Jake Streeter is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity since 2014, gaining experience in various positions including Regional Planning Consultant, Portfolio Specialist, Workplace Planning Associate II, Investment Solutions Representative, and Financial Representative. Throughout his career, Jake has worked closely with clients to understand their financial priorities and provide ongoing planning and support tailored to retirement, investment, and income planning needs. He holds insurance licenses in Arkansas and California. Outside of his professional work, Jake enjoys golf, outdoor adventures, skiing, spending time with his family as a parent, and caring for pets.

R Higgins is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he participates in quarterly strategic meetings for Mountain States Fence in Utah. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Kjrsten Kelly is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. Prior to joining Fidelity in 2021, Kelly held roles at several companies including ION Solar and Myler Disability. 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 manage portfolios across mutual funds, ETFs, and ETPs. The firm also serves as a registered commodity pool operator and advises multiple registered investment companies and fund-of-funds.

Neal Johnson is a financial advisor with Raymond James Financial in Draper, UT, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1998 and also operates Jias Investments, LLC. Outside of his advisory work, he is a partner in Bison Investment Properties, LLC, where he is involved in acquiring and financing rental real estate. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services and supports municipal and public finance work through a unique affiliation, alongside specialized retirement plan consulting and technology-driven investment modeling.

Patrick Latimer is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He previously worked at MML Investor Services Inc and MassMutual Life Insurance Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management alongside research and model portfolios from multiple sources.

Shane Dayton is a financial advisor with LPL Enterprise in South Jordan, UT, holding a CFP® designation and Series 63 and 66 licenses. He has 20 years of industry experience, including prior roles at The Prudential Insurance Company of America, Allstate Insurance Company, Morgan Stanley, and Fidelity Investments. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to various investment and insurance products through its integrated platform.

Nathan Woodward is a financial advisor at LPL Financial with 22 years of industry experience. He previously worked at MML Investors Services and MassMutual Life Insurance Company. Outside of his advisory duties, Woodward serves as a tennis umpire for high school, college, and amateur matches in Utah. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Tonya Rice is a financial advisor at RBC Capital Markets with 17 years of industry experience. She has held positions at UBS Financial Services from 2014 to 2026 before joining RBC Capital Markets in 2026. She holds Series 63 and Series 66 designations. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.

Steven Sheffield is a financial advisor with Wells Fargo Advisors, holding Series 66 and Series 63 licenses and bringing 16 years of industry experience. Before joining Wells Fargo Advisors in 2026, he worked at LPL Financial for four years and has been involved with Cycling Utah Inc. since 2019. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, utilizing proprietary research and tools to develop tailored recommendations delivered through meetings and client summary letters.

Douglas Rees is a financial advisor with Raymond James Financial Services Advisors, Inc. in Salt Lake City, UT, holding Series 63 and Series 65 licenses and with 45 years of industry experience. He has been with Raymond James since 2009. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individual, high-net-worth, institutional, and charitable clients. The firm offers tailored non-discretionary planning and uses analytical tools to support client goals, and it maintains specialized programs in municipal and public finance as well as SIMPLE IRA employer advisory services.

Diki Sherpa is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2011. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured tools and scenario modeling but does not include individual security recommendations in standalone plans.

Taylor Brinkerhoff is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His work history includes roles at Fidelity Investments since 2023 and prior experience at Regions Bank and EnerBank USA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a research-driven investment process that integrates fundamental and quantitative analysis. The firm is noted for its use of algorithmic portfolio construction, advisory roles to registered investment companies, and development of model portfolios for Fidelity Institutional Wealth Adviser.

Brandyn Smith is a financial advisor at Ameriprise with 11 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2013. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, using a centralized consulting team and algorithmic automation to support tailored retirement income strategies.

Darren Morrison is a Series 66-licensed financial advisor with Thrivent Investment Management in Salt Lake City, UT, bringing 13 years of industry experience. He has been with Thrivent and Thrivent Financial for Lutherans since 2013 and 2014, respectively. Outside of his financial advisory role, he serves as co-chair on the Board of Christian Education at Prince of Peace Lutheran, where he helps oversee policy and procedures for the elementary school. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and offering a combination of planning and managed-account options through a consolidated platform called WealthPlan. The firm emphasizes planning without discretionary trading authority and conducts periodic reviews of its recommendations.

Matthew Brunner is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and 12 years of industry experience. He previously worked at Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base that includes individuals, institutions, and public entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by affiliated research and model manager options.

Dakota Waldvogel is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation. His prior work includes roles at TRUEHEARING and the LDS Church. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory roles to registered investment companies and use of AI-driven methodologies in portfolio management.

Kent Griffiths is a CFP® with 30 years of industry experience and has been with LPL Financial since 1995. He holds Series 63 and Series 65 licenses and operates out of Sandy, Utah. In addition to his advisory role, he is involved in tax preparation and accounting through Sage Tax Service. LPL Financial serves a broad client base including individuals, retirement plans, and institutions, offering a range of financial planning and advisory programs. The firm provides both discretionary and non-discretionary management, utilizing proprietary research, model portfolios, and various investment strategies.

Brady Sessions is a financial advisor with Morgan Stanley, holding Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at E*TRADE Securities LLC from 2022. He has also held positions outside finance in health and fitness and retail sectors and has been associated with Utah State University since 2018. 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. The firm’s planning process uses structured discovery and approved tools to model outcomes without offering individual security recommendations as part of standalone plans.

Derick Sanders is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he was a partner and owner/operator of TryHard LLC, an online health and fitness coaching business. Fidelity’s Strategic Advisers division offers investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction.

Garrett Johnson is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Mountain America Credit Union and the Provo School District. Outside of his advisory work, he is a partner at Roys Records, a business unrelated to investments. LPL Financial is a national 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 consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.