Donovan Kattner is a financial advisor at Fidelity with seven years of industry experience and holds a Series 66 designation. His prior roles include positions at Edward Jones and Bank of America. Outside of his advisory work, he is an independent contractor for The Covered Podcast, where he discusses sports. Fidelity, through its Strategic Advisers LLC division, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment company accounts. The firm utilizes a combination of fundamental research and quantitative methods to construct model portfolios from mutual funds, ETFs, and ETPs, while also employing algorithmic and AI-based approaches.

Brian Kasteler is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at MML Investors Services, Inc., MassMutual, and First Western Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers financial planning, model portfolio programs, and institutional platforms to individuals, retirement participants, and institutions. The firm supports advisory services through a broad network of representatives utilizing various investment strategies and operational tools.

Keith Hays is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Morgan Stanley since 2023, following a 13-year tenure at E*Trade Securities LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that uses structured discovery and analytical tools to assist clients in developing their plans.

Yerard Bauza is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Bank of America, Merrill, Fidelity Investments, and E*Trade Securities. Outside of his advisory role, he owns and operates Crown Horology LLC, a business involved in the resale of watches, jewelry, bags, wallets, and leather goods. 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 advisory process is IPS-driven and incorporates modern portfolio theory, with a notable emphasis on including insurance-related vehicles and bank deposit sweep options among its investment offerings.

Ryley Boman is a CFP® with nine years of industry experience, currently advising clients at Morgan Stanley. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA for a combined total of ten years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Cortney Albanese is a Series 66 credentialed financial advisor with 19 years of industry experience. She has been with OSAIC since 2013 and previously worked at Osaic FA, Inc., Integrity Alliance, LLC, and Equitable Advisors. Outside of her advisory role, Albanese manages a personal tax strategy consulting LLC and serves as an advisor focused on fixed and variable annuities and life insurance through Integrated Financial Group. OSAIC serves a broad range of retail and institutional clients, offering brokerage and advisory services that include comprehensive financial planning and model-based asset allocation. The firm supports individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform and a variety of programmatic and managed account solutions.

Jonathan Smith is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2026. Prior to this, he was involved with Kona Ice of St George and ShareMy.Health, and has run a business called 3D Possibilities since 2021. 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 supported by research and analytics.

Jacob Lyman is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. His prior roles include positions at Nexstar/ABC4 and Nordstrom. Outside of his advisory work, he operates a seasonal property cleaning business in Salt Lake City. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Mathew Hufford is a CFP® professional with 25 years of industry experience, currently serving at Wells Fargo Clearing since 2016. His prior work includes roles at UBS Financial Services and Morgan Stanley. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a broad range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Mika Wistos is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Before joining Fidelity in 2022, Mika worked at Valeo Home Health and Hospice for four years. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad range of mutual funds, ETFs, and ETPs.

Shauna Rosengreen is a financial advisor with Wells Fargo Clearing in Salt Lake City, Utah, holding Series 63, Series 65, and Series 66 licenses. She has 26 years of industry experience, including over a decade at Wells Fargo Clearing and a concurrent tenure at First Security Investor Services since 2000. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Nickelos Coates is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for the Salt Lake County Justice Court for 15 years. Outside of his advisory role, Coates works as an independent contractor delivering food and packages for DoorDash and Amazon Flex. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Cole Hale is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2015. He works with families to create personalized financial road maps, focusing on customized strategies for planning and living in retirement. He serves as an ongoing contact for his clients, adjusting strategies over time to meet their changing needs. Since beginning his career at Fidelity Investments in 2007, Cole has held various positions including Financial Consultant, Retirement Relationship Manager, and Annuity Service Representative, gaining extensive experience in retirement planning and investment solutions. He holds insurance licenses in Arkansas and California.

Brennan Castleton is a financial advisor with Morgan Stanley in Sandy, Utah, holding Series 63 and Series 66 designations and two years of industry experience. Prior to joining Morgan Stanley, he worked at E*Trade Securities LLC and held various roles in different industries, including technology and real estate. Outside of his advisory work, Castleton coaches youth sports with Salt Lake City FC. Morgan Stanley Wealth Management provides advisory services and financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured planning conversations and modeling tools, offering a broad range of investment programs and institutional solutions.

Emily Rodarte is a financial advisor at Edward Jones with 11 years of industry experience. She holds a Series 66 designation and has worked at Edward Jones and Raymond James Financial Services Advisors. Outside of her advisory role, she works as a medical transcriptionist on a part-time basis. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

David Manookin is a financial advisor with Osaic, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2005 and previously at Stuart Investment Advisory Corp. from 2003 to 2004. Outside of his advisory role, he serves as Vice President of the South High Alumni Association, a nonprofit focused on raising funds for scholarships at Salt Lake Community College. Osaic Wealth serves a diverse client base that includes individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services emphasizing model-based asset allocation, portfolio optimization, and a variety of managed account programs.

Dawn Dachenhausen is a financial advisor with Cambridge Investment Research Advisors who holds Series 63, 65, and 66 licenses and has 12 years of industry experience. Her prior roles include positions at Moreton Asset Management and Utah Retirement Systems. She serves as a Securities Commission Member for the State of Utah and owns a retirement planning business operating under the name Retirement Strategy Group. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services across multiple platforms and custodians.

Frederic Parke is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including JPMorgan Chase Bank, Pruco Securities, and Tesla. His background includes roles at Parkestone Capital Management and Deer Valley Resort Company. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by centralized due diligence and may include ESG considerations.

Lex Drollinger is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. His prior roles include work with Waddell & Reed, U.S. Bancorp Investments, and various insurance carriers associated with W&R Insurance Agencies. He is also involved with Progressive Planning, LLC, an entity related to his business with LPL. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of more than 22,800 advisors and a diverse set of financial products and services.

Thomas Honeycutt is a financial advisor with Morgan Stanley in South Jordan, UT, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. His prior roles include positions at E*TRADE Securities LLC, Morgan Stanley Services Group Inc., and Wells Fargo Clearing. Outside of his advisory career, he is the sole proprietor and owner of Joyous Resolution, LLC, a collegiate clothing manufacturing business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by firm‑approved tools and analysis methods.