Keaton Grunander currently serves as an Investment Solutions Representative III at Fidelity Investments. In this role, he focuses on providing guidance to clients on budgeting, investing, and wealth planning tailored to their individual needs and goals. Keaton has been with Fidelity Investments since 2021, progressing through roles including Customer Relationship Advocate, High Net Worth Service Associate, and Investment Solutions Representative levels I and II prior to his current position. He holds insurance licenses in Arkansas and California.

Matthew Barjenbruch is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2023. Outside of his advisory role, he teaches fitness classes as a coach at Vasa Fitness. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes proprietary research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios and serves in advisory roles for registered investment companies and fund-of-funds.

Jared Day is a financial advisor with J.P. Morgan Securities in Salt Lake City, UT, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. His work history includes roles at Wells Fargo Clearing and Wells Fargo Advisors, LLC, as well as positions at Williamson Ocean and Amazon. He currently serves as an advisor at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. 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 applying an ESG eligibility framework in its recommendations.

Christian Aune is a financial advisor with Fidelity in Salt Lake City, UT, holding a Series 66 designation and five years of industry experience. His work history includes multiple roles at Fidelity Investments and Discover Financial Services. Christian is affiliated with Strategic Advisers LLC, a Fidelity Investments company that 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 portfolios, and it is noted for its registration as a commodity pool operator and advisory role to multiple registered investment companies.

Randy Pirami is a financial advisor at Fidelity with over 31 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Fidelity Brokerage Services, Inc. since 1993, joining Fidelity Investments in 2025. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs, while maintaining oversight through sub-advisers and governance protocols.

Blake Freeman is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding a Series 66 designation and 15 years of industry experience. He has worked at Wells Fargo Clearing since 2022 and spent six years with Morgan Stanley and its Private Bank division prior to that. Wells Fargo Advisors is a national securities firm that provides investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Scott Taylor is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked for eight years at Integrity First Lending, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients across various segments. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brandon Ross is a financial advisor at Morgan Stanley with 30 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2017 and previously held positions at Bank of America and Merrill Lynch. Outside of his advisory role, Ross owns and operates Impulse Investments, LLC, focusing on property management. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations.

Judson Jennings is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 2019, following a career in business management and entrepreneurship. Judson focuses on helping clients simplify the complexities of investments and finances to grow their wealth and protect their lifestyle. His areas of expertise include family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, special needs planning strategies, individual and corporate investment strategy, tax minimization, and retirement income. Judson holds a Bachelor's degree from the University of Utah and earned an MBA from Western Governors University. In 2022, he obtained the CERTIFIED FINANCIAL PLANNER(CFP) certification, which enhances his ability to perform financial analyses tailored to clients' unique circumstances. He also holds the Personal Investment Advisor (PIA) designation. Outside of his professional responsibilities, Judson enjoys spending time with his wife and four children. His personal interests include golfing, playing pickleball, BBQ grilling on his pellet grill, attending little league events, serving in his local church, camping, fishing, hunting, and watching movies. He is involved with The Church of Jesus Christ of Latter Day Saints and has participated in missionary work.

Scott Clark is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 66 and Series 63 licenses and 10 years of industry experience. He has been with Fidelity Brokerage Services LLC since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, supporting its advisory and fund management activities.

Asma Ul Husna Nordin is a financial advisor at Fidelity with four years of industry experience. She holds a Series 66 designation and has prior work experience at RHB Group, Maybank Berhad, Universiti Putra Malaysia, and CIMB Bank. 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 employs proprietary research combined with quantitative analysis and algorithmic portfolio construction to deliver model portfolios, often delegating management to sub-advisers while overseeing share class allocations and potential conflicts of interest.

Philip Casey is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and based on modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances, including unique options such as insurance-related vehicles and bank deposit sweep programs.

Chad Barber is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2014, progressing through multiple positions including PAS Investment Consultant III, Workplace Planning Consultant II, Stock Plan Consultant, and Customer Relationship Advocate. Prior to his tenure at Fidelity, he worked as a Loan Officer at Goldenwest Federal Credit Union from 2010 to 2014. Chad holds insurance licenses for Arkansas and California, which support his work in financial consulting. He partners with clients to understand their priorities and collaboratively works toward their financial peace of mind. Outside of his professional responsibilities, Chad is a family-oriented individual who enjoys spending time supporting his two children. His personal interests include activities such as beach outings, camping, football, golf, and general family activities.

Regan Hansen is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2015 in various roles including Planning Consultant, Investment Management Consultant, and Portfolio Specialist. He focuses on helping clients understand their financial goals and works with them through comprehensive planning and implementation to strive toward their desired lifestyle in retirement. Regan holds an MBA and maintains insurance licenses in Arkansas and California. His experience spans multiple facets of financial consulting, including workplace planning, investment solutions, and 529 college savings plans. Outside of his professional work, Regan spends time with his wife and three children and engages in activities such as biking, fitness, outdoor adventures, and volunteering.

Rob Suman is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2014. He has been with Fidelity since 2000 and has accumulated extensive experience in retirement planning and investment strategies. Rob works primarily with high net worth clients over the phone, focusing on understanding their needs before providing financial advice. Rob began his career in the financial industry in 1999 at Heritage Financial. He joined Fidelity Investments in 2000 and progressed through various roles, including Investment Consultant and Service Representative, before becoming a Financial Consultant in 2005. He earned his MBA with an emphasis in financial planning in 2006. Rob holds insurance licenses in both Arkansas and California.

Fipe Higginbotham is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 license and has worked previously at E*Trade Securities and in other roles outside the financial sector. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured discovery processes and various modeling tools in its financial planning approach, offering services primarily in an advisory capacity.

Shelby Poulton is a financial advisor with Wells Fargo Clearing based in Salt Lake City, UT. She holds the Series 65 and Series 63 designations and has been with Wells Fargo Bank since 2021. Prior to her financial services career, she worked in retail at Game Stop, Box Lunch, and Hot Topic. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting to a broad range of clients, including individuals, corporations, and institutions. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Jared Flack is a financial advisor at Morgan Stanley with two years of industry experience. He holds a Series 66 designation and previously worked at Select Portfolio Servicing, Walmart, Western Governors University, and Allegheny Technologies Incorporated. Outside of his advisory role, Jared co-hosts and creates content for a podcast called The Chaos Commitment, which focuses on relationship insights for marriage and parenting. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm emphasizes a structured planning process supported by advanced modeling tools and serves clients through both direct and corporate financial planning arrangements.

Scott Komaromy is a CFP® with 13 years of industry experience. He has been with Robert W. Baird & Co. since 2019 and previously worked with Wells Fargo Clearing and WELLS FARGO Advisors, LLC. He is part of The DDK Group at Robert W. Baird & Co., which serves individuals, families, pensions, corporations, and institutional clients through a range of consulting and portfolio management services tailored to client goals and risk tolerances.

Christopher Anderson is a financial advisor with Morgan Stanley in South Jordan, UT, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and market simulations.