Grant Harrison is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for seven years. Harrison is based in Highland, UT. Ameriprise is a large institutional firm offering a retirement-income planning service targeted at individuals with significant investable assets. The firm combines research and modeling with tax-efficient strategies to provide tailored income recommendations, primarily for clients holding assets in Ameriprise Managed Accounts.

Stuart Pippin is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has been with Fidelity Investments since 2010. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, with notable involvement in commodity pool operations and AI-driven research methodologies.

Brandon Pham serves as Vice President and Executive Planning Consultant at Fidelity Investments, where he focuses on integrating workplace retirement benefits into comprehensive financial plans. He works closely with clients to understand their financial situations and family priorities, providing guidance to help them pursue their goals. Brandon has accumulated extensive experience in the financial services industry since 2005, holding various roles at Fidelity Investments, including Vice President in multiple capacities and positions focused on financial planning and workplace guidance. He also served as Vice President and Financial Consultant at Charles Schwab from 2015 to 2022. His professional background encompasses investment representation, trading, customer service, business development, and executive planning. He holds insurance licenses in Arkansas and California. Outside of his professional activities, Brandon enjoys family activities, exploring food, watching movies, running, and snowboarding.

Alexandra Christensen is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors, LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs.

Gayle Morris is a financial advisor at Fidelity with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked across several Fidelity divisions, including Fidelity Brokerage Services, LLC, since 2006. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, fund advisory, and model portfolios.

Michelle Reeder is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 66 credentials and having 12 years of industry experience. Her work history includes multiple roles at Wells Fargo Clearing and Wells Fargo Bank, as well as positions at Raymond James Financial Services, LPL Financial, and Merrill. Outside of her advisory duties, she serves as a power of attorney for her husband to assist in managing his finances. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, relying on research and analytics to evaluate investment options generally using diversification principles and modern portfolio theory.

Alexander Ellwood is a financial advisor with Morgan Stanley in South Jordan, Utah, holding a Series 66 license and 11 years of industry experience. He has worked at Morgan Stanley since 2018 and previously held roles at Telos University, Telos Residential Training Center, and City 1st Mortgage. Outside of advisory work, he operates retail online stores and is involved in digital currency ventures. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets with a structured planning process that utilizes firm-approved tools and modeling techniques.

Brittania Serna is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and its predecessor, Morgan Stanley Smith Barney, since 2009. Morgan Stanley Wealth Management is a large SEC-registered advisory and broker-dealer firm serving both individual and institutional clients. The firm offers a wide range of financial planning and investment services supported by structured planning tools and a variety of advisory programs.

Bill Iverson is the Director and Executive Services Officer at Fidelity Investments, where he provides strategic financial guidance to senior level executives of Fidelity's Stock Plan Services clients. He serves as the primary point of contact for all equity compensation needs as well as broader Fidelity services. Bill has been with Fidelity Investments since 2015, progressing through various roles including Stock Plan Consultant, Central Relationship Manager, Senior Executive Services Specialist, and Benefits & Planning Consultant in Executive Services before assuming his current position in 2023.

Brent Daugherty is a financial advisor at Fidelity with 27 years of industry experience. He has held roles at Fidelity Investments since 2011, including seven years with Fidelity Personal and Workplace Advisors. He holds the Series 63 and Series 66 designations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a systematic investment process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction.

Carlos Nunez is a financial advisor with Wells Fargo Clearing based in Salt Lake City, UT, holding Series 63 and Series 66 credentials and having one year of industry experience. Prior to joining Wells Fargo Clearing in 2025, he was with Morgan Stanley for one year. Outside of finance, he has experience working with Earth Harbor Naturals. 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, employing research and diversification principles in its investment approach.

Mckay Bischoff is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2022. His prior roles include positions at Davis County Government and Mountain America Credit Union. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across a broad investable universe.

Yerassyl Bakytuly is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at Global Life Family Heritage and Equinox, among others. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Tamara Anton is a financial advisor with J.P. Morgan Securities in Salt Lake City, UT, holding a Series 66 designation and seven years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021, following three years at Wells Fargo and over three decades at U.S. Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, employing a process that integrates quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Chase Smith is a financial advisor with LPL Financial in Salt Lake City, UT, holding Series 63 and Series 65 credentials and 13 years of industry experience. His prior work includes roles at Fidelity Investments, Michael D Bennett, and Waddell & Reed, Inc. In addition to advisory work, he owns CKS Design LLC and is involved with FastTrack Mortgage Inc., a mortgage and real estate services business. 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 advisory services including financial planning and access to model portfolios, with a platform that supports various strategic and tactical investment approaches.

Andrew Harris is the Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2024. In this capacity, he leads a team that partners with high net worth clients to build, implement, and manage comprehensive financial plans. Their focus areas include retirement planning, efficient income distribution, investment strategies, tax planning, and estate planning. Prior to his current position, Andrew served as a Financial Consultant at Fidelity Investments from 2020 to 2024. He also worked as a Wealth Management Advisor at TIAA-CREF from 2016 to 2020 and as a Financial Advisor Vice President at JPMorgan Securities LLC from 2014 to 2016. He holds a California Insurance License. Outside of his professional work, Andrew enjoys boating, family activities, fitness, hiking, outdoor adventures, and snowboarding.

William Jaques is a financial advisor with LPL Financial in Murray, Utah, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior roles include positions at Mountain West Retirement Advisors LLC, Cetera Advisor Networks LLC, Allegis Advisors, Inc., and Mountain West Pensions, Inc. He is involved with Mountain West Retirement Advisors LLC and Mountain West Pensions, Inc., which operate alongside his advisory practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party asset managers, and customized strategies, supported by advanced operational tools.

Timothy Aun is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has previously worked at E*TRADE Securities LLC, Park Hudson, and Digicert. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning services supported by firm-approved tools and methodologies, including Monte Carlo simulations and secular return estimates.

Travis Bowden is a financial advisor at Ameriprise with 25 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2000. Outside of his advisory role, he is the owner and president of Travis R Bowden, P.C., a business management firm. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports through a centralized consulting team.

Todd Handley is a financial advisor at Ameriprise with 32 years of industry experience. He has worked at Ameriprise since 2018 and previously held roles at MML Investors Services Inc and Mass Mutual Life Insurance. Outside of advising, he is a co-owner of Splash Properties LLC, a business involved in residential construction projects. Ameriprise serves clients primarily through its Premier Retirement Income service, which provides retirement-income planning for individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized consulting team.