for five years at Intelligent Capital Works. Rossi serves as a board member for Ronald McDonald House Charities of Central and Northern Arizona. J.P. Morgan Securities 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.

Theophilus Anim is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT. He holds a Series 63 designation and has four years of industry experience. He has worked within various Wells Fargo entities since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, and retirement plan consulting, using research and analytics from Wells Fargo Investment Institute along with modern portfolio theory to evaluate investment options.

Paul Dorfmeier is a financial advisor with Fidelity in Salt Lake City, UT, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Equitable Advisors and Axa Advisors. His firm, Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Grace Waite is a Planning Consultant at Fidelity Investments, where she specializes in helping individuals develop confidence in their financial futures through customized strategies and guidance tailored to every stage of life. She focuses on building trust and fostering clarity to support long-term financial planning. Grace has progressed through multiple roles at Fidelity Investments, including Workplace Planning Associate and various levels of Workplace Planning Consultant from 2022 to 2025. She holds insurance licenses in Arkansas and California, supporting her ability to provide comprehensive financial advice. Outside of her professional work, Grace enjoys art, family activities, food, movies, pets, and swimming.

Anthony Gustin is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior work includes roles at DoorDash and Chipotle Mexican Grill, as well as service in the Utah Army National Guard. Gustin is also co-owner of Rocky Mountain Retreats LLC, where he helps maintain a campground. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction.

Morgan Anderson is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, Anderson held roles at various companies, including Lone Wraps and West Shore Home. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction, servicing a broad client base through systematic and long-term asset allocation strategies.

Angela Spencer is a financial advisor with Fidelity in Salt Lake City, UT, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Bankers Life and Casualty, Clearlink Insurance Agency, and Farmers Insurance/Zurich. Outside of financial advising, she works in bookkeeping for a senior living facility and contributes to a podcast focused on research, recording, and editing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that blends fundamental research with quantitative analysis and algorithmic portfolio construction.

David Gonzalez is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. He has worked with Wells Fargo entities since 2006, including Wells Fargo Advisors LLC and Wells Fargo Bank NA. Outside of his advisory role, he serves as a trustee for The Charlotte Beatty Trust, assisting with financial matters. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment vehicles, such as insurance-related products and bank deposit sweep options.

Guilin Jiang is a financial advisor at Morgan Stanley in Sandy, Utah, holding a Series 66 designation and bringing four years of industry experience. He has been with Morgan Stanley since 2021 and has also operated as a self-employed advisor since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves 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 uses structured planning tools supported by its Global Investment Committee’s return estimates and Monte Carlo simulations.

Joshua Ames is a financial advisor with Equitable Advisors in Draper, Utah. He holds a Series 66 designation and has two years of industry experience. Prior to joining Equitable Advisors, he worked at Decimal LLC and KPMG Spark. Ames is a member of professional networking organizations BNI and NAIFA. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm provides financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating through multiple sponsored and endorsed investment platforms.