Maria Arellano is a financial advisor with LPL Financial in Millcreek, UT, holding Series 63 and Series 66 designations and 17 years of industry experience. She has been with LPL Financial since 2017 and previously worked at Westminster College from 2016 to 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from various sources to provide both discretionary and non-discretionary management options.

Matthew Bloye is a financial advisor with Wells Fargo Clearing in Bountiful, Utah, holding a Series 66 designation and 17 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Advisors LLC and Wells Fargo Bank NA, where he has been employed since 2000. He serves as a board member of the Utah Bankers Association, participating in discussions on the current state of banking in Utah. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process is based on modern portfolio theory and includes a broader range of financial products than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Gregory Buhr is a financial advisor with Fidelity based in Salt Lake City, UT, holding a Series 66 designation and 16 years of industry experience. He has worked with multiple Fidelity entities since 2012, including Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and offers oversight of affiliated and unaffiliated sub-advisers.

Jacob Delfin is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding Series 66 and Series 63 licenses and four years of industry experience. He has worked at Fidelity since 2021 and previously held roles at Sundance and Vivint from 2015 to 2021. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment funds.

Jeffrey Shrives is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. Prior to joining Wells Fargo in 2023, he worked at Key Investment Services from 2016 to 2023. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research and analytics based on diversification principles and modern portfolio theory.

Jayden Jensen is a financial advisor at Fidelity with a Series 66 credential and one year of experience in investment management. His prior work experience includes roles at Southwest Airlines and in real estate with eXp Realty. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, with an investment approach that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, its registration with the CFTC as a commodity pool operator, and its advisory role to multiple registered investment companies.

Derek Slauson is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2018, previously serving as a Financial Consultant from 2020 to 2022 and as a Workplace Planning Consultant from 2018 to 2020. Prior to joining Fidelity, Derek worked as a Financial Representative at Northwestern Mutual from 2016 to 2017. Derek's approach to financial consulting involves understanding clients' personal and financial situations, identifying their goals, and collaborating to develop strategies to pursue those goals. He holds insurance licenses in Arkansas and California. Outside of his professional work, Derek has interests in cooking and baking, fitness, football, golf, parenthood, and traveling.

Jarell Giron is a Financial Consultant at Fidelity Investments, a position he has held since 2023. Prior to this role, he worked as a Portfolio Specialist at Fidelity Investments from 2012 to 2023. He holds insurance licenses in Arkansas and California. Jarell focuses on helping clients gain confidence to fulfill their retirement goals and dreams. He emphasizes honesty and prioritizes building trusting relationships by getting to know his clients individually and providing personalized guidance tailored to their needs.

Dallin Englund is a financial advisor at Fidelity with three years of industry experience and holds the Series 66 designation. His prior work includes roles at Boostability, Mountain America Federal Credit Union, and Sprint Telecommunications, among others. He also worked at Utah Valley University for five years. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, fund advisory, and model portfolios.

Nathaniel Crowther is a financial advisor with Cetera who holds the CFP® designation and has 30 years of industry experience. His career includes roles at Securian Financial Services, Minnesota Life, Strategic Financial Partners, Renaissance Financial Corp, and Cetera Wealth Services. Crowther is also involved in real estate ownership, including managing rental properties and a luxury townhome used for both personal and rental purposes. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers diverse investment management and financial planning services across multiple program structures with access to affiliated and third-party managers.

Merrick Wright is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with various Fidelity entities since 2014. Wright also has a role as a landlord outside of his advisory work. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a wide range of clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves retail and institutional investors through discretionary and non-discretionary services, including fund advisory and model portfolio delivery.

Alexander Butler is a financial advisor at UBS Financial Services in Salt Lake City, UT, holding a Series 65 designation with five years of industry experience. He previously worked at Narus Financial Partners and has experience in business roles outside of finance including positions at 3Sixty Scenery and Xtreme Cases Company. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings such as fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, providing research-driven investment strategies and a broad range of capital markets services.

Anthony Kiser is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Edward Jones and AeroTek. 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 an investment menu that notably includes insurance-related vehicles and bank deposit sweep options.

McKay Money is a Planning Consultant at Fidelity Investments, where he collaborates with the wealth management team to provide timely and tailored advice to clients and their families. He has been with Fidelity Investments since 2021, progressing through roles including Customer Relationship Advocate, Central Relationship Manager, and Relationship Manager prior to his current position. McKay holds insurance licenses in Arkansas and California. Outside of his professional work, he has personal interests that include camping, fitness, music, parenthood, scuba diving, and traveling.

Bruce Fenn is a financial advisor at Wells Fargo Clearing with Series 66 and Series 63 credentials and four years of industry experience. His work history includes roles at US Tech Solutions Inc and Utah Valley University. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Jeramiah Botkin is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. Prior to joining LPL Financial, he worked at Edward Jones for five years and Savage Services for seven years. Outside of his advisory role, he is connected to Brickhouse Bees LLC as a spouse and beneficiary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from internal and third-party sources.

Kennedy Copeland Wilson is a financial advisor at J.P. Morgan Securities with six years of industry experience. Kennedy holds a Series 66 credential and has worked at firms including Charles Schwab, TD Ameritrade, and Bank of America/Merrill Lynch. Outside of financial services, Kennedy has experience in the food and beverage industry, having worked with multiple culinary businesses. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Carl Nielsen is an advisor at Fidelity with a Series 66 designation and has been with the firm since 2025. He previously worked at The Peach City for five years and has experience in various community and educational roles. He also serves as an independent contractor providing maintenance and handyman services for a local restaurant. Fidelity’s Strategic Advisers LLC delivers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

John Hall is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in Salt Lake City, UT, and has 23 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory roles, he has been involved with the Salt County Arts Council since 2001. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Benjamin Bigcraft is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Fidelity, he held various roles including positions at the University of Utah and Unifi Salt Lake City. Fidelity Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.