Courtney Robert is a financial advisor at Ameriprise with seven years of industry experience and holds a Series 66 designation. Prior to joining Ameriprise in 2026, Courtney worked at Wells Fargo Bank and Wells Fargo Clearing, as well as Equitable Advisors and Edward Jones. Outside of advisory work, Courtney serves as treasurer and board member of Brooke's Good Deeds, a nonprofit organization. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement-income planning through a combination of written recommendations and ongoing advice.

Jeffrey Rodgers is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His previous roles include positions at Morgan Stanley, GOPUFF Inc., CARTA Inc., and Thumbtack, Inc. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a range of mutual funds, ETFs, and ETPs.

Jonathan Spencer is a CFP® professional with 18 years of industry experience, currently serving at Wells Fargo Clearing since 2019. Prior to this, he worked at LPL Financial, LLC from 2015 to 2019. Outside of his advisory role, he coaches the high school debate team at Corner Canyon High School in Draper, UT. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Christopher Harper is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and previously worked at Winward Financial Insurance & Investments LLC and held various roles including positions at Utah State University and Conservice LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management and fund advisory. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Ryan Wardle is a Planning Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2007, progressing through various positions including Director Retirement Planner, Portfolio Specialist, Client Management Representative, Investment Solutions Representative, and Financial Representative. Throughout his career, Ryan has focused on partnering with clients to customize financial plans aimed at helping them pursue their financial goals. He holds insurance licenses in Arkansas and California. Outside of his professional role, Ryan has personal interests in bowling, music, parenthood, pets, singing, and table tennis.

Whitney Ball is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, Whitney held roles at Tuesday Morning, MarketStar/Samsung, and Wyndham Destinations. Outside of financial services, Whitney works part-time performing bookkeeping for a car dealership. 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 various fund structures and model portfolios.

Jon Green is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with Fidelity Investments since 2012, including roles at Fidelity Personal and Workplace Advisors starting in 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction, with a focus on fiduciary oversight and systematic investment methodologies.

Spencer Young is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and nine years of industry experience. He previously worked at Edward Jones from 2016 to 2022. Outside of his advisory role, he serves as a volunteer voting member of the Summit County Board of Adjustment in Utah. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendations and ongoing annual advice focused on dependable income and tax-aware withdrawal strategies.

Tasi Duncan is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. Her background includes roles in higher education and environmental services, and she operates an e-commerce business selling physical products on Amazon. Fidelity’s Strategic Advisers LLC division offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Jordan Peterson is the Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2019. He has been with Fidelity Investments since 2006, progressing through various positions including Financial Consultant, Investments Representative, Relationship Manager, Premium Service Representative, Retirements Representative, and Financial Representative. Throughout his career at Fidelity Investments, Jordan has developed expertise in financial consulting, focusing on supporting clients and their families to pursue financial freedom. He aims to build strong relationships based on trust and integrity, working collaboratively with clients to address their financial situations and identify strategies to improve their overall financial plans.

Dax Rackham is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. He has worked at Fidelity Investments since 2022 and has prior roles in logistics and environmental services. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base, including charitable funds and registered investment companies, and is noted for its use of systematic methodologies and oversight in managing model portfolios.

Ryan Boswell is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked with Cetera and Cetera Wealth Services, LLC since 2013. Outside of advising, he serves as a financial analyst for L3, focusing on program management review, forecasting, and revenue projections. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers and a variety of program structures.

Robert Harrington is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. He has been with LPL Financial since 2006. Outside of his advisory role, he owns Skyline Electronics, a business that sells electronic equipment to manufacturers and handles sales and marketing. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, a range of advisory programs, retirement consulting, and brokerage services, with access to discretionary and non-discretionary management, model portfolios, and research from multiple sources.

Kerstin Marquardson is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 66 licenses and previously worked six years at Intermountain Healthcare. 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. The firm is notable for its advisory roles with multiple registered investment companies and use of systematic methodologies including AI in portfolio management.

Nicole Klekas is a Series 66-licensed financial advisor with Raymond James Financial, based in Holladay, UT, and has 16 years of industry experience. She previously worked for Morgan Stanley for 10 years and is currently associated with Cottonwood Capital Management. Outside of her advisory role, she serves as an office manager at Cottonwood Capital Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary consulting and supports institutional consulting and portfolio management across a large network of advisors.

Madison Stenquist is a financial advisor at Wells Fargo Clearing in Salt Lake City, UT, holding Series 65 and Series 63 licenses with one year of industry experience. Prior to joining Wells Fargo Clearing in 2025, Madison held positions at Wells Fargo Bank and Wells Fargo, among other roles in the retail sector. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Angela Rogers is a financial advisor at Morgan Stanley with 18 years of industry experience. She has been with Morgan Stanley since 2009 and holds the Series 63 and Series 66 designations. Outside of her advisory role, she is involved in sales and marketing for an online retail business on Etsy. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets.

Devin Olsen is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2016. He has been with Fidelity since 2008, progressing through various positions including Financial Consultant, Portfolio Specialist, Self-Directed Brokerage Representative, and Financial Representative. His professional experience encompasses a broad range of financial services and client advisory roles. Devin holds insurance licenses in Arkansas and California, which support his work in providing comprehensive financial guidance. He and his team focus on understanding each client's unique situation and goals, utilizing Fidelity's resources to offer clear and ongoing advice tailored to individual needs. Outside of his professional responsibilities, Devin's interests include attending concerts, fitness activities, gardening, motorcycles, traveling, and yoga.

Kellen Robbins is a financial advisor at Robert Baird & Co. based in Salt Lake City, UT, with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley and Fidelity Brokerage Services LLC. Prior to his financial services career, he was employed at eBay Inc. for seven years. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Jordan Bumgardner is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at firms including Fidelity Investments and Northwestern Mutual. Morgan Stanley Wealth Management serves both individual and institutional clients by providing tailored financial planning and advisory programs supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers a wide range of investment and planning services.