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.

Mark Fairclough is the Vice President and Executive Planning Consultant at Fidelity Investments, a role he has held since 2022. In this position, he engages in holistic wealth planning and benefits education to assist individuals and families in making informed decisions aimed at achieving their personalized financial goals. He emphasizes serving as a comprehensive financial resource to help clients navigate significant life events and celebrate financial milestones. Mark has accumulated extensive experience at Fidelity Investments, progressing through various roles since 2010. His previous positions include Workplace Financial Consultant, Annuity Sales Representative, Financial Consultant, and Portfolio Specialist. Prior to joining Fidelity, he worked as an Operations Analyst at Riggs Capital Management from 2008 to 2010. He holds insurance licenses in Arkansas and California, enabling him to provide licensed insurance advice and services in these states.

Devin Murphy is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at firms including E*TRADE Capital Management, CapFinancial Partners (CAPTRUST), Northwestern Mutual, and Fidelity Investments. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning and a range of investment services supported by firm-approved planning tools and methodologies.

Yu Huang is a financial advisor at Morgan Stanley with a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley in 2022, Yu held positions at Nu Skin, E Excel International, ISOTRUSS, and English Life. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support client outcomes.

Eric Wallace is a financial advisor at Raymond James Financial with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Raymond James Financial Services Advisors since 2019. Prior to that, he spent 18 years with First Western Advisors. Outside of his advisory role, he owns a business selling sports cards and memorabilia. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers tailored, mostly non-discretionary advisory services and supports small businesses through its SIMPLE IRA Employer Advisory & Consulting Services program.

Jace Hansen is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Merrill Lynch, Loren Cook, Hiland Dairy, and Morgan Stanley. Outside of his advisory role, he is employed as a customer service associate in home improvement. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Kristine Campbell is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. She has worked at Fidelity Investments since 2021 and has prior experience at DoorDash, Design West Architects, Trusted Network Solutions, and the Department of Workforce Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios, and it plays a formal advisory role to multiple registered investment companies and fund-of-funds.

Lincoln Bischoff is a financial advisor at Fidelity with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services, LLC since 2016 and Fidelity Investments since 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model-based investment solutions.

Joshua Walkenhorst is a Series 66-licensed financial advisor at Morgan Stanley with one year of industry experience. Prior to joining Morgan Stanley, he spent several years affiliated with Brigham Young University. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning approach uses structured discovery conversations and proprietary tools to model outcomes, with clients responsible for implementing their plans.

Amanda Mahr is a financial advisor at Morgan Stanley with five years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Fidelity Brokerage Services LLC, Low VA Rates, and Vivint Smart Home. 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 utilizes structured planning tools and modeling techniques in its financial planning process.

Dwight Larsen is a Private Wealth Management (PWM) Investment Management Consultant at Fidelity Investments. In his current role, he collaborates with clients and Wealth Management Advisors to develop, implement, and monitor investment strategies aimed at achieving long-term investment objectives. Dwight has been with Fidelity Investments since 2008, progressing through roles including Senior Relationship Officer from 2008 to 2010, Senior Portfolio Specialist from 2010 to 2015, and Investment Management Consultant from 2015 to the present. His experience spans client relationship management, portfolio specialization, and investment consulting. Outside of his professional responsibilities, Dwight has interests in biking, camping, family activities, hiking, pets, and volunteering.

John Engh is a CFP® professional with 17 years of experience in the financial services industry. He is currently with LPL Financial, where he has worked since 2019, following 11 years at MML Investor Services Inc. and MassMutual Life Insurance Company. Outside of his advisory role, he is involved in a wedding planning business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network. The firm offers a range of advisory and brokerage services, including financial planning, retirement consulting, and model portfolio management.

Steven Shelton is a financial advisor with Ameriprise in West Jordan, UT, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2007. Outside of his advisory role, Shelton is involved in coaching volleyball for local high school and community teams and co-manages a business that handles payroll and staffing for his practice. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, combining research-driven modeling and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional providers.

David Jesperson is a Financial Consultant at Fidelity Investments, a position he has held since 2013. In this role, he works closely with clients to understand their unique financial situations and priorities, aiming to help them work toward their financial goals by leveraging his financial planning experience and the resources available through Fidelity. David's professional experience spans several roles within the financial services industry. Prior to his current position, he held various roles at Fidelity Investments including Client Management PAS (2012-2013), Retirement Solutions Representative (2012), Investments Solutions Representative (2011-2012), and Financial Representative (2011). He also served as an Investment Advisor Representative at New England Financial from 2009 to 2010 and as a Financial Consultant at RBC Wealth Management from 2008 to 2009. He holds insurance licenses in Arkansas and California.

Jasmine Pascua is a financial advisor at Raymond James & Associates with four years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, and government entities. The firm offers wealth advisory planning, investment consulting, and institutional services, with a notable focus on municipal and public finance clients.