Scott Caldwell is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 designations and 20 years of industry experience. He has worked with Fidelity Brokerage Services LLC since 2005 and has been part of Fidelity Personal and Workplace Advisors since 2018. 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’s investment process combines fundamental research with quantitative analysis and systematic portfolio construction, utilizing proprietary models and oversight to manage multi-manager and fund-of-funds structures.

Nolan Johnson is a financial advisor at Fidelity with a Series 66 credential. He began his advisory career in 2025 and has prior experience in various roles, including work at The Dahlonega Group and Brigham Young University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and manage funds.

Joshua Braun is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Charles Schwab & Co., Inc., TDAmeritrade, Bank of America, N.A., and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and offers both direct client services and Corporate Financial Planning agreements.

Anna Smithee is a financial advisor at Fidelity with four years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2021. Prior to her advisory career, she held positions at Starbucks and Allied Electric Sign & Awning. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Quinn Ringer is a financial advisor with OSAIC, holding a Series 66 designation and five years of industry experience. He has worked at OSAIC since 2021 and previously held roles at Integrated Financial Group and Bank of America Merrill Lynch. Outside of advising, he is the sole member of a consulting LLC established for tax planning purposes and also writes term life insurance policies when clients have a need. OSAIC serves a broad range of retail and institutional clients through a large network of advisers, offering integrated brokerage and advisory services, retirement plan consulting, and access to third-party money managers. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios tailored to client preferences.

Tracy Duckworth is a financial advisor at Morgan Stanley with 38 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2012. Outside of her advisory role, she is a partner in Teton 18, a real estate business based in Holladay, Utah. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and investment modeling techniques as part of its advisory services.

Hailey Baker is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 designations and 12 years of industry experience. She has been with Fidelity since 2013. Outside of her advisory role, she serves as a referee for adult co-ed kickball games with the Beehive Sports and Social Club. Fidelity’s Strategic Advisers LLC provides a range of investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across various investment vehicles.

Braiden Belnap is a financial advisor at Fidelity with a Series 66 designation and five years of industry experience. His prior roles include positions at Bridge Locations and Select Health. Outside of his advisory work, he owns a coaching business focused on one-on-one coaching, group coaching, event management, writing, and content creation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a combination of proprietary research, quantitative analysis, and systematic portfolio construction.

Justin Barney is an Investment Solutions Representative III at Fidelity Investments, where he has been working since 2022. He has progressed through various roles within the company, starting as a Customer Relationship Advocate and advancing through levels of Investment Solutions Representative from I to III. In his current role, he collaborates with individuals and families to develop financial plans that align with their unique goals. Justin holds insurance licenses in Arkansas and California. His experience includes understanding clients' financial priorities and providing tailored investment solutions. Outside of his professional responsibilities, Justin enjoys family activities, parenthood, skiing, and soccer.

Jefferson Todd is a financial advisor at Morgan Stanley with 27 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and maintains a concurrent association with Discover Brokerage Direct, Inc. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individual and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools alongside its Global Investment Committee’s models to support its advisory services.

Anthony Butorac is a financial advisor with Fidelity Investments based in Salt Lake City, UT, holding a Series 66 designation and having 10 years of industry experience. He has worked with various Fidelity entities since 2016. Outside of his advisory role, he owns BWLD Golf, a lifestyle business, and Bone Creek Leather, where he designs and crafts leather products. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and serves a range of clients including registered investment companies and charitable funds.

Jeremy Jenson is a financial advisor with Morgan Stanley in South Jordan, Utah, holding Series 65 and Series 63 licenses and having eight years of industry experience. He has been with Morgan Stanley since 2014. Outside of his advisory role, he is engaged as a DoorDash driver. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including customized financial planning that incorporates firm-approved tools and modeling techniques.

Johnny Salazar III is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Fidelity Brokerage Service LLC since 2014. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Samuel Tenenbaum is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He has been with Wells Fargo Clearing since 2016 and also worked with Wells Fargo Advisors LLC in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Gregory Golding is a financial advisor at UBS Financial Services with 37 years of industry experience. He has been with UBS since 2006 and holds the Series 63 and Series 65 designations. Outside of his advisory role, he is a partner in Gregari 1821 LLC, an investment vehicle focused on private equity. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm utilizes proprietary research and model-based asset allocations to tailor plans aligned with clients’ goals and risk tolerances.

Jesse Woodcox is a financial advisor with Morgan Stanley in South Jordan, UT, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. Prior to his current role at Morgan Stanley, he worked at E*TRADE Capital Management and E*TRADE Securities. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their planning process uses structured discovery conversations and firm-approved tools to model financial outcomes.

John Van Wagoner is a Wealth Management Advisor with Merrill Lynch Wealth Management. In his role, he provides personalized wealth management strategies aiming to help clients pursue their long-term financial goals. He emphasizes a comprehensive approach that begins with understanding each client's unique needs and objectives. Leveraging the investment insights of Merrill Lynch and the banking and lending solutions of Bank of America, he addresses various aspects of clients’ financial lives. John holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). His educational background includes a High School Diploma from Sleepy Hollow High School, a Bachelor's Degree and a Master’s Degree from Pace University, as well as an Accredited Certificate Program from the State University of New York System. Committed to the tradition of community involvement upheld by Merrill, John actively volunteers with local organizations. This participation reflects his dedication to the communities he serves.

Jeffrey Schuler is a financial advisor at Morgan Stanley with 3 years of industry experience. He holds a Series 66 designation. Prior to joining Morgan Stanley in 2022, he worked at ARUP Laboratories and Sound Concepts, Inc. Morgan Stanley Wealth Management offers advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm‑approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through a structured planning process that does not include individual security recommendations as part of standalone plans.

Stephen Shake is a financial advisor with LPL Financial in South Jordan, UT, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has worked at Mountain America Credit Union and LPL Financial since 2013. 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 of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by extensive research and technology tools.

Jessica Mccaig is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Her background includes roles in various fields such as hospitality, design, and education prior to joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios built from mutual funds, ETFs, and ETPs.