Daniel Bryant is a financial advisor at Morgan Stanley with 26 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and proprietary planning tools.

Joshua Larkin is a Planning Consultant at Fidelity Investments. In this role, he works with clients to develop engagement strategies that align with their financial planning needs, assisting them in understanding their financial profiles and how these relate to their short- and long-term goals. His focus is on empowering clients to make informed financial decisions to work toward achieving their objectives. Joshua has held several roles at Fidelity Investments, including Relationship Manager, Financial Representative, High Net Worth Service Associate, and Customer Relationship Advocate. His previous experience also includes customer service positions at Sykes Enterprises and Frontier, providing a foundation in client relations and support. Outside of his professional work, Joshua has interests in music, where he is an instrumentalist, as well as pets and reading.

Kevin Triana is a financial advisor with Fidelity Investments, holding a Series 66 designation and beginning his advisory career in 2026. His prior work experience includes roles at Bank of America, Vivint, Morgan Stanley, and E*Trade Securities. He completed a two-year religious service mission between 2017 and 2019. Fidelity’s Strategic Advisers LLC, where Triana works, offers 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 and serves as an advisor to multiple registered investment companies and fund-of-funds.

Dustin Welch is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. He has worked at Fidelity Investments since 2021 and previously held roles at Focus Engineering & Surveying LLC, The Sports Mall Group, and Brigham Young University-Idaho. 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 manages model portfolios using a systematic approach and serves multiple registered investment companies and funds of funds.

Michael Harris is a Planning Consultant at Fidelity Investments, where he focuses on helping families and individuals build, manage, and preserve their wealth through personalized financial planning. He emphasizes the importance of trust, education, and long-term relationships in financial partnerships. Since beginning his role at Fidelity Investments in 2025, Michael has been committed to delivering thoughtful financial advice tailored to his clients' needs. He holds insurance licenses in Arkansas and California. Outside of his professional work, Michael enjoys golfing and skiing.

Zachary Lott is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding Series 66 and Series 63 credentials and having three years of industry experience. His prior roles include positions at Ventra Health and various educational institutions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including funds and model portfolios.

Sara Blackham is a financial advisor with Morgan Stanley in Salt Lake City, UT, holding Series 63 and Series 66 designations and 17 years of industry experience. She has been with Morgan Stanley since 2017, following a brief tenure at E*Trade Securities LLC and a two-year period as a stay-at-home mother. Outside of her advisory role, she participated in a research project called ECHO. Morgan Stanley Wealth Management offers advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides a range of services including wrap programs and strategic investment solutions.

Zane Boyle is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked with Fidelity Brokerage Services since 2011 and joined Fidelity Investments in 2025. Outside of his advisory role, he occasionally produces content for a YouTube channel focused on motorcycles. He works with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Robert Bowen is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 66 designations and 24 years of industry experience. His prior roles include positions at Fidelity Brokerage Services, Prudential Insurance Company of America, and Assurance IQ LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, delivering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both non-discretionary and discretionary options tailored to plan objectives and risk tolerances.

Stephen Moffitt is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 designations and five years of industry experience. Prior to joining Fidelity, he held positions in several congressional offices and the U.S. Department of Labor. He is part of Strategic Advisers LLC, a Fidelity Investments company that 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 also offers discretionary and non-discretionary advisory services, fund consulting, and manages model portfolios with a focus on multi-manager and fund-of-funds structures.

Ryan Major is a financial advisor with LPL Financial in Centerville, UT, holding Series 63 and Series 66 designations and bringing 14 years of industry experience. He previously worked at CUSO Financial Services and Fidelity Personal and Workplace Advisors. Outside of his advisory work, he is involved as a soccer referee and coach with various organizations, including Tooele County School District and Utah State University Eastern. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by both in-house and third-party research and portfolio management options.

Michael Kolditz is a financial advisor at Fidelity with 18 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Fidelity and its affiliated entities since 2013. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a range of clients, including retail and institutional investors. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios constructed from mutual funds, ETFs, and ETPs.

Connor Deuel is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT. He holds Series 66 and Series 63 licenses and has one year of industry experience. Prior to his current role, he worked at Morgan Stanley and has diverse experience including roles outside finance such as at Sandy City Public Works and Balance of Nature. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services including investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets with over 14,000 advisors and utilizes research and analytics from Wells Fargo Investment Institute alongside third-party data to inform its investment approach.

Spencer Taggart is a financial advisor with LPL Financial holding a Series 66 designation and eight years of industry experience. Prior to joining LPL Financial in 2025, he worked for Cuso Financial Services, LP for nine years and America First Credit Union for one year. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs with discretionary and non-discretionary management options, supported by research and diversified investment strategies.

Michael French is a financial advisor with Fidelity in Salt Lake City, UT, holding a Series 66 designation and one year of industry experience. In addition to his advisory role, he is active as a social media influencer posting pool and billiard content and offers one-on-one pool and billiard instruction. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios from a broad investable universe.

Marco Zafarana is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 66 and Series 63 licenses and four years of industry experience. His prior experience includes roles at Fidelity Investments and Wells Fargo Bank, NA. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Rachel Cromar is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 66 and Series 63 designations and five years of industry experience. Prior to joining Fidelity Investments in 2021, she worked in various roles including at Build-A-Bear Workshop and volunteered with the Church of Jesus Christ of Latter-Day Saints. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

James Peterson is a CFP® and holds a Series 66 license with 21 years of industry experience. He is currently with Fidelity Investments and has worked there since 2008, including roles at Fidelity Personal and Workplace Advisors since 2018. He 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. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and delivers services that include discretionary portfolio management and fund advisory.

Aaron Kennedy is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 licenses and totaling nine years of industry experience. His prior roles include positions at Fidelity Brokerage Services, AXA Advisors, and University of Utah Hospitals and Clinics. Fidelity Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a systematic investment approach that integrates proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves multiple registered investment companies and delivers model portfolios for Fidelity Institutional Wealth Adviser.

Mikayla Baird is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her prior work includes roles at Walker Covey Wealth Advisors and Clearstone Associates, as well as positions outside finance during her early career. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as a registered commodity pool operator and advises multiple registered investment companies.