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 in Salt Lake City, UT, holding Series 63 and Series 66 designations and 15 years of industry experience. He has worked at E*Trade Securities LLC throughout his career. Outside of advising, he is a 50% owner of a cleaning business specializing in new construction home builds. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

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 Series 63 and Series 66 licenses and six years of industry experience. His work history includes roles at Fidelity Investments and prior experience at Oak-Tree Technologies, FinLit, and the BYU Silver Fund. He is affiliated with Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolios constructed through a combination of fundamental research and quantitative analysis.

Lisa Devers is a financial advisor with Wells Fargo Advisors in Salt Lake City, UT, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She previously worked at Morgan Stanley and has been with Wells Fargo Clearing and Wells Fargo Advisors since 2016. Outside of her advisory role, she performs as a professional belly dancer. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients who meet a net-worth threshold, utilizing Wells Fargo research and tools to deliver customized recommendations.

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 worked at Morgan Stanley and Morgan Stanley Private Bank since 2016 and previously at Merrill from 2006 to 2011. Outside of her advisory role, she is involved in property management through rental property ownership. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services that leverage structured discovery processes and firm-approved planning tools.

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.