Jason Gowan is a financial advisor with J.P. Morgan Securities in Salt Lake City, UT. He holds a Series 66 designation and has over 20 years of experience in the financial industry, including two decades at Wells Fargo Bank. He joined J.P. Morgan Securities in 2026. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management functions, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Ryan Searle is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. He has held roles at Edward Jones since 2021 and has prior experience in various organizations including Young Mazda and DoorDash Inc. He serves as the treasurer of The Wellness Farm Foundation, overseeing financial decisions and coordination with accountants. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including managed solutions, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large network of advisors and branch offices across the United States.

Caleb Newton is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Fidelity Investments since 2022. Prior to joining Fidelity, he held positions in education and the lodging industry. Fidelity’s affiliate, 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 integrates proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process and is noted for its use of systematic methodologies and active oversight of sub-advisers.

Tyler Gummow is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services since 2019. Prior to his financial career, he spent seven years with All Pest Pest Control. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Steven Thaxton is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and previously worked for Clear Link Technologies, LLC for twelve years. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs for various intermediary platforms.

Kole Bragg is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, he worked at The Home Depot for five years and was involved with Cruising Canvases for six years. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and manages multiple fund advisory roles uncommon among large institutional peers.

Gavin Clark is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His work history includes roles at Fidelity Investments and various positions in public works and finance-related fields. 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 across diversified fund structures.

Austin Cook is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services since 2019, including his current role since 2025. His prior experience includes positions at Employer Solutions Group and Utah Community Credit Union. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Trevin Dorius is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 66 and Series 63 credentials and one year of industry experience. His prior work includes roles at Mountain Electrical Alliance, Wealth Strategies, Paragon Wealth, and positions at Utah State University and Utah Valley University. 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 with over 14,000 advisors and offers both brokerage and advisory solutions.

Andrew Martone is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at Corporate Employment Resources Inc and teaching positions, as well as several years in the brewing industry. Outside of finance, he engages in self-employed eBay sales on a part-time basis. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides 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 deliver discretionary and non-discretionary advisory solutions.

John Overman is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 licenses and possessing 19 years of industry experience. He has worked at various Fidelity entities since 2006, 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, including advisory for registered investment companies and a Charitable Gift Fund. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, with a focus on model portfolios comprising mutual funds, ETFs, and ETPs.

Mark Larsen is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2011. Outside of his advisory role, Larsen is involved as a silent partner and owner in multiple investment-related businesses, including several hotel and real estate ventures. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Lisa Pollock is a financial advisor with Morgan Stanley in Salt Lake City, Utah, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2017 and previously at Farmers Financial Solutions LLC from 2015 to 2017. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and Corporate Financial Planning agreements.

Jason Cheshire is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior work includes roles at Dentalqore, Summit FC, and Integrity Home Loans LLC. Outside of finance, he coaches girls soccer for the Utah Surf Soccer Club. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage model portfolios and serves a range of investors including registered investment companies and charitable funds.

Cameron Elggren is a financial advisor at Fidelity with Series 65 and Series 63 credentials and two years of industry experience. His prior roles include positions at Florida financial advisors, Altabank, Simplify Home Loans, Lending Club, and Cyprus Credit Union. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is known for its multi-manager fund structures, use of model portfolios, and advisory roles to registered investment companies.

Jared Carter is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Avtech Capital and Freshlime. Outside of his advisory role, Jared is a licensed real estate agent working with clients to buy and sell homes. He is part of 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 manage discretionary and non-discretionary portfolios, including registered investment companies and model portfolios.

Jake Streeter is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity since 2014, gaining experience in various positions including Regional Planning Consultant, Portfolio Specialist, Workplace Planning Associate II, Investment Solutions Representative, and Financial Representative. Throughout his career, Jake has worked closely with clients to understand their financial priorities and provide ongoing planning and support tailored to retirement, investment, and income planning needs. He holds insurance licenses in Arkansas and California. Outside of his professional work, Jake enjoys golf, outdoor adventures, skiing, spending time with his family as a parent, and caring for pets.

R Higgins is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he participates in quarterly strategic meetings for Mountain States Fence in Utah. Morgan Stanley Wealth Management serves individual and institutional clients by 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 supported by its Global Investment Committee.

Kjrsten Kelly is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. Prior to joining Fidelity in 2021, Kelly held roles at several companies including ION Solar and Myler Disability. 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 manage 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.

Patrick Latimer is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He previously worked at MML Investor Services Inc and MassMutual Life Insurance Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management alongside research and model portfolios from multiple sources.