Jesse Bohannon is a financial advisor with Morgan Stanley in Salt Lake City, UT, holding Series 63 and Series 66 registrations and bringing 11 years of industry experience. His career includes multiple roles within Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as a tenure at JPMorgan Chase Bank. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process that employs firm-approved tools and methodologies.

Scott Weierman is a financial advisor at RBC Capital Markets with 25 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at UBS Financial Services for 12 years. Outside of his advisory role, he manages two real estate LLCs that own residential rental properties. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, providing portfolio management, financial planning, and brokerage services.

Antonio Cuenca is a financial advisor at Fidelity with a Series 66 credential and two years of industry experience. He previously worked at E*Trade Securities LLC and has held roles in education and retail prior to his current position. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, as well as registered investment companies and a charitable gift fund. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios consisting of mutual funds, ETFs, and ETPs.

Sapphire Jensen is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Her prior work includes roles at Logos Coffee Company and several title companies. 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 to develop model portfolios composed of mutual funds, ETFs, and ETPs.

Dallon Warnick is a Vice President and Financial Consultant at Fidelity Investments. He has been with the company since 2015, progressing through roles including Financial Representative, Stock Plan Service Representative, Workplace Planning Consultant, Portfolio Specialist, and currently serving as a Financial Consultant since 2021. His professional focus is on wealth planning, aiming to assist clients in addressing their family's unique financial needs and goals. Dallon emphasizes building and maintaining strong relationships with clients and their families as a core aspect of his work. He holds insurance licenses in Arkansas and California. Outside of his professional career, Dallon enjoys camping, fishing, fitness, and outdoor adventures.

Peter Harper is a Planning Consultant collaborating within a Fidelity Wealth Management team. He focuses on helping clients discover their financial goals and implementing comprehensive financial plans tailored to those objectives. His approach involves maintaining ongoing relationships to align client plans with retirement and investing processes, addressing the complexities and challenges clients may face. Peter's professional experience includes roles such as Investment Management Consultant (2022-2025), Retirement Planner (2019-2022), and Workplace Planning Consultant (2018-2019) at Fidelity Investments. Prior to that, he worked as a Financial Representative at E*trade from 2016 to 2018. He holds a California Insurance License. Outside of his professional career, Peter has interests in camping, cooking and baking, hiking, movies, music, and outdoor adventures.

Andrew Cole is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding a Series 66 designation and eight years of industry experience. He has been with Wells Fargo Clearing Services since 2018 and is also involved in creative ventures such as video production and self-publishing fiction through his ownership of ZaberWolf Studios, LLC. Additionally, he works as a Lyft driver in Salt Lake City. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Linda Geary is a financial advisor with Primerica Advisors in Bountiful, UT, holding Series 63 and Series 65 credentials and 15 years of industry experience. She has worked with PFS Investments Inc. since 2011 and Primerica Financial Services since 2010. Outside of her advisory role, she manages rental properties through entities she owns. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and provides a tiered wrap-fee structure, focusing on retail investors rather than institutional or pension plans.

Justin Morris is a financial advisor with Fidelity and holds Series 63 and Series 66 licenses. He has 20 years of industry experience, including roles within Fidelity Brokerage Services LLC since 2005 and Fidelity Personal and Workplace Advisors since 2018. He is currently based in Salt Lake City, UT. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios composed of mutual funds, ETFs, and ETPs.

Joshua Aiken is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2024. His prior work experience includes roles at MasterControl and Larry H. Miller Ford Draper. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including managing model portfolios constructed through proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and employs systematic methodologies and long-term asset allocation benchmarks.

Steven Roberts is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. His prior roles include positions at Crewe Advisors and BYU. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Nicholas Larsen is a Series 66-licensed financial advisor with 15 years of industry experience, currently practicing with LPL Financial since 2022. His prior experience includes roles at Cuso Financial Services, Deseret First Credit Union, Raymond James Financial Services, Security Service FCU, and Edward Jones. Outside of finance, he operates Utah Jive, a business providing computer support for photo booths and DJ 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, model portfolios, third-party asset management, and institutional platforms, supported by technology and a large network of investment adviser representatives.

Justan Stringham is a financial advisor at Fidelity with 29 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Fidelity and E*TRADE in various advisory and brokerage roles since 2009. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including model portfolio construction using proprietary fundamental research, quantitative analysis, and algorithmic methods. The firm also serves registered investment companies and operates with oversight controls addressing conflicts of interest.

Henry Pham is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and four years of industry experience. He previously worked at Goldman Sachs and has held roles in healthcare and education prior to his current position. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Robert Barker is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. 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 solutions. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a broad range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Thomas Reimann is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work experience includes roles at Larry H. Miller Honda and several solar energy companies. Outside of his advisory work, he is involved in a car rental service, where he handles vehicle cleaning for rentals. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm employs a combination of fundamental research and quantitative analysis, including algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Lynsey Craig is a financial advisor at Fidelity with four years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2021. Outside of advising, she assists with administrative duties at a tax preparation firm. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Jack Skadal III is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has been associated with multiple Fidelity entities since 2011. Outside of his advisory work, he is involved as a retail store team member at Maverik in Utah. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary portfolios and deliver model portfolios across various platforms.

David Redding is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT. He holds a Series 66 designation and has three years of industry experience. Prior to his current role, he was self-employed and served five years with the Davis County Sheriff's Office. 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 brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Joshua Petersen is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 65 licenses and having 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he is a passive co-owner of a farming business in Brigham, Utah. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.