Alexandros Vlamakis is a Series 66-licensed financial advisor with five years of industry experience, currently with Merrill since 2022. His prior roles include positions at Wells Fargo Clearing Services and Wells Fargo Bank, as well as a brief tenure at Walmart. Outside of his advisory work, he is a managing member of DAT Card CO. LLC, a business selling Pokémon trading cards online and at events in Utah. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering various model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, and institutional investors.

Aaron Miller is a Series 66-licensed financial advisor with seven years of industry experience, currently with UBS Financial Services in Salt Lake City, UT since 2023. Prior to joining UBS, he worked at Wells Fargo Clearing Services LLC for five years. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients through fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services supported by proprietary research and a broad platform of capital markets offerings.

Heidi Lingle is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in family wealth management strategies, managing new wealth, personal retirement planning, women and wealth, and retirement income. She is part of the Lingle Group, bringing experience in relationship management and a commitment to helping clients develop a clear roadmap for retirement. Heidi utilizes a system called the Personal Wealth Analysis to assist clients in establishing their goals, income needs, and portfolio construction foundations. Heidi began her career at Merrill Lynch Wealth Management in 2019, joining her husband, Brian, in building the Lingle Group. The team collectively brings over 40 years of industry experience. Prior to entering finance, Heidi worked as a Fitness Director, a background from which she transferred skills to her financial advisory role. She holds the Personal Investment Advisor (PIA) designation and earned her education through the University of Alaska System. Born and raised in Alaska, Heidi relocated to Salt Lake City in 2015 with her husband and two daughters, Hannah and Sophia. She enjoys endurance sports such as triathlons and marathons, and spends her free time biking, hiking, running, swimming, practicing yoga, reading, and engaging with her family and their three dogs.

Thomas Capps is a Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been associated with Fidelity Investments since 2004, gaining extensive experience through various positions including Senior Portfolio Specialist, Portfolio Specialist, Client Management Representative, High Net Worth advisor, and trading specialist. His expertise encompasses trading, working with high net worth clients, tax efficient investing, and providing personalized financial planning that emphasizes risk management and disciplined strategies to help clients work toward their financial goals. Thomas is a CERTIFIED FINANCIAL PLANNER™ and holds insurance licenses in Arkansas and California.

Dallin Hunt is a financial advisor with Fidelity in Salt Lake City, holding Series 63 and Series 66 designations and four years of industry experience. He has worked with Fidelity Investments since 2021 and Simmer LLC since 2019. Prior to his advisory roles, he was employed at BYU-Idaho Library from 2015 to 2019. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio solutions. The firm combines fundamental research with quantitative analysis and employs algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Elisabet Forsman Knecht is a financial advisor at Ameriprise with 11 years of industry experience and holds a Series 66 designation. She has been with Ameriprise since 2014. Outside of her advisory role, she serves on several nonprofit boards focused on women’s business networking and teaches an advanced Swedish language class as an adjunct professor at Brigham Young University. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, combining research-driven modeling and tax-efficient strategies. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Danielle Edwards is a Financial Consultant currently working at Fidelity Investments since 2022. She has been advising clients for over 16 years, with experience spanning both full-service planning and discount brokerage environments. Danielle focuses on supporting clients with financial planning, investment strategy, cash flow generation, wealth accumulation, protection strategies, and tax-efficient investing. Her professional experience includes roles as a Financial Consultant at E*TRADE from Morgan Stanley from 2017 to 2022, a Financial Advisor at Cambridge Financial Services from 2014 to 2017, and a Financial Advisor at Waddell & Reed from 2010 to 2014. Danielle holds a California Insurance License. Outside of her professional work, she has interests in boating, football, music, outdoor adventures, photography, and traveling.

Collin Duffy is a financial advisor at Charles Schwab with a Series 66 designation and three years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank, SSB since 2022 and 2023, respectively. Outside of finance, he has held various roles in the hospitality and marina sectors. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary strategies, providing clients with multi-asset portfolios and alternative investment options.

Joseph Borg is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. He previously worked at Goldman Sachs for three years and has been with Wells Fargo Bank since 2018. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines research from its Wells Fargo Investment Institute with third-party analytics to support its investment decisions.

Seth Gardner is a financial advisor with Fidelity Investments based in Salt Lake City, UT, holding Series 66 and Series 63 designations and has two years of industry experience. Prior to joining Fidelity, he held roles at companies including WEX Inc and Uber Technologies, Inc. Outside of his advisory work, Gardner is involved in several entrepreneurial and delivery roles, including managing a small crypto mining business and serving as a live auctioneer for a livestream auction platform. 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 proprietary fundamental research and quantitative analysis to construct systematic model portfolios from a broad investable universe, supporting both discretionary and non-discretionary advisory mandates.

Nathanael Thacher is a financial advisor at Fidelity with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Fidelity Investments since 2011. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios composed of mutual funds, ETFs, and ETPs, and serves in advisory and fund management roles with established governance procedures.

Nathan Embrey is a financial advisor with Fidelity Investments in Salt Lake City, holding a Series 66 designation and beginning his career in 2025. His prior experience includes roles at several firms across various industries, such as insurance and technology. 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 manage portfolios that include mutual funds, ETFs, and ETPs.

Antonio Velarde is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior experience includes multiple roles at E*TRADE Securities LLC and E*TRADE Capital Management LLC. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through direct relationships and Corporate Financial Planning agreements.

John Paulus is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding a Series 66 designation and nine years of industry experience. His prior work includes roles at North Star Resource Group and Securian Financial Services. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Sarah Knox is a financial advisor at Raymond James & Associates with 17 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate, charitable, and municipal clients. The firm offers tailored financial plans and asset-allocation analyses through its Wealth Advisory Services Program and supports municipal clients with public-financing and investment banking capabilities.

Michael Peirce is a financial advisor at UBS Financial Services with 24 years of industry experience. He holds a Series 66 designation and has been with UBS since 2014. Outside of his advisory role, he is the proprietor of Eednar LLC, a private business. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets solutions.

Connor Patterson is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior work history includes roles at Coordinated Insurance, FBl Marketing Services, Fbl Financial Group, and Glacier Hospitality LLC, among others. He is also a co-founder and partner of Pulse Home Technology, where he leads networking efforts. 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 manage model portfolios across mutual funds, ETFs, and ETPs.

Travis Wilde is a financial advisor at Morgan Stanley with 19 years of industry experience. He has worked at Morgan Stanley since 2017 and previously spent a year at Zions Bancorporation. Outside of his advisory role, he owns and manages rental properties in Draper and Salt Lake City, Utah. Morgan Stanley Wealth Management provides advisory programs and financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery tools and investment modeling but generally does not provide individual security recommendations as part of standalone planning.

Michael Williams is a financial advisor at Morgan Stanley with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at E*Trade Securities, CompHealth, Womply, Clearlink, and Fred Meyer Jewelers. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Jacob Wamsley is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His background includes roles at Fidelity Investments and Northwestern Mutual, as well as work with Strata Fund Solutions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, model portfolios, and its regulatory registrations that support a diverse range of advisory activities.