Nicholas Roberts is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 20 years of industry experience. He has worked at Morgan Stanley and its related entities for over a decade before joining Wells Fargo. Wells Fargo Advisors is a national securities firm that provides investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to guide investment decisions.

Kyle Glenn is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 designations and is based in Salt Lake City, Utah. Kyle has been with Fidelity since 2014. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage model portfolios across a range of mutual funds, ETFs, and ETPs.

Laurel Morgan is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has been with Fidelity Investments since 2010. Outside of her advisory role, she is a partner in H & S Family Investments, a real estate investment venture. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a systematic investment process that integrates proprietary research, quantitative analysis, and algorithmic portfolio construction.

Milad Habib is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds the Series 63 designation and has worked previously at Carta Securities, LLC, eShares Inc., HireTalent, and Fidelity Brokerage Services LLC. Habib is based in Salt Lake City, UT. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, providing services tailored to plan objectives and acting as an ERISA fiduciary when giving investment advice.

Joseph Bell is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior roles include positions at GPS Capital Markets and Utah Valley University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from a broad investable universe. The firm also serves as an advisor to multiple registered investment companies and utilizes algorithmic methods and AI in its research processes.

Paul Green is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has held various roles within Fidelity since 2002, including positions at Fidelity Investments Institutional Services Company, Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Outside of his advisory work, he operates a business restoring classic car parts. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios from a broad investable universe, and it is noted for its advisory role to multiple registered investment companies and use of algorithmic methods and AI in research.

Kyle Jenks is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2019, joining Fidelity Investments in 2025. Prior to joining the financial industry, he worked at Olive Garden for three years. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services such as discretionary portfolio management and fund advisory.

Logan Dean is a financial advisor at Merrill with a Series 66 credential and no prior industry experience. His work history includes roles at Bank of America, Grow Financial Credit Union, and Renaissance Financial. Outside of finance, he co-founded Spark Rental Event Co., a two-year entrepreneurial venture. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions (SPS) Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Tyler Clark is a Financial Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he served in various capacities within Fidelity Investments, including Planning Consultant from 2023 to 2024, Workplace Planning Consultant from 2022 to 2023, and Customer Relationship Advocate from 2021 to 2022. His professional experience also includes working as an Associate Banker at JP Morgan Chase from 2019 to 2021. Tyler is focused on personal financial planning, aiming to understand client priorities, analyze their current situations, and address potential risks or gaps in their plans. He holds insurance licenses in Arkansas and California. Outside of his professional work, Tyler enjoys family activities, exploring food, and participating in sports such as football, golf, and snowboarding.

Jennifer Powell is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2024. She collaborates closely with individuals and families to develop strategies aimed at protecting and growing their wealth, with a focus on their specific priorities. Jennifer has been with Fidelity Investments since 2014, progressing through roles including High Net Worth Service Representative, Financial Representative, Relationship Manager, and Planning Consultant. Her experience spans various aspects of financial planning and client relationship management. Outside of her professional role, Jennifer enjoys boating, camping, hiking, traveling, and spending time with her pets.

Frank Sabala is a Planning Consultant at Fidelity Investments, where he has been serving since 2026. He focuses on developing tailored financial strategies that align with his clients' specific needs and evolve as their lives change. Prior to his current role, he worked as a Workplace Planning Consultant at Fidelity Investments from 2023 to 2026. Frank holds an Arkansas Insurance License, which supports his work in providing comprehensive financial planning and insurance solutions. He emphasizes building trust and delivering clear, thoughtful guidance to help clients make confident financial decisions. In his personal time, Frank enjoys movies, outdoor adventures, skiing, and soccer.

Ryan Lenahan is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing since 2008. Outside of his advisory role, he serves as a co-trustee for a family trust. 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 grounded in modern portfolio theory and tailored to client objectives and risk tolerances.

Austin Farnsworth is a financial advisor at Cambridge Investment Research Advisors with four years of industry experience. He holds the Series 63 and Series 65 designations and has worked at various entities within Cambridge since 2022. Outside of advisory work, Farnsworth has been involved as an insurance agent for independent agencies and held positions in the food service industry. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing a range of portfolio management and model-based solutions tailored to client objectives.

Ming Han Gao is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. Gao has one year of industry experience and has previously worked in the U.S. Army Reserve and various roles outside the investment industry. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Alexander Rogers is a Series 66 licensed financial advisor at Edward Jones with two years of industry experience. Before joining Edward Jones, he worked in retail at Target and in advertising and design roles at Spry Creative and Whitney Advertising and Design Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Christopher Bradley is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2015. In this capacity, he works directly with clients to analyze their investment portfolios and retirement plans, aiming to help them understand their progress toward retirement and to develop investment strategies that align with their individual needs. He utilizes tools and resources available at Fidelity to maintain consistent communication tailored to each client's preferences. Christopher has been with Fidelity Investments since 2005, progressing through various roles including Financial Consultant, Private Access Relationship Manager, Premium Services Representative, and Financial Representative. His extensive experience within the company reflects his deep involvement in supporting clients' financial planning and investment management needs. He holds insurance licenses in Arkansas and California.

James Case Martinez is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding a Series 63 license and one year of industry experience. His prior work history includes roles at Express Employment Professionals, Sherwin-Williams, and Discover Student Loans. Outside of his advisory role, he has been involved with Doordash for several years. 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 combines research from its Wells Fargo Investment Institute with third-party analytics to support a range of brokerage and advisory solutions.

Andres Meza is a financial advisor at Fidelity with Series 63 and Series 66 credentials and seven years of industry experience. Prior to joining Fidelity Investments in 2025, he worked at Fidelity Brokerage Services, LLC since 2018 and previously spent six years at Nature's Sunshine Products. Outside of his advisory role, he is involved in small-scale entrepreneurial activities, including post-construction cleaning and reselling used items. He works within Strategic Advisers LLC, a Fidelity company that offers investment management and advisory services to retail and institutional clients. The firm employs a systematic investment process combining fundamental research and quantitative analysis to create model portfolios, and it manages multiple registered investment companies and fund-of-funds.

Mark Purcell is a financial advisor with RBC Capital Markets in Salt Lake City, Utah, holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. He previously worked at Merrill from 2005 to 2017 before joining RBC Capital Markets in 2017. Outside of his advisory role, Purcell serves on the advisory board and as a director for the Primary Children’s Hospital Foundation, a charitable organization in Salt Lake City. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through both in-house and third-party managers.

Spencer Cox is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding a Series 63 designation and one year of industry experience. His work history includes roles at Wells Fargo Clearing Services, DiSys, Dexian, and ENT Specialists. 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 combines research-driven investment strategies with a broad range of brokerage and advisory solutions.