Tamara Radice is a CFP® professional with 23 years of industry experience. She has worked at Edward Jones from 2002 to 2025 before joining Ameriprise in 2025. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, providing detailed recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools to deliver tailored advice through its centralized retirement-income consulting team.

Kimball Potter is a Series 66 licensed financial advisor at J.P. Morgan Securities with six years of industry experience. He has worked at Fredrickson & Associates, Ameriprise, First Community Bank of Layton, and Blind Spot prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2023. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions and incorporates ESG eligibility in its recommendations.

Kim Osieja is a Wealth Management Planning Consultant at Fidelity Investments, a role she has held since 2022. She supports Wealth Management Advisors and their clients by leveraging her comprehensive service background to provide personalized assistance. Kim has been with Fidelity Investments since 2007, progressing through various roles including Electronic Response Financial Representative, College Planning Specialist, and Central Relationship Manager. This extensive experience has given her insight into multiple facets of wealth management and client service.

Nathan Parker is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has worked across various Fidelity entities since 2007, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. He 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Lee Zeidner is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to understand their priorities and develop strategies that pursue their financial goals. Lee provides guidance on a wide range of financial topics including investing, retirement planning, and preparing for unexpected expenses. He also facilitates access to Bank of America specialists for services in banking, credit, home financing, and small business solutions. Lee holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Western Washington University. His approach focuses on analyzing clients' financial situations to provide clear, actionable advice tailored to their individual needs. Outside of his professional work, Lee's personal interests include boating, camping, fishing, hiking, reading, running, skiing, surfing, and yoga.

Jason Peterson is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He previously worked at First Trust Portfolios L.P. for 16 years before joining Wells Fargo Advisors in 2020. Outside of his role at Wells Fargo, he has ownership interests in Genesys Wealth Management, LLC and Equity Growth Partners Ltd, LLC, and serves as a trustee for a related 401(k) plan. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning, supported by Wells Fargo research and planning tools.

Jessica Hymel is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She worked at UBS Financial Services for six years before joining Raymond James in 2021 and took a year as a homemaker during 2020–2021. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Marlene Jauregui Maldonado is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 66 and Series 63 licenses and six years of industry experience. She has worked at Fidelity Brokerage Services since 2020 and previously at Teleperformance. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is noted for its registration as a commodity pool operator, advisory role to multiple registered investment companies, and use of advanced technologies including AI in research.

Richard Habel is a financial advisor at Cambridge Investment Research Advisors with 11 years of industry experience. He holds the Series 66 designation and previously worked at Sterling Financial for seven years. Outside of his advisory role, he serves as a board member of the Murray Education Foundation and owns a retail business, Millie's Suds, LLC. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals.

Marques Nielson is a financial advisor with Cambridge Investment Research Advisors and holds the Series 66 designation. He has five years of industry experience, including prior roles at Alliance Benefit Group Rocky Mountain. In addition to his advisory work, Nielson is a commissioned notary public and owns a retirement strategy consulting business. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional clients such as pension and charitable organizations. The firm offers financial planning, investment management, retirement plan advisory, and wrap-fee programs through thousands of financial professionals, utilizing multiple platforms and proprietary model strategies.

Scott Jeppson is a financial advisor with Raymond James & Associates in Salt Lake City, UT, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Ameriprise Financial Services, Fidelity Brokerage Services, and Strata Fund Solutions. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Carlos Robleto is a financial advisor with Fidelity who holds Series 66 and Series 63 designations and has 19 years of industry experience. He has been with various Fidelity entities since 2006. Outside of his advisory work, he is also active as a mobile DJ. Carlos works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Dillon Clark is a Financial Consultant I at Fidelity Investments, where he has held various roles since 2020. His experience includes positions such as Planning Consultant, Investment Solutions Representative III, and Workplace Planning Consultant II, reflecting a progressive career within the company. Prior to joining Fidelity Investments, Dillon worked as a Financial Account Manager at AmeriCapital from 2019 to 2020. Dillon believes that financial plans should be tailored to the unique goals of each individual and family. He works collaboratively to understand what is important to his clients, helping them work towards their specific financial objectives. He holds insurance licenses in both Arkansas and California. Outside of his professional work, Dillon has personal interests in cars, hiking, and snowboarding.

Steven Pagoaga is a financial advisor with Raymond James & Associates and holds the Series 66 designation. He has 16 years of industry experience, including roles at Wells Fargo Clearing and ongoing service in the US Army National Guard. His military involvement includes positions with both the Army National Guard and the Utah Army National Guard. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary consulting, and institutional fiduciary solutions supported by a wide range of portfolio management styles and firm research.

Anthony Morris is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding a Series 66 designation and 18 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Investments from 2008 to 2011. Morris serves as an investment committee member for the Utah Tech University Foundation Board. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics to evaluate investment options and provides both brokerage and advisory solutions.

Kip Quinn is a Series 66-credentialed financial advisor with Wells Fargo Advisors, bringing 16 years of industry experience. He joined Wells Fargo Advisors in 2023 after seven years with Wells Fargo Clearing. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutions, offering a broad range of planning options supported by Wells Fargo's research and tools. The firm integrates advisory services with various financial product sales and referral channels to serve its clients.

Adam Metcalf is a financial advisor at Fidelity with six years of industry experience. He holds Series 66 and Series 63 designations and has worked at Fidelity Investments since 2020. Prior to that, he held roles at Medicor, Upwell Health Services, and the Church of Jesus Christ. 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 is noted for its registration as a commodity pool operator, use of AI in research, and advisory roles for multiple registered investment companies.

Wesley Reynolds is a financial advisor at Fidelity with Series 66 and Series 63 licenses and five years of industry experience. His prior work includes roles at UPS, UC San Diego, Castle Aura Enterprise, and California State Parks. 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. The firm manages discretionary and non-discretionary portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.

Michael Tate is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked across several Fidelity entities since 2010. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios using mutual funds, ETFs, and ETPs.

Bryan Strate is a financial advisor at Fidelity with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 1998, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and most recently Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, providing model portfolios based on mutual funds, ETFs, and ETPs.