Susanne Thalman is a Series 66-licensed financial advisor with Edward Jones in Park City, UT, where she has worked since 2008. She has 18 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates under a fiduciary standard.

Parker Briggs is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at Teton Wealth Group LLC, E*TRADE Securities LLC, and multiple educational institutions. Outside of his advisory work, he hosts a Spotify podcast titled "Meandering Moments." Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market simulations.

Cody Thacker is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 designations and 18 years of industry experience. He has worked within various divisions of Fidelity since 2008, including Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction using a blend of proprietary research, quantitative analysis, and algorithmic methodologies. The firm is recognized for its role with registered investment companies, use of AI in research, and management of commodity pools.

Chloe Battad is a financial advisor at Fidelity with six years of industry experience. She holds the Series 66 and Series 63 credentials. Prior to joining Fidelity Investments in 2020, she worked at Blip Billboards and gained additional experience with The Church of Jesus Christ of Latter Day Saints and Aubergine and Company. 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. The firm is notable for its use of systematic methodologies, management of registered investment companies, and integration of AI-driven research tools.

Braydon Anderson is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity Investments, he worked at State Farm Insurance and FedEx Freight. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, with differentiated activities including commodity pool operation registration and the use of AI in research.

Kevin Hunt is a financial advisor with OSAIC based in South Jordan, Utah. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. Hunt has worked with Rocky Mountain Investment Advisors, L.L.C. since 1999 and Royal Alliance Associates, Inc. since 1997. He is the managing principal of Retirement Plan Solutions, a consulting and administration firm focused on retirement plans. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm provides brokerage and advisory services with an investment process centered on model-based asset allocation, portfolio optimization, and a range of managed account strategies.

Kyle Francis is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, he worked at Qualtrics for seven years and had a brief period of unemployment. Fidelity’s affiliate, 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 in managing model portfolios across mutual funds, ETFs, and ETPs.

Gerald Gallup III is a financial advisor at Fidelity with 20 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at multiple Fidelity entities as well as Charles Schwab. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a wide range of investment products.

Chase Potter is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds the Series 66 designation. Prior to joining Wells Fargo Clearing, he worked at Brooks Pest Control and Vivint Inc. among other roles. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

David Finley is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds the Series 63 and Series 66 designations. Outside of his advisory role, Finley coaches water polo for the Wasatch County School District and the Wasatch Water Polo Club. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm delivers non-discretionary asset allocation advice and customized performance reporting, supported by a centralized due diligence process that combines quantitative and qualitative research.

William Anderson is a CFP® professional with 24 years of industry experience, currently affiliated with Raymond James Financial in Salt Lake City, UT. He previously worked at Edward Jones for 21 years before joining Raymond James and founding S.W. Anderson Financial, where he provides financial services to individuals and businesses. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Jeff Ames is a financial advisor at Fidelity with 28 years of industry experience. He holds the Series 63 and Series 66 designations and has worked across multiple Fidelity divisions since 1998. 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. The firm serves a variety of clients including registered investment companies and offers distinctive services such as commodity pool operation and formal advisory roles to multiple funds.

Cathleen Wright is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. She previously worked at UBS Financial Services for 11 years before joining Wells Fargo in 2026. 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.

Miriam Rushton is a financial advisor at Merrill in Salt Lake City, Utah, with 29 years of industry experience. She has been with Merrill since 1989. Rushton holds Series 63 and Series 66 licenses. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

Christopher Geiger is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 66 designation and has worked within various Fidelity entities since 2016, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its roles in managing registered investment companies, employing systematic methodologies, and integrating AI and algorithmic techniques in its investment process.

Morgan Carter is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with various Fidelity entities since 2015. Outside of his advisory role, he is an instructor at the Armed Self Defense Institute, a firearms training company based in Utah. 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 develop model portfolios from mutual funds, ETFs, and ETPs.

Cody Richards is a financial advisor at Fidelity with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Morgan Stanley and Morgan Stanley Private Bank. He is based in Salt Lake City, UT. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios and manages multiple registered investment companies with oversight of sub-advisers and share allocations.

Matthew Lauritzen is a financial advisor with LPL Financial in Salt Lake City, UT, holding Series 63 and Series 66 credentials and 19 years of industry experience. He previously worked at Morgan Stanley for 12 years before joining LPL Financial and Zions Bank in 2024. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving 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, supported by a large network of investment adviser representatives.

Amy Marty is a financial advisor at Edward Jones with 32 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Sagepoint Financial, Inc. and Keeler Thomas Inc. for 16 years each, as well as at OSAIC. Outside of finance, she serves as secretary for Wasatch Eyeworks, an optometry practice in Draper, UT. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of approximately 23,701 financial advisors and 15,121 branch offices.

Carolyn Pahnke is a financial advisor with Fidelity Investments based in Salt Lake City, UT, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has been with Fidelity since 2010, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Outside of her advisory work, she is affiliated with Utah State University. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it serves as an adviser to multiple registered investment companies and fund-of-funds.