Zachary Pille is a financial advisor with Raymond James Financial Services Advisors, Inc. in Salt Lake City, UT, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. His prior roles include positions at State Street Global Advisors and Morgan Stanley Smith Barney. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning supported by analytical tools and maintains unique services such as municipal advisory affiliation and specialized SIMPLE IRA consulting programs.

Brigham Christiansen is a Financial Consultant currently working at Fidelity Investments since 2023. He partners with clients to develop financial plans aimed at achieving financial security and confidence regardless of market conditions. Prior to his current role, he served as a Senior Financial Consultant at E*Trade from 2018 to 2023. Brigham holds insurance licenses in Arkansas and California. Outside of his professional career, he engages in activities such as baseball, football, hiking, running, traveling, and spending time with family.

Melissa Thomas is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds the Series 63 and Series 66 designations and has worked previously at E*TRADE Securities LLC, Select Portfolio Services, and Fidelity Brokerage Services, LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and offers services that include corporate financial planning agreements in addition to direct client engagements.

Cecilia Burridge is a financial advisor with Fidelity in Salt Lake City, holding Series 63 and Series 66 licenses and two years of industry experience. Her prior roles include work with Enterprise Holdings and positions related to legislative and academic organizations. She has been involved with the CCMC (Daybreak Community Center) for two years. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors, utilizing proprietary research combined with quantitative and algorithmic portfolio construction methods. The firm provides discretionary and non-discretionary advisory services as well as fund advisory and model portfolio delivery.

Jordan Castleton is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked with various Fidelity entities since 2010, including Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC serves a diverse client base including retail and institutional investors, providing investment management and advisory services through discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and maintains formal advisory roles to multiple registered investment companies.

Parker Hammer is a financial advisor at Fidelity with a Series 66 designation. He joined Fidelity in 2025 and has prior experience at companies including Tailored Insurance Group and Avid Acceptance. 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 discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Jeremy Larson is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent five years with Wells Fargo Advisors LLC. 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 modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Ian Urry is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses and five years of industry experience. He has worked at Morgan Stanley since 2021 and has held previous roles at E*Trade Securities, Allstate, and other firms. Outside of his advisory work, he is involved with Great Basin Staffing LLC, a talent acquisition and consulting business based in Utah. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer that provides advisory programs and tailored financial planning services to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market modeling techniques.

Alex Cavaness is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding Series 63 and Series 66 credentials and six years of industry experience. His prior roles include positions with FBS LLC and the Utah Jazz/Larry H. Miller Sports and Entertainment, as well as an academic affiliation with the University of Utah. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a mix of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its roles with registered investment companies, use of AI and algorithmic methods in research, and formal advisory capacities uncommon among large institutional peers.

Joshua Hakes is a Series 66 licensed financial advisor with two years of industry experience, currently with Fidelity in Salt Lake City, UT. His prior roles include positions at the Huntsman Cancer Foundation and various service and hospitality organizations. 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 deliver model portfolios and manage registered investment companies.

Denver Mendoza is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and over eight years of combined experience in financial services and retail industries. His prior roles include positions at Wells Fargo Bank, Famous Footwear, Blaze Pizza, and Papa Murphy's Pizza. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. 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.

Allison Moore is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Fidelity, she worked at Fisher & Hunter and held several roles related to public service and education, including work with the Speech and Presentation Center at Southern Utah University and the office of U.S. Representative John Curtis. 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 deliver model portfolios across mutual funds, ETFs, and ETPs.

D Brook Wardle is a financial advisor at Fidelity with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with various Fidelity entities since 1993. Outside of his advisory role, he is a partner at Orion Forensic Litigation Consulting Inc., a forensic psychology firm based in Utah. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Maxwell Mcleod is a financial advisor at Ameriprise with a Series 66 credential and four years of industry experience. His prior roles include positions at Wells Fargo Clearing and Mutual of America. Outside of his advisory role, he manages an advisory business with Alta Management Group, LLC. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that emphasize dependable income sources and tax-aware withdrawal strategies.

Harrison Hunter is a financial advisor with UBS Financial Services in Los Angeles, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Wells Fargo, Fidelity Brokerage Services, Morgan Stanley, and Solomon Page. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, leveraging proprietary research and model-based asset allocations to tailor plans. The firm combines institutional trading capabilities with wealth management services, providing a broad range of financial solutions.

Jeffrey Monson is a CFP® professional with 24 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he holds power of attorney for his spouse, a role he manages with minimal time commitment. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

T Lindsey Davis is a Financial Consultant at Fidelity Investments, a position held since 2011. In this role, Davis partners with individuals, families, and businesses to develop customized financial and retirement plans tailored to clients' specific needs. The approach emphasizes understanding clients' risk tolerance and investment strategies, aiming to build lasting, multi-generational relationships based on trust and client service. Davis has extensive experience within Fidelity Investments, having held various roles since 1999, including Workplace Representative, Proactive Investment Sales Associate, and Associate Retirement Service Representative. This broad background supports expertise in retirement planning and investment services. Davis holds insurance licenses in Arkansas and California. Outside of professional responsibilities, Davis enjoys activities such as camping, family activities, football, gardening, hiking, and traveling.

Whitley Clemente is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Brokerage Services LLC since 2019. Outside of his advisory role, Clemente engages in woodworking, creating planter boxes in his garage during his off time. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad investable universe.

Marcus Adkins is a financial advisor at Morgan Stanley with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at E*TRADE Securities LLC and BYU OIT. Outside of finance, he is a video game streamer on Twitch. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and investment modeling techniques to assist clients in developing financial plans.

Veronica Montoya is a financial advisor at Fidelity with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Ameriprise Financial Services, Inc. outside of her current roles within Fidelity. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and model portfolios delivered to intermediary platforms.