Deron Stailey is a financial advisor at Wells Fargo Clearing in Salt Lake City, UT, holding a Series 66 designation with two years of industry experience. He has been with Wells Fargo Clearing since 2003. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets through a network of over 14,000 financial advisors and employs research-driven investment strategies based on diversification principles and modern portfolio theory.

Dean Webb is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 65 designations and with 23 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has prior experience at Wells Fargo Bank NA starting in 2010. 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 and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

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 at Raymond James & Associates with 30 years of industry experience. He previously worked at UBS Financial Services for 18 years before joining Raymond James in 2023. Bowen holds the Series 63 and Series 65 licenses. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and charitable organizations. The firm offers tailored financial planning and non-discretionary investment consulting supported by a nationwide adviser force and a range of portfolio management styles.

Michael Kenney is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 66 and Series 63 licenses and having two years of industry experience. Prior to joining Fidelity, he worked at Megastar Advisors and has been involved in managing an LLC related to an inherited property. 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 to manage portfolios that include mutual funds, ETFs, and ETPs.

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 licenses and two years of industry experience. He previously worked at Wind River Excavation and Amazon before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of mutual funds, ETFs, and ETPs.

Peter Knight is a financial advisor at Fidelity with 7 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked in real estate with Keller Williams. Outside of advisory work, he is active as a realtor with Pete Knight Realty. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a diverse range of portfolios.

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.

Bryan Lloyd is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent over two decades at Morgan Stanley and its affiliated entities. 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 offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources to guide its investment approach.

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 designations and has worked at Wells Fargo Clearing, Unionbanc Investment Services, MUFG Union Bank, and JP Morgan Chase Bank prior to joining Morgan Stanley. 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 a structured planning process utilizing firm-approved tools and market simulations.

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.

William Squire is a financial advisor with Morgan Stanley in Sandy, UT. He holds Series 63 and Series 66 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 an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers planning services using structured discovery methods and firm-approved tools.

William Gelegotis Jr. is a financial advisor at Raymond James & Associates with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Prudential Equity Group. Gelegotis has been with Raymond James since 2019. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including high-net-worth individuals, institutions, and municipal entities, offering financial planning and investment consulting primarily through non-discretionary relationships supported by a range of portfolio management styles and affiliated research.

Jon Dalton is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding Series 63 and 66 licenses and bringing 33 years of industry experience. His career includes roles at multiple Fidelity arms since 1996, including Fidelity Investments Institutional Services Company and Fidelity Brokerage Services LLC. 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 analysis and algorithmic portfolio construction. The firm manages model portfolios across various fund structures and provides advisory services to registered investment companies and an IRS-qualified Charitable Gift Fund.

Aryn Nelson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. He has worked at J.P. Morgan Securities since 2017 and was previously involved with Craftsman Landscapes LLC from 2014 to 2017. 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 and fund searches, and customized performance reporting within a non-discretionary advisory framework.