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, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors in 2023, he was employed at Decimal LLC and KPMG Spark, among other positions. He is a member of networking organizations BNI and NAIFA. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutions by providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm combines personal risk assessment with program models and third-party asset managers to deliver customized investment solutions.

Kevin Skidmore is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked with various Fidelity entities since 1999, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios and managing multiple registered investment companies and fund-of-funds.

Melinda Cespedes is a financial advisor at Ameriprise with seven years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2017, including its affiliate Ameriprise Financial Services, Inc., and previously at Planned Security Resources. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm provides written recommendation reports using a combination of research, modeling, and tax-efficiency analysis, supported by a centralized consulting team.

Nathan Odom is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, he held roles in marketing and other businesses, including Squeeze Media Marketing. Fidelity’s Strategic Advisers LLC, where Nathan works, provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of investment vehicles and model portfolios.

Paul Tallent is a Financial Advisor at Merrill Lynch Wealth Management based in Salt Lake City. He provides a family-office style practice that coordinates investments, taxes, estate strategies, and charitable giving to help clients integrate various aspects of their financial lives. Paul works primarily with high-income earners and families who have $1 million or more in investable assets. He assists clients with access to liquidity, tax-aware decision making, long-term investment growth, retirement planning, estate strategies, and philanthropic planning. His approach involves listening to clients first and developing clear, coordinated strategies that aim to protect and grow wealth while enabling clients to enjoy their financial achievements. Paul holds the Accredited Wealth Management Advisor (AWMA) and Chartered Retirement Planning Counselor (CRPC) designations, as well as the Personal Investment Advisor (PIA) distinction. He earned a Bachelor's Degree in Personal Financial Planning from Utah Valley University. Paul is involved with The Church of Jesus Christ of Latter-day Saints.

Sunnie Wight is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Prior to joining Morgan Stanley in 2023, she worked at E*Trade Securities and E*TRADE Capital Management for over a decade. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside advisory services.

Brett Jenson is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 66 credentials and previously spent 21 years at Lincoln Financial Advisors Corporation. In addition to his advisory role, he is licensed to offer various insurance products, including accident and health, disability, and life insurance. OSAIC serves a diverse range of retail and institutional clients through an extensive network of affiliated financial advisers. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and multiple investment platforms to construct portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.