Yibai Chen is a financial advisor with Morgan Stanley, holding a Series 66 license and eight years of industry experience. He previously worked at Goldman Sachs from 2015 to 2016 before joining Morgan Stanley in 2017. Outside of his advisory role, Chen is involved in managing rental property investments in Utah. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide array of advisory programs, focusing on tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and offers services that include but are not limited to wrap programs, private funds, and structured-product activities.

Connor Hansen is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. His prior roles include positions at Tyrus Capital and the Office of General Counsel for The Church of Jesus Christ of Latter-Day Saints. He has also been involved with the Doing Good Foundation and Cs Argyle Enterprises. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Ashley Russell is a Financial Consultant at Fidelity Investments, where she has been working since 2018. She has held various roles within Fidelity, including Investment Consultant, Planning Consultant, Relationship Manager, Workplace Planning Consultant, and Client Relationship Advocate. Her professional experience spans multiple areas within financial consulting, enabling her to partner with clients in creating tailored financial plans that address their unique situations. Ashley emphasizes building strong, trusting relationships to support individuals and families in their pursuit of financial success. Ashley is a Certified Financial Planner (CFP®).

Michael Christiansen is a financial advisor at J.P. Morgan Securities in Draper, Utah, holding a Series 66 credential with two years of industry experience. His prior roles include positions at Cetera Investment Advisers LLC and Renaissance Financial. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services that combine quantitative asset-allocation modeling with centralized due diligence. The firm delivers services on a non-discretionary basis through a select group of Wealth Advisors.

Amanda Irvine is a financial advisor at Fidelity with seven years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Fidelity Brokerage Service LLC since 2019, including her current role at Fidelity Investments since 2025. Prior to that, she was employed at Wells Fargo Bank NA for three years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is also registered as a commodity pool operator and serves in advisory roles for multiple registered investment companies and fund-of-funds.

Julie Harris is a Wealth Management Planning Consultant at Fidelity Investments, a role she has held since 2023. In this capacity, she focuses on fostering strong relationships between clients and their relationship consultants, utilizing her planning skills to enhance the client experience and assist clients in pursuing their financial goals. Prior to her current position, Julie gained experience in various roles at Fidelity Investments, including as a High Net Worth Service Associate II from 2021 to 2023, High Net Worth Service Associate I from 2019 to 2021, and Customer Relationship Advocate from 2018 to 2019. This progression reflects her growing expertise in wealth management and client service within the company.

Timothy Heaton is a financial advisor with Primerica Advisors in West Jordan, UT, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior work includes roles at Broadcom, Dell EMC, and the University of Utah. Outside of his advisory work, he is a 50% owner of Heaton Honey LLC. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients through a large network of advisors. The firm employs model-driven investment strategies, supported by third-party asset managers and custodians, focusing primarily on individual investors rather than institutional portfolios.

Larry Kendrick Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he has part ownership in a restaurant business and is involved with a state-registered life insurance agency that provides fixed insurance products to clients. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

Michael Blackham is a financial advisor with LPL Financial in Taylorsville, UT, holding Series 63 and Series 66 designations and 21 years of industry experience. He has worked at Mountain America Credit Union and LPL Financial since 2007. He also sells fixed annuities, life, health, and disability insurance as an insurance representative for Mountain America Insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and various management approaches.

Elliott Gee is a financial advisor at Fidelity with 17 years of industry experience. He holds a Series 66 designation and has been with Fidelity and its related entities since 2013. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering portfolio management, fund advisory, and model portfolio delivery. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Jennifer Campbell is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. She previously worked at Woodside Energy and BHP before joining Cetera in 2023. Outside of her advisory role, she serves as a mentor for Silicon Slopes, a networking group supporting women and people in technology. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, retirement plans, corporate, charitable, and institutional accounts. The firm offers a variety of portfolio management and consulting services, operating as a multi-manager platform with access to numerous third-party managers and model portfolios.

Brian Collard is a CFP® with 20 years of industry experience. He is currently an advisor at Raymond James Financial Services Advisors, Inc., having joined in 2026. Prior to this, he worked at Stifel Independent Advisors, LLC and Wells Fargo Advisors. Outside of his advisory role, he is the Chief Financial Officer and part owner of Legacy Marine, LLC, a boatyard specializing in maintenance and painting. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports clients through a broad network of advisors and specialized advisory programs.

Benjamin Taylor is an Investment Solutions Representative III at Fidelity Investments. In this role, he works with individuals and families to develop financial plans tailored to their specific goals, aiming to help clients feel confident and comfortable with their financial strategies. Benjamin has progressed through multiple roles at Fidelity Investments, starting as an Investment Solutions Representative I in 2025 and advancing to his current position in 2026. Prior to joining Fidelity, he gained experience as a Senior Loan Officer at OneMain Financial from 2023 to 2024. Outside of his professional work, Benjamin has interests in beach activities, fitness, music, parenthood, snowboarding, and traveling.

Jonathan Evans is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 29 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Sigma Financial Corporation and SPC, both from 2012. 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 financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

James Bonnemort is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior roles include positions at EnviroGuard, Construction Monitor, and Southern Utah University. 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 serves various clients, including registered investment companies, and uses systematic methodologies and oversight to manage and deliver model portfolios.

Marvin Moore is a financial advisor at Fidelity with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has been associated with Fidelity Brokerage Services LLC since 2007. Outside of his advisory work, he is involved in photography and modeling through a talent management group in Salt Lake City. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base, including charitable funds and registered investment companies, and is noted for its use of systematic methodologies and AI in portfolio management.

Quinten Knudsen is a financial advisor at Morgan Stanley with seven years of industry experience. He previously worked at Fidelity Brokerage Services and has a background that includes roles at Stericycle and self-employment. Outside of finance, he is active as a music teacher, composer, and organist through his venture, qknudsen music. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.

Melissa Martinez is a financial advisor with Raymond James & Associates in Salt Lake City, UT, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She has been with Raymond James & Associates since 2010. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning and investment consulting primarily through non-discretionary relationships.

Benton Blake is a financial advisor at LPL Financial with four years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2021. Outside of his advisory role, he is a co-owner of Hideout Ranch, a horse breeding operation in Utah. 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 financial planning and advisory programs, including model portfolios and retirement plan consulting, supported by LPL Research and third-party subadvisors.

Brad Neves is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 15 years of industry experience. He has held roles at several firms including Nelson Financial Group, Voya Financial Advisors, and Nobility Wealth Management. Outside of advisory work, Neves serves as CFO and President of the annuity division at NFG Brokerage, LLC, where he oversees annuity sales and distribution. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform that includes both affiliated and third-party managers, supporting a variety of program structures and investment strategies.