Alicia Horne is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at E*TRADE Securities LLC before joining Morgan Stanley. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and modeling tools, serving clients primarily in an advisory capacity.

Deron Stailey is a Series 66-licensed advisor with Wells Fargo Clearing, where he has worked since 2003. He has 23 years of experience in the financial services industry. 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, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Dean Webb is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has worked at Wells Fargo Bank NA since 2010 and has been with Wells Fargo Clearing since 2016, following a four-year tenure at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Ethan Gail is a financial advisor with UBS Financial Services in Salt Lake City, UT. He holds a Series 66 designation and has been with UBS since 2026. His prior work experience includes roles in the food service industry and entrepreneurial ventures. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocation to tailor financial plans and portfolio management.

Barry Bowen is a financial advisor with Raymond James & Associates in Cottonwood Heights, UT, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at UBS Financial Services for 18 years before joining Raymond James in 2023. Outside of his advisory role, he is a partner in several real estate ventures. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and institutional consulting, with a focus that includes public finance and municipal services.

Michael Kenney is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity in 2024, he worked at Megastar Advisors and has business experience managing an LLC related to an inherited property. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Andrew Lesher is a financial advisor at Fidelity with two years of industry experience. He previously worked at Axeon, Rocket Mortgage, and Comerica Bank. He holds the Series 66 designation. Fidelity’s 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Matthew Erickson is a financial advisor with Morgan Stanley in Sandy, Utah, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Fidelity Investments, Skyline Solar, Utah State University, Vivint Smarthome, and ADT. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that encompass both retail and institutional financial solutions.

Rebecca Krauss is a financial advisor at Fidelity with four years of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments since 2021. Her prior work includes roles at Bank of America and several healthcare and service companies. Fidelity, through its Strategic Advisers LLC subsidiary, provides investment management and advisory services to a broad range of clients including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, managing portfolios that include mutual funds, ETFs, and ETPs.

Spencer Christensen is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Before joining Fidelity Investments in 2023, he worked in various roles including at Wind River Excavation and Amazon. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary portfolios, fund advisory services, and model delivery while maintaining oversight of sub-advisers and utilizing advanced methodologies including AI and systematic allocation.

Peter Knight is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 66 and Series 63 licenses and with seven years of industry experience. Prior to joining Fidelity, he was involved in real estate as a licensed realtor with Keller Williams Success. He operates a side business as a realtor with Pete Knight Realty at Keller Williams. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, with notable activities including oversight of sub-advisers and advisory roles to multiple registered investment companies.

Stuart Lake is a Financial Advisor based in Salt Lake City affiliated with Merrill Lynch Wealth Management. He specializes in guiding clients through the complexities of wealth management with a focus on family wealth management strategies, legacy planning, personal retirement planning, small business strategies, special needs planning strategies, and retirement income. Born and raised in Palm Springs, California, Stuart draws inspiration from his family's legacy of professionalism and compassion in their dental practices. He holds a Bachelor's Degree from Brigham Young University and carries professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Stuart aims to provide his clients with personalized and strategic financial planning that aligns with their unique goals. Outside of his professional responsibilities, Stuart has interests in adventure sports, cooking, football, gardening, golfing, music, reading, and volleyball.

Braden DeLaMare is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2020, progressing through roles including Planning Consultant, Investment Management Consultant, Client Management Representative, and Workplace Planning Consultant. His career at Fidelity reflects a focus on client management and financial planning. Braden holds insurance licenses in Arkansas and California. His approach to financial consulting centers on partnering with clients to understand their comprehensive financial situations and building customized plans to meet their unique and evolving needs. He emphasizes forming strong relationships with families based on trust, reliability, and competency. Outside of his professional work, Braden's personal interests include baseball, family activities, fitness, food, football, and golf.

Joseph Boyer is a financial advisor at Edward Jones in Sandy, UT, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Verint Systems Inc, Cogito Corporation, and InMoment Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Dallas Petersen is a financial advisor at Morgan Stanley with a Series 66 credential. He began his advisory career in 2024, previously working at Pennie LLC, Americor, and in the mortgage industry. Outside of finance, he operates a fitness coaching and media business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools without providing individual security recommendations as part of standalone plans.

Angel Maeda Mercado is a financial advisor at Morgan Stanley with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at notable firms including JP Morgan Chase Bank, Unionbanc Investment Services, and Wells Fargo Clearing. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning utilizing firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through a combination of direct and employer-based financial planning agreements.

Trenton Christensen is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has been with Ameriprise since 2008. Christensen is the sole owner of Cadeau LLC, an entity that holds the building of his Ameriprise office in Salt Lake City. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Harrison Holmes is a financial advisor at Wells Fargo Clearing based in Salt Lake City, UT, holding a Series 63 designation with one year of industry experience. Prior to his advisory role, he has worked as a Clinical Laboratory Assistant at Primary Children's Hospital since 2023, where he cultures microbes from patient samples and maintains lab equipment. 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 grounded in modern portfolio theory and tailored to plan objectives and risk tolerances.

William Squire is a financial advisor with Morgan Stanley in Sandy, UT. He holds Series 66 and Series 63 licenses and has one year of industry experience. Prior to joining Morgan Stanley, he worked at KeyBank National Association and held roles at Apple Inc. and the University of Utah. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning using firm-approved tools and offers services including estate planning and investment management across diverse client segments.

William Gelegotis Jr. is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates provides financial planning and investment consulting to individuals, employer-sponsored retirement plans, corporate and charitable entities, as well as state and municipal government clients. The firm offers tailored financial plans and asset-allocation analyses through its Wealth Advisory Services Program and supports municipal clients with public-financing and investment banking capabilities.