Brian Monson is a financial advisor with Ameriprise in Salt Lake City, UT, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support clients, with a focus on assets managed within Ameriprise accounts.

Matthew Hassler is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Lyft, Ally Bank, and IBM. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified charitable funds and registered investment companies. The firm employs a combination of fundamental research and quantitative analysis to build model portfolios using mutual funds, ETFs, and ETPs, and it engages in oversight of sub-advisers and fund governance.

Zachary Bright is a Financial Consultant at Fidelity Investments, where he has been serving since 2023. He has held various roles within Fidelity Investments, including Annuity Planning Consultant from 2019 to 2023 and Portfolio Specialist from 2012 to 2019. Throughout his career, Zachary has focused on understanding clients' financial priorities, analyzing their finances, and co-creating plans to help them pursue their financial goals while avoiding potential pitfalls. Zachary holds insurance licenses in Arkansas and California, which support his work in financial and annuity planning. His approach involves partnering with clients as a trusted resource to keep their financial plans on track. Outside of his professional responsibilities, Zachary enjoys fishing, hiking, parenthood, spending time with pets, attending theater, and writing.

Vladimir Robles is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked at EA Insurance Group and held various roles in education and customer service. 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 algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services and is involved in managing multiple registered investment companies and model portfolios.

Bailey Bell is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, Bailey worked in the hospitality sector and spent several years associated with Utah Valley University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a diverse range of portfolios, including funds and model portfolios for intermediary platforms.

Mathis Burton is an Investment Consultant at Fidelity Investments, where he has held this role since 2026. Prior to this, he gained experience at Fidelity Investments as a Planning Consultant from 2025 to 2026, Financial Representative from 2023 to 2025, and Customer Relationship Advocate in 2023. He holds a California Insurance License, which supports his work in financial planning and investment consultation. Mathis emphasizes building partnerships based on trust with his clients to develop financial plans that provide peace of mind. Outside of his professional duties, Mathis is interested in family activities, food, hiking, outdoor adventures, soccer, and traveling.

Joseph Leavis is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. His prior work includes roles at DoorDash LLC and Costco. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves multiple registered investment companies and fund-of-funds.

Daniel Vasquez Montejo is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. In this role, he assists clients in developing comprehensive financial plans aimed at achieving financial security and peace of mind. He has been with Fidelity Investments since 2017, holding several roles including Central Relationship Manager, High Net Worth Associate, and Customer Relationship Advocate. His experience spans various facets of client relationship management and financial planning, providing him with a broad understanding of client needs and financial strategies. Daniel's professional focus is centered on being an advocate for his clients and delivering client-centered financial advice. Outside of his professional responsibilities, Daniel has interests in activities such as beach outings, scuba diving, soccer, traveling, and exploring culinary experiences.

Teresa Dahl is a financial advisor with UBS Financial Services in Salt Lake City, Utah, holding a Series 66 designation and 20 years of industry experience. She has been with UBS since 2006. Outside of her advisory role, Dahl is involved in real estate through ownership and management activities at Tasuil LLC and provides consultation on family investment opportunities via Triple T Capital LLC. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary market research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of capital markets and investment solutions.

Michael Kundinger is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds the Series 66 designation and has previously worked at U.S. Bancorp Investments, Inc. and Morgan Stanley in various roles. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Jennifer Mcdermott is a financial advisor with Morgan Stanley in Salt Lake City, UT, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. She previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2004 to 2017 before joining Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management serves individuals and institutional clients with a variety of advisory programs, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and analytical tools, providing advisory services without individual security recommendations as part of its standalone programs.

John Gordon serves as a Resident Director at Merrill Lynch Wealth Management. Since joining the firm in 1998 as a Client Associate in Salt Lake City, he has held various roles including management responsibilities overseeing support staff across Utah, and contributing to the expansion of the Utah Intermountain Complex into Idaho and Montana. John currently works with a team of specialists providing goals-based wealth management services to affluent families, accomplished professionals, and successful business owners. John holds a Bachelor of Arts degree from Brigham Young University and is accredited as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). He maintains several FINRA registrations including Series 7, 9, 10, 31, and 66. His approach centers on delivering proactive planning, customized advice, and disciplined investing to address clients’ unique financial priorities, which include family, finances, health, home, leisure, work, and giving. Outside of his professional role, John values serving others and spends time with his family. He is married to Heather and has four daughters. He has also previously served on the Ogden Symphony Ballet Association Board. John speaks both English and French.

Luke Harkness is a financial advisor at Fidelity with Series 63 and Series 65 credentials and one year of industry experience. His prior experience includes a role at Morgan Stanley. He has also held a student government position at the University of Utah ASUU. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients as well as registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Weston Curtis is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments, he held roles in pest control, construction, and community organizations, including the Church of Jesus Christ of Latter-day Saints. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Todd Kice is a financial advisor at Fidelity with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity since 2011, including roles at Fidelity Personal and Workplace Advisors. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and supports model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Christopher Martinson is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at the Utah Higher Education Assistance Authority, Western Governors University, and the State of Utah. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage multi-manager and fund-of-funds structures.

Juan Willis is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding a Series 63 designation and four years of industry experience. His prior work includes roles at US Tech Solutions, Quality Flower and Plants, and X-Tra Custom Components. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs over 14,000 financial advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

Cully Hendricks is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments, he held positions at several companies including BambooHR and Smile Direct Club. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a wide range of clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage funds for both retail and institutional investors.

Brady Cowley is a Planning Consultant at Fidelity Investments. In this role, he provides guidance on budgeting, investing, and wealth planning tailored to meet the unique needs and aspirations of his clients, aiming to help them achieve financial security and prosperity. Prior to becoming a Planning Consultant in 2025, Brady held several positions within Fidelity Investments, including Investment Solutions Representative I through III from 2023 to 2025, and roles focused on high net worth clients from 2022 to 2023. He also has experience as a Customer Relationship Advocate at Fidelity Investments from 2021 to 2022. Brady holds insurance licenses in Arkansas and California. Outside of his professional work, Brady engages in activities such as football, social events with friends, hiking, music, and scuba diving.

Jason Gray is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at various Fidelity entities since 2007. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, IRS-qualified charitable funds, and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios using mutual funds, ETFs, and ETPs, and it maintains oversight of sub-advisers and share class allocations.