Virginia Darger is a financial advisor with Edward Jones in Salt Lake City, UT. She holds a Series 66 designation and has five years of industry experience, including prior roles at Vista Staffing Solutions and Track Group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Houston Yates is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Fidelity Brokerage Services and Fidelity Investments since 2016, with prior experience at Specialty Imaging, LLC. Strategic Advisers LLC, a Fidelity Investments company, provides a range of investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and fund advisory engagements.

Del Murdock is a financial advisor at Fidelity with six years of industry experience. He holds Series 66 and Series 63 designations and has worked at Fidelity Investments since 2020, following prior experience at First Command Brokerage Services and Zions Bancorporation. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors, and offers discretionary and non-discretionary portfolio management. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and maintains a formal advisory role to multiple registered investment companies and fund-of-funds.

Christopher Larsen is a Financial Advisor at Merrill Lynch Wealth Management. He works one-on-one with clients to define financial goals and develop portfolio strategies tailored to their needs, providing ongoing advice to adapt strategies as clients' situations change. His approach emphasizes understanding clients' priorities to pursue their financial objectives effectively. Larsen's areas of expertise include divorce transition planning, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, women and wealth, tax minimization, and retirement income. He holds several professional designations including Accredited Asset Management Specialist (AAMS), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He completed his high school education at Stansbury High School. In addition to his professional commitments, Larsen is involved with community organizations such as Bolder Way Forward and the Utah Food Bank. Outside of work, he enjoys activities like baseball, basketball, billiards, bowling, golfing, hiking, woodworking, traveling, and spending time with his family.

Ian Schafer is a financial advisor at Fidelity with 21 years of industry experience. He holds a Series 66 designation and has held roles at Fidelity Brokerage Services LLC since 2006, Fidelity Personal and Workplace Advisors from 2018 to 2025, and Wells Fargo Investments for one year. 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and is known for its use of model portfolios, AI-driven research, and formal advisory roles to multiple registered investment companies.

Patrice Reilly is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and over 40 years of industry experience. Prior to joining Wells Fargo in 2016, Patrice worked at various Morgan Stanley entities from 1999 to 2012. 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 combines proprietary research with third-party analytics and offers a broad range of brokerage and advisory solutions.

Brendan Butterfield is an Investment Solutions Representative III at Fidelity Investments. He has held roles at Fidelity Investments since 2024, progressing from Customer Relationship Advocate to his current position. He focuses on understanding client needs to help build financial plans aimed at achieving their goals. Brendan's experience encompasses working directly with clients to develop tailored investment solutions. He values making clients feel heard and strives to create financial strategies that align with their personal objectives. Outside of his professional work, Brendan has a range of personal interests including baseball, family activities, fitness, movies, skiing, and traveling.

Kru Flint is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, he worked at Weild & Co and held various roles in education and local government. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research and quantitative analysis with systematic methodologies and uses algorithmic and AI tools in portfolio construction.

Kurtis Larsen is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fidelity Investments, E*TRADE Securities, and TDS Telecommunications. Outside of his advisory role, he is involved in managing rental properties jointly owned with his spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and offering a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Nathan Gates is a financial advisor at OSAIC with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Securities America Advisors and E*Trade Securities. Outside of his advisory role, he is a co-owner of a dental lab business that provides services to dentists in the U.S. OSAIC Wealth serves a diverse client base including retail, high-net-worth, institutional, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment approach that incorporates asset allocation, portfolio optimization, and risk management tools.

Aaron Neuenswander is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior work includes roles at Fidelity Brokerage Services LLC and Cetera Advisor Networks LLC, along with experience at Utah Valley University and Oakley, Inc. 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 broad range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced research and operational tools.

Cole Cooper is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including First Western Advisors, Raymond James Financial Services, and Morgan Stanley. Outside of his advisory role, Cooper is a partner and president of C2C Ventures, a business unrelated to investment advisory services. 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 and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

Alex Wheeler is a financial advisor with Robert W. Baird & Co. in Salt Lake City, UT, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has worked at Robert W. Baird since 2011, following positions at Morgan Stanley and Citigroup Global Markets. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate clients, pensions, and charitable organizations with a range of financial planning and portfolio management services. The firm employs a combination of manager-traded and model-traded strategies, tax-management, and internal research tools, overseeing approximately $394 billion in regulatory assets under management.

Steve Bingham is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Fidelity, he worked in land development and consulting services, including roles at Nilson Land Development and BRE Consulting, where he assisted with due diligence and contract negotiations for raw land. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients through a process combining proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios using mutual funds, ETFs, and ETPs and serves as an advisor to multiple registered investment companies.

Jayson Brandner is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. His work history includes roles at Fidelity Investments, Transword LLC, United Healthcare - National Medtrans, Utah Valley University, and AMC. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Stefano Ruiz is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. Prior to joining Fidelity, he held positions at Amazon.com, GitLab, Pluralsight, and other companies. Outside of his advisory role, Ruiz owns and operates Stefano's Vintage Bikes and Photography, where he locates, repairs, and photographs vintage mountain bikes in the Mountain West region. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Braden Fass is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior work includes roles at Osteria Amore and several other firms across diverse sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction.

Wesley Murdock is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has been with Fidelity Brokerage Services LLC since 2014 and joined Fidelity Investments in 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and is noted for its use of AI-driven methods and formal governance procedures.

John Hallgren is a financial advisor with RBC Capital Markets in Salt Lake City, UT, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with RBC Capital Markets since 2015. Outside of his advisory role, Hallgren is involved with a professional association focused on investment excellence and ethics, where he reviews new applications and ongoing ethics matters. RBC Wealth Management serves a diverse client base that includes individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients’ risk profiles using both in-house and third-party managers.

Jaysen Al Daraji is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His prior work includes roles at Progressive Leasing, the Community College of Rhode Island, and America First Credit Union. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including fund advisory and model portfolios.