Cydnie Callaway is a Series 66-credentialed financial advisor with 23 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2010 to 2016. 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 services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment vehicles and bank deposit sweep options in its offerings.

Chad Meyer is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 designations and 18 years of industry experience. He has been with Fidelity Investments in various roles since 2008. Outside of his advisory work, he is involved as a landlord. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as a commodity pool operator and advises multiple registered investment companies and fund-of-funds.

Lance Fravel is a financial advisor at Fidelity with 22 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2012. Based in Salt Lake City, UT, his career includes roles at Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a variety of advisory and fund-related services and employs systematic methodologies supported by oversight controls and advanced technologies including AI in research.

Christopher Camilli is a financial advisor with Morgan Stanley in Sandy, Utah, holding a Series 66 designation and four years of industry experience. He previously worked at Zions Bank and has a diverse background including roles at Teleperformance, GAP Inc., Lift, and Smart Staffing. From 2009 to 2018, he was associated with Impatto CA under the name CAMILLI. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with comprehensive financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes firm‑approved planning tools and models to support its services.

Ryan Chapa is currently a Planning Consultant, specializing in developing disciplined financial planning strategies. He emphasizes building enduring relationships with clients based on trust and integrity, focusing on their long-term aspirations and financial objectives. Prior to his current role, Ryan gained experience as a Wealth Advisor Associate at Morgan Stanley from 2019 to 2024 and as a Financial Services Representative at E*Trade from 2018 to 2019. Ryan holds an Arkansas Insurance License, enhancing his ability to provide comprehensive financial guidance. Outside of his professional career, Ryan has personal interests in fitness, golf, hiking, and caring for pets.

Bradley Gillies is a financial advisor at Fidelity with Series 63 and Series 66 designations and five years of industry experience. His prior work includes roles at Onset Financial, JOLT Software, and operating Gillies Enterprises, LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various investment vehicles.

Laura Blackburn is a financial advisor with Wells Fargo Clearing in Price, UT, holding Series 63 and Series 65 registrations and one year of industry experience. She has worked at Wells Fargo Bank, nA since 2022 and is also involved as a brand partner for Kleo Kolor, a nail products business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy development, performance reporting, participant education, and discretionary investment management grounded in modern portfolio theory.

Samuel Wright is a Series 66 licensed financial advisor with Fidelity in Salt Lake City, UT, bringing seven years of industry experience. His prior work includes roles at Progrexion and Fidelity Brokerage Services. Fidelity 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 is noted for its use of systematic methodologies, advisory role with registered investment companies, and incorporating AI-driven research techniques.

Richard Tanner is a financial advisor with Cambridge Investment Research Advisors in South Jordan, UT, holding Series 63 and Series 66 licenses and possessing 40 years of industry experience. He has been with Cambridge since 2011 and serves as CEO of Exit IQ, LLC, a business specializing in exit and succession planning. Tanner is also involved with Wealth IQ Advisors as the owner of a DBA. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, retirement plans, and charitable organizations, through a network of independent financial professionals offering comprehensive financial planning and investment management services.

Alexander Hansen is a financial advisor with Fidelity Investments based in Salt Lake City, UT. He holds Series 63 and Series 66 designations and has 12 years of industry experience. Hansen is also the owner of Hansen Brands LLC, an online sales and monetized social business focused on product design, sales, content creation, sourcing, marketing, and general management. He works with Strategic Advisers LLC, a Fidelity 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 across various investment vehicles, including mutual funds, ETFs, and ETPs.

David Brown is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked with various Fidelity entities, including Strategic Advisers, LLC, since 2026. Strategic Advisers LLC, a Fidelity Investments company, offers 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages oversight and delegation with attention to potential conflicts of interest.

Christopher Allen is a financial advisor with LPL Financial in Salt Lake City, UT, holding a Series 66 designation and 20 years of industry experience. He has previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC for 16 years, as well as Wells Fargo Investments for four years. Outside of his advisory role, Allen is a part owner of a local auto dealership, Luxury Motors Direct. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, with advice delivered primarily by its network of investment adviser representatives.

Julie Barlow is a financial advisor at Fidelity with 28 years of industry experience. She holds Series 63 and Series 66 designations and has worked with various Fidelity affiliates since 2003, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including advisory for registered investment companies and charitable funds. The firm’s investment approach combines proprietary fundamental research with quantitative analysis and systematic portfolio construction, integrating algorithmic methods and long-term asset allocation strategies.

Brian Robison is a financial advisor at Wells Fargo Clearing in Ogden, UT, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy statement preparation, performance reporting, and participant education. The firm’s advisory process is IPS-driven, incorporates modern portfolio theory, and includes discretionary options that cover a broader range of financial products than typical large institutional advisers.

Tamara Taylor is a Series 66-licensed financial advisor at Charles Schwab with nine years of industry experience. She has worked at prominent firms including Morgan Stanley and TD Ameritrade and has been with Charles Schwab since 2019. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management services supported by multi-asset model portfolios and centralized operational infrastructure.

Jacob Zander is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT. He holds a Series 63 designation and has three years of industry experience. His prior experience includes roles at Fidelity Investments and the State of Utah. 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 from Wells Fargo Investment Institute and third-party sources.

Samuel Yeager is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in a range of client focus areas including executive compensation, family wealth management strategies, international wealth management, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and retirement income. He holds a Bachelor's degree in finance from Butler University. After graduation, Samuel worked on a successful campaign for a former U.S. Senator and subsequently developed and financed self-funded health plans for large corporations before joining Merrill Lynch. Samuel holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Samuel lives in Salt Lake City with his wife Liz, who is a Urologic Oncologist at Huntsman Cancer Institute, and their two sons. He is involved with the Humane Society and enjoys biking, camping, hiking, swimming, traveling, and spending time with his family.

Steven Hansen is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked across several Fidelity entities since 2014. Outside of his advisory role, he participates as an independent contractor for Amazon Flex. Steven works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios incorporating mutual funds, ETFs, and ETPs.

Darla Slagowski is a financial advisor at Morgan Stanley with 29 years of industry experience. She has held her current position since 2009 at Morgan Stanley Smith Barney LLC. Slagowski holds the Series 63 and Series 66 designations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools such as Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations to support its financial planning process.

Samuel Preine is a financial advisor at Raymond James Financial with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including LPL Financial, Fidelity Investments, and Zions. Outside of finance, he has experience with Vista Counseling Services, the University of Utah, and The Music Lodge. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, corporations, and institutional clients. The firm employs tailored, non-discretionary planning using risk profiling and modeling tools, and it supports a wide network of advisors as well as municipal and public-finance work.