Ben Blake is a financial advisor at Robert Baird & Co. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Zions Bank and LPL Financial, LLC. He is also involved as a board member and owner/landlord of a rental property in Draper, UT. Baird’s DDK Group specializes in serving individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing a mix of manager-traded and model-traded strategies, tax management, and internal research tools, including artificial intelligence.

Daniel Foslid is a financial advisor with Ameriprise in Sandy, Utah, holding Series 63 and Series 65 credentials and over 42 years of industry experience. He has been with Ameriprise and its related entities since 1982. Foslid serves on the finance committee of Saint Thomas More Catholic Church. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Edwin Solorzano is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2010 to 2016. Outside of his advisory role, he has experience as a landlord. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy development, performance reporting, participant education, and discretionary investment management grounded in modern portfolio theory. The firm includes insurance-related products and bank deposit sweep options in its investment menus, serving a broad range of institutional clients.

Matthew Braun is a financial advisor at Wells Fargo Advisors with one year of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Wells Fargo Advisors Financial Network, he worked at Idaho First Bank and Wells Fargo Clearing Services. He has also been employed in diverse roles outside finance, including at Crane Creek Country Club, Boise State University, and Central Oregon Community College. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu leveraging proprietary research and tools, serving clients through tailored recommendations delivered in discrete planning engagements.

Lori Latey is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 66 designations and has worked within various Fidelity entities since 2007, including Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios that incorporate mutual funds, ETFs, and ETPs.

Fernando Cortez is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. His work history includes multiple roles within Fidelity Investments since 2022 and prior experience as a full-time student. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a research-driven investment process that incorporates quantitative analysis and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Carlos Riquelme is a financial advisor at Fidelity with one year of industry experience and holds a Series 66 designation. His prior work includes roles at Wells Fargo and various other businesses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios and funds.

Devon Gannon is a financial advisor at Fidelity with Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Fidelity in 2020, he worked at JP Morgan Chase Bank for one year and also has work experience outside finance, including teaching at Murray High School and employment at Woody's Drive In. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with distinctive roles in commodity pool operation and fund advisory.

Blake Pirami is a Planning Consultant at Fidelity Investments, a role he has held since 2026. He has worked in various capacities within Fidelity since 2022, progressing through positions including Investment Solutions III, Investment Solutions II, Investment Solutions Representative I, and Customer Relationship Advocate. Blake's experience encompasses financial planning and investment solutions, where he collaborates with individuals and families to develop strategies that align with their financial goals. Blake holds insurance licenses in Arkansas and California, supporting his capacity to provide comprehensive financial advice. He is committed to helping clients understand and feel confident about their financial plans by working closely with them to create strategies tailored to their unique circumstances. Outside of his professional work, Blake's personal interests include cars, golf, outdoor adventures, and soccer.

Matthew Crane is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2017. He has been with Fidelity since 2011, progressing through roles including Financial Consultant, Retirement Solutions Representative, Investment Solutions Representative, and Client Service Associate. With 14 years of experience guiding Fidelity clients, Matthew focuses on understanding clients' goals to build tailored financial plans. He aims to make financial planning more approachable, helping clients gain clarity and peace of mind. Matthew holds insurance licenses in Arkansas and California.

Tyler Erikson is a CFP® with 15 years of industry experience currently advising at Fidelity. His prior work includes roles at Allstate Insurance Co and OneAmerica Securities. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs.

Abigail Adams is a CFP® and holds a Series 66 license with two years of experience in the financial industry. She currently works at Fidelity and has prior experience at The Helmstar Group, LLC and FirstPurpose Wealth. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors, with an investment process that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction.

Abraham Patino Rodriguez is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. He has worked at Wells Fargo Bank, N.A. since 2017 and was previously employed in the food service industry. 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 more than 14,000 financial advisors.

James Richardson III is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has worked with various divisions of Fidelity since 1998. Outside of his advisory role, he owns PowerHouse Real Estate, a leasing business based in Utah. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, including discretionary portfolio management and model portfolios constructed using proprietary research, quantitative analysis, and systematic methodologies.

Joshua Marx is a financial advisor at Edward Jones in Salt Lake City, UT, holding the Series 66 designation with seven years of industry experience. He has worked at Edward Jones since 2019 and previously spent five years at IM Flash Technologies. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

James Lata is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds a Series 63 designation and has been with Wells Fargo Clearing Services since 2016. Wells Fargo Advisors is a national securities firm offering 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 provides both brokerage and advisory solutions.

Micah Pelletier is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 66 licenses and five years of industry experience. He has been with Wells Fargo and its affiliates since 2014. 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 combines proprietary research and third-party analytics to offer diversified investment solutions while providing a broad range of financial products through its bank and insurance affiliates.

William Horman is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 designations. Horman’s prior work includes roles at Intermountain Healthcare and Silhouette America. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various investment vehicles.

Avery Steele is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Fidelity, Steele held roles at Prime Corporate Services, HotWorx, and Agent Boost Marketing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative and algorithmic portfolio construction, offering discretionary and non-discretionary services alongside model portfolios built from mutual funds, ETFs, and ETPs.

Mark Rosell is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Investments and its brokerage services since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm uses a proprietary research process combined with quantitative analysis and algorithmic portfolio construction to manage a range of portfolios, including model portfolios delivered to intermediary platforms.