Lake Jacobs is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity in 2025, he worked in various non-financial roles including positions at Unifi Aviation and Lowe's. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios comprised of mutual funds, ETFs, and ETPs.

Curtis Leasure is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory work, he pursues photography as a hobby with occasional sales. 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 advice. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Souriya Khaophachanh is a financial advisor at Fidelity with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Fidelity Investments since 2020, with prior roles at Northwestern Mutual Investment Management and William Koch. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Susan Hanney is a financial advisor with UBS Financial Services in Salt Lake City, holding Series 63, 65, and 66 licenses and bringing nine years of industry experience. She has previously worked at Salomon Smith Barney Inc. for 25 years and has held various roles outside finance, including positions in education and real estate. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor financial plans based on clients’ goals and risk tolerances.

Kimberly Hernandez is a Series 66–licensed financial advisor with Wells Fargo Clearing in Salt Lake City, UT, with nine years of industry experience. She has worked at Wells Fargo Clearing Services LLC since 2017 and previously spent two years with Ken Garff Automotive Group. Outside of her advisory role, she manages several rental properties. Wells Fargo Advisors is a national firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement plan consulting services, utilizing research and analytics from internal and third-party sources to guide its investment approach.

Ryan Norris is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 10 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and has prior experience with Wells Fargo Advisors LLC and Wells Fargo Bank, NA. Outside of his advisory role, he is a 50% owner of Total Essential Wellness Inc. in Draper, UT. Wells Fargo Advisors provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients nationwide, leveraging research and analytics while offering both brokerage and advisory solutions.

Logan Herzog is a CFP® professional with seven years of experience in financial advising at Raymond James Financial Services Advisors, Inc. He has been with Raymond James since 2016, including prior roles at OPT Connect. Outside of his advisory work, he and his brother plan to operate a hobby-related business focused on purchasing, repairing, and reselling used cars. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning and employs analytical tools to illustrate potential outcomes, supporting clients through its broad advisor network and specialized advisory programs.

Kyle Fredrickson is a financial advisor at Fidelity with Series 63 and Series 66 designations and 13 years of industry experience. He has worked with Fidelity Investments since 2012, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory services for registered investment companies and model portfolio construction. The firm integrates proprietary fundamental research with quantitative and algorithmic methods, and has a formal advisory role for various investment funds.

Heather Brassard is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding Series 63 and Series 66 credentials and 14 years of industry experience. Prior to joining Fidelity, she worked at The Vanguard Group for 11 years. Outside of her advisory role, she engages in crocheting stuffed animals as a hobby. She is part of Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Mia Sanone is a Series 66 licensed financial advisor at Fidelity with less than one year of industry experience. She has held several short-term positions prior to joining Fidelity, including roles with Gavin Rawle and Diane Etherington. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, through a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and uses systematic methodologies in managing model portfolios.

Cameron Adams is a Wealth Management Planning Consultant at Fidelity Investments. In this role, Cameron partners with dedicated Wealth Management teams to address client service and planning needs, acting as a liaison with Fidelity's business partners to provide centralized financial guidance. Cameron has been with Fidelity Investments since 2011, progressing through various roles including Core Service Representative, Managed Account Service Representative, Managed Account Service Help Desk, Managed Account Support Specialist, and Planning Consultant before becoming a Regional Planning Consultant. This extensive experience within Fidelity has provided Cameron with in-depth knowledge of financial planning and client service operations.

Tyler Bishop is a financial advisor at Merrill in Salt Lake City, UT, holding Series 63 and Series 66 licenses with five years of industry experience. Prior to joining Merrill and Bank of America in 2025, he worked at Fidelity Brokerage Services LLC for five years and spent five years with Jensen's Guaranteed Pest Control. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brandon Watson is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing Services LLC since 2017. Outside of his advisory role, he maintains ownership of a rental property in Cleveland, Ohio. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Skyler Payne is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Salt Lake City, UT. He has five years of industry experience and has worked at JPMorgan Chase Bank, Bank of America, Merrill, and several other firms. Payne also serves as an adjunct professor and is a board member of the UVU Gift Planning Advisory Board, a nonprofit supporting Utah Valley University’s gift planning efforts. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling combined with centralized due diligence. The firm offers non-discretionary advice through a select group of Wealth Advisors.

Aaron Kamiya is a financial advisor with Fidelity Investments based in Salt Lake City, UT. He holds Series 63 and Series 66 credentials and has four years of industry experience. Prior to joining Fidelity in 2022, his work history includes roles at various companies across different industries. 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 manage diversified portfolios including mutual funds, ETFs, and ETPs.

Gary Rosenthal is a financial advisor with Raymond James Financial Services Advisors, Inc. in Salt Lake City, UT, holding Series 63 and Series 66 registrations and with 26 years of industry experience. Prior to joining Raymond James in 2021, he worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, he is an insurance agent presenting life insurance products and serves as an associate providing financial advice through Solomon Financial Advisors, Inc. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide client base, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning supported by analytical tools and incorporates technology and artificial intelligence into its operations.

Rachel Wood is a financial advisor with Fidelity Investments, holding the Series 63 and Series 66 credentials and bringing 10 years of industry experience. She has been associated with various divisions of Fidelity since 2015, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs. The firm also serves as a registered commodity pool operator and advises multiple registered investment companies, integrating technology such as AI in its research processes.

Caleb Goodman is a Series 66–licensed financial advisor with Fidelity, based in Salt Lake City, UT, and has four years of industry experience. Prior to joining Fidelity, he worked at Clearlink for seven years. Outside of his advisory work, he performs as a drummer in a local band. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios. The firm also serves multiple registered investment companies and employs systematic methodologies and AI tools in its investment process.

Melissa Hirschi is a CFP® professional with 19 years of experience in the financial services industry. She is currently with Morgan Stanley in Salt Lake City, having previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of her advisory role, Hirschi serves as treasurer for the Beacon Heights Elementary PTA and is involved with High Moon Group, LLC, a retail and online store where she handles bookkeeping. Morgan Stanley Wealth Management provides advisory services and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and does not offer individual security recommendations as part of its standalone financial planning program.

Kaleb Thomas is a financial advisor at Fidelity with six years of industry experience. He holds the Series 66 designation and has worked at firms including Equitable Advisors and Veterans First Mortgage. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a systematic approach that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages model portfolios using mutual funds, ETFs, and ETPs, and serves as an advisor to multiple registered investment companies and fund-of-funds.