Andrew Chang is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing Services LLC since 2021. His prior experience includes roles at Amazon, the University of Utah, and Digital Ontelligence Systems LLC, where he has been engaged concurrently since 2021. 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.

Darren Miller is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His career includes roles at E*TRADE Capital Management, TIAA-CREF, Wells Fargo Investments, and Fidelity. Morgan Stanley Wealth Management serves individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by firm-approved tools and a structured discovery process.

Perry Slagowski is a Vice President and Financial Consultant at Fidelity Investments. In this role, he collaborates with clients to develop personalized financial plans that align with their individual goals, needs, and concerns. He conducts regular reviews and updates to ensure these plans remain effective and responsive to changing circumstances. Perry has been with Fidelity Investments since 2013, holding various positions including Financial Consultant, Investment Consultant, Retirement Relationship Manager, Retirement Solutions Representative, Investment Solutions Representative, Premium Relationship Associate, and Full Equity Trader. His experience spans a range of financial services and investment roles, providing him with a comprehensive understanding of client financial planning and investment strategies.

Rex Harper is a financial advisor at Morgan Stanley with nine years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Morgan Stanley in 2023, he worked at E*TRADE Securities LLC from 2016 to 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by proprietary planning tools and the Global Investment Committee’s market analyses.

Jennifer Gomm is a CFP® with 11 years of experience, currently serving as an advisor at Raymond James Financial Services Advisors, Inc. She has been affiliated with Raymond James since 2015 and operates a business called Businessman's Planning, where she assists clients with insurance-related financial planning. Gomm also serves as a trustee for a family trust. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary advice supported by advanced analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Mana Angilau is a CFP® professional with six years of industry experience, currently serving as a financial advisor at OSAIC since 2020. She has previously worked with Integrated Financial Group since 2017 and has been involved in teaching at Brigham Young University and Utah Valley University since 2015. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, offering integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple advisory platforms.

Cheri Johnson is a financial advisor at Fidelity with 19 years of industry experience. She holds the Series 63 and Series 66 designations and has worked in various capacities within Fidelity since 2006. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, and it is noted for its use of systematic methodologies, AI-driven research, and advisory roles to multiple registered funds.

Richard Chan is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 credentials and four years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2021 and previously at Walgreens from 2014 to 2020. Outside of his advisory role, he works part-time as a delivery driver for Uber Technologies. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Thanya Mendoza is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Her prior work includes roles at Solera National Bank, American Sleep Dentistry, and Utah Behavior Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm combines proprietary research with quantitative analysis and algorithmic portfolio construction to manage model portfolios and oversees sub-advisers while addressing potential conflicts of interest.

Mark Dewyze is a CFP® professional with 13 years of industry experience, currently serving at Fidelity Investments since 2012. He has held roles within Fidelity Personal and Workplace Advisors for seven years before joining Fidelity’s institutional division in 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, often employing affiliated or unaffiliated sub-advisers and maintaining formal advisory roles with multiple registered investment companies.

Makade O'Brien is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity, Makade worked at Diamonds Greenhouse and Red Rock Pharmacy and owns New Nation Manufacturing LLC, where they oversee business operations. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction across a range of investment products.

Kimberly Smith is a financial advisor with Raymond James & Associates in Salt Lake City, UT, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She previously worked at Merrill Lynch for 14 years before joining Raymond James in 2021. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, and offers financial planning, investment consulting, and municipal advisory services.

Jess Hansen is a financial advisor with LPL Financial in Salt Lake City, UT, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He previously worked at Fidelity Investments for 18 years and has been affiliated with both LPL Financial and Zions Bank since 2017. Hansen also teaches online courses at Brigham Young University. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and advisory services through its extensive network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies.

Lance Stoppenhagen is a financial advisor at Morgan Stanley with nine years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at E*Trade Securities LLC from 2016 to 2020. Outside of his advisory role, he is involved with Lagoon in Farmington, UT, a recreational business. Morgan Stanley Wealth Management serves individual and institutional clients by providing a broad range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and methodologies.

Patrick Griffin is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and seven years of industry experience. He has worked at Ameriprise since 2019 and is also co-owner of Alta Management Group LLC, which manages his advisory business. Outside of his financial work, he manages a men's softball team in a Salt Lake City County league. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice, utilizing internal research, third-party data, and algorithmic tools.

Andrew Patch is a financial advisor at Merrill with Series 63 and Series 66 licenses and four years of industry experience. He has previously worked at Fidelity Investments and Morgan Stanley/E*TRADE. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Roy is a financial advisor with Merrill in Salt Lake City, UT, holding a Series 66 designation and seven years of industry experience. He previously worked at RBC Capital Markets, LLC from 2016 to 2024 before joining Merrill. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Daniel Milligan is a financial advisor at Fidelity with 18 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and is based in Salt Lake City, UT. Milligan has been affiliated with Fidelity Brokerage Services since 2008 and joined Fidelity Investments in 2025. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management, with distinct activities such as commodity pool operation and use of AI in investment research.

Russell Madsen is a financial advisor with LPL Financial holding a Series 65 credential and six years of industry experience. His career includes roles at Adams Wealth Management, Hornor Townsend & Kent LLC, Penn Mutual Life Insurance Company, and MassMutual Life Insurance Company. He is also a member of the Army National Guard, serving since 2003. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, combining technology-driven support with a broad platform that includes third-party asset management and institutional programs.

David Jensen is a CFP® with 23 years of industry experience and has been with Edward Jones since 2009. He holds Series 63 and 65 licenses and is based in Midvale, UT. Outside of his advisory role, he is involved as a landlord in rental property management. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. 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.