Luis Iniguez is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding Series 63 and Series 66 designations and four years of industry experience. His work history includes roles at Fidelity Investments since 2021, Northwestern Mutual, and prior experience in the hospitality sector. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Jennifer Bearnson is a financial advisor with RBC Capital Markets in Salt Lake City, UT, holding a Series 66 designation and 17 years of industry experience. She has been with RBC Capital Markets Corporation since 2004. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Natasha Udink is a financial advisor at Morgan Stanley with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2023, following three years at E*TRADE Securities. Prior to her financial services career, she was a homemaker and worked at Black Turtle Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both 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 planning process that incorporates various analytic tools without providing individual security recommendations in standalone planning.

Tristan Hughes is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Morgan Stanley and affiliated entities since 2022. Prior to that, he was with Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC for seven years. Hughes is also associated with Westminster College. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools in delivering its services.

Katie Duckworth is a Series 66 licensed advisor with one year of industry experience, currently with J.P. Morgan Securities in Salt Lake City, UT. Her prior work includes roles at Nordstrom Inc, Corient Services LLC, and Brigham Young University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm focuses on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Michael Weston is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. His prior work includes roles at LifeVantage and involvement in cancer treatment initiatives. Fidelity’s Strategic Advisers LLC subsidiary offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across various investment vehicles.

Matthew Mccann is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 66 and Series 63 licenses and has been with Fidelity Brokerage Services LLC since 2004. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of mutual funds and ETFs, with distinctive features including registration as a commodity pool operator and the use of AI-driven research methods.

Joshua Ullery is a financial advisor with Fidelity Investments based in Salt Lake City, UT. He holds Series 63 and Series 66 licenses and has four years of industry experience. His prior work includes roles at Clearhome, Vivint Solar/Sunrun, Alder Home Security, and several other companies. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and is noted for its use of algorithmic methods and AI in research as well as its advisory roles to multiple registered investment companies.

Cory Devaney is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding Series 66 and Series 63 credentials and 12 years of industry experience. He has worked across various Fidelity entities since 2014. Outside of his advisory role, he resells collectible cards on a part-time basis. He is part of Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Tyler Lamprecht is a Series 66-licensed financial advisor with Wells Fargo Advisors in Salt Lake City, UT, bringing 24 years of industry experience. He has been with Wells Fargo Advisors since 2012. Outside of his advisory role, he serves as an executor for his father’s estate. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu including retirement, education, risk, and wealth-transfer planning, as well as specialized services such as business-owner transition and sports & entertainment planning.

Cristian Hernandez is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Fidelity, he worked in various service and delivery roles, including at Uber EATS and DoorDash. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as a registered commodity pool operator and advises multiple registered investment companies.

David Moser is a Planning Consultant at Fidelity Investments, a role he has held since 2026. Prior to this, he worked as a Workplace Planning Consultant at Fidelity Investments from 2023 to 2026 and served as a Member Experience Officer at Mountain America Credit Union from 2022 to 2023. In his professional work, he collaborates with clients to develop disciplined financial plans tailored to their short-term and long-term goals. He emphasizes building strong, long-term relationships founded on trust and integrity, not only with clients but also their close family and friends. David holds insurance licenses in Arkansas and California. Outside of his professional commitments, he has interests in boating, camping, family activities, and football.

Tyson Case is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity Investments since 2011, including roles at Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, blending proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs. The firm also serves as a registered commodity pool operator and advises multiple registered investment companies and fund-of-funds.

Michael Gourley is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. His career includes multiple tenures with LPL Financial as well as work with Securities America Advisors and Mass Mutual Investors Services. Outside of advisory roles, he has involvement in non-variable insurance activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions with a wide range of financial planning and asset management services through a large network of investment adviser representatives.

Wai Tang is a financial advisor at Morgan Stanley with a Series 66 designation and four years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2022, Tang worked at WCF Insurance and Capital Trading LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by firm-approved tools and structured processes.

Joshua Peterson is a financial advisor with Fidelity in Salt Lake City, UT, holding a Series 66 designation and beginning his career in 2025. Prior to joining Fidelity, he worked in various roles including independent contracting for DoorDash and leadership positions in small businesses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Annabelle Slater is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley, E*TRADE, and Edward Jones. Outside of her advisory roles, she has experience managing a business Instagram page and selling on Etsy. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and offers broader derivatives and commodities capabilities compared to many institutional advisory programs.

Andrew Riley is a financial advisor at Cetera with a Series 66 credential and one year of industry experience. His prior professional background includes roles at Altura Benefits, AVR Ventures Inc., and Wood Group, as well as service with The Church of Jesus Christ of Latter Day Saints. Cetera Investment Advisers LLC serves a broad client base ranging from individuals to institutional accounts through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios, with over $256 billion in assets under management.

Michael Bennett is a financial advisor with LPL Financial in Salt Lake City, UT, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He previously worked at Waddell & Reed, Inc. for over three decades and has been involved with SLWR LLC since 2019. Bennett has been active with Capitol Hill Kiwanis since 2012. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary research and third-party strategies across various account types.

Chelsey Packer is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and three years of industry experience. She has worked at Wells Fargo Clearing since 2022 and has been with Wells Fargo Bank, N.A. since 2019. Prior to her financial services career, she was employed by The Church of Jesus Christ of Latter Day Saints and the YMCA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with an investment menu that includes insurance-related vehicles and bank deposit sweep options.