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 63 and Series 66 licenses and one year of industry experience. His prior roles include positions at Blockworks Consulting LLC, Morgan Stanley, and United Parcel Service. He has also maintained involvement with Mac IT Count, Inc. and 215, LLC over the past decade. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a wide range of clients, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios composed of mutual funds, ETFs, and ETPs.

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 with Cetera, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at Cetera and its affiliate Cetera Wealth Services since 2013 and previously held positions at Global Financial Private Capital, Inc. and Integrity Alliance, LLC. Outside of his advisory roles, he is involved in selling fixed insurance products and provides financial investment recommendations through Canyon View Credit Union. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and a range of program options including model portfolios, third-party managers, and bespoke strategies.

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 with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 28 years of industry experience. His career includes roles at Wells Fargo Advisors LLC and multiple divisions of Morgan Stanley over nearly two decades. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and applying diversification principles and modern portfolio theory.

Ryan Thrasher is a financial advisor with Equitable Advisors in Salt Lake City, UT. He holds Series 63 and Series 66 licenses and has one year of industry experience. Prior to joining Equitable Advisors, he worked at Fidelity Investments and was involved with Adult Protective Services. Outside of his advisory work, he operates an eBay business called Guppayyyy. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, plans, corporations, and institutional clients. The firm utilizes a range of advisory programs implemented through third-party managers and focuses on matching clients to programs based on personal information and risk tolerance.

Joan Du Quette is a financial advisor at RBC Capital Markets with 20 years of industry experience. She holds Series 63 and Series 66 designations. Her prior roles include positions at Merrill, DFPG Investments, The Prudential Insurance Company of America, Pruco Securities, and E*TRADE Capital Management. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, corporations, and charitable organizations through tailored investment programs. The firm offers discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing a range of in-house and third-party investment managers and strategies.

Charles Liu is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2022, with prior roles including positions at Legacy Insurance and Financial Services and Venture Data. 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. The firm is noted for its use of systematic methodologies, advisory roles to registered investment companies, and incorporation of AI and machine learning in its investment process.

Arthur Engelage III is a Series 66-licensed financial advisor with three years of industry experience. He is currently with Edward Jones in Park City, UT, having previously worked at Berkshire Hathaway H.S. Utah Properties and GolfTEC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Nohe Mezabahena is a financial advisor at Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 66 licenses with three years of industry experience. Prior roles include positions in the Salt Lake City School District and various educational institutions. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets and employing over 14,000 financial advisors.

Maddison Delgado is a financial advisor at Cetera with eight years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Cetera, she worked at Fidelity and First Allied Securities, and she also provides financial planning services through Orange Capital Management. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party managers.

Michael Fritch is a CFP®-certified financial advisor with 17 years of industry experience, currently working at Fidelity in Salt Lake City, UT. His career includes over a decade at Fidelity Brokerage Services, LLC, with continuous service at Fidelity since 2007. Fidelity Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios through systematic methods and long-term asset allocation benchmarks.

Steven Packham is a financial advisor at Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 65 credentials with one year of industry experience. His prior roles include positions at Wells Fargo Bank, N.A., and Chartway Federal 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 services. The firm follows an IPS-driven advisory process grounded in modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.