William Brewster is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services since 2019. Outside of his advisory work, he is an independent contractor for RollFare LLC, where he participates in a weekly D&D/Pathfinder/RPG podcast. 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 to develop model portfolios from mutual funds, ETFs, and ETPs. The firm also serves as a registered commodity pool operator and advises multiple investment companies and fund-of-funds.

David Rogers is a financial advisor with Morgan Stanley in Sandy, UT, holding Series 63 and Series 66 credentials, and has four years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at E*Trade Securities from 2021 to 2023. Outside of his advisory role, he has worked as a contracted delivery driver for services including DoorDash, UberEats, and GrubHub. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools.

Velizar Milchev is a financial advisor at Morgan Stanley with one year of industry experience and holds a Series 66 designation. His prior roles include positions at Insight Global, Western Governors University, and the Utah Non-profit Housing Corporation. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a range of advisory programs supported by firm-approved planning tools and research.

Jason Berryman is a Series 66 licensed financial advisor with UBS Financial Services in Salt Lake City, UT, where he has worked since 2021. He has two years of industry experience and previously held roles at Dominion Diagnostics and the University of Utah. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings to tailor plans based on proprietary research and capital market assumptions.

John Allison is the Regional Director of Wealth Management at Fidelity Investments. In this role, he leads a team of financial professionals focused on helping clients achieve their financial goals. John has extensive experience within Fidelity Investments, having held various positions since 1996. His career progression includes roles such as VP, Branch Leader; Assistant Branch Manager; Branch Service Manager; Manager; Team Leader; Priority Services Specialist; and Brokerage Representative. This breadth of experience provides him with a comprehensive understanding of wealth management and client service. Details regarding his education, credentials, personal interests, or community involvement have not been provided.

Sidney Soria is a financial advisor with LPL Financial in Murray, UT, holding Series 63 and Series 66 licenses and with 24 years of industry experience. He has been with LPL Financial since 2007 and also has a longstanding role at Mountain America Credit Union since 2005. Outside of advisory services, he serves as a trustee of his family trust and is involved in fixed insurance product sales through Mountain America Insurance Services, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services with both discretionary and non-discretionary management supported by internal and third-party research.

Nathaniel Herkimer is the Vice President and Wealth Planner at Fidelity Investments, a role he has held since 2020. He has been with Fidelity Investments since 2015, progressing through various positions including Financial Consultant, Trading Strategy Desk member, Active Trader VIP, Active Trader Services, and Fidelity Services. With a decade of experience working with self-directed active traders, Nathaniel applies his knowledge to financial planning by partnering with clients to develop holistic and personalized financial plans. He emphasizes building lasting relationships grounded in trust, financial knowledge, and a personal understanding of his clients' situations. Nathaniel holds insurance licenses in Arkansas and California.

Brett Bryant is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. His prior roles include positions at Morgan Stanley, Blockworks Consulting LLC, and United Parcel Service, as well as long-term involvement with Mac IT Count, Inc. and 215, LLC. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research and quantitative analysis to construct model portfolios across mutual funds, ETFs, and ETPs. The firm is also registered with the CFTC as a commodity pool operator and advises multiple registered investment companies.

Ray Johnson is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and managing approximately $1.01 trillion in assets. The firm provides both discretionary and non-discretionary strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Micheal Stringham is a financial advisor at Cetera with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cetera and its related entities since 2013. Outside of his advisory role, Stringham is involved in selling life insurance and annuities and also provides financial investment recommendations at a credit union. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with options ranging from model portfolios to bespoke strategies, managing over $256 billion in assets through a network of more than 10,000 advisors.

Parker Frost is a financial advisor with Morgan Stanley in Sandy, Utah, holding a Series 66 designation and five years of industry experience. Prior to joining Morgan Stanley, he worked at E*Trade Securities and has held various roles including positions at Southern HealthCare Management and Brigham Young University - Idaho. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides services that include estate planning strategies and corporate financial planning agreements.

Camron Saffell is a Vice President and Financial Consultant at Fidelity Investments. In this role, he focuses on wealth planning and works to address the unique financial needs and goals of his clients and their families. He values forming strong relationships with his clients and their families and strives to maintain this commitment in his professional practice. Camron has been with Fidelity Investments since 2011, progressing through various roles including Financial Representative, Investment Solutions Representative, Retirement Relationship Manager, Senior Portfolio Specialist, and currently Vice President and Financial Consultant. He holds insurance licenses in Arkansas and California. Outside of his professional work, Camron enjoys hiking, movies, and traveling.

Britney Thompson is a financial advisor at Edward Jones in Salt Lake City, UT, with one year of industry experience. She holds a Series 66 designation and has prior experience at Bluebird DMC, Clays RV, and La Barba. Outside of her advisory role, she manages media and supports Israel tours for Tri-Grace Ministries, a nonprofit organization, and owns Britney Thompson LLC, providing design services and speaking at Christian events. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory strategies and affiliated capabilities. The firm operates a large nationwide network of advisors and branch offices and manages over $1 trillion in client assets.

Pearl Ariana Hunt is a financial advisor with Morgan Stanley in South Jordan, UT, holding Series 63 and Series 66 licenses with 10 years of industry experience. She has been with Morgan Stanley since 2016. 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 tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and methodologies.

Nicholas Roberts is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing Services, Goldenwest Credit Union, and several other firms. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, serving clients through a range of investment and advisory strategies.

Ashley Pantone is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she works with high-net-worth individuals, families, and closely held business owners. She focuses on comprehensive wealth strategies that include retirement planning, liquidity events, exit planning, fiduciary guidance, and multigenerational wealth considerations. Ashley emphasizes a goals-based planning philosophy that prioritizes clarity, discipline, and a long-term perspective. Ashley began her career as a financial advisor in 2014 after eight years as a Marketing Director. She holds several professional designations, including Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She earned her bachelor's degree from the University of Utah. In addition to her advisory work, Ashley is actively involved in community and nonprofit leadership. She serves as Board Vice President of Neighborhood House, an organization dedicated to providing affordable childcare and care for the elderly. She is also a member of the University of Utah Business Alumni Association and participates in the YWCA.

Nicholas Westenskow is a financial advisor with Fidelity in Salt Lake City, UT. He holds a Series 66 designation and has been with Fidelity Investments since 2024. His prior work experience includes roles at Neogov, Kenect, and various other companies across different industries. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage investments across a broad range of mutual funds, ETFs, and ETPs.

Jeffrey Shaver is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Ryan Thrasher is a financial advisor with Equitable Advisors in Salt Lake City, holding Series 66 and Series 63 designations and having one year of industry experience. His prior work includes roles at Fidelity Investments and Adult Protective Services. Outside of advising, he operates a business selling items on eBay under the name Guppayyyy. Equitable Advisors serves a range of clients from individuals to institutional clients, offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs, providing diversified investment options and ERISA fiduciary services for qualified plans.

Joan Du Quette is a financial advisor at RBC Capital Markets with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Merrill, DFPG Investments, The Prudential Insurance Company of America, Pruco Securities, and E*TRADE. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.