Joseph Barnhurst is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley since 2018, following a two-year tenure at Goldman Sachs. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a 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 that includes tools such as Monte Carlo simulations and Secular Return Estimates.

Gabriel Amaral is a financial advisor at Wells Fargo Clearing with a Series 63 designation and one year of industry experience. He has previously held roles at DiSys, Salt Lake County, UPMA, and Salt Lake Public Utilities, and serves in the United States Air Force in aircraft maintenance. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, supported by extensive research and a broad range of financial products.

Joshua Earl is a financial advisor with Fidelity in Salt Lake City, UT, holding a Series 66 designation and beginning his industry experience in 2024. Prior to joining Fidelity, his work history includes diverse roles across several industries such as mobile detailing, fitness, and logistics. 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services as well as model portfolio delivery.

Brent Koga is a financial advisor at OSAIC with 37 years of industry experience. He holds a Series 63 designation and previously worked at Lincoln Financial Advisors Corporation for 37 years. Outside of his advisory role, he is licensed as an insurance agent offering accident and health insurance, disability insurance, fixed and indexed annuities, and fixed life insurance. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm uses various asset-allocation tools and supports both discretionary and non-discretionary account management.

Karen Craig is a financial advisor at Edward Jones in Salt Lake City, UT, with one year of industry experience. She holds the Series 66 designation. Prior to joining Edward Jones, she was employed at Vestergaard Frandsen Inc. and was involved with Baby Bling, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide.

Brandt Wilcox is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding Series 66 and Series 63 credentials and two years of industry experience. His prior work includes roles at Vivint and involvement with the Church of Jesus Christ of Latter Day Saints. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a wide range of clients, combining proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, multi-manager funds, and model portfolios.

Jennifer Beyer is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. Her prior work includes roles at Morgan Stanley and several companies in the market research and customer experience sectors. She has participated as an interviewee for a commercial lifestyle publication discussing her career and community contributions. She works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and specialized advisory services.

Andrew Stevenson is a Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2019, progressing through roles including Planning Consultant, Workplace Planning Consultant, Stock Plan Consultant, and Customer Relationship Advocate. Prior to joining Fidelity, Andrew worked as a Service Teller at America First Credit Union from 2018 to 2019. Throughout his career, Andrew has focused on supporting clients in creating personalized financial strategies that address their unique situations. He emphasizes building relationships based on trust and integrity, working closely with clients to identify appropriate strategies and improve their overall financial plans. Andrew holds insurance licenses for Arkansas and California. Further details about his education and personal interests were not provided.

Connor Rees is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2014 to 2016. He has also been affiliated with Wells Fargo Bank NA since 2013. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Paul Rood is a financial advisor at Fidelity with Series 63 and Series 66 credentials and 11 years of industry experience. He has been with Fidelity Investments since 2025 and previously worked with FIDELITY Brokerage Services LLC from 2014. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios based on mutual funds, ETFs, and ETPs.

James Turnbull IV is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 25 years of industry experience. He previously worked at Morgan Stanley Smith Barney for nine years and has been associated with Cetera and its affiliates since 2021. He also serves as the OSJ manager for Peak Financial Network Solutions, where he is responsible for risk and compliance functions. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management, financial planning, and consulting services through a multi-manager platform with access to both affiliated and third-party managers.

Dallin Johnson is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo and Mass Mutual. He is currently based in Salt Lake City, UT. 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 a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios built from a diverse universe of mutual funds, ETFs, and ETPs.

Andrew Reid is a Wealth Management Planning Consultant at Fidelity Investments, where he collaborates with the Private Wealth Management team to assist self-directed clients. He emphasizes personalized service and consistent communication to support clients throughout their wealth planning journey. Andrew began his career at Fidelity Investments in 2019, initially working in Help Desk and Client Services roles before moving into Wealth Management Operations in 2021. He transitioned to his current role in 2025, bringing experience across multiple facets of client support and wealth management processes. Outside of his professional responsibilities, Andrew has interests that include comedy, family activities, football, snowboarding, and soccer.

Anton Brog is a financial advisor with LPL Financial who holds Series 63 and Series 66 licenses and has 22 years of industry experience. He has been with LPL Financial since 2013 and is also associated with Intermountain Financial Group since 2007. Brog is a 50% partner in a non-variable insurance and investment advisory business with Elizabeth Harris. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, employing both discretionary and non-discretionary management supplemented by research from LPL and third-party sources.

Emily Mc Gill is a financial advisor with LPL Financial, holding Series 66 and Series 63 designations and one year of industry experience. Her prior roles include positions at CUSO Financial Services, LP, and various property valuation and insurance firms. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

David Hansen is a financial advisor with Wells Fargo Clearing based in Salt Lake City, UT. He holds Series 63 and Series 66 licenses and has 14 years of industry experience, including a tenure at E*Trade Securities LLC. Outside of his advisory work, he is a 50% owner of N&D Specialists LLC, a cleaning business for new construction home builds. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

J. Ellis Hunsaker is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 licenses. Outside of his advisory role, Hunsaker serves as treasurer on the board of the Beaver Creek Ranch Association, operates a creative ideas business called Digital Fly Bench, and is a partner in Migration Gear, a manufacturer of outdoor sporting equipment. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory roles to multiple registered investment companies and its use of systematic methodologies and AI-driven research.

Christopher Hill is a Private Wealth Management (PWM) Investment Management Consultant at Fidelity Investments. In this role, he collaborates with Wealth Management Advisors and clients to design, implement, and monitor investment strategies aimed at supporting clients' long-term investment goals. Christopher has been with Fidelity Investments since 2010, progressing through positions including Portfolio Specialist and Investment Management Consultant III before assuming his current role in 2026. His career reflects extensive experience in investment management and client advisory within the wealth management sector.

Cassidy Kendzior is a Series 66 registered financial advisor with UBS Financial Services in Salt Lake City, UT, and has four years of industry experience. Prior to joining UBS in 2021, Cassidy worked at Overstock.com for three years and at the Columbus Community Center for two years. Outside of advising, Cassidy is involved in event entertainment as an employee running entertainment tables for Empire Casino Parties. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor investment strategies.

Matthew Smith is the Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2025. He is a Certified Financial Planner Professional with over 29 years of experience in the financial industry. Matthew works primarily with High-Net-Worth Individuals, partnering with clients to create and monitor unique financial plans aimed at achieving their financial goals. Matthew's career at Fidelity Investments began in 1995 as a Service Representative and has included various positions such as Brokerage Representative, Brokerage Options Trader, Premium Representative, Client Management Representative, Relationship Officer, and Financial Consultant. Prior to Fidelity, he worked as a Financial Analyst at Belsen Getty from 2003 to 2006. He holds insurance licenses in Arkansas and California. No additional information regarding his education, personal interests, or community involvement was provided.