Quinn Ringer is a financial advisor at Osaic with five years of industry experience. He holds a Series 66 designation and has worked at Bank of America - Merrill Lynch and Integrated Financial Group. Ringer is also the sole member of QGR Consulting LLC, an entity established for tax planning purposes in anticipation of registering as an investment adviser in 2024. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services emphasizing model-based asset allocation and portfolio optimization across various managed account programs.

Tracy Duckworth is a financial advisor at Morgan Stanley with 38 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2012. Outside of her advisory role, she is a partner in Teton 18, a real estate business based in Holladay, Utah. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and investment modeling techniques as part of its advisory services.

Hailey Baker is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 designations and 12 years of industry experience. She has been with Fidelity since 2013. Outside of her advisory role, she serves as a referee for adult co-ed kickball games with the Beehive Sports and Social Club. Fidelity’s Strategic Advisers LLC provides a range of investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across various investment vehicles.

Braiden Belnap is a financial advisor at Fidelity with a Series 66 designation and five years of industry experience. His prior roles include positions at Bridge Locations and Select Health. Outside of his advisory work, he owns a coaching business focused on one-on-one coaching, group coaching, event management, writing, and content creation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a combination of proprietary research, quantitative analysis, and systematic portfolio construction.

Justin Barney is an Investment Solutions Representative III at Fidelity Investments, where he has been working since 2022. He has progressed through various roles within the company, starting as a Customer Relationship Advocate and advancing through levels of Investment Solutions Representative from I to III. In his current role, he collaborates with individuals and families to develop financial plans that align with their unique goals. Justin holds insurance licenses in Arkansas and California. His experience includes understanding clients' financial priorities and providing tailored investment solutions. Outside of his professional responsibilities, Justin enjoys family activities, parenthood, skiing, and soccer.

Jefferson Todd is a financial advisor at Morgan Stanley with 27 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and maintains a concurrent association with Discover Brokerage Direct, Inc. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individual and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools alongside its Global Investment Committee’s models to support its advisory services.

Anthony Butorac is a financial advisor at Fidelity with 10 years of industry experience. He holds a Series 66 designation and has worked in various divisions of Fidelity since 2016. Outside of his advisory work, he owns and operates two small businesses: BWLD Golf, a lifestyle company, and Bone Creek Leather, where he designs and tools leather products. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios using a systematic approach across a variety of mutual funds, ETFs, and ETPs.

Jeremy Jenson is a financial advisor at Morgan Stanley with 12 years at the firm and 8 years of industry experience. He holds Series 65 and Series 63 licenses. Outside of his advisory work, he is involved in customer service as a Door Dash driver. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and research.

Johnny Salazar III is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Fidelity Brokerage Service LLC since 2014. 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 utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Samuel Tenenbaum is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has worked at Wells Fargo since 2016 and previously spent eight years at Credit Suisse Securities (USA) LLC. Wells Fargo Advisors serves individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and combines research from its Investment Institute with third-party data to evaluate investment options using diversification principles and modern portfolio theory.

Gregory Golding is a financial advisor at UBS Financial Services with 37 years of industry experience. He has been with UBS since 2006 and holds the Series 63 and Series 65 designations. Outside of his advisory role, he is a partner in Gregari 1821 LLC, an investment vehicle focused on private equity. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm utilizes proprietary research and model-based asset allocations to tailor plans aligned with clients’ goals and risk tolerances.

Jesse Woodcox is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at E*TRADE Securities and Wells Fargo Clearing. He is currently based in South Jordan, Utah. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

John Van Wagoner is a Wealth Management Advisor with Merrill Lynch Wealth Management. In his role, he provides personalized wealth management strategies aiming to help clients pursue their long-term financial goals. He emphasizes a comprehensive approach that begins with understanding each client's unique needs and objectives. Leveraging the investment insights of Merrill Lynch and the banking and lending solutions of Bank of America, he addresses various aspects of clients’ financial lives. John holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). His educational background includes a High School Diploma from Sleepy Hollow High School, a Bachelor's Degree and a Master’s Degree from Pace University, as well as an Accredited Certificate Program from the State University of New York System. Committed to the tradition of community involvement upheld by Merrill, John actively volunteers with local organizations. This participation reflects his dedication to the communities he serves.

Jeffrey Schuler is a financial advisor at Morgan Stanley with four years of industry experience. He holds the Series 66 designation. Prior to joining Morgan Stanley in 2022, he worked at ARUP Laboratories and Sound Concepts, Inc. 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 analyses. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct relationships and corporate financial planning agreements.

Jessica Mccaig is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity Investments, she held positions in various industries including hospitality and education. She has also worked with several small businesses and institutional settings. Jessica is affiliated with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios incorporating mutual funds, ETFs, and ETPs.

Gilbert Voss III is a financial advisor with Fidelity Investments, holding the Series 63 and Series 66 designations and bringing 15 years of industry experience. He has been with Fidelity since 2011, including seven years at Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a proprietary investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also manages model portfolios, fund advisory, and serves as a registered commodity pool operator and advisor to multiple registered investment companies.

James Briscoe is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 credentials and 13 years of industry experience. He previously worked at E*Trade Securities for 10 years before joining Morgan Stanley in 2021. Outside of advising, he works part-time as a tow truck driver. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and research from its Global Investment Committee.

Kristen Ehringer is a financial advisor at Fidelity with 16 years of industry experience and holds the Series 66 designation. Her prior work includes roles at Aquire Wealth Advisors and PNC Investments. She is currently based in Salt Lake City, UT. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse set of clients, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage funds and deliver model portfolios.

Jesse Amaya is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing Services LLC and BRVC Pools. Prior to his advisory career, he was involved with Amaya, Inc. for over a decade. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, emphasizing structured financial planning supported by firm-approved tools and methodologies.

Chase Crockett is a financial advisor with J.P. Morgan Securities based in Salt Lake City, UT, holding a Series 66 designation and two years of industry experience. His work history includes roles at JP Morgan Private Bank, Fidelity Investments, Merrill Financial Associates, and founding Focused Capital. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, delivering written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research, offering recommendations that may incorporate an ESG eligibility framework.