Brian Robison is a financial advisor at Wells Fargo Clearing in Ogden, UT, holding Series 63 and Series 65 licenses with 28 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. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy statement preparation, performance reporting, and participant education. The firm’s advisory process is IPS-driven, incorporates modern portfolio theory, and includes discretionary options that cover a broader range of financial products than typical large institutional advisers.

Michael Huerta is a financial advisor with LPL Financial in Centerville, UT, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked concurrently at Mountain America Credit Union and LPL Financial since 2015. Outside of his advisory work, Huerta owns a photography business specializing in portrait and event photography. LPL Financial serves a wide range of clients, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations, offering financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Jacob Zander is a financial advisor at Wells Fargo Clearing with a Series 63 designation and two years of industry experience. His prior roles include positions at Fidelity Investments and the State of Utah. 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 uses research and analytics to evaluate investment options based on diversification principles and modern portfolio theory, offering both brokerage and advisory solutions.

Samuel Yeager is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in a range of client focus areas including executive compensation, family wealth management strategies, international wealth management, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and retirement income. He holds a Bachelor's degree in finance from Butler University. After graduation, Samuel worked on a successful campaign for a former U.S. Senator and subsequently developed and financed self-funded health plans for large corporations before joining Merrill Lynch. Samuel holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Samuel lives in Salt Lake City with his wife Liz, who is a Urologic Oncologist at Huntsman Cancer Institute, and their two sons. He is involved with the Humane Society and enjoys biking, camping, hiking, swimming, traveling, and spending time with his family.

Steven Hansen is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His work history includes roles across multiple Fidelity entities since 2014. Outside of his advisory work, he participates in independent contracting for package delivery through Amazon Flex. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non‑discretionary portfolios, including fund advisory and model portfolio services.

Samuel Preine is a financial advisor with Raymond James Financial in Salt Lake City, holding Series 63 and Series 65 licenses and bringing five years of industry experience. His previous roles include positions at LPL Financial, Fidelity Investments, Zions, and counseling and educational organizations. Additionally, he was involved with The Music Lodge for six years. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm provides tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling, supporting clients through its advisory programs and partnerships.

Curtis Hancock is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. He has been with Wells Fargo Advisors LLC since 2011. Outside of his advisory role, he owns and operates Scrubs Plus Inc., a non-investment-related business. 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 advisory services tailored to plan objectives and risk tolerances. The firm’s approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Steven Tye is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with various Fidelity entities since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Brynlie Johnston is a financial advisor at Raymond James & Associates with one year of industry experience. She holds a Series 66 designation and has worked at Raymond James since 2022. Outside of her advisory role, she engages in commission-based clothing sales on the Poshmark app. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Brent Mckendrick is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity Investments and its affiliates since 2010. Outside of his advisory role, he works as a bartender at Lake Effect in Salt Lake City, Utah. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction.

Michael Thaller is a financial advisor at Fidelity with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with various Fidelity divisions since 2007, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. 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. The firm serves a broad client base and is noted for its role in managing registered investment companies, constructing model portfolios, and utilizing AI-driven research methods.

Jefferson Borner is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. His prior roles include positions at Summer Rae LLC and Jacobsen Real Estate. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various fund structures.

Bailey Baker is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Fidelity, Bailey held positions in several companies, including Kona Ice and Big Red Jelly. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios composed of mutual funds, ETFs, and ETPs, and is notable for its use of systematic methodologies and its advisory role to multiple registered investment companies.

Joseph Laurella is a financial advisor at Fidelity with two years of industry experience and holds a Series 66 designation. His prior work includes positions at Merrill and Bank of America, as well as roles at Bandwango and ColeSport. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm manages a diverse range of portfolios including fund-of-funds and offers advisory services to registered investment companies.

Renee Rojas is a financial advisor with Merrill in Salt Lake City, UT, holding a Series 66 designation and six years of industry experience. She has been with Merrill and its affiliate Bank of America, N.A. since 2016. Prior to her advisory roles, she worked at the University of Texas at El Paso from 2014 to 2018. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

Jay Jensen is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2010 to 2016. Outside of his advisory role, Jensen is vice president of the Skypark Hangars East Association, a homeowners association, and holds ownership interests in aircraft leasing and a private fuel club. 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 advisory services. The firm’s approach is grounded in modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Brett Leonhardt is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for Cetera Advisor Networks for nine years. Outside of advising, he is involved with Calbre LLC, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing various portfolio management strategies and research resources.

Steven Williams is a Certified Financial Planner (CFP®) with 33 years of industry experience. He has worked at Raymond James & Associates since 2021, following tenures at Bank of America and Merrill Lynch. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and nonprofit entities, providing financial planning and non-discretionary investment consulting supported by diverse portfolio management styles and affiliated research.

Andrew Jacobsen is a financial advisor at Fidelity with three years of industry experience. He holds the Series 66 designation and previously worked at Mountain America Credit Union for six years before joining Fidelity in 2021. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Magaly Mower is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 designations and one year of industry experience. She has been with Wells Fargo Bank, N.A. since 2010. 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 both brokerage and advisory solutions.