David Moser is a Planning Consultant at Fidelity Investments, a role he has held since 2026. Prior to this, he worked as a Workplace Planning Consultant at Fidelity Investments from 2023 to 2026 and served as a Member Experience Officer at Mountain America Credit Union from 2022 to 2023. In his professional work, he collaborates with clients to develop disciplined financial plans tailored to their short-term and long-term goals. He emphasizes building strong, long-term relationships founded on trust and integrity, not only with clients but also their close family and friends. David holds insurance licenses in Arkansas and California. Outside of his professional commitments, he has interests in boating, camping, family activities, and football.

Tyson Case is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 designations and is based in Salt Lake City, UT. He has been with Fidelity and its affiliated entities since 2011. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, oversight controls, and its advisory role to multiple registered investment companies and fund-of-funds.

Michael Gourley is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at LPL Financial since 2019. Prior to that, he was with Securities America Advisors and Securities America Inc. from 2014 to 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing research and model portfolios from LPL Research and third-party subadvisors.

Wai Tang is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 credential and previously worked at WCF Insurance and Capital Trading LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including comprehensive financial planning supported by firm-approved tools and methodologies.

Joshua Peterson is a financial advisor with Fidelity in Salt Lake City, UT, holding a Series 66 designation and beginning his career in 2025. Prior to joining Fidelity, he worked in various roles including independent contracting for DoorDash and leadership positions in small businesses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Annabelle Slater is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 13 years of industry experience. Her prior roles include positions at Morgan Stanley, E*TRADE, and Edward Jones. Outside of her advisory work, she has managed business activities on platforms such as Instagram and Etsy. J.P. Morgan Securities LLC serves primarily institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a non-discretionary approach. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Brett Paxman is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 designation and has been affiliated with both Bank of America, N.A. and Merrill since 2010. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary strategies developed by internal and third-party investment teams.

Michael Bennett is a financial advisor with LPL Financial in Salt Lake City, UT, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His prior work includes over three decades at Waddell & Reed, Inc., and various insurance carriers. He also serves in a leadership role at SLWR LLC and is involved with the Capitol Hill Kiwanis organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers comprehensive financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by model portfolios, third-party research, and technology-driven strategies.

Chelsey Packer is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and three years of industry experience. She has worked at Wells Fargo Clearing since 2022 and has been with Wells Fargo Bank, N.A. since 2019. Prior to her financial services career, she was employed by The Church of Jesus Christ of Latter Day Saints and the YMCA. 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 incorporates modern portfolio theory, with an investment menu that includes insurance-related vehicles and bank deposit sweep options.

Cecilia Anthony is a financial advisor at Fidelity with Series 63 and Series 66 credentials and eight years of industry experience. She has worked at Fidelity Brokerage Services LLC since 2018 and has additional background in the arts, running an art and writing business focused on creating content for her personal website and the subscription platform Medium. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

David Caestecker is a financial professional with one year of experience, currently affiliated with Cetera. He holds a Series 66 designation and has previously worked with Renaissance Financial and Tarantula Hill Brewing Co. His background includes financial planning and asset management. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management and consulting services, supported by over 10,000 advisors managing more than $256 billion in assets.

Jason Troth is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been associated with various Fidelity entities since 2006, including Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. Strategic Advisers LLC, a Fidelity Investments company where he works, 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 portfolios and serves as an advisor to multiple registered investment companies with a noted use of AI and systematic methodologies.

Heidi Warr is a ChFC® and Series 66 registered financial advisor with Edward Jones in Draper, Utah. She has 11 years of industry experience and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Dom Hebert is Vice President and Wealth Management Advisor. He has been in the financial services industry since 2007, holding various roles including Financial Advisor at Merrill Lynch and Advisor Consultant at BlackRock Investments. From 2014 to 2026, he served as Vice President and Executive Planning Consultant at Fidelity Investments. He holds insurance licenses in Arkansas and California. Dom's approach centers on building relationships by deeply listening to clients and connecting financial decisions to their family values and legacy. He aims to make complex planning thoughtful, coordinated, and approachable. His personal interests include biking, outdoor adventures, skiing, and traveling.

Durian Spagnuolo is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Fidelity, he worked at the University of Louisville and The Brown Hotel. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is also notable for its commodity pool operator registration, use of AI in research, and advisory roles to multiple registered investment companies.

Sarah Cook is a financial advisor at Fidelity with seven years of industry experience. She holds the Series 66 and Series 63 designations and previously worked at Intercap Lending Inc and Academy Mortgage Corporation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, including fund advisory and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage a diverse range of portfolios.

William Allen is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding a Series 66 designation and 25 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 Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Young Spencer is an Investment Solutions Representative III at Fidelity Investments, where they have developed their expertise since 2022 through progressive roles within the company, having previously worked as an Investment Solutions Representative I and II. Prior to joining Fidelity, Young Spencer held positions at E Trade Securities LLC, including Team Lead and Senior Financial Services Representative. With a professional background centered around investment solutions, Young Spencer collaborates with individuals and families to tailor financial plans that align with their unique goals. They hold insurance licenses in Arkansas and California. Outside of their professional work, Young Spencer has interests in art, fitness, movies, outdoor adventures, and running.

Maxwell Graham is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 licenses and having two years of industry experience. His work history includes various roles at Fidelity Investments since 2023 and prior positions in consulting, logistics, and education. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves as an advisor to multiple registered funds with formal governance and proxy-voting procedures.

Danielle Wright is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2010. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.