Ronald Claassen is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2007, with prior roles at Charles Schwab and Strategic Advisors Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services as well as model portfolios built from mutual funds, ETFs, and ETPs.

Kevin Mei is a financial advisor with Fidelity Investments in American Fork, UT, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, he was involved with the Utah Valley University Social Impact Center and has worked in various roles including at Sweetwater County Fire District 1. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver systematic investment solutions.

Justin Richards is a financial advisor with Morgan Stanley in South Jordan, UT, holding a Series 66 designation and bringing 20 years of industry experience. He has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies such as Monte Carlo simulations as part of its financial planning process.

Richard Bingham is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 credentials and has 36 years of industry experience. Richard is the owner of Thor Investments, Inc., a tax preparation business serving individuals and businesses. He also works as an independent contractor for First Western Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools and risk profiling to support client goals.

William Terrill is a CFP®-certified financial advisor with Ameriprise and has 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Terrill is also co-owner of Encore Growth Partners and Wealth Strategy Partners Tax and Accounting Services, which provide consulting and tax preparation services. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that combines research and algorithmic tools to deliver tailored, tax-aware withdrawal strategies.

Connor Egan is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and its affiliated entities since 2011, as well as at E*TRADE Securities. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment strategies developed by its Global Investment Committee.

John Terrion is a CFP® with 24 years of experience in the financial industry. He is the principal of Terrion Advisors, Inc., an independent advisory firm he has operated since 1998. In addition to his advisory work, he owns and manages two insurance agencies and a financing company related to insurance policy premiums. Terrion Advisors provides investment supervisory services, portfolio management, and financial planning to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis to implement strategies ranging from long-term buy-and-hold to short-term trading, with a focus on asset allocation and manager review.

Clayton Hoffman is the sole advisor at Meridian Investing, an independent investment advisory firm based in Highland, UT. He holds Series 63, 65, and 66 licenses and has 17 years of industry experience, having been with Meridian Investing since its founding in 2009. Meridian Investing manages approximately $2.35 million for ten clients, providing fee-based portfolio management and related advisory services. The firm offers individualized portfolio management with a focus on wealthier or specialized clients and includes institutional portfolio management services uncommon among similarly sized independent firms.

Greg Chamberlain is a financial advisor with Chamberlain Long Wealth Management, LLC, holding Series 63 and Series 66 licenses and 25 years of industry experience. He previously worked at Jackson National Life Distributors for 10 years and operates Chamberlain Financial, LLC. In addition to advisory work, he is an insurance wholesaler representing various insurance companies. Chamberlain Long Wealth Management provides portfolio management, investment analysis, and financial planning services to individual and high-net-worth clients. The firm uses a tactical asset allocation approach combining fundamental, technical, cyclical, and macroeconomic analysis to manage diversified portfolios through discretionary authority.

Nicholas Long is a financial advisor at Chamberlain Long Wealth Management, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with Long Financial Group, LLC since 2005. In addition to his advisory role, he works as an independent insurance agent selling life, health, annuities, and long-term care products. Chamberlain Long Wealth Management offers portfolio management, investment analysis, and financial planning services to individual and high-net-worth clients. The firm uses a tactical asset allocation approach based on fundamental, technical, cyclical, and macroeconomic analysis, managing diversified portfolios of equities, ETFs, fixed income, and cash equivalents under discretionary authority.