Gilbert Voss III is a financial advisor at Fidelity with 15 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at various Fidelity business units since 2011. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad range of mutual funds, ETFs, and ETPs.

James Briscoe is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at E*Trade Securities LLC for 10 years before joining Morgan Stanley in 2021. Outside of finance, he works as a tow truck driver for Abe's Towing in Utah. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment research to support its advisory services.

Kristen Ehringer is a financial advisor at Fidelity with 16 years of industry experience and holds the Series 66 designation. Her prior work includes roles at Aquire Wealth Advisors and PNC Investments. She is currently based in Salt Lake City, UT. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse set of clients, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage funds and deliver model portfolios.

Jesse Amaya is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing Services LLC and BRVC Pools. Prior to his advisory career, he was involved with Amaya, Inc. for over a decade. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, emphasizing structured financial planning supported by firm-approved tools and methodologies.

Chase Crockett is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 designation and has worked at several firms including Fidelity Investments, Merrill Financial Associates, and J.P. Morgan Private Bank. Crockett also founded Focused Capital and has experience in various business roles prior to entering financial services. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Luis Iniguez is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding Series 63 and Series 66 designations and four years of industry experience. His work history includes roles at Fidelity Investments since 2021, Northwestern Mutual, and prior experience in the hospitality sector. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Jennifer Bearnson is a financial advisor with RBC Capital Markets in Salt Lake City, UT, holding a Series 66 designation and 17 years of industry experience. She has been with RBC Capital Markets Corporation since 2004. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Natasha Udink is a financial advisor at Morgan Stanley with seven years of industry experience. She holds the Series 63 and Series 65 credentials and previously worked at E*TRADE Securities LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning services supported by structured discovery conversations and firm-approved planning tools.

Tristan Hughes is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Morgan Stanley and affiliated entities since 2022. Prior to that, he was with Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC for seven years. Hughes is also associated with Westminster College. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools in delivering its services.

Katie Duckworth is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds the Series 66 designation and has prior work experience at Nordstrom Inc and Brigham Young University. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending strategies.

Michael Weston is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 66 and Series 63 credentials and having two years of industry experience. His prior work includes roles at LifeVantage and Cancer Treatments, as well as work in clean energy and community service. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs. The firm also uses algorithmic methods and AI technologies in its investment research and serves as a formal advisor to multiple registered investment companies.

Matthew Mccann is a financial advisor at Fidelity with 21 years of industry experience. He holds the Series 66 and Series 63 designations and has been with Fidelity Brokerage Services LLC since 2004. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, often employing affiliated or unaffiliated sub-advisers in its process.

Joshua Ullery is a financial advisor with Fidelity Investments based in Salt Lake City, UT. He holds Series 63 and Series 66 licenses and has four years of industry experience. His prior work includes roles at Clearhome, Vivint Solar/Sunrun, Alder Home Security, and several other companies. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and is noted for its use of algorithmic methods and AI in research as well as its advisory roles to multiple registered investment companies.

Cory Devaney is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 66 and Series 63 designations and has worked across multiple Fidelity entities since 2014. Outside of his advisory role, he engages in reselling collectible cards. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios.

Tyler Lamprecht is a Series 66-licensed financial advisor with Wells Fargo Advisors in Salt Lake City, UT, bringing 24 years of industry experience. He has been with Wells Fargo Advisors since 2012. Outside of his advisory role, he serves as an executor for his father’s estate. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu including retirement, education, risk, and wealth-transfer planning, as well as specialized services such as business-owner transition and sports & entertainment planning.

Cristian Hernandez is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Fidelity, he worked at Uber Eats and DoorDash. Fidelity’s Strategic Advisers LLC provides investment management and advisory services for retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

David Moser is a Planning Consultant at Fidelity Investments, a role he has held since 2026. Prior to this, he worked as a Workplace Planning Consultant at Fidelity Investments from 2023 to 2026 and served as a Member Experience Officer at Mountain America Credit Union from 2022 to 2023. In his professional work, he collaborates with clients to develop disciplined financial plans tailored to their short-term and long-term goals. He emphasizes building strong, long-term relationships founded on trust and integrity, not only with clients but also their close family and friends. David holds insurance licenses in Arkansas and California. Outside of his professional commitments, he has interests in boating, camping, family activities, and football.

Tyson Case is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 designations and is based in Salt Lake City, UT. He has been with Fidelity and its affiliated entities since 2011. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, oversight controls, and its advisory role to multiple registered investment companies and fund-of-funds.

Michael Gourley is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at LPL Financial since 2019. Prior to that, he was with Securities America Advisors and Securities America Inc. from 2014 to 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing research and model portfolios from LPL Research and third-party subadvisors.

Wai Tang is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 credential and previously worked at WCF Insurance and Capital Trading LLC. 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 comprehensive financial planning supported by firm-approved tools and methodologies.