Jamison Day is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, he held roles at Utah Tech University, TTG Management, and Pennant Services. He is also a partner in M & J Properties, L.L.C., where he manages administrative, bookkeeping, and maintenance responsibilities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios.

Wei Che Chang is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and two years of industry experience. He has been with Wells Fargo Bank, N.A. since 2013. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Marcos Mccorristin is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 66 licenses and 21 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves on the finance committee for the Salt Lake Roller Derby, a local sports organization. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions.

Tanner Hummel is a financial advisor with LPL Financial, holding a Series 66 designation and starting his advisory career in 2025. Prior to joining LPL Financial, he has experience in positions at Mountain America Credit Union, Utah Valley University, and T-Mobile. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced technology and a large network of over 22,800 advisors.

Eric Heath is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 licenses and 17 years of industry experience. His career includes roles at Fidelity Investments, Cuso Financial Services, and Wells Fargo Clearing. He 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across a range of investment vehicles.

Tyler Smith is a financial advisor with Edward Jones in Woods Cross, UT, holding Series 63 and Series 66 licenses and having 16 years of industry experience. Prior to joining Edward Jones in 2025, he worked for nine years at Horace Mann Investors Inc and Horace Mann Companies. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Joseph Barnhurst is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and previously worked at Goldman Sachs from 2016 to 2018 before joining Morgan Stanley in 2018. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

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 at Fidelity with a Series 66 designation and has been with the firm since 2024. Prior to his current role, he held various positions across multiple industries including mobile detailing, transportation, and retail. Fidelity’s Strategic Advisers LLC provides 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 is noted for its advisory role to multiple registered investment companies and its use of systematic methodologies and AI-driven research techniques.

Brent Koga is a financial advisor with OSAIC in Salt Lake City, UT, holding a Series 63 designation and bringing 37 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation from 1988 to 2025. In addition to his advisory role, he offers accident and health insurance, disability insurance, fixed annuities, indexed annuities, and fixed life insurance. OSAIC serves a wide range of retail and institutional clients through a multi-advisor platform, providing both brokerage and advisory services that include comprehensive financial planning and advisor-managed portfolios. The firm’s investment process relies on model-based asset allocation and portfolio optimization, supporting discretionary strategies and third-party management.

Karen Craig is a financial advisor at Edward Jones in Salt Lake City, UT, with two years of industry experience. She holds a Series 66 designation and previously worked at Vestergaard Frandsen Inc. and operated a business called Baby Bling, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Brandt Wilcox is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. His background includes roles at Vivint, UPS, and the Church of Jesus Christ of Latter Day Saints. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and it is noted for its use of AI and formal advisory roles to multiple investment companies.

Jennifer Beyer is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 66 and Series 63 licenses and four years of industry experience. Her prior roles include positions at Morgan Stanley and Lieberman Research Worldwide. She has participated as an interviewee for Park City Magazine, discussing her career and community involvement. She works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients through a process combining fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its roles advising registered investment companies and employing systematic methodologies in portfolio management.

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 in Salt Lake City, UT, holding Series 63 and Series 65 licenses and totaling 12 years of industry experience. He has been with Wells Fargo Clearing since 2016 and Wells Fargo Bank NA since 2013. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

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, holding Series 63 and Series 66 designations and totaling 26 years of industry experience. His prior roles include nine years at Morgan Stanley Smith Barney. He also manages compliance and risk functions at Peak Financial Network Solutions. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

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 and holds the Series 63 and Series 66 licenses. He has 22 years of industry experience, including over a decade at LPL Financial and a longstanding role at Intermountain Financial Group. Brog is also involved in a partnership related to non-variable insurance and serves as a registered representative and insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers various investment programs and leverages both proprietary and third-party strategies, supported by operational tools, while maintaining significant scale across advisory and non-advisory financial activities.