Carlos Nunez is a financial advisor with Wells Fargo Clearing based in Salt Lake City, UT, holding Series 63 and Series 66 credentials and having one year of industry experience. Prior to joining Wells Fargo Clearing in 2025, he was with Morgan Stanley for one year. Outside of finance, he has experience working with Earth Harbor Naturals. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, employing research and diversification principles in its investment approach.

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 Series 63 and Series 66 licenses. His prior roles include positions at Global Life Family Heritage and Equinox, among others. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

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 in Salt Lake City, UT, holding Series 63 and Series 65 credentials and 13 years of industry experience. His prior work includes roles at Fidelity Investments, Michael D Bennett, and Waddell & Reed, Inc. In addition to advisory work, he owns CKS Design LLC and is involved with FastTrack Mortgage Inc., a mortgage and real estate services business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning and access to model portfolios, with a platform that supports various strategic and tactical investment approaches.

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 in Murray, Utah, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior roles include positions at Mountain West Retirement Advisors LLC, Cetera Advisor Networks LLC, Allegis Advisors, Inc., and Mountain West Pensions, Inc. He is involved with Mountain West Retirement Advisors LLC and Mountain West Pensions, Inc., which operate alongside his advisory practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party asset managers, and customized strategies, supported by advanced operational tools.

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 with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 designations and bringing 18 years of industry experience. He has held various roles within Fidelity and its affiliates since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, through a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is also noted for its registration as a commodity pool operator and its advisory role to multiple registered investment companies.

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.

Alexandros Vlamakis is a financial advisor with Merrill in Salt Lake City, UT, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Wells Fargo Clearing Services and Wells Fargo Bank. Outside of finance, he is a general partner and managing member of DAT Card CO. LLC, a small venture selling Pokémon trading cards both online and at vending events throughout Utah. Merrill, together 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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. She joined the firm in 2019 and works alongside her husband, Brian, as part of the Lingle Group. Heidi focuses on relationship management and specializes in family wealth management strategies, managing new wealth, personal retirement planning, women and wealth, and retirement income. Heidi's experience includes a transition from the fitness industry, where she served as a Fitness Director, bringing transferable skills to her financial practice. She holds the Professional Investment Advisor (PIA) designation and has a High School Diploma from the University of Alaska System. Born and raised in Alaska, Heidi relocated to Salt Lake City in 2015 with her husband and their two daughters. Outside of her professional career, Heidi enjoys an active lifestyle that includes biking, hiking, running marathons, swimming, yoga, and spending time with her family and 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 at Fidelity with Series 63 and Series 66 designations and five years of industry experience. He has been with Fidelity Investments since 2021 and also has involvement with Simmer LLC since 2019. Prior to this, he worked at BYU-Idaho Library for four years. Strategic Advisers LLC, a Fidelity Investments company, provides a range of investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management and fund advisory. The firm integrates fundamental research with quantitative analysis and algorithmic portfolio construction, employing systematic methodologies and long-term asset allocation benchmarks in its investment process.