Michael Meyer is a financial advisor with UBS Financial Services in Salt Lake City, UT, holding Series 63 and Series 65 licenses and with 28 years of industry experience. He has been with UBS Financial Services since 2009. Meyer serves on the Board of Directors for the Intermountain Foundation McKay Dee Hospital, where he contributes to fundraising strategies supporting community health initiatives. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor investment plans to clients’ goals and risk tolerances.

Leann Mackay is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC for five years. Outside of her advisory role, she sells clothing items online through the platform Poshmark. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and including a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

John Jensen is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked across several Fidelity entities since 2008. Outside of his advisory role, he owns and operates Tri Global Enterprises, a business focused on selling Japanese home decor and providing translation and order facilitation services. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe. The firm also provides model portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.

Patrick Porter is a financial advisor at Ameriprise in Salt Lake City, UT, with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at RBC Capital Markets Corporation and Ameriprise Financial Advisors Inc. Outside of his advisory role, he serves on the Board of Directors and Finance Committee of the Catholic Foundation of Utah. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Sterling Puffer is a financial advisor with J.P. Morgan Securities in Salt Lake City, holding a Series 66 designation and beginning his advisory career in 2026. His prior experience includes positions at Telarus, Solunas Partners, Vozmia, and Brigham Young University. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Nathan Potts is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity, he worked at Randstad Professionals and has maintained a part-time role as an e-commerce clerk at a local grocery store. 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 across mutual funds, ETFs, and ETPs. The firm is noted for its use of algorithmic methods and AI in research and its advisory role to multiple registered investment companies.

Jeffrey Solomon is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He has worked concurrently at Liberty Bank, Allegis, and Solomon Financial Advisors, Inc. since 2014. In addition to his advisory roles, he serves as an agent recommending various life insurance products with Allegis. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers non-discretionary planning tailored to client goals and supports advisory programs through an extensive network, with specialized services in municipal advising and SIMPLE IRA employer consulting.

Thomas Bolman is a financial advisor with Fidelity Investments in Salt Lake City, holding Series 63 and Series 66 designations and one year of industry experience. Prior to joining Fidelity, he has held various roles in education, mortgage, and service industries. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Darius Hamilton Dickerson is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at Wells Fargo Clearing Services, US Tech Solutions Inc., Best Buy, Menards, and Hyvee. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, with notable activities including registration as a commodity pool operator and use of AI in research.

Weston Hemphill is a financial advisor at Fidelity with nine years of industry experience. He holds the Series 63 and Series 66 designations. Prior to his current role, he was involved in businesses including Hemphill Records LLC, Furnishingneeds.com, and SACS Furniture. He also serves as a board member for the Fox Den Homeowners Association in Millcreek, Utah. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Tawnya Odekirk is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following three years at Wells Fargo Advisors, LLC. In addition to her advisory role, she serves as a power of attorney for her parents in investment-related matters. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Wallace Beck Jr. is a financial advisor with Ameriprise Financial Services in Salt Lake City, UT, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He previously worked at RBC Capital Markets for 13 years before joining Ameriprise in 2013. Outside of advisory work, he is part owner of a jewelry business with his son and has occasional involvement with an art gallery and framing shop. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Mori Paulsen is a financial advisor at Merrill with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Merrill since 2010, following prior roles at Morgan Stanley and its affiliates. He serves as an advisory board member for the American Cancer Society, participating in a nonprofit capacity. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Rick Latu is a Financial Consultant at Fidelity Investments, a position he has held since 2022. He works closely with clients and their families to build strong relationships centered on financial planning, aiming to understand their personal stories and priorities to support their financial wellbeing. Rick has accumulated experience in the financial services industry through various roles, including Financial Consultant at E*trade Financial from 2019 to 2022, Financial Advisor at NWM from 2018 to 2019, and Registered Representative Manager at Fidelity Investments from 2010 to 2017. Outside of his professional work, Rick enjoys activities such as spending time at the beach, cooking and baking, outdoor adventures, playing soccer, and traveling.

Seth Evans is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for nine years. Outside of his advisory role, Evans performs as an actor in theater, film, television, and web productions. Ameriprise offers a retirement-income planning service targeting individuals with at least $1 million in net investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized retirement-income consulting team.

David Pearson is a Certified Financial Planner (CFP®) with 34 years of experience in the financial services industry. He is affiliated with Cetera and has held roles at Cetera Wealth Services, Peak Financial Network Solutions, and Salt Lake Bsi, Inc. Outside of his advisory work, Pearson is involved in insurance sales as an agent and holds several leadership positions in various business ventures, including serving as president of a business expense management firm and director of a nonprofit property. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform with access to both affiliated and third-party investment managers, and managing over $256 billion in assets.

Eric Smith is a CFP® with 15 years of experience in financial services. He is currently with Morgan Stanley in Salt Lake City and has held positions at Morgan Stanley Private Bank, JPMorgan Chase Bank, and other firms. Smith serves on the advisory board of the Natural History Museum of Utah, focusing on business development and growth. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets and utilizing firm-approved planning tools and structured discovery processes.

Scott Chappell is a financial advisor with RBC Capital Markets in Salt Lake City, UT, holding a Series 66 designation and 25 years of industry experience. He has worked at RBC Capital Markets since 2009 and previously spent 14 years at Sterling Jewelers. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, providing discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Kaliopasi James Uhi is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity Investments, he held various roles including positions at FedEx Express, Vivint, and the BYU Anthropology Department. 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 combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, and serves as a registered commodity pool operator with formal advisory roles for multiple registered investment companies.

Kevin Morton is a CFP® with 26 years of industry experience, currently with OSAIC since 2025. Prior to joining OSAIC, he spent 24 years at Lincoln Financial Advisors. He is involved in providing life settlements and traditional life insurance products, as well as managing trust-related financial affairs for family members. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisors and advisory platforms, offering integrated brokerage and investment advisory services along with access to third-party money managers and unified managed accounts.