Paul Seibt is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding the Series 63 and Series 66 credentials and possessing 14 years of industry experience. His career includes roles at Fidelity Investments and its affiliated businesses since 2012. Outside of his advisory work, he is a member manager responsible for operations at Fifthand Partners LLC, a real estate and personal asset business based in Montana. Wells Fargo Advisors is a national securities firm managing approximately $671 billion in assets with over 14,000 financial advisors. The firm provides investment advisory, financial planning, retirement plan consulting, and brokerage services to individual, corporate, and institutional clients.

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.

Morgan Lindsay is a CFP® professional at Charles Schwab with eight years of industry experience. Prior to joining Charles Schwab in 2023, Lindsay worked for six years at Signal Wealth Advisors and was involved with Sleekfitness from 2014 to 2020. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment management solutions, combining multi-asset model portfolios with centralized custody and operational support.

Mika Wistos is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity Investments, Wistos worked at Valeo Home Health and Hospice and has experience in both healthcare and education sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a range of mutual funds, ETFs, and ETPs.

Shauna Rosengreen is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63, 65, and 66 designations and bringing 25 years of industry experience. Her career includes roles at Wells Fargo Advisors LLC and First Security Investor Services. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering a range of services including investment policy statement preparation, performance reporting, and participant education. The firm employs an IPS-driven, modern portfolio theory-based advisory process and offers both discretionary and non-discretionary plan management options.

Nickelos Coates is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for the Salt Lake County Justice Court for 15 years. Outside of his advisory role, Coates works as an independent contractor delivering food and packages for DoorDash and Amazon Flex. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Cole Hale is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2015. He works with families to create personalized financial road maps, focusing on customized strategies for planning and living in retirement. He serves as an ongoing contact for his clients, adjusting strategies over time to meet their changing needs. Since beginning his career at Fidelity Investments in 2007, Cole has held various positions including Financial Consultant, Retirement Relationship Manager, and Annuity Service Representative, gaining extensive experience in retirement planning and investment solutions. He holds insurance licenses in Arkansas and California.

Jason Gowan is a financial advisor with J.P. Morgan Securities in Salt Lake City, UT. He holds a Series 66 designation and has over 20 years of experience in the financial industry, including two decades at Wells Fargo Bank. He joined J.P. Morgan Securities in 2026. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management functions, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Caleb Newton is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Fidelity Investments since 2022. Prior to joining Fidelity, he held positions in education and the lodging industry. Fidelity’s affiliate, 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 integrates proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process and is noted for its use of systematic methodologies and active oversight of sub-advisers.

Tyler Gummow 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. Prior to his financial career, he spent seven years with All Pest Pest Control. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Steven Thaxton is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and previously worked for Clear Link Technologies, LLC for twelve years. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs for various intermediary platforms.

Kole Bragg is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, he worked at The Home Depot for five years and was involved with Cruising Canvases for six years. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and manages multiple fund advisory roles uncommon among large institutional peers.

Gavin Clark is a Series 66-registered financial advisor at Fidelity with two years of industry experience. His prior roles include positions at West Valley City Public Works, AFCU, and FedEx. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to both retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across a range of investment vehicles.

Austin Cook is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services since 2019, including his current role since 2025. His prior experience includes positions at Employer Solutions Group and Utah Community Credit Union. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Trevin Dorius is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 66 and Series 63 credentials and one year of industry experience. His prior work includes roles at Mountain Electrical Alliance, Wealth Strategies, Paragon Wealth, and positions at Utah State University and Utah Valley University. 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 roughly $671 billion in assets with over 14,000 advisors and offers both brokerage and advisory solutions.

Andrew Martone is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at Corporate Employment Resources Inc and teaching positions, as well as several years in the brewing industry. Outside of finance, he engages in self-employed eBay sales on a part-time basis. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver discretionary and non-discretionary advisory solutions.

John Overman is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 licenses and possessing 19 years of industry experience. He has worked at various Fidelity entities since 2006, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory for registered investment companies and a Charitable Gift Fund. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, with a focus on model portfolios comprising mutual funds, ETFs, and ETPs.

Mark Larsen is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2011. Outside of his advisory role, Larsen is involved as a silent partner and owner in multiple investment-related businesses, including several hotel and real estate ventures. 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 solutions. The firm’s process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.