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 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he held various roles including positions at Vivint and the Church of Jesus Christ of Latter Day Saints. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, combining proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs. The firm serves retail and institutional investors and is known for its use of systematic methodologies, oversight controls, and advisory roles to multiple registered investment companies.

Jennifer Beyer is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. Her prior work includes roles at Lieberman Research Worldwide, The Experience Connection, Medallia, and Morgan Stanley. She has participated as an interviewee for a commercial lifestyle publication discussing her career and community contributions. 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 across mutual funds, ETFs, and ETPs. The firm is also noted for its role as a commodity pool operator and advisor to multiple registered investment companies.

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. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC and Wells Fargo Bank NA. 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.

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 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.

Emily Mc Gill is a financial advisor with LPL Financial in Salt Lake City, UT, holding Series 63 and Series 66 licenses and one year of industry experience. Prior to joining LPL Financial, she worked at CUSO Financial Services, LP and has a background that includes roles in property valuation and insurance. 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 and access to third-party asset management, and supports its advisors with various investment platforms and operational tools.

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 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Investments since 2013, including seven years with Fidelity Personal and Workplace Advisors. Outside of his advisory role, he serves as board treasurer for the Beaver Creek Ranch Association and is involved in entrepreneurial activities, including owning a website development business and partnering in an outdoor sporting goods venture. 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 across mutual funds, ETFs, and ETPs. The firm also acts as a registered commodity pool operator and advises multiple registered investment companies and fund-of-funds.

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 at Fidelity Investments with 35 years of industry experience. He holds Series 63 and Series 66 credentials and has worked across multiple Fidelity divisions since 1991. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and portfolio management. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and serves as an advisor to various registered investment companies.

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 63 and Series 66 credentials 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 advising, Haycock is a commissioned notary public in the state of Utah. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains unique offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.