Michael Tibbitts is a financial advisor at Merrill with Series 63 and Series 66 credentials and one year of industry experience. He has held prior roles at Fidelity Investments and Bank of America, N.A. His work history also includes positions outside finance, such as at Melaleuca Inc and The Church of Jesus Christ of Latter Day Saints. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Bart Carlson is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 licenses and having 18 years of industry experience. He has worked across multiple Fidelity entities since 2008. Outside of his advisory work, he is an independent contractor driving for Uber. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a systematic investment process combining fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs.

Adam Fullmer is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. Prior to joining Morgan Stanley, he worked at E*TRADE Capital Management LLC and E*Trade Securities LLC. Outside of his advisory role, he is involved in property management as a partner at Aurelius Capital Management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm employs a structured planning process supported by advanced modeling techniques and offers access to various investment products and strategies.

Samuel Peterson is a CFP® and holds a Series 66 license with 11 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2021 and previously spent 12 years with Royal Alliance Associates, INC. Peterson has additional experience as a life insurance agent since 2009. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers a range of portfolio solutions across multiple platforms, combining proprietary and third-party strategies with discretionary and non-discretionary investment implementation.

Rachel Metallo is a Financial Consultant currently working at Fidelity Investments since 2024. She has extensive experience in the financial services industry, having held roles such as Financial Advisor at Morgan Stanley from 2023 to 2024 and at Metlife and AXA Advisors in 2016. She also worked as a Financial Consultant at E*TRADE Capital Management from 2018 to 2024 and served as a Financial Engines Advisor Project Manager from 2017 to 2018. Prior to these roles, Rachel was a Manager at TD Ameritrade from 2005 to 2015. Rachel holds insurance licenses in Arkansas and California. She focuses on partnering with clients to analyze their investments and develop straightforward plans centered around their financial goals, comfort levels, and needs. Her approach emphasizes being a dedicated partner in her clients' financial journeys. Outside of her professional life, Rachel enjoys activities such as football, hiking, snowboarding, outdoor adventures, social events with friends, and parenthood.

Avinash Parikh is a financial advisor with Fidelity in Salt Lake City, UT, holding the Series 66 designation. He joined Fidelity in 2025 and has diverse work experience across various industries prior to entering the financial services field. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and serves in advisory roles to multiple registered investment companies.

Andrew Hale is a financial advisor with Morgan Stanley in South Jordan, UT, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Morgan Stanley since 2011, including four years with the Morgan Stanley Services Group. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Alexander Anderson is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at R1rcm Inc and Mountain America Credit Union. Outside of his advisory work, Anderson serves as an owner and manager of a rental property. Alexander works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and advises multiple registered investment companies and fund‑of‑funds.

James Rigtrup is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with LPL Financial since 2005 and operates a business under the name Keystone Wealth Management Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from internal and third-party sources.

Dylon Mayer is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. His prior experience includes roles in healthcare and insurance, as well as self-employment in a cleaning business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Carter Karras is a financial advisor with Fidelity in Salt Lake City, UT, holding a Series 66 license and three years of industry experience. Prior to joining Fidelity, he worked at Best of Utah Moving and held various positions in retail and service roles. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diverse investment portfolios and model strategies.

Mark Nielsen is a financial advisor with Wells Fargo Clearing in Taylorsville, UT, holding Series 63 and 66 credentials and 17 years of industry experience. His prior experience includes roles at Fidelity Investments and Morgan Stanley. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to a wide range of individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions and utilizes research and analytics based on diversification principles and modern portfolio theory.

Jacob Jordison is a financial advisor with LPL Financial in Riverton, Utah, holding a Series 66 designation and 18 years of industry experience. He has worked at LPL Financial since 2019 and has prior experience at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank. Jordison is also associated with Mountain American Credit Union. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research from internal and third-party sources.

Ethan Adair is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His work history includes roles at Fidelity Investments, Vivint, Uber, and other companies. Outside of his advisory work, he also works as a delivery driver for DoorDash and Uber during his free time. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services that include discretionary management, fund advisory, and model portfolios.

Myles Moore is a Series 66-licensed financial advisor with Morgan Stanley, bringing four years of industry experience. His prior roles include positions at E*Trade Securities LLC and Nu Skin. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate agreements.

Troy Piscioneri is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding a Series 66 designation and seven years of industry experience. Prior to joining Wells Fargo Clearing in 2019, he worked at First Convenience Bank and Walmart. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s advisory process is IPS-driven and includes a broader range of financial products than typical large institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Amanda Venable is a Wealth Management Planning Consultant at Fidelity Investments, a position she has held since 2024. In her role, she partners with Private Wealth Management Senior Relationship Managers to provide service and support to self-directed clients and their families. Amanda has been with Fidelity Investments since 2018, progressing through several roles including Customer Relationship Advocate, High Net Worth Representative, Investment Solutions Representative, and Wealth Management Operations Associate. This experience has given her a broad understanding of wealth management and client relations. Outside of her professional responsibilities, Amanda enjoys activities such as camping, attending concerts, hiking, and spending time with her family and pets.

Adam Myler is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. Prior to his current role, he worked in construction and education, including a position at Kenny Seng Construction. Outside of financial advising, he designs and constructs household furniture as an independent contractor. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its advisory role to registered investment companies and its use of advanced technologies in portfolio management.

Steven Davis is a financial advisor at Fidelity with 15 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Brokers International Financial Services and Tax Savings Solutions. Outside of his advisory role, he works as an independent contractor responding to leads and coordinating with contractors through Focal Point. Fidelity, through its Strategic Advisers LLC division, provides investment management and advisory services to retail and institutional clients, offering strategies that include discretionary portfolio management, fund advisory, and model portfolio delivery using a blend of fundamental research, quantitative analysis, and algorithmic construction.

David White is a financial advisor with Cambridge Investment Research Advisors in Salt Lake City, UT, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliate firms since 2006. Outside of advising, he serves as vice president of Investment Management Consultants. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and other retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.