Jennifer Gomm is a CFP® professional with 10 years of industry experience, currently serving at Raymond James Financial in Murray, Utah. She has been affiliated with Raymond James Financial Services Advisors, Inc. since 2015 and operates a separate business, Businessman's Planning, where she assists clients with insurance solutions. Gomm also serves as a trustee managing trust asset distributions. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm focuses on non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis and firm research to deliver tailored recommendations.

Mana Angilau is a financial advisor with Osaic, holding CFP® and Series 66 credentials and five years of industry experience. She has been with Osaic since 2020 and also holds a role at Integrated Financial Group. Angilau has been involved in academia, working with Brigham Young University and Utah Valley University since 2015. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing advanced asset-allocation tools and third-party solutions to construct diversified portfolios for individual and high-net-worth investors, institutions, and charitable organizations.

Cheri Johnson is a financial advisor at Fidelity with 19 years of industry experience. She holds the Series 63 and Series 66 designations and has worked in various capacities at Fidelity since 2006. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of AI-driven methodologies and its advisory role to multiple registered investment companies.

Richard Chan is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 credentials and four years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2021 and previously at Walgreens from 2014 to 2020. Outside of his advisory role, he works part-time as a delivery driver for Uber Technologies. 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 a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Thanya Mendoza is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her prior work includes roles at Solera National Bank and various healthcare and educational organizations. She works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves as an advisor to several registered investment companies.

Mark Dewyze is a CFP® credentialed financial advisor with 13 years of industry experience, currently working at Fidelity in Salt Lake City, UT. He has been with Fidelity Investments and its affiliated divisions since 2012. 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 employs a systematic investment process combining proprietary research, quantitative analysis, and algorithmic portfolio construction.

Makade O'Brien is a financial advisor at Fidelity with Series 66 and Series 63 credentials and three years of industry experience. Prior to joining Fidelity, O'Brien worked in various roles including a position at Diamonds Greenhouse and experience in the pharmaceutical sector. Outside of financial advising, O'Brien is the owner of New Nation Manufacturing LLC, a business involved in manufacturing and sourcing. Fidelity is an institutional firm serving both retail and institutional investors through a range of investment management and advisory services. Its approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios composed of mutual funds, ETFs, and ETPs.

Kimberly Smith is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. She previously worked at Merrill Lynch for 14 years before joining Raymond James in 2021. Raymond James & Associates provides financial planning and investment consulting services to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, and it is notable for its work in public finance and municipal advisory services.

Jess Hansen is a financial advisor with LPL Financial in Salt Lake City, UT, holding Series 63 and Series 66 licenses and with 26 years of industry experience. He previously worked at Fidelity Investments for 18 years and has also been affiliated with Zions Bank since 2017. Hansen teaches online courses at Brigham Young University. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a broad range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Lance Stoppenhagen is a financial advisor at Morgan Stanley with nine years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Morgan Stanley, he worked at E*Trade Securities LLC and the University of Utah Medical Center. Outside of finance, he is involved with Lagoon, a recreation business in Farmington, Utah. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutions, offering financial planning and investment programs supported by firm-approved tools and strategies.

Patrick Griffin is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and seven years of industry experience. He has worked at Ameriprise since 2019 and is also co-owner of Alta Management Group LLC, which manages his advisory business. Outside of his financial work, he manages a men's softball team in a Salt Lake City County league. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice, utilizing internal research, third-party data, and algorithmic tools.

Michael Roy is a financial advisor at Merrill with a Series 66 designation and seven years of industry experience. He previously worked for eight years at RBC Capital Markets, LLC before joining Merrill. The firm provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Daniel Milligan is a financial advisor at Fidelity with 18 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and is based in Salt Lake City, UT. Milligan has been affiliated with Fidelity Brokerage Services since 2008 and joined Fidelity Investments in 2025. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management, with distinct activities such as commodity pool operation and use of AI in investment research.

Russell Madsen is a financial advisor with LPL Financial, holding a Series 65 designation and six years of industry experience. His prior roles include positions at Adams Wealth Management, Hornor Townsend & Kent LLC, and Penn Mutual Life Insurance Company. Madsen also serves in the Army National Guard, a role he has held since 2003. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from LPL Research and third-party subadvisors.

David Jensen is a CFP® with 23 years of industry experience and has been with Edward Jones since 2009. He holds Series 63 and 65 licenses and is based in Midvale, UT. Outside of his advisory role, he is involved as a landlord in rental property management. Edward Jones is a full-service wealth management firm serving more than 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 strategies, separately managed accounts, and affiliated mutual funds.

Scott Hall is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior work includes roles at BYU Dining Services and BYU Testing Center. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios across various investment vehicles.

John Davila is a financial advisor with Fidelity in Salt Lake City, UT. He holds a Series 66 designation and has one year of industry experience. Prior to joining Fidelity in 2025, he worked at KeyBank National Association for seven years and held roles at Express Fashion Operations. Outside of his advisory work, he serves as Treasurer and board member of the Bonneville Tower Condominium Association. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios consisting of mutual funds, ETFs, and ETPs.

Thomas Quitasol is a financial advisor at Fidelity with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity in various capacities since 2015. Outside of his advisory role, he is a partner in an LLC focused on property management. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, using a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Jonathan Holmes is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2023, following a decade at JPMorgan Chase Bank, N.A. 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 applies an ESG eligibility framework when recommending investable strategies.

Ryan Fowler is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and over 26 years of industry experience. He has worked with various Fidelity entities since 2013, including Fidelity Personal and Workplace Advisors and Fidelity Investments. Outside of his advisory role, he is involved in a Turo car-sharing sole proprietorship managed by his spouse. 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 supports a range of strategies, including discretionary and non-discretionary management, fund advisory, and model portfolio delivery.