Michael Griffin Jr. is a financial advisor with Ameriprise in Salt Lake City, UT, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he serves as a financial secretary on the board of the Knights of Columbus and is a co-owner of Alta Management Group, LLC, which manages his Ameriprise business. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement who meet certain asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory services to deliver personalized retirement income planning, primarily for clients with significant assets under management at Ameriprise.

James Duke is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. Prior to joining LPL Financial in 2019, he worked for Mass Mutual Investors Services and Mass Mutual Life Insurance Company from 2003 to 2019. Outside of his advisory role, he is involved with music publishing businesses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services, including financial planning, retirement plan consulting, and access to model portfolios supported by LPL Research and third-party subadvisors.

Jeffrey Hancey is a financial advisor at Fidelity with 10 years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments and its affiliated brokerage services since 2015. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to both retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services such as discretionary portfolio management and model portfolio delivery using mutual funds, ETFs, and ETPs.

Nicholas Barney is a financial advisor with J.P. Morgan Securities in Salt Lake City, UT, holding Series 65 and Series 66 licenses and six years of industry experience. His prior roles include positions at Goldman Sachs & Co. and LPL Financial. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence, with an ESG eligibility framework included in its investment process.

Daniel Vazquez is a financial advisor at Edward Jones in Salt Lake City, UT, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and tax-efficient services, operating under a fiduciary standard.

Connor Foster is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation and has previously worked at Mountain America Credit Union, Vivint Smart Home, and Nordstrom City Creek. Foster is based in Salt Lake City, UT. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.

Nathan York is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT. He holds Series 66 and Series 63 designations and has five years of industry experience. His prior work includes roles at Us Tech Solutions, Ski Butlers, Promontory, Vail, and Regency Theaters. 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 through more than 14,000 advisors, offering both brokerage and advisory solutions.

Samuel Stover is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and one year of industry experience. His background includes roles at DiSys and Swift Filters, as well as four years at the University of Utah. Outside of his advisory work, he has been involved with the Pepper Pike Club for eight years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a combination of brokerage and advisory solutions, leveraging research and analytics to provide investment advisory services, financial planning, and retirement plan consulting.

Taylor Johnson is a financial advisor at Morgan Stanley with credentials including the Series 66 designation. He has three years of experience at Morgan Stanley and prior work experience with Geico and the United States Navy. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes firm‑approved planning tools to support its financial planning process.

Spencer Crocco is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing three years of industry experience. His prior roles include positions at Wells Fargo Bank, Kohls, and Zions Bancorporation. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets through a large network of over 14,000 financial advisors.

John Lemmon is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked extensively with E*TRADE Securities and Capital Management before joining Morgan Stanley in 2023. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides both direct individual plans and Corporate Financial Planning agreements.

Mckenna Reed is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, Reed held positions at Utah Valley University, Utah Community Credit Union, and DoorDash. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a systematic investment approach that incorporates proprietary research, quantitative analysis, and algorithmic portfolio construction.

Cameron Parker is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 credentials and bringing nine years of industry experience. His career includes roles at Morgan Stanley since 2023 and prior experience at E*TRADE Securities LLC from 2016 to 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients, including financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-based financial planning services.

Devan Harris is a financial advisor at Fidelity with Series 63 and Series 66 credentials and seven years of industry experience. Prior to his current role, he held positions at Fidelity Brokerage Services, LLC, Lyft, Inc., Uber Technologies, CHG Healthcare, and Locums Unlimited. Outside of financial advising, he owns DNA Collectibles, LLC, dealing in rare collectibles and gemstones, and sells collectibles and jewelry online through the platform Whatnot. Fidelity Strategic Advisers provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI-driven research, and its advisory roles in multiple registered investment companies.

Joseph Reynolds is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 66 designations and 18 years of industry experience. He has been with Wells Fargo Clearing and its related entity since 2016. 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 integrates research and analytics to support its investment approach, offering a range of services including non-discretionary consulting and discretionary retirement plan management.

Mary Lynn Allred is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. She 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 plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Royce Rackham is a financial advisor at Fidelity with two years of industry experience and holds a Series 66 designation. Before joining Fidelity, he worked at Total Quality Logistics, Hallpass, Bar X, and Bach Homes. Fidelity, through its affiliate Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolios constructed using proprietary research combined with quantitative and algorithmic methods.

Dallen Atwood is a financial advisor with Wells Fargo Clearing based in Salt Lake City, UT. He holds Series 63 and Series 65 licenses and has 10 years of industry experience, including roles at Wells Fargo Advisors LLC 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, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Derek Spackman is a financial advisor at Cetera with two years of industry experience. He holds a Series 66 designation and has previously worked at America First Federal Credit Union and several other organizations. He is also affiliated with Renaissance Financial, where he provides securities, insurance, and advisory services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and financial planning services through a multi-manager platform.

Gleb Belyy is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 licenses and one year of industry experience. His prior work includes roles at Rutgers Business School, Amazon, and Uber. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.