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 financial advisor with Osaic Wealth in Salt Lake City, UT, holding CFP® and Series 66 credentials and having 26 years of industry experience. He previously worked at Lincoln Financial Advisors for 24 years before joining Osaic in 2025. Outside of his advisory role, Morton provides life settlements and traditional life insurance and annuities to clients and serves as co-successor trustee and personal representative for his mother’s estate. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers both brokerage and advisory services with an investment process focused on model-based asset allocation, portfolio optimization, and a range of customizable management strategies delivered through a multi-advisor platform.

Kamden Myrberg is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in providing personalized financial guidance, focusing on education planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, sports and entertainment, tax minimization, and retirement income. His approach centers on empowering clients to make informed decisions and build lasting relationships based on trust and integrity. He holds a Bachelor of Science in Finance from Utah Valley University and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Kamden is committed to helping clients navigate their financial journeys through tailored advice and strategic planning. Outside of his professional role, Kamden enjoys adventure sports, basketball, football, golfing, hiking, pickleball, running, and skiing. He values maintaining a balance between his work and personal life, emphasizing the importance of family and connecting with clients through shared interests.

David Morgan is a financial advisor with Wells Fargo Clearing based in Salt Lake City, UT. He holds Series 63 and Series 65 licenses and has approximately one year of industry experience. His prior roles include positions at U.S. Bancorp and Gohealth LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, relying on research and analytics to guide investment decisions.

Stanley Suguturaga Jr. is a financial advisor at Fidelity with Series 63 and Series 66 credentials and 10 years of industry experience. He has worked with Fidelity Brokerage Services LLC since 2015 and joined Fidelity Investments in 2025. Outside of his advisory role, he works as an independent contractor for DoorDash. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and offers a range of advisory and management services, including its formal roles with registered investment companies and fund-of-funds.

Katelyn Hancock is a Senior Financial Advisor with Merrill Lynch Wealth Management based in Salt Lake City. She has over a decade of experience working with individuals and families to identify and pursue their wealth management goals effectively. Her approach includes active listening and meeting clients where they are in their financial journey, whether they are new to investing or seeking to evaluate long-term financial objectives. Katelyn emphasizes integrity and transparency in her advisory services. Her areas of expertise include working with women undergoing significant life transitions, such as the death of a spouse or divorce, as well as advising working women and clients in the LGBTQ+ community. She holds the Personal Investment Advisor (PIA) designation and has a Bachelor's degree from the University of Utah. Prior to her role at Merrill Lynch, she worked in banking and the legal field. Beyond her professional responsibilities, Katelyn is engaged in community service, including involvement with the Division of Child and Family Services. She also dedicates time to local charitable organizations and nonprofit boards. Outside the office, she enjoys spending time with her family, engaging in outdoor activities, and pursuing interests such as playing the piano and following basketball.

Simeon Bigney is a financial advisor at Fidelity with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Investments and its related entities since 2010. Outside of his advisory role, he volunteers as a greens mower for Salt Lake County Recreation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Stafford Hoare is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked at various Fidelity entities since 2007, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolios.

Benjamin Jacobs is a financial advisor at Fidelity with Series 63 and Series 66 designations and two years of industry experience. His prior work includes roles at several companies outside of financial services, such as The Monastery Event Center and DoorDash. 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 using mutual funds, ETFs, and ETPs. The firm is also noted for its role as a commodity pool operator and for its use of AI and systematic methodologies in managing and advising registered investment companies.

Jacob Baker is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Lyft, Inc., Backcountry.com, Silver Fork Lodge & Restaurant, Dr. Jolly's, and Spitz Sugarhouse. 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 manage portfolios including mutual funds, ETFs, and ETPs. The firm also serves as a formal advisor to multiple registered investment companies and utilizes systematic methodologies and AI-driven research in its investment process.

Jeremy Dimond is a financial advisor with RBC Capital Markets in Salt Lake City, holding a Series 66 designation and one year of industry experience. His prior roles include positions at City National Bank, Clientbook, and Onset Financial, among others. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with tailored strategies implemented through in-house and third-party managers, supported by a capital-markets footprint and integrated services.

Carol Nielsen is a Certified Financial Planner® (CFP®) with 18 years of industry experience. She has worked with Fidelity Investments and its affiliated entities since 2010, including roles at Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC. Nielsen is based in Salt Lake City, Utah. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver discretionary and non-discretionary advisory services, model portfolios, and fund advisory with oversight controls and governance procedures.

Brad Green is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing nearly 40 years of experience in the financial services industry. He founded The Green Group 24 years ago to serve a select clientele of accomplished individuals, including attorneys, financial professionals, and business owners. His approach emphasizes frequent communication and strategic decision-making, aiming to help clients manage wealth effectively while addressing challenges proactively. Brad holds the Certified Private Wealth Advisor® designation and has completed accredited certificate programs at the University of Pennsylvania and the University of Chicago. He earned a Bachelor of Science degree from West Chester University of Pennsylvania. His professional affiliations include Merrill Lynch Wealth Management. Outside of his professional commitments, Brad supports St. Jude Hospital and engages in personal interests such as golfing, ice hockey, music, reading, skiing, surfing, swimming, and yoga.