Russell Baird is a financial advisor at LPL Financial with 11 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Avantax Advisory Services and Avantax Investment Services. In addition to his advisory role, he operates Baird & Associates, CPAs, a business involved in tax preparation and accounting. 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 financial planning, various advisory programs, and retirement plan consulting, utilizing discretionary and non-discretionary management along with research from LPL Research and third-party subadvisors.

Jeremy Hill is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding a Series 66 designation and 22 years of industry experience. He previously worked at Edward Jones for 13 years before joining Wells Fargo Clearing in 2018. Outside of his advisory work, Hill serves as a baseball coach at Dixie High School in St. George, UT. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics to evaluate investment options, offering a wide range of brokerage and advisory solutions.

Frederick Provoncha is a financial advisor at Fidelity with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has been associated with various Fidelity entities since 2011, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and deliver model portfolios.

Spencer Hopson is a financial advisor at Wells Fargo Clearing in Salt Lake City, UT, holding Series 66 and Series 63 licenses with two years of industry experience. His prior work includes roles at SoFi Wealth LLC, Morgan Stanley/Nesco Resources, and Wells Fargo Bank. 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 databases.

Stanley Brown is a financial advisor with LPL Financial in Layton, UT, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has operated Brown Financial Services since 1996 alongside his long tenure at LPL Financial, which began in 1989. Brown Financial Services functions primarily for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual investors, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and services, including discretionary and non-discretionary portfolio management, utilizing both proprietary and third-party research and model portfolios.

Christine Wright is a financial advisor with Fidelity in Salt Lake City, UT, holding a Series 66 designation and 12 years of industry experience. She has worked at Fidelity Investments since 2020 and previously spent six years at Allegis. Outside of her advisory role, Wright is also a licensed residential real estate sales agent. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory responsibilities to multiple registered investment companies, and integration of AI in its investment research.

Timothy Dennis is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles including positions at Fidelity Brokerage Services and a brief tenure at the University of Utah. His prior experience also includes working with Art in Tanzania and Zrii LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, managing model portfolios across a range of mutual funds, ETFs, and ETPs.

Samantha Vehrs is a financial advisor at Fidelity with five years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo. Outside of finance, she teaches pottery classes as the sole proprietor of Studio Gemini in Salt Lake City. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across various investment vehicles.

Gabriel Arrak is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 66 credentials. He has two years of industry experience and has worked with US Tech Solutions Inc as well as in hospitality and event catering roles. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and uses research from Wells Fargo Investment Institute alongside third-party analytics to guide investment decisions.

Abigail Park is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. She has held prior roles at Influential LLC and several other companies, alongside a decade of involvement with LDT Chef Services LLC. Outside of her advisory work, she occasionally works shifts for Lori Tolbert Catering in Salt Lake City. Strategic Advisers LLC, a Fidelity Investments company, 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 across mutual funds, ETFs, and ETPs, including model portfolios for intermediary platforms.

Chad Baker is a financial advisor with Wells Fargo Clearing in Kearns, Utah, holding a Series 66 designation and eight years of industry experience. Prior to joining Wells Fargo Clearing in 2017, he worked at Associate Staffing and Search Group Partners, and spent significant time at Granite School District and CoreLogic. Outside of his advisory role, he serves as an assistant ward clerk overseeing finance for his local church and acts as a guardian for his daughter. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Jacob Gibb is a financial advisor with Fidelity Investments in Salt Lake City, UT. He holds a Series 66 designation and started his career in the financial industry in 2025. Prior to joining Fidelity, his work experience includes roles at Utah Community Credit Union, Spanish Fork City, and Nebo School District. Fidelity’s Strategic Advisers LLC 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 systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction across diversified portfolios of mutual funds, ETFs, and ETPs.

Lynette Johnson is a financial advisor at Fidelity with four years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously with The Life You've Always Wanted and Strongbrook Mentoring. Outside of her advisory role, she is involved in managing property-related billing and bookkeeping with her husband. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to create model portfolios.

Thomas Larsen is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked across multiple Fidelity entities since 2005. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Logan Gardner currently serves as an Investment Solutions Representative III at Fidelity Investments, a role held since 2026. Prior to this, Logan progressed through several positions within Fidelity, including Investment Solutions Representative II from 2024 to 2026, Investment Solutions Representative I from 2023 to 2024, and Customer Relationship Advocate from 2022 to 2023. In these capacities, Logan assists individuals and families with their financial planning by understanding their lives and collaboratively developing plans to achieve their financial goals. Logan is licensed to provide insurance in Arkansas and California. Outside of work, Logan engages in biking, golf, hiking, music, outdoor adventures, and skiing.

Thayer Flinn is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 66 and Series 63 licenses and has worked within various Fidelity affiliates since 2014. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, including fund advisory and model portfolio delivery, and maintains roles in commodity pool operation and fund governance.

Atilano Cuevas Landeros is a financial advisor at Fidelity with Series 66 and Series 63 licenses and three years of industry experience. Prior to joining Fidelity, he held positions at Morgan Stanley and E*Trade Securities LLC. 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 for its model portfolios.

Brianne Aune is a financial advisor with Ameriprise, holding a Series 66 designation and 19 years of industry experience. She worked at RBC Capital Markets for 10 years before joining Ameriprise Financial Services, Inc., where she has been since 2019. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations through a centralized consulting team.

Peter Martens is a financial advisor with Fidelity Investments based in Salt Lake City, UT. He holds Series 63 and Series 66 designations and has seven years of industry experience. His previous roles include positions at Veritude, LLC and Brookstone. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios from an investable universe of mutual funds, ETFs, and ETPs.

Erick Pulido Ravello is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at Lyft, where he provided rideshare services as an independent contractor. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction.