Braxton Percival is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Fidelity, Percival worked in various roles including at Utah Valley University and Broderick and Henderson Construction LLC. 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 a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Steve Morrell is a Financial Consultant at Fidelity Investments, a role he has held since 2022. He supports clients and their families by acting as an advocate to ensure their priorities are addressed and works with them to create personalized financial strategies aimed at achieving their financial goals. Steve has extensive experience within Fidelity Investments, having served in multiple capacities including Planning Consultant, Workplace Planning Consultant III, Investment Solutions Representative, and Financial Representative - Full Trader since 2015. His expertise encompasses financial planning and investment solutions. He holds insurance licenses in Arkansas and California. Steve is committed to meeting with clients to review their financial situations, identify appropriate strategies, and improve overall financial plans.

Sheryl Stoneking is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding a Series 63 designation and nine years of industry experience. She has been with Wells Fargo Clearing Services since 2016. Outside of her advisory role, she works as a cashier at Taco Bell. 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 supported by research and analytics.

Christopher Howard is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT. He holds a Series 66 designation and has eight years of industry experience. His work history includes positions at ER Select, Smiths, and Wells Fargo Clearing Services LLC. Prior to his financial services career, he worked in engineering and consulting roles, and he spent six years at Weber State University. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and utilizes research and analytics to provide diversified investment options and retirement plan services.

Brandon Smith is a Financial Consultant I at Fidelity Investments, where he has been working since 2025. Over the years, he has held various roles within Fidelity, including Managed Solutions Consultant, Investment Management Consultant, Portfolio Specialist, Fixed Income Specialist, Investments Solutions Representative, Premium Relationship Associate, and Core Service Associate, demonstrating a broad range of experience in financial services. Brandon focuses on helping clients develop financial plans that align with their goals, particularly in relation to retirement planning and quality of life. He emphasizes building strong relationships by understanding each client's personal situation. He holds insurance licenses in Arkansas and California. Outside of his professional work, Brandon enjoys camping, social events with friends, motorcycles, outdoor adventures, scuba diving, and snowboarding.

Joey Bronson is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Advisors LLC from 2011 to 2016 before joining Wells Fargo Clearing in 2016. Outside of his advisory role, he is the sole owner of BSD LLC, an investment-related business based in South Jordan, Utah. 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 grounded in modern portfolio theory, incorporating a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Holly Rampertab is a financial advisor at Merrill with Series 63 and Series 65 licenses and five years of industry experience. She has held prior roles at Bank of America, Equitable Advisors, and AXA Advisors. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Patrick Floyd is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2006. 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 serves multiple registered investment companies and delivers model portfolios using systematic methodologies and long-term asset allocation benchmarks.

William Brewster is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services since 2019. Outside of his advisory work, he is an independent contractor for RollFare LLC, where he participates in a weekly D&D/Pathfinder/RPG podcast. 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 develop model portfolios from mutual funds, ETFs, and ETPs. The firm also serves as a registered commodity pool operator and advises multiple investment companies and fund-of-funds.

Jason Berryman is a Series 66 licensed financial advisor with UBS Financial Services in Salt Lake City, UT, where he has worked since 2021. He has two years of industry experience and previously held roles at Dominion Diagnostics and the University of Utah. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings to tailor plans based on proprietary research and capital market assumptions.

John Allison is the Regional Director of Wealth Management at Fidelity Investments. In this role, he leads a team of financial professionals focused on helping clients achieve their financial goals. John has extensive experience within Fidelity Investments, having held various positions since 1996. His career progression includes roles such as VP, Branch Leader; Assistant Branch Manager; Branch Service Manager; Manager; Team Leader; Priority Services Specialist; and Brokerage Representative. This breadth of experience provides him with a comprehensive understanding of wealth management and client service. Details regarding his education, credentials, personal interests, or community involvement have not been provided.

Nathaniel Herkimer is the Vice President and Wealth Planner at Fidelity Investments, a role he has held since 2020. He has been with Fidelity Investments since 2015, progressing through various positions including Financial Consultant, Trading Strategy Desk member, Active Trader VIP, Active Trader Services, and Fidelity Services. With a decade of experience working with self-directed active traders, Nathaniel applies his knowledge to financial planning by partnering with clients to develop holistic and personalized financial plans. He emphasizes building lasting relationships grounded in trust, financial knowledge, and a personal understanding of his clients' situations. Nathaniel holds insurance licenses in Arkansas and California.

Brett Bryant is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. His prior roles include positions at Morgan Stanley, Blockworks Consulting LLC, and United Parcel Service, as well as long-term involvement with Mac IT Count, Inc. and 215, LLC. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research and quantitative analysis to construct model portfolios across mutual funds, ETFs, and ETPs. The firm is also registered with the CFTC as a commodity pool operator and advises multiple registered investment companies.

Micheal Stringham is a financial advisor at Cetera with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cetera and its related entities since 2013. Outside of his advisory role, Stringham is involved in selling life insurance and annuities and also provides financial investment recommendations at a credit union. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with options ranging from model portfolios to bespoke strategies, managing over $256 billion in assets through a network of more than 10,000 advisors.

Camron Saffell is a Vice President and Financial Consultant at Fidelity Investments. In this role, he focuses on wealth planning and works to address the unique financial needs and goals of his clients and their families. He values forming strong relationships with his clients and their families and strives to maintain this commitment in his professional practice. Camron has been with Fidelity Investments since 2011, progressing through various roles including Financial Representative, Investment Solutions Representative, Retirement Relationship Manager, Senior Portfolio Specialist, and currently Vice President and Financial Consultant. He holds insurance licenses in Arkansas and California. Outside of his professional work, Camron enjoys hiking, movies, and traveling.

Ashley Pantone is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she works with high-net-worth individuals, families, and closely held business owners. She focuses on comprehensive wealth strategies that include retirement planning, liquidity events, exit planning, fiduciary guidance, and multigenerational wealth considerations. Ashley emphasizes a goals-based planning philosophy that prioritizes clarity, discipline, and a long-term perspective. Ashley began her career as a financial advisor in 2014 after eight years as a Marketing Director. She holds several professional designations, including Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She earned her bachelor's degree from the University of Utah. In addition to her advisory work, Ashley is actively involved in community and nonprofit leadership. She serves as Board Vice President of Neighborhood House, an organization dedicated to providing affordable childcare and care for the elderly. She is also a member of the University of Utah Business Alumni Association and participates in the YWCA.

Coleman Cordero is a financial advisor with Ameriprise in Clearfield, UT, holding a Series 66 designation. He has one year of industry experience and previously held roles in media, athletics, and education. Outside of finance, he has experience in athletics coaching and solar energy ventures. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and ongoing advice. The firm employs a research-driven, tax-aware approach and integrates its affiliated product ecosystem in its investment recommendations.

Nicholas Westenskow is a financial advisor with Fidelity in Salt Lake City, UT. He holds a Series 66 designation and has been with Fidelity Investments since 2024. His prior work experience includes roles at Neogov, Kenect, and various other companies across different industries. Fidelity’s 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 portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage investments across a broad range of mutual funds, ETFs, and ETPs.

Charles Liu is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2022, with prior roles including positions at Legacy Insurance and Financial Services and Venture Data. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory roles to registered investment companies, and incorporation of AI and machine learning in its investment process.

Nohe Mezabahena is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 66 and Series 63 credentials and three years of industry experience. Prior to joining Wells Fargo, Mezabahena worked in education and retail roles, including positions at the Salt Lake City School District and Little Caesar. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data, serving approximately 14,000 financial advisors and managing about $671 billion in assets.