Tyson Toner is a financial advisor at Edward Jones with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Morgan Stanley/E*TRADE Capital Management, Toner Financial LLC, and Fidelity Investments. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Cyrus Hanks is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fidelity in various capacities since 2015, with prior roles at Wells Fargo Clearing and Morgan Stanley. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and serves as a registered commodity pool operator with advisory roles to multiple registered investment companies.

David Burns is a financial advisor with Edward Jones in Farmington, UT, holding Series 63, Series 65, and Series 66 credentials and 32 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Evelyn Rindlisbacher is an Investment Solutions Representative III at Fidelity Investments, a position she has held since 2025. She has been with Fidelity Investments since 2022, progressing through roles from Customer Relationship Advocate to her current role, gaining comprehensive experience in investment solutions. In her role, Evelyn works closely with individuals and families to understand their unique financial goals and to develop tailored financial plans. She holds an Arkansas Insurance License, supporting her expertise in financial and insurance products. Outside of her professional work, Evelyn is interested in art, concerts, cooking and baking, parenthood, traveling, and volunteering.

Alexander Brewster is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity Brokerage Services since 2011. Brewster is based in Salt Lake City, UT. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and offers both discretionary and non-discretionary advisory services.

Julio Valdez Rodriguez is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2021. Prior to his advisory career, he was involved with Rosa's Pupuseria y Taqueria for seven years. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Stephen Thomson is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 credentials and 19 years of industry experience. His career at Fidelity spans multiple divisions, including Brokerage Services, Personal and Workplace Advisors, and Fidelity Investments. Outside of his advisory work, he is the sole proprietor of Retro Gaming Shirts, a print-on-demand apparel business specializing in graphic design. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios consisting of mutual funds, ETFs, and ETPs.

Jalen Chan is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he worked in various roles including positions at Nike, Uber Eats, and DoorDash, where he also served as an independent contractor delivering orders. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a strategic investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction across a range of mutual funds, ETFs, and ETPs.

Blake Trerise 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 Marko Foam Products Inc. and Intermountain Healthcare. 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 deliver model portfolios across various investment vehicles.

Daniel Lunt is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked across several Fidelity entities since 2004. 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 combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Jacob Mcshane is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Fiction International and the Utah Attorney General’s Office. He is based in Salt Lake City, UT. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to both retail and institutional clients, including charitable funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Brian Swenson is a financial advisor at Morgan Stanley in Salt Lake City, UT, with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at JPMorgan Chase Bank NA and JPMorgan Securities LLC. Outside of his advisory role, Swenson serves on the finance committee and advisory board of a local Make-A-Wish chapter. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and extensive resources.

Michael Smith is a Planning Consultant at Fidelity Investments, a role he has held since 2026. He previously served as a Workplace Planning Consultant at Fidelity Investments from 2023 to 2026. Before joining Fidelity Investments, he worked as a Senior Financial Services Representative at E*TRADE from 2018 to 2023. In his work, Michael focuses on partnering with clients to understand their short and long term financial goals and developing customized financial plans to meet their unique needs. He emphasizes forming strong relationships with clients and their families, maintaining trust, reliability, and competency. Michael holds insurance licenses in Arkansas and California.

Christy Bills is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 licenses and 18 years of industry experience. She has worked at various Fidelity entities since 2007, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, formal advisory roles to multiple registered investment companies, and integration of AI and long-term asset allocation strategies.

Matthew Tripp is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 11 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics.

Michael Webster is a Planning Consultant at Fidelity Investments, where he collaborates with the wealth planning team to support clients in achieving their financial goals. He has been with Fidelity Investments since 2023, initially serving as a Financial Representative before advancing to Relationship Manager and then to his current role as Planning Consultant. Throughout his tenure at Fidelity Investments, Michael has developed experience in client relationship management and financial planning. His progression within the company reflects his commitment to advancing his expertise in wealth planning and client support. Outside of his professional role, Michael enjoys activities such as camping, cooking and baking, hiking, music, outdoor adventures, and traveling.

Dezmon Dean is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation. Outside of his advisory role, he is the founder of Aesthetico Apparel, an online apparel company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs.

John Weidner is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. He has worked with Wells Fargo Investments and Wells Fargo Clearing since 2003. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and combines in-house research with third-party analytics to support its investment approach.

Ralph Allen is a financial advisor at OSAIC with 40 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining OSAIC in 2024, he spent nine years at Woodbury Financial Services Inc. Allen is also involved in the sales and service of fixed insurance products and health insurance through his roles with Whittenburg Wealth Management and Keystone Strategies. OSAIC serves a diverse range of retail and institutional clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services supported by advanced portfolio construction tools and access to multiple third-party investment platforms.

Brady Evans is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has prior work experience spanning roles at Fidelity Investments, Dugway Proving Ground, ICON Health and Fitness, Vivint Smarthome, Conservice, Jensen Books, and the Church of Jesus Christ of Latter-Day Saints. Outside of his advisory work, he is involved as a content creator, partnering with companies to produce video and photo content. 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 across mutual funds, ETFs, and ETPs. The firm also serves as an advisor to registered investment companies and operates with established oversight and governance procedures.