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.

Will Lagadon is a financial advisor at Wells Fargo Clearing in Salt Lake City, UT, holding a Series 63 designation with eight years of industry experience. His prior roles include positions at Morgan Stanley and Fidelity Brokerage Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets through more than 14,000 financial advisors. The firm offers a range of brokerage and advisory solutions, utilizing research and analytics guided by diversification principles and modern portfolio theory.

Darin Stoner is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He has worked across multiple Fidelity entities since 1991, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and most recently Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is also noted for its role as a commodity pool operator, advisory responsibilities to registered investment companies, and its use of AI and systematic methodologies in portfolio management.

Robert Easton is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 designations and four years of industry experience. Prior to joining Fidelity, he worked at Hawx Pest Control and Vivint Smart Home Company and has been employed at Microcut Labs, a medical device manufacturer. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services and manages model portfolios constructed from mutual funds, ETFs, and ETPs.

Kelsey Haycock is a financial advisor with Raymond James Financial in Salt Lake City, UT, holding Series 66 and Series 63 licenses and six years of industry experience. Prior to joining Raymond James in 2026, Haycock worked at Stifel Independent Advisors and Wells Fargo Advisors. Outside of financial advising, Haycock serves as a Notary Public in Utah. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individual and institutional clients, using a tailored, non-discretionary approach that incorporates risk profiling and analytical modeling to support client goals.

Matthew Oakes is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms including Oak-Tree Technologies, FinLit, and Album VC, as well as participating in the BYU Silver Fund. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages model portfolios composed of mutual funds, ETFs, and ETPs and serves as an adviser to various registered investment companies and fund-of-funds.

Lisa Devers is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. She holds Series 63 and Series 66 credentials. Outside of her advisory role, she performs professionally as a belly dancer. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm uses proprietary research and planning tools to provide tailored recommendations across a broad range of financial planning needs.

Leanne Clark is a financial advisor at Morgan Stanley in Salt Lake City, UT, holding Series 63 and Series 66 licenses with 25 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2016. Outside of her advisory role, she is involved in property management as the owner of a rental property. Morgan Stanley Wealth Management serves individuals and institutional clients, offering a range of advisory programs and tailored financial planning supported by proprietary tools and research. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-linked financial planning services.

Maycie Dalley is a financial advisor at UBS Financial Services with four years of experience in the industry. She holds the Series 66 designation and has worked at UBS since 2022. Prior to her current role, her background includes positions in diverse sectors such as fitness, medical services, and retail. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm provides a broad range of capital markets services alongside wealth management.

Tyler Kjesbo is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 13 years of industry experience. He has been with Wells Fargo Clearing since 2016, including a prior role at Wells Fargo Advisors, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and supports clients through both brokerage and advisory solutions.

Kaitlyn Van Zee is a financial advisor at Osaic Wealth, Inc. with 15 years of industry experience. She holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Osaic, she worked at Securities America Advisors and Securities America, Inc. from 2011 through 2024. She also engages in offering insurance products when appropriate through KJP Wealth Management. Osaic Wealth, Inc. serves a broad range of retail and institutional clients, including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and diversified investment portfolios across multiple advisory platforms.

Clint Boneck is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Investments since 2011, including roles at Fidelity Personal and Workplace Advisors and Strategic Advisers LLC. Outside of his advisory work, he is involved with Kefalopoulos & Boneck LLC, managing real estate properties. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it maintains oversight controls while incorporating sub-advisers in its management approach.

Court Henderson is a Series 66-licensed advisor at Fidelity with one year of industry experience. Prior to joining Fidelity Investments in 2025, he was affiliated with Weber State University and Oakridge Country Club from 2022 to 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios using mutual funds, ETFs, and ETPs.

Kevin Shipp is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2026. Prior to this role, he served as a Financial Consultant at Fidelity Investments beginning in 2023. In his professional capacity, Kevin partners with clients to develop personalized financial plans that address their unique goals and evolving needs. His services include investment analysis, retirement planning, wealth preservation, and assistance with tax-efficient investing. Kevin holds insurance licenses in Arkansas and California, supporting his ability to provide comprehensive financial advice. Outside of his professional responsibilities, he engages in activities such as biking, family activities, fishing, fitness, hiking, and outdoor adventures.

Taylor Lee is a financial advisor with J.P. Morgan Securities in Salt Lake City, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining J.P. Morgan, Lee worked at Peterson Wealth Advisors and Northwestern Mutual, and also spent time at Amazon and Brigham Young University. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Matthew Nelson is a financial advisor with Fidelity in Salt Lake City, UT. He holds Series 63 and Series 66 licenses and has one year of industry experience. His prior work includes roles at Keyence Corp. of America and General Mills, as well as teaching positions with Professor Sterling Bone. 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.