Benjamin Keith is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Investments since 2020. Prior to joining Fidelity, he was employed by Pushpay and the Department of Veterans Affairs and also worked at Brigham Young University. Strategic Advisers LLC, a Fidelity Investments company, 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 multi-manager and fund-of-funds portfolios and delivers model portfolios to intermediary platforms.

Adrienne Martain Black is a financial advisor with J.P. Morgan Securities in Salt Lake City, UT, holding Series 63 and Series 66 licenses and having eight years of industry experience. Her career includes roles at Wells Fargo Clearing, The Caprock Group, LLC, and JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a manager solutions team.

Eric Sargent is a financial advisor at Fidelity with Series 63 and Series 66 credentials and seven years of industry experience. Prior to joining Fidelity, he worked at Primary Residential Mortgage and Vertifi Software, LLC. Outside of his advisory role, he owns and operates a product reselling business in Midvale, Utah. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Michael Mason is a financial advisor at OSAIC with 28 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Woodbury Financial Services, Questar Asset Management, and Commonwealth Financial Network. He is also the owner of Summit Capital Services L.C., where he conducts fixed insurance and annuity sales. OSAIC serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, portfolio management, and retirement plan consulting. The firm’s investment process focuses on model-based asset allocation and portfolio optimization supported by various tools and third-party manager programs.

Debbie Fife is a financial advisor at Wells Fargo Advisors with 22 years of industry experience. She holds a Series 63 designation and has worked at Wells Fargo Advisors since 2012. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu tailored to clients who meet certain net-worth thresholds, utilizing Wells Fargo research and tools to develop recommendations delivered through meetings and written summaries.

Travis Breitling is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based analyses and planning without discretionary trading authority. The firm combines planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping these services separate.

Mark Muir is a CFP®-designated financial advisor with 33 years of industry experience, currently affiliated with LPL Financial since 2025. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 1992 to 2025. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Kaden Fullmer is an Investment Solutions Representative III at Fidelity Investments. He has been with Fidelity in various roles since 2021, progressing through positions such as Investment Solutions Representative I and II, as well as roles focused on high net worth services. Kaden has experience in financial planning and client service, working to understand clients' lives and co-create plans to pursue their financial goals. His professional background also includes serving as a customer relationship advocate and providing insurance license help desk support. Outside of work, Kaden engages in family activities, hiking, movies, snowboarding, and traveling.

Patrick Gordon is a financial advisor with J.P. Morgan Securities based in Salt Lake City, UT, holding Series 65 and Series 63 credentials and 15 years of industry experience. His career includes extended tenure at JPMorgan Chase Bank and J.P. Morgan Securities, where he has worked since 2010 in various capacities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative screening and qualitative research, incorporating an ESG eligibility framework and utilizing broader derivatives and commodities capabilities.

Brenner Sinquefield is a Series 66-licensed financial advisor at Merrill with nine years of industry experience. He has been with Merrill since 2017 and previously worked at Reynolds & Reynolds from 2015 to 2017. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Jordan McWilliams is an Investment Solutions Representative III at Fidelity Investments, a position held since 2026. Jordan began their career at Fidelity in 2020, progressing through roles including Investment Solutions Representative I and II, Annuity Service Representative, Stock Plan Associate, and Customer Relationship Advocate. Prior to Fidelity, Jordan worked as a Bank Teller at Zions Bank from 2019 to 2020. Jordan holds insurance licenses in Arkansas and California. Their professional focus is assisting individuals and families with financial planning by understanding clients' lives and collaborating to create plans aimed at achieving financial goals. Jordan strives to help clients feel confident and comfortable with their financial plans. Outside of their professional work, Jordan has personal interests in football, golf, and parenthood.

Stephen Martin is a CFP® professional with 20 years of industry experience, currently affiliated with LPL Financial in Salt Lake City, UT. His career includes roles at Cyprus Federal Credit Union since 2016, and prior experience at Cetera Wealth Services, LLC and The Strategic Financial Alliance, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, and institutional platforms, supporting its network of over 22,800 advisors and managing more than $819 billion in discretionary assets.

Benjamin Tahy is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Fidelity Brokerage Services since 2018, with prior experience at Morgan Stanley and Morgan Stanley Private Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs. The firm also serves registered investment companies and maintains roles in fund advisory and proxy governance.

Brittner Smartt is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, Smartt held roles at Global Payments, Castle and Cooke Mortgage, and Lending Club. Outside of financial services, Smartt is involved in entrepreneurial ventures including a custom resin print and dice business and a partnership in a mocktail event company. Smartt works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a process combining fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and advisory services.

Carl Hill Jr. is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity divisions since 2007, including Brokerage Services, Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its role in managing model portfolios and serving as a registered commodity pool operator.

Elijah Smith is a financial advisor at Merrill with six years of industry experience and holds a Series 66 designation. His prior roles include positions at Fidelity Investments and Capital Wealth Advisors, LLC. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Aaron Sanderson is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 66 and Series 63 credentials and six years of industry experience. His work history includes roles at Fidelity Investments since 2020, as well as previous positions in the hospitality and resort industries. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, with an investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, oversight of sub-advisers, and leadership in delivering model portfolios through Fidelity Institutional Wealth Adviser.

Ethan Andersen is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include positions at the Teachers Pension and Lumen Utility Consult. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across various fund structures.

Jason Twitchell is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Fidelity Brokerage Services for 17 years. Outside of his advisory role, he has an ongoing involvement with StarForge Productions, an enterprise he has been associated with since 2020. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions across a broad range of financial products.

Jordan Krumenacker is a financial advisor at Fidelity with a Series 66 credential. He has been with Fidelity since 2026 and has prior experience in various roles across retail and service industries. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage multi-manager and fund-of-funds strategies.