Brandon Pearson is a financial advisor at UBS Financial Services with 18 years of industry experience and holds a Series 66 designation. He has been with UBS since 2012. Outside of his advisory role, he serves as the head coach for the girls golf team at Woods Cross High School in Utah. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations in its advisory approach.

Sheryl Weston is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding Series 63 and Series 66 credentials and 15 years of industry experience. She has worked with Fidelity since 2011, including roles at Fidelity Personal and Workplace Advisors since 2018. 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 proprietary process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, offering a range of discretionary and non-discretionary advisory services.

Shae Russell is a financial advisor at Merrill with seven years of industry experience. She holds the Series 66 designation and has worked at Bank of America, Merrill, KeyBank, Brigham Young University, and Velks LLC. Merrill, along 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 plans, corporations, and charitable organizations.

Jason Matthews is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 66 licenses and possessing 18 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. 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 advisory services grounded in modern portfolio theory. The firm includes insurance-related vehicles and bank deposit sweep options among its investment offerings, serving a broad range of institutional clients.

Rochelle Davis is a financial advisor at Fidelity with 14 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Fidelity in 2025, she worked for Nationwide Financial for nine years. Outside of finance, she is employed as an esthetician at a full-service spa in Lehi, Utah. 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 uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, employing systematic methodologies and long-term asset allocation benchmarks.

Robert Eddington is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank NA. Outside of his advisory role, he co-owns and assists with bookkeeping for assisted living centers in Nephi, Utah. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options, tailored to plan objectives and risk tolerances.

Jesse Bohannon is a financial advisor with Morgan Stanley in Salt Lake City, UT, holding Series 63 and Series 66 registrations and bringing 11 years of industry experience. His career includes multiple roles within Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as a tenure at JPMorgan Chase Bank. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process that employs firm-approved tools and methodologies.

Antonio Cuenca is a financial advisor at Fidelity with a Series 66 credential and two years of industry experience. He previously worked at E*Trade Securities LLC and has held roles in education and retail prior to his current position. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, as well as registered investment companies and a charitable gift fund. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios consisting of mutual funds, ETFs, and ETPs.

Sapphire Jensen is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Her prior work includes roles at Logos Coffee Company and several title companies. 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 develop model portfolios composed of mutual funds, ETFs, and ETPs.

Dallon Warnick is a Vice President and Financial Consultant at Fidelity Investments. He has been with the company since 2015, progressing through roles including Financial Representative, Stock Plan Service Representative, Workplace Planning Consultant, Portfolio Specialist, and currently serving as a Financial Consultant since 2021. His professional focus is on wealth planning, aiming to assist clients in addressing their family's unique financial needs and goals. Dallon emphasizes building and maintaining strong relationships with clients and their families as a core aspect of his work. He holds insurance licenses in Arkansas and California. Outside of his professional career, Dallon enjoys camping, fishing, fitness, and outdoor adventures.

Peter Harper is a Planning Consultant collaborating within a Fidelity Wealth Management team. He focuses on helping clients discover their financial goals and implementing comprehensive financial plans tailored to those objectives. His approach involves maintaining ongoing relationships to align client plans with retirement and investing processes, addressing the complexities and challenges clients may face. Peter's professional experience includes roles such as Investment Management Consultant (2022-2025), Retirement Planner (2019-2022), and Workplace Planning Consultant (2018-2019) at Fidelity Investments. Prior to that, he worked as a Financial Representative at E*trade from 2016 to 2018. He holds a California Insurance License. Outside of his professional career, Peter has interests in camping, cooking and baking, hiking, movies, music, and outdoor adventures.

Andrew Cole is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo since 2018. Outside of his advisory role, Cole is involved in creative ventures including authoring science fiction novels, video production, and merchandise design through his ownership of ZaberWolf Studios and related entities. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Linda Geary is a financial advisor with Primerica Advisors in Bountiful, UT, holding Series 63 and Series 65 credentials and 15 years of industry experience. She has worked with PFS Investments Inc. since 2011 and Primerica Financial Services since 2010. Outside of her advisory role, she manages rental properties through entities she owns. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and provides a tiered wrap-fee structure, focusing on retail investors rather than institutional or pension plans.

Justin Morris is a financial advisor with Fidelity and holds Series 63 and Series 66 licenses. He has 20 years of industry experience, including roles within Fidelity Brokerage Services LLC since 2005 and Fidelity Personal and Workplace Advisors since 2018. He is currently based in Salt Lake City, UT. 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 combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios composed of mutual funds, ETFs, and ETPs.

Joshua Aiken is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2024. His prior work experience includes roles at MasterControl and Larry H. Miller Ford Draper. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including managing model portfolios constructed through proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and employs systematic methodologies and long-term asset allocation benchmarks.

Steven Roberts is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. His prior roles include positions at Crewe Advisors and BYU. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Nicholas Larsen is a financial advisor at LPL Financial with 15 years of industry experience and holds a Series 66 designation. He has previously worked at CUSO Financial Services, Deseret First Credit Union, Raymond James Financial Services, and Security Service FCU. Outside of his financial advisory work, he operates Utah Jive, a computer support and DJ service for events. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a broad range of advisory programs and financial planning services supported by research and model portfolios, including discretionary and non-discretionary management options.

Justan Stringham is a financial advisor at Fidelity with 29 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Fidelity and E*TRADE in various advisory and brokerage roles since 2009. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including model portfolio construction using proprietary fundamental research, quantitative analysis, and algorithmic methods. The firm also serves registered investment companies and operates with oversight controls addressing conflicts of interest.

Henry Pham is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and four years of industry experience. He previously worked at Goldman Sachs and has held roles in healthcare and education prior to his current position. 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 through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Robert Barker is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at 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 advisory solutions. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a broad range of financial product offerings including insurance-related vehicles and bank deposit sweep options.