Weston Morley is a Series 66 licensed financial advisor with six years of industry experience. He is currently affiliated with LPL Financial and has previous experience at Zions Bank, Fidelity Investments, BancWest Investment Services, and Bank of the West. He is involved with Zions Wealth Advisors, a business related to his LPL advisory activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services incorporating both discretionary and non-discretionary management strategies.

Adam Pignatti is a financial advisor with Equitable Advisors, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Advocates Inc. and Stifel Independent Advisors, LLC. Outside of finance, he works as an independent contractor delivering food for DoorDash. Equitable Advisors serves individual and institutional clients, providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party investment models and offers a range of mutual funds, ETFs, separately managed accounts, and select alternative investments.

Kimberly Taggert is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding Series 63 and Series 66 licenses and eight years of industry experience. Prior to joining Fidelity, she worked at Antares Pharma and Abbvie Inc. She has also experienced brief periods of unemployment. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs within systematic methodologies and long-term asset allocation frameworks.

Saul De Avila is a financial advisor at Fidelity with five years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and serves in advisory roles for multiple registered investment companies.

Brent Bennion is a financial advisor with Morgan Stanley in South Jordan, UT, holding Series 63 and Series 66 licenses and offering 26 years of industry experience. His prior roles include two tenures at Morgan Stanley, a position at Zionsbancorp, and two decades at Fidelity Brokerage Services, Inc. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, emphasizing tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate-sponsored financial planning services.

Bradley Baldwin is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Fidelity, he held various roles including multiple positions at the University of Utah and a brief tenure at Beans and Brews. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its registration as a commodity pool operator and advisory roles to registered investment companies.

Ingrid Hurley is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. She previously worked at Vail Resorts and The Gateway Company and operated Hurley Pilates and Fitness, LLC for 16 years. She also teaches Pilates independently in Salt Lake City. 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 to manage diversified portfolios and funds.

Bradley Allen is a financial advisor with LPL Financial in South Jordan, UT. He holds Series 63 and Series 66 credentials and has 15 years of industry experience. Prior to joining LPL Financial in 2017, he worked with various insurance carriers and Waddell & Reed Inc. He is also an adjunct teacher at Davis Technology College. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting supported by model portfolios, research, and technology-driven solutions.

Briggin Bluemel is a financial advisor with LPL Financial in Salt Lake City, UT, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Morgan Stanley, Stifel, and Zions Bancorporation. Outside of his advisory work, he serves as a football official with the Sheridan Football Officials Association. 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 provides a range of advisory programs, financial planning services, and retirement plan consulting, offering both discretionary and non-discretionary management supported by in-house and third-party research.

Benjamin Keith is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Investments since 2020. Prior to joining Fidelity, he was employed by Pushpay and the Department of Veterans Affairs and also worked at Brigham Young University. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage multi-manager and fund-of-funds portfolios and delivers model portfolios to intermediary platforms.

Adrienne Martain Black is a financial advisor with J.P. Morgan Securities in Salt Lake City, UT, holding Series 63 and Series 66 licenses and eight years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2025, she worked at The Caprock Group, LLC and Wells Fargo in various capacities from 2016 to 2025. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

Kelsey Driggs is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. Prior to joining Fidelity, Driggs worked at CompHealth Locum Tenens and Independence University. Outside of finance, Driggs has experience in extended travel. Kelsey works within Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm employs 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.

Eric Sargent is a financial advisor at Fidelity with Series 63 and Series 66 credentials and seven years of industry experience. Prior to joining Fidelity, he worked at Primary Residential Mortgage and Vertifi Software, LLC. Outside of his advisory role, he owns and operates a product reselling business in Midvale, Utah. 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.

Michael Mason is a financial advisor with OSAIC who holds the Series 63 and Series 66 designations and has 28 years of industry experience. He previously worked at Woodbury Financial Services, Inc. and Questar Asset Management, among other firms. Mason is also the owner of Summit Capital Services L.C., where he is involved in fixed and indexed universal life insurance sales as well as disability, health, and fixed annuities. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services, including financial planning, retirement plan consulting, and access to third-party money managers. The firm employs a variety of asset-allocation tools and supports both discretionary and non-discretionary management across multiple investment vehicles.

Debbie Fife is a financial advisor at Wells Fargo Advisors with 22 years of industry experience. She holds a Series 63 designation and has worked at Wells Fargo Advisors since 2012. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu tailored to clients who meet certain net-worth thresholds, utilizing Wells Fargo research and tools to develop recommendations delivered through meetings and written summaries.

Travis Breitling is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based analyses and planning without discretionary trading authority. The firm combines planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping these services separate.

Mark Muir is a CFP® professional with 33 years of industry experience. He is currently with LPL Financial, where he has worked since 2025, and previously spent 33 years at Ameriprise and Ameriprise Financial Services, Inc. outside his advisory role, he is involved with Mark Muir & Associates, a DBA for his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, institutions, and charitable organizations. The firm provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Kaden Fullmer is an Investment Solutions Representative III at Fidelity Investments. He has been with Fidelity in various roles since 2021, progressing through positions such as Investment Solutions Representative I and II, as well as roles focused on high net worth services. Kaden has experience in financial planning and client service, working to understand clients' lives and co-create plans to pursue their financial goals. His professional background also includes serving as a customer relationship advocate and providing insurance license help desk support. Outside of work, Kaden engages in family activities, hiking, movies, snowboarding, and traveling.

Patrick Ball is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds the Series 65 and Series 66 registrations and has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Micah Burrow is a financial advisor at Morgan Stanley with one year of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at firms including Xanterra and Lytle Land and Cattle. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and methodologies.