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. He holds Series 63 and Series 65 designations and has 10 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank, N.A. since 2012. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, 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 in Salt Lake City, UT, holding Series 63 and Series 66 credentials with one year of industry experience. His prior work experience includes roles at Rutgers Business School and companies such as Amazon and Uber. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions.

Tyler Nichols is a CFP® professional with 20 years of industry experience, currently serving at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory role, Nichols is president of Arrowsmith Management, Inc., where he helps manage his financial planning practice. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, providing tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized consulting approach and offers a broad range of advisory, brokerage, and insurance solutions.

Jacob Berner is a Series 66-licensed financial advisor with Ameriprise in Midvale, Utah, and has 14 years of industry experience. He previously worked for Edward Jones for 10 years before joining Ameriprise in 2022. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning advice, using investment research and algorithmic tools to address income strategies and tax-aware withdrawals.

Sidney Groutage is a financial advisor at LPL Enterprise with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he serves on the advisory board of the Utah Chapter of the American Cancer Society and is Assistant Stake Clerk for Finance at the Salt Lake Cottonwood Stake of The Church of Jesus Christ of Latter-Day Saints. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach, offering financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.

Cynthia Mchenry is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT. She holds Series 63 and Series 65 credentials and has 31 years of industry experience. She has worked at Wells Fargo Bank since 2003 and with Wells Fargo Clearing since 2016. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Max Bautch is a Financial Consultant at Fidelity Investments, where he partners with clients to create and implement financial plans and investment strategies. He focuses on aligning finances with clients' goals, dreams, and overall life purpose. Max has held various roles at Fidelity Investments since 2021, including Planning Consultant and Workplace Planning Consultant. Prior to joining Fidelity, he worked as a Direct Lending and Mortgage Representative at U.S. Bank and as a Financial Analyst at Sterling Management. He holds insurance licenses in Arkansas and California. Outside of his professional career, Max enjoys camping, golf, skiing, and yoga.

Siraj Alsamarrai is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and previously volunteered at Car Bazaar Inc. from 2021 to 2023. 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 employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves as an advisor and manager to multiple funds and intermediaries.

Tyler Rasmussen is a Planning Consultant at Fidelity Investments, a role he has held since 2026. In this capacity, he collaborates with individuals and families to develop financial plans tailored to their unique goals. Tyler's experience at Fidelity Investments spans several positions, including Investment Solutions Representative III from 2024 to 2026, Investment Solutions Representative II from 2023 to 2024, Fixed Income Specialist from 2021 to 2023, and High Net Worth Service Associate II from 2018 to 2021. He holds insurance licenses in both Arkansas and California. Outside of his professional work, Tyler's personal interests include biking, family activities, fitness, hiking, swimming, and traveling.

Breagan Webb is a financial advisor with Ameriprise, holding a Series 66 designation and 19 years of industry experience. Webb has been with Ameriprise and its affiliated entities since 2006. Outside of advisory work, Webb is involved with Elevate Management, LLC, a business focused on managing payroll and office expenses. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations through a centralized consulting team.