Alan Paulson is a financial advisor with Morgan Stanley in Salt Lake City, UT, holding a Series 66 designation and 18 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2020, previously holding positions at Bank of America and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services that integrate structured planning processes with extensive retail and institutional investment offerings.

Tyler Ostler is a financial advisor at Fidelity with six years of industry experience and holds a Series 66 designation. He has worked at Fidelity Investments since 2019 and has prior experience at multiple mortgage and service firms. Ostler is also president of Gold Phoenix, Inc., a consulting business he co-founded, though it is no longer active. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its advisory role to multiple registered investment companies and its use of AI and systematic methodologies in portfolio management.

Jared Doss is a financial advisor at Fidelity with six years of industry experience. He holds a Series 66 designation and has previously worked at Ranlife Home Loans, Vivint Smart Home, and TD AMERITRADE/Investools. Fidelity’s subsidiary, Strategic Advisers LLC, offers investment management and advisory services to both retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI-driven research, and its advisory roles with multiple registered investment companies and fund‑of‑funds.

Gage Loftin is a financial advisor at LPL Financial with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America, Merrill, and Complete Retirement Solutions Group. Loftin is also involved with Zions Wealth Advisors, an LPL-related entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive research and technology tools.

Mark Hewitt is a financial advisor at Fidelity with 22 years of industry experience. He holds the Series 66 and Series 63 designations. His prior work includes six years at Zions Bancorporation before joining Fidelity in 2023. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios across a range of asset classes.

Brian Trost is a CFP®-certified financial advisor with 22 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at A. G. Edwards & Sons, Inc. from 2004 to 2005. He is based in Salt Lake City, Utah. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics from its own investment institute and third-party sources.

Bryce Venable is a Financial Consultant currently with Fidelity Investments, where he has been serving since 2024. He has held various roles within Fidelity Investments, including Annuity Planning Consultant from 2022 to 2024, Director Retirement Planner from 2019 to 2022, Field Financial Consultant from 2011 to 2015, and Financial Professional from 2005 to 2011. He also has experience as a Financial Advisor with Raymond James and Prudential from 2017 to 2019, and as a Senior Retirement Consultant at Transamerica from 2015 to 2017. Bryce's professional expertise is focused on retirement planning, annuity consulting, and long-term financial strategies. He holds insurance licenses in Arkansas and California. Bryce emphasizes building strong relationships with his clients and their families, working to maintain trust, reliability, and competency. Outside of his professional work, Bryce enjoys personal interests such as camping, family activities, football, hiking, horseback riding, and traveling.

Tami Baum is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. Her prior work includes roles at Larry H Miller Honda and Young Living Essential Oils. Outside of finance, she operates an independent portraiture photography business. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative and algorithmic portfolio construction, including management of fund-of-funds and model portfolios.

Jesse Caldwell is a Financial Consultant at Fidelity Investments, where he applies a client-focused approach to help individuals navigate complex financial landscapes. His method emphasizes understanding each client's unique goals and developing clear, actionable strategies that adapt to their evolving needs. Jesse views his client relationships as long-term partnerships built on trust and accountability. Jesse's experience at Fidelity Investments includes roles as a Planning Consultant, Director Retirement Planner, and Retirement Planner, positions he has held since 2019. He holds insurance licenses in Arkansas and California, which support his capacity to provide comprehensive financial planning services. Outside of his professional duties, Jesse enjoys outdoor activities such as camping, hiking, motorcycling, outdoor adventures, and snowboarding.

David Mackay is a CFP® professional with 23 years of industry experience and is currently affiliated with LPL Financial. He worked at Waddell & Reed Inc for 18 years before joining LPL Financial in 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a broad network of investment adviser representatives. The firm offers diverse advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jared Pratt is a Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2025. In this role, he collaborates with clients to develop and monitor financial plans tailored to their unique financial goals. He has been with Fidelity Investments since 2011, progressing through several roles including Financial Representative, Relationship Manager, and Financial Consultant prior to his current position. Jared holds insurance licenses in Arkansas and California.

Brian Lifferth is a CFP® with 21 years of industry experience, currently affiliated with LPL Financial. His prior experience includes over two decades with Gardner Brown and Northwestern Mutual Investment Management, as well as roles at Matthew Sweeney and Paceline Properties. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a network of more than 22,800 advisors. The firm offers a range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms.

Nicolette Horning is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked at Bio-Design and held various roles in academic and hospitality settings. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Trevor Reilly is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His background includes roles outside finance such as work with Troon Golf, LLC, the Wasatch Freestyle Foundation, and his own consulting business focused on skiing. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services primarily for Bank of America fiduciary clients using both model-based and discretionary investment strategies. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Gregory Aiken is a financial advisor with Robert W. Baird & Co. in Salt Lake City, holding Series 65 and Series 63 licenses and bringing 27 years of industry experience. Prior to joining Baird in 2023, he worked at LPL Financial, Zions Bank, Zions Direct, Inc., and Zions Capital Advisors. He serves as a director of the Stephen & Lynda Jacobsen Foundation in a non-investment capacity. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of advisory services including financial planning, portfolio management, separately managed accounts, and municipal advisory services, supported by ongoing manager selection and internal research tools.

Donovan Kattner is a financial advisor at Fidelity with seven years of industry experience and holds a Series 66 designation. His prior roles include positions at Edward Jones and Bank of America. Outside of his advisory work, he is an independent contractor for The Covered Podcast, where he discusses sports. Fidelity, through its Strategic Advisers LLC division, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment company accounts. The firm utilizes a combination of fundamental research and quantitative methods to construct model portfolios from mutual funds, ETFs, and ETPs, while also employing algorithmic and AI-based approaches.

Paul Seibt is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 66 credentials and 14 years of industry experience. His prior roles include positions at Fidelity Investments and Fidelity Personal and Workplace Advisors. Outside of his advisory work, he serves as a member manager at Fifthand Partners LLC, a real estate and personal asset company. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Yerard Bauza is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Bank of America, Merrill, Fidelity Investments, and E*Trade Securities. Outside of his advisory role, he owns and operates Crown Horology LLC, a business involved in the resale of watches, jewelry, bags, wallets, and leather goods. 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 incorporates modern portfolio theory, with a notable emphasis on including insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jonathan Smith is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2026. Prior to this, he was involved with Kona Ice of St George and ShareMy.Health, and has run a business called 3D Possibilities since 2021. 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.

Jacob Lyman is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. His prior roles include positions at Nexstar/ABC4 and Nordstrom. Outside of his advisory work, he operates a seasonal property cleaning business in Salt Lake City. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.