Chase Parry is a Series 66 licensed financial advisor with 13 years of industry experience. He has worked at Wells Fargo Clearing since 2019 and previously held positions at Bank of America and Merrill. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Jacob Cornia is a financial advisor with Fidelity Investments based in Salt Lake City, UT, holding a Series 66 credential and three years of industry experience. Prior to joining Fidelity, he worked at CitiBank for 15 years and was employed by Western Governors University. Outside of his advisory role, Cornia is the owner and trainer of Utah Defense Solutions, a company providing training and safe handling services. 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 uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages multiple registered investment companies and fund-of-funds.

Jayce Russell is a financial advisor at Fidelity with a Series 66 credential and three years of industry experience. His prior work includes roles at Wells Fargo, Key Bank, and Fidelity Investments. Outside of his advisory work, he operates a small trading card business as a sole proprietor. 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 to deliver diversified model portfolios.

River Bailey is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. He has held roles at Fidelity Investments since 2023 and previously worked at Bosso, Utah Tech University, and several other organizations. River works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Matthew Rogers is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 credentials and five years of industry experience. He has worked with Fidelity Brokerage Service since 2020 and Fidelity Investments since 2025. Prior to his financial services career, he was employed at Kroger from 2014 to 2020. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a systematic investment process combining fundamental research and quantitative analysis, with distinctive capabilities such as algorithmic portfolio construction and advisory roles to multiple registered funds.

Blake Nelson is a CFP® professional with 22 years of experience in the financial services industry. He has been with LPL Financial since 2015. Outside of his advisory role, he owns a family-operated lawn care business. 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, with access to model portfolios, research, and various discretionary and non-discretionary management services.

Jeffrey Rippon is a financial advisor with Ameriprise in Salt Lake City, UT, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Ameriprise since 2009. Outside of financial advising, he manages an online retail business, SneakerHeads LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income services that provide written recommendation reports and ongoing planning advice. The firm’s retirement income solutions use proprietary research, third-party data, and algorithmic tools, with a focus on dependable income sources and tax-aware withdrawal strategies.

Adam Duncan is a financial advisor at Wells Fargo Clearing with 5 years of industry experience. He holds a Series 66 designation and previously worked at firms including SoFi Wealth, Fidelity Brokerage Services, and Discover. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm offers an IPS-driven advisory process grounded in modern portfolio theory, acting as an ERISA fiduciary and providing both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Scott Johnson is a financial advisor at Wells Fargo Clearing with eight years of industry experience and a Series 66 designation. He has worked at Wells Fargo Clearing since 2017 and has been with Wells Fargo Bank, NA since 2001. Outside of his advisory role, he co-owns an online business selling shoes and clothing. 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 incorporates modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Johnathon Murri is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 66 and Series 63 designations and two years of industry experience. Prior to joining Fidelity, he worked in various roles across several companies, including Codale Electric Supply and Bethco Solutions. Outside of his advisory role, Murri sells trading cards on eBay. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios.

Carl Laurella is a financial advisor at Merrill in Salt Lake City, UT, holding Series 63 and Series 65 licenses with 40 years of industry experience. He has worked at Merrill since 1985 and is affiliated with Bank of America since 2009. Outside of his advisory role, he is connected to a family-owned tutoring business. 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 both model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional accounts.

Anthony Gardner is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Wells Fargo entities since 2009, including Wells Fargo Advisors LLC prior to his current role. Outside of his advisory work, he serves as co-trustee for multiple family trusts. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement consulting services. 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 sources.

Greydon Parkins is a financial advisor at Fidelity with six years of industry experience. He holds Series 66 and Series 63 designations and has worked at Fidelity Brokerage Services LLC since 2020, following five years at Big O Tires. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, charitable funds, and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Cody Aubry is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Brokerage Services LLC since 2015, joining Fidelity Investments in 2025. 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 portfolios across mutual funds, ETFs, and ETPs. The firm serves a broad client base and incorporates systematic methodologies and oversight controls in its investment approach.

Izic Yapias is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience with LegalShield and Smart Home Pro's, Inc. He also served at The University of Utah for eight years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines fundamental research with quantitative and algorithmic portfolio construction to deliver model portfolios and manages multiple registered investment companies and fund-of-funds.

Kelli Prescott is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide array of advisory programs to both individual and institutional clients. The firm emphasizes structured financial planning and manages approximately $2.74 trillion in client assets.

Nadezhda Leake is a financial advisor with Wells Fargo Clearing based in Salt Lake City, Utah. She holds the Series 66 designation and has 17 years of industry experience. She has been with Wells Fargo Clearing since 2016, including prior work at WELLS FARGO Advisors, LLC. 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 combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Douglas Bower is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 65 designations and 18 years of industry experience. He has worked at Wells Fargo Clearing and its affiliates since 2011, with a brief tenure at Morgan Stanley from 2021 to 2022. Outside of his advisory role, he is a partner in GymLyons LLC, a retail and online fitness business. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, and it offers both discretionary and non-discretionary services, including a Plan Level Investment Selection 3(38) discretionary option.

Nicholas Fivas is a Wealth Management Planning Consultant at Fidelity Investments, a position he has held since 2022. In this role, he partners with Wealth Management Advisors to develop comprehensive wealth plans tailored to clients' goals and values, focusing on growing and protecting wealth and building legacies for future generations. Nicholas has been with Fidelity Investments since 2015, progressing through roles including Managed Account Support Specialist and High Net Worth Service Associate. His experience spans providing support and services to high net worth clients, reflecting his expertise in wealth management and client relationship building. Outside of his professional responsibilities, Nicholas engages in family activities, golf, movies, and parenthood.

Daniel Van Wagoner is a Private Wealth Advisor with The Van Wagoner Group at Merrill Private Wealth Management. He provides leadership, strategy, and guidance to an accomplished clientele, helping them grow and steward their wealth more effectively. Daniel applies extensive knowledge of the capital markets combined with a background in accounting to streamline the complexities of significant wealth, utilizing a tax-sensitive framework tailored to each client's distinctive circumstances. Daniel collaborates closely with Merrill’s capital market groups to identify and evaluate investment strategies that align with his clients’ needs, preferences, risk tolerance, and time horizons. He integrates considerations such as wealth-transfer objectives, philanthropic interests, and long-term wealth strategy within his clients' overall wealth frameworks. His expertise includes alternative investments, such as private equity, venture capital, hedge funds, and real estate offerings. He earned both his Bachelor’s and Master's degrees in Accountancy from Brigham Young University. Daniel holds the Chartered Financial Analyst (CFA) designation and the Chartered Alternative Investment Analyst (CAIA) designation. Outside of his professional role, Daniel races semi-professionally in cycling, has competed internationally in the Marathon Mountain Biking World Championships, and enjoys spending time outdoors with his wife Sarah and daughter, including skiing and traveling, particularly to Northern Europe. He also speaks Norwegian, a language he acquired during several years living in Norway.