Jacob Ritter is a financial advisor with Ameriprise Financial Services, holding a Series 66 credential and seven years of industry experience. He previously worked at Edward Jones for five years and has been involved in business ownership outside of finance through Ritter Business Ventures. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies.

Heather Crist is a financial advisor with UBS Financial Services in Salt Lake City, UT, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has worked at UBS since 2018 and was previously with Wells Fargo Clearing from 2016 to 2018. Crist serves as an advisor to the Congressional Medal of Honor Foundation, advising the Foundation's President and CEO on events and activities related to Medal of Honor Recipients. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings that include fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets services.

Jack Curtis is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds the Series 66 designation and previously worked for Sizzling Platter Inc. for thirteen years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Tiffany Johnson is a financial advisor at Fidelity with seven years of industry experience. She holds Series 66 and Series 63 designations and has worked at Fidelity Brokerage Services since 2019. Outside of her advisory role, she is a partner in BTJ LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a blend of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs.

Benjamin Brunt is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior roles include positions at Danone, NA, and Salt Lake Community College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its work with registered investment companies, use of systematic methodologies, and integration of algorithmic and AI tools in its investment process.

Reagan Young is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds a Series 63 designation and has prior experience at Fidelity Investments and Mountain America Credit Union. 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 advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Natasha Eldredge is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 credentials and seven years of industry experience. Her prior roles include work at Urban Talent Management as an actor and fitness model, as well as multiple positions within the financial services sector. She has combined experience in investment advisory and client services across several firms. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, employing a systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of portfolios.

Jacob Lebaron is a financial advisor with LPL Financial in Salt Lake City, UT, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Guardian Life Insurance Company and Park Avenue Securities. Lebaron is involved with Zions Wealth Advisors, an affiliated investment services entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers comprehensive advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Tate Gardner is a financial advisor at Raymond James & Associates with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Raymond James, he worked at Fidelity Investments for two years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutional and pension plans, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting with an emphasis on tailored plans supported by firm research, model managers, and a range of portfolio management styles.

Samantha Elwood is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 22 years of industry experience. She has worked with various Fidelity entities since 1999, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity's Strategic Advisers LLC offers investment management and advisory services to a diverse client base, utilizing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction. The firm manages model portfolios made up of mutual funds, ETFs, and ETPs, delegating day-to-day management to sub-advisers when appropriate and maintaining regulatory registration and governance protocols uncommon among large institutional firms.

Chase Vaseleou is a financial advisor at Merrill with 19 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Park Avenue Securities, Guardian Life Insurance, Hornor Townsend & Kent, and Penn Mutual Life Insurance. Outside of finance, he contributes as a food critic covering Utah restaurants. 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 a diverse range of individual and institutional clients.

Jesus Lujan is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. He has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, UPS, and T-Mobile. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios composed of mutual funds, ETFs, and ETPs.

Arthur Figueiredo is a Planning Consultant at Fidelity Investments, a role he has held since 2025. He has progressed through various positions at Fidelity Investments, including Director, Retirement Planner (2024-2025), Retirement Planner (2023-2024), Investment Solutions Representative II (2022-2023), High Net Worth Associate (2022), and Customer Relationship Advocate (2021-2022). Arthur holds insurance licenses in Arkansas and California. He emphasizes understanding his clients personally to create effective financial plans, aiming to be a trusted advisor to them and their families as they grow. Outside of his professional work, Arthur enjoys movies, museums, pets, puzzles, soccer, and traveling.

Jodi Wheeler is a financial advisor at Robert W. Baird & Co. with 30 years of industry experience. She holds Series 63 and Series 66 designations and has been with Robert W. Baird & Co. since 2011. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management practice, serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The team provides consulting and portfolio services tailored to client goals and risk tolerances, utilizing a range of investment strategies and discretionary management options.

Bryan Rodriguez is a financial advisor at Fidelity with Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at Wells Fargo Clearing, Wells Fargo Bank, and Uber. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a variety of clients, including retail and institutional investors, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios.

Karen Call is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Before joining Fidelity, she was engaged in massage therapy and wellness-related roles from 2019 to 2023. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Dorinda Russon is a Wealth Management Planning Consultant at Fidelity Investments, a position she has held since 2018. In this role, she collaborates with the Wealth Management team to provide service and support aimed at building strong client relationships and assisting clients in achieving their unique financial goals. Prior to her current role, Dorinda served as a Portfolio Advisory Services Relationship Manager at Fidelity Investments from 2015 to 2018, and before that, she worked at the Service Trading Help Desk from 2012 to 2015. Her experience within Fidelity Investments spans several years, focusing on client services and portfolio management support. Outside of her professional responsibilities, Dorinda has interests in art, camping, family activities, painting, and traveling.

Ryan Smith is a CFP® professional with 15 years of experience in financial advising. He is currently with Raymond James Financial Services Advisors, Inc. and previously worked at Commonwealth Financial Network and WFG Advisors. Smith owns Snowpine Wealth Strategies, where he provides financial planning and investment advice. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning supported by analytical tools and maintains specialized programs for municipal advising and employer-sponsored retirement plans.

Joseph Nelson is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Utah Community Federal Credit Union, Uber, Instacart, and Vivint SmartHome. 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 uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios consisting of mutual funds, ETFs, and ETPs, and is noted for its registration as a commodity pool operator and its advisory role to multiple registered investment companies.

Mccarrey Bludworth is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at various Fidelity entities since 2008. 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios built from mutual funds, ETFs, and ETPs.