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.

Joshua Peterson is a financial advisor with Fidelity in Salt Lake City, UT, holding a Series 66 designation and beginning his career in 2025. Prior to joining Fidelity, he worked in various roles including independent contracting for DoorDash and leadership positions in small businesses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Annabelle Slater is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 13 years of industry experience. Her prior roles include positions at Morgan Stanley, E*TRADE, and Edward Jones. Outside of her advisory work, she has managed business activities on platforms such as Instagram and Etsy. J.P. Morgan Securities LLC serves primarily institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a non-discretionary approach. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Andrew Riley is a financial advisor at Cetera with a Series 66 credential and one year of industry experience. His prior professional background includes roles at Altura Benefits, AVR Ventures Inc., and Wood Group, as well as service with The Church of Jesus Christ of Latter Day Saints. Cetera Investment Advisers LLC serves a broad client base ranging from individuals to institutional accounts through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios, with over $256 billion in assets under management.

Michael Bennett is a financial advisor with LPL Financial in Salt Lake City, UT, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He previously worked at Waddell & Reed, Inc. for over three decades and has been involved with SLWR LLC since 2019. Bennett has been active with Capitol Hill Kiwanis since 2012. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary research and third-party strategies across various account types.

Chelsey Packer is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and three years of industry experience. She has worked at Wells Fargo Clearing since 2022 and has been with Wells Fargo Bank, N.A. since 2019. Prior to her financial services career, she was employed by The Church of Jesus Christ of Latter Day Saints and the YMCA. 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 process is IPS-driven and incorporates modern portfolio theory, with an investment menu that includes insurance-related vehicles and bank deposit sweep options.

Cecilia Anthony is a financial advisor at Fidelity with Series 63 and Series 66 credentials and eight years of industry experience. She has worked at Fidelity Brokerage Services LLC since 2018 and has additional background in the arts, running an art and writing business focused on creating content for her personal website and the subscription platform Medium. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

David Caestecker is a financial professional with one year of experience, currently affiliated with Cetera. He holds a Series 66 designation and has previously worked with Renaissance Financial and Tarantula Hill Brewing Co. His background includes financial planning and asset management. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management and consulting services, supported by over 10,000 advisors managing more than $256 billion in assets.

Jason Troth is a financial advisor at Fidelity with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, Wells Fargo Investments, and TD Ameritrade. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Heidi Warr is a ChFC® and Series 66 registered financial advisor with Edward Jones in Draper, Utah. She has 11 years of industry experience and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Dom Hebert is Vice President and Wealth Management Advisor. He has been in the financial services industry since 2007, holding various roles including Financial Advisor at Merrill Lynch and Advisor Consultant at BlackRock Investments. From 2014 to 2026, he served as Vice President and Executive Planning Consultant at Fidelity Investments. He holds insurance licenses in Arkansas and California. Dom's approach centers on building relationships by deeply listening to clients and connecting financial decisions to their family values and legacy. He aims to make complex planning thoughtful, coordinated, and approachable. His personal interests include biking, outdoor adventures, skiing, and traveling.

Durian Spagnuolo is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Fidelity, he worked at the University of Louisville and The Brown Hotel. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is also notable for its commodity pool operator registration, use of AI in research, and advisory roles to multiple registered investment companies.

Travis Gray is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior firms include Morgan Stanley Smith Barney LLC and Alpha Warranty Services. Outside of finance, he operates Graystone Studio, LLC, selling handmade jewelry online. 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 offers both brokerage and advisory solutions, leveraging research and analytics to support portfolio diversification and modern investment strategies.

Sarah Cook is a financial advisor with Fidelity in Salt Lake City, UT. She holds Series 63 and Series 66 licenses and has seven years of industry experience. Her prior roles include positions at Intercap Lending Inc and Academy Mortgage Corporation. 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios, and it serves as a registered commodity pool operator while advising multiple funds.

William Allen is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding a Series 66 designation and 25 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Young Spencer is an Investment Solutions Representative III at Fidelity Investments, where they have developed their expertise since 2022 through progressive roles within the company, having previously worked as an Investment Solutions Representative I and II. Prior to joining Fidelity, Young Spencer held positions at E Trade Securities LLC, including Team Lead and Senior Financial Services Representative. With a professional background centered around investment solutions, Young Spencer collaborates with individuals and families to tailor financial plans that align with their unique goals. They hold insurance licenses in Arkansas and California. Outside of their professional work, Young Spencer has interests in art, fitness, movies, outdoor adventures, and running.

Maxwell Graham is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, he held roles at Network Business & Consulting, Unified Parking Partners, FedEx Ground, and several other organizations. Fidelity’s 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Danielle Wright is a financial advisor with J.P. Morgan Securities in Salt Lake City, UT, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2010. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework to its investment recommendations.

Courtney Robert is a financial advisor at Ameriprise with seven years of industry experience and holds a Series 66 designation. Prior to joining Ameriprise in 2026, Courtney worked at Wells Fargo Bank and Wells Fargo Clearing, as well as Equitable Advisors and Edward Jones. Outside of advisory work, Courtney serves as treasurer and board member of Brooke's Good Deeds, a nonprofit organization. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement-income planning through a combination of written recommendations and ongoing advice.

Jeffrey Rodgers is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His previous roles include positions at Morgan Stanley, GOPUFF Inc., CARTA Inc., and Thumbtack, Inc. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a range of mutual funds, ETFs, and ETPs.