Tate Black is a financial advisor at Fidelity with eight years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services since 2017, as well as at Select Health prior to that. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory role to registered investment companies, and implementation of AI-driven research tools.

Jonathan Hatch is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Prior to joining LPL in 2024, he spent 13 years at Lincoln Financial Securities Corporation. Hatch is also involved with Wasatch Capital Resources, a business he has been associated with since 2000. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of advisory and brokerage services including financial planning, model portfolios, and institutional platforms.

Aleah Horsley Updike is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Her prior work includes roles at Cyprus Credit Union and Brio Italian Grill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Noah Packer is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding Series 63 and Series 66 licenses and two years of industry experience. His prior work includes roles at American Express and Koch Ag and Energy Solutions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios constructed from mutual funds, ETFs, and ETPs.

Darren Miller is a financial advisor with Morgan Stanley Wealth Management, holding Series 66 and Series 63 credentials and bringing 28 years of industry experience. His prior roles include positions at E*TRADE Capital Management, TIAA-CREF, Wells Fargo Investments, and Fidelity. Morgan Stanley Wealth Management provides a broad range of advisory programs for individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Perry Slagowski is a Vice President and Financial Consultant at Fidelity Investments. In this role, he collaborates with clients to develop personalized financial plans that align with their individual goals, needs, and concerns. He conducts regular reviews and updates to ensure these plans remain effective and responsive to changing circumstances. Perry has been with Fidelity Investments since 2013, holding various positions including Financial Consultant, Investment Consultant, Retirement Relationship Manager, Retirement Solutions Representative, Investment Solutions Representative, Premium Relationship Associate, and Full Equity Trader. His experience spans a range of financial services and investment roles, providing him with a comprehensive understanding of client financial planning and investment strategies.

Rex Harper is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds the Series 66 and Series 63 designations and has previously worked at E*TRADE Securities LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured financial planning tools without providing individual security recommendations as part of standalone plans.

Jennifer Gomm is a CFP® with 11 years of experience, currently serving as an advisor at Raymond James Financial Services Advisors, Inc. She has been affiliated with Raymond James since 2015 and operates a business called Businessman's Planning, where she assists clients with insurance-related financial planning. Gomm also serves as a trustee for a family trust. 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, corporations, and institutional investors. The firm offers tailored, non-discretionary advice supported by advanced analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Tracy Pati is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds the Series 66 designation and has worked with Morgan Stanley and its Private Bank since 2016 and 2017, respectively. Outside of finance, she has been involved in coaching lacrosse at the University of Utah and with Utah women's lacrosse organizations. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning processes and firm-approved tools to support client goals.

Mana Angilau is a financial advisor with OSAIC in South Jordan, Utah, holding CFP® and Series 66 credentials and six years of industry experience. Mana also has a role at Integrated Financial Group and has been involved in teaching at Brigham Young University and Utah Valley University for over a decade. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm utilizes a model-based investment process with various portfolio management options and maintains extensive custodial and program arrangements supported by a complex affiliate network.

Cheri Johnson is a financial advisor at Fidelity with 20 years of industry experience. She holds Series 63 and Series 66 designations. Her tenure at Fidelity includes roles at Fidelity Brokerage Services since 2006 and Fidelity Personal and Workplace Advisors from 2018 to 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios drawn from mutual funds, ETFs, and ETPs.

Thanya Mendoza is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Her prior work includes roles at Solera National Bank, American Sleep Dentistry, and Utah Behavior Services. 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 combines proprietary research with quantitative analysis and algorithmic portfolio construction to manage model portfolios and oversees sub-advisers while addressing potential conflicts of interest.

Mark Dewyze is a CFP® professional with 13 years of industry experience, currently serving at Fidelity Investments since 2012. He has held roles within Fidelity Personal and Workplace Advisors for seven years before joining Fidelity’s institutional division in 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, often employing affiliated or unaffiliated sub-advisers and maintaining formal advisory roles with multiple registered investment companies.

Makade O'Brien is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity, Makade worked at Diamonds Greenhouse and Red Rock Pharmacy and owns New Nation Manufacturing LLC, where they oversee business operations. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction across a range of investment products.

Kimberly Smith is a financial advisor with Raymond James & Associates in Salt Lake City, UT, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She previously worked at Merrill Lynch for 14 years before joining Raymond James in 2021. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, and offers financial planning, investment consulting, and municipal advisory services.

Jess Hansen is a financial advisor with LPL Financial in Salt Lake City, UT, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He previously worked at Fidelity Investments for 18 years and has been affiliated with both LPL Financial and Zions Bank since 2017. Hansen also teaches online courses at Brigham Young University. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and advisory services through its extensive network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies.

Lance Stoppenhagen is a financial advisor at Morgan Stanley with nine years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at E*Trade Securities LLC from 2016 to 2020. Outside of his advisory role, he is involved with Lagoon in Farmington, UT, a recreational business. Morgan Stanley Wealth Management serves individual and institutional clients by providing a broad range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and methodologies.

Patrick Griffin is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and seven years of industry experience. He has worked at Ameriprise since 2019 and is also co-owner of Alta Management Group LLC, which manages his advisory business. Outside of his financial work, he manages a men's softball team in a Salt Lake City County league. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice, utilizing internal research, third-party data, and algorithmic tools.

Andrew Patch is a financial advisor at Merrill with Series 66 and Series 63 credentials and four years of industry experience. He has previously worked at Fidelity Investments, Morgan Stanley/E*TRADE, and Target. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Roy is a financial advisor with Merrill in Salt Lake City, UT, holding a Series 66 designation and seven years of industry experience. He previously worked at RBC Capital Markets, LLC from 2016 to 2024 before joining Merrill. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.