Nicholas Barney is a financial advisor with J.P. Morgan Securities in Salt Lake City, UT, holding Series 65 and Series 66 licenses and 7 years of industry experience. His prior roles include positions at Goldman Sachs & Co., LPL Financial, and Mountain America Credit Union. He also worked at Brigham Young University earlier in his career. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with a forward-looking investment approach and includes capabilities in derivatives and commodities.

Daniel Vazquez is a financial advisor at Edward Jones in Salt Lake City, UT, holding a Series 66 designation with 17 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, offering a range of advisory programs, managed account strategies, and affiliated investment products. The firm operates under a fiduciary standard and maintains a large national footprint of advisors and branch offices.

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, holding Series 63 and Series 66 designations and 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 providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

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.

Jackson Littledike is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held various roles in industries including exterior construction, dental technology, and retail. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across the wealth spectrum, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

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.

Harrison Ward is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Outside of his advisory role, he is involved in a rental income business in Herriman, Utah. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

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 at Morgan Stanley with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2023, following roles at E*TRADE Securities LLC from 2016 to 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery and firm-approved tools to model financial outcomes.

Devan Harris 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. Outside of his advisory role, he is the owner of DNA Collectibles, LLC, dealing in rare collectibles and gemstones, and also sells collectibles and jewelry on the online platform Whatnot. 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 manage a range of portfolios including multi-manager funds and model portfolios for intermediary platforms.

Joseph Reynolds is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 66 designations and bringing 18 years of industry experience. He previously worked at Morgan Stanley from 2012 to 2016 before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, and retirement plan consulting, leveraging research and analytics from Wells Fargo Investment Institute and third-party databases to inform its investment approach.

Jd Crosby is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Ameriprise, he worked at Northwestern Mutual and Altabank, and has held various roles in educational and recreational organizations. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, known for its Ameriprise Premier Retirement Income service, which provides tailored retirement income planning through a combination of proprietary research, third-party data, and collaborative implementation with financial advisors.

Mary Lynn Allred is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding a Series 66 designation and 18 years of industry experience. She has worked with several firms, including Wells Fargo Investments, First Command Brokerage Services, and Ameriprise, before joining her current firm in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

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 in Salt Lake City, UT, holding Series 65 and Series 63 licenses and having 10 years of industry experience. He has been with Wells Fargo since 2012, including his current role at Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

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 66 and Series 63 credentials and one year of industry experience. His background includes roles at DYSIS and Wells Fargo Clearing Services, along with prior experience in various positions at companies such as Amazon and Uber, as well as academic roles at Rutgers Business School. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.