Michelle Reeder is a financial advisor with Wells Fargo Clearing in Provo, UT, holding Series 63 and Series 66 licenses and 11 years of industry experience. Her career includes roles at Wells Fargo Clearing, Wells Fargo Bank, Raymond James Financial, LPL Financial, and Merrill. Outside of her advisory work, she serves as a power of attorney to assist in managing her husband's finances. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

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 holds the Series 63 and Series 66 designations and has been with Fidelity Investments and its affiliates since 2011. 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Carlos Nunez is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds the Series 63 designation and previously worked at Morgan Stanley and Earth Harbor Naturals. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a broad range of financial product offerings, including insurance-related vehicles and bank deposit sweep options.

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 the Series 66 and Series 63 licenses and has worked at Morgan Stanley since 2023. His prior employment includes roles at Global Life Family Heritage, Equinox, and The Penn Club of New York. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and firm-approved tools to help clients with tailored planning solutions.

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 based in Salt Lake City, UT, holding Series 63 and Series 65 designations and 13 years of industry experience. His prior work includes roles at Fidelity Investments, Michael D Bennett, and Waddell & Reed, Inc. Outside of his advisory work, he is the owner of CKS Design LLC, a non-investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory programs, supported by research and portfolio management services.

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 and holds Series 63 and Series 66 licenses. He has 30 years of industry experience and has worked at firms including Cetera Advisor Networks LLC and Allegis Advisors, Inc. He is also involved with Mountain West Retirement Advisors LLC and Mountain West Pensions, Inc. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing discretionary and non-discretionary management, model portfolios, and third-party research.

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.

Sean Hardman is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked in various roles within Fidelity since 2016, including positions at Fidelity Brokerage Services LLC and FIDELITY Personal and Workplace Advisors. Fidelity's Strategic Advisers LLC 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 systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Christian Hale is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT. He holds Series 63 and Series 65 licenses and has two years of industry experience. His career includes roles at Wells Fargo Bank, nA and BTJD. 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 manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Gideon Coesens is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 credentials and seven years of industry experience. His work history includes roles at Fidelity Brokerage Services, LLC since 2019 and prior experience at Salt Lake Express and Brigham Young University. Outside of finance, he operates Friars Dice, a business selling tabletop RPG supplies. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across a broad investable universe.

Michael Thompson is a financial advisor with Morgan Stanley in Sandy, Utah, holding Series 63 and Series 66 credentials and eight years of industry experience. His prior roles include positions at E*TRADE Securities LLC and Mass Mutual Investors Services. Outside of finance, he has experience performing live symphonic orchestral and choral music. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and investment research, managing approximately $2.74 trillion in client assets.

Landon Schofield is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. He has previously worked at Adak Strategies and Figure Financial in self-employed roles and has experience in printing and promotional services through his independent contractor work with Five Star Print and Promotion. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios including multi-manager and fund-of-funds structures.