Emily Mc Gill is a financial advisor with LPL Financial in Salt Lake City, UT, holding Series 66 and Series 63 licenses and bringing one year of industry experience. Prior to joining LPL Financial, she worked at CUSO Financial Services, LP and has a diverse background including roles in property valuation and insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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 with eight years of industry experience. He holds a Series 63 designation and has previously worked 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. The firm employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

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 at Fidelity with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2021. Outside of advising, he is employed part-time in medical device manufacturing at Microcut Labs. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base including retail and institutional investors. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary portfolio management and model portfolios developed using systematic methodologies.

Kelsey Haycock is a financial advisor at Raymond James Financial with six years of industry experience. She holds Series 66 and Series 63 licenses. Her prior roles include positions at Stifel Independent Advisors, Wells Fargo Advisors, and Michael Kors. Haycock is also a commissioned notary public in Utah. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports its clients through advisory programs and institutional portfolio management.

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, holding Series 63 and Series 66 designations and 18 years of industry experience. She previously worked at Morgan Stanley before joining Wells Fargo Clearing and later Wells Fargo Advisors Financial Network. Outside of her advisory role, she performs as a professional belly dancer. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad planning menu for clients who meet net-worth thresholds, including specialized services such as business-owner transition and special-needs planning, and combines advisory services with various financial products and referral channels.

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 at Wells Fargo Clearing with 13 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley for four years before joining Wells Fargo in 2016. 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 through a network of over 14,000 financial advisors.

Kaitlyn Van Zee is a CFP® professional with 15 years of industry experience, currently with OSAIC since 2024. She previously worked at Securities America Advisors and Securities America, Inc for a combined 13 years. She is also involved in insurance product offerings through her role with KJP Wealth Management. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, providing a range of investment programs and leveraging a complex affiliate network and private-equity ownership.

Clint Boneck is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity divisions since 2011. Outside of his advisory role, he is involved in managing a real estate business through Kefalopoulos & Boneck LLC. 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 to manage a range of portfolios including multi-manager and fund-of-funds structures.

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 at J.P. Morgan Securities in Salt Lake City, UT, holding Series 63 and Series 65 licenses with four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2023, Lee worked at Peterson Wealth Advisors and Northwestern Mutual. Outside of financial services, Lee was employed at Amazon and spent seven years associated with Brigham Young University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.