Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Veronica F
Series 66
Lehi, UT
Solidarity Wealth, LLC
Veronica Fox is a financial advisor at Solidarity Wealth, LLC with eight years of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Clearing and M. S. Howells & Co. Outside of her advisory role, she maintains an active cosmetology license and distributes health products in a non-investment capacity. Solidarity Wealth serves individuals, high-net-worth families, trusts, and closely held entities by providing family-office-style wealth management along with standalone services such as portfolio management, financial administration, and subscription-based equity planning. The firm emphasizes fiduciary coordination of investment, tax, and estate planning with discretionary management and customized financial administration services.
Daniel C
Series 63, Series 65
Lehi, UT
Solidarity Wealth, LLC
Daniel Clark is a financial advisor at Solidarity Wealth, LLC with 14 years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include positions at Wells Fargo Bank NA, Wells Fargo Clearing, Kera Capital, and M. S. HOWELLS & Co. Solidarity Wealth serves individuals, high-net-worth families, trusts, and closely held entities by providing a family-office-style wealth management suite alongside standalone services such as portfolio management and financial administration. The firm manages advisory relationships typically on a discretionary basis with individualized investment plans and offers customized bill-pay services integrated into client workflows.
Robert F
Series 66
Lehi, UT
Solidarity Wealth, LLC
Robert Featherstone is a financial advisor at Solidarity Wealth, LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and M. S. Howells & Co. Outside of his advisory role, he is a partner in a real estate venture focused on purchasing and renovating homes and participates in a car-sharing platform. Solidarity Wealth serves individuals, high-net-worth families, trusts, and closely held entities by providing a family-office-style wealth management suite alongside standalone services such as portfolio management and financial administration. The firm manages most client relationships on a discretionary basis with individualized investment plans and integrates tax and estate planning through ongoing engagement.
John R
Series 63, Series 65
Lehi, UT
Solidarity Wealth, LLC
John Rosswog is a financial advisor with Solidarity Wealth, LLC in Lehi, UT, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He previously spent 10 years at Wells Fargo Advisors before joining Solidarity Wealth. Solidarity Wealth serves individuals, high-net-worth families, trusts, and closely held entities, offering a wealth management suite that includes portfolio management, financial administration, bill-pay support, and a subscription-style equity planning service. The firm provides discretionary investment management with customized plans and integrates investment, tax, and estate planning through ongoing client engagement.
Zachary W
CFP®, Series 66
Lehi, UT
Solidarity Wealth, LLC
Zachary Whitchurch is a Certified Financial Planner® with 17 years of industry experience, currently serving at Solidarity Wealth, LLC. His career includes roles at Solidarity Capital Fund I, L.P., M. S. HOWELLS & cO., and Wells Fargo Clearing. Solidarity Wealth provides wealth management services to individuals, high-net-worth families, trusts, and closely held entities, offering a range of fiduciary and customized solutions including portfolio management, financial administration, and equity planning.
Robert P
Series 65
Lehi, UT
Solidarity Wealth, LLC
Robert Patrick is a financial advisor at Solidarity Wealth, LLC with a Series 65 designation and over nine years of industry experience, including prior work at Orriant. He is based in Lehi, UT, and has been with Solidarity Wealth since 2022. Solidarity Wealth serves individuals, high-net-worth families, trusts, and closely held entities by offering a family-office-style wealth management suite alongside standalone services such as portfolio management, financial administration, and subscription-style equity planning. The firm emphasizes fiduciary coordination of investment, tax, and estate planning through ongoing engagement and customized reporting.
William M
Series 63, Series 66
Lehi, UT
Solidarity Wealth, LLC
William Mortimer II is a financial advisor at Solidarity Wealth, LLC with 20 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing and M. S. Howells & Co. Outside of his advisory role, he serves as a bishop managing church business and youth programs for The Church of Jesus Christ of Latter-day Saints in Salt Lake City. Solidarity Wealth serves individuals, high-net-worth families, trusts, and closely held entities, providing a family-office-style wealth management suite alongside portfolio management, financial administration, and equity planning services. The firm integrates investment, tax, and estate planning through ongoing client engagement and offers discretionary advisory relationships with customized investment strategies.
Jeffrey M
Series 66
Lehi, UT
Solidarity Wealth, LLC
Jeffrey Mcclean is a financial advisor at Solidarity Wealth, LLC with eight years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Bank and M.S. Howles. His career includes involvement with Solidarity Capital Fund I L.P. since 2023. Solidarity Wealth serves individuals, high-net-worth families, trusts, and closely held entities by offering a family-office-style wealth management suite alongside standalone services such as portfolio management, financial administration, and bill-pay support. The firm emphasizes fiduciary management coordinated across investment, tax, and estate planning through ongoing client engagement.
Nicholas T
CFP®
Lehi, UT
Solidarity Wealth, LLC
Nicholas Trotter is a CFP® affiliated with Solidarity Wealth, LLC, with two years of experience in the financial industry. His background includes roles at Northwestern Mutual and involvement with the UVU Money Success Center and Community Education. He has additional experience in non-financial roles such as work with Mountain View Hospital and the LDS Church. Solidarity Wealth serves individuals, high-net-worth families, trusts, and closely held entities, offering a family-office-style wealth management suite alongside standalone services like portfolio management, financial administration, and bill-pay support. The firm emphasizes fiduciary coordination of investment, tax, and estate planning through ongoing client engagement and provides discretionary management with customized investment plans.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters