Douglas Mclean is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 65 licenses and 18 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 to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach 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.

Christian Moreno is a financial advisor at Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 66 credentials with three years of industry experience. His prior work includes roles at Fidelity Investments and teaching positions at Utah Valley University and Salt Lake Community College. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, supported by extensive research and analytics and offering both brokerage and advisory solutions.

Toria Dover is a Financial Consultant at Fidelity Investments, where she has worked since 2018 in various roles including Investment Consultant, Financial Representative, Transition Services Specialist, High Net Worth Representative, and Customer Relationship Advocate. In her current role, she focuses on helping clients build financial plans that are flexible, resilient, and personalized to their specific situations. She works closely with clients and her team to co-create financial plans that pursue their individual visions. Toria holds insurance licenses in Arkansas and California. Her experience encompasses a range of financial services, reflecting her commitment to providing tailored financial advice and solutions. Outside of her professional work, she enjoys hiking, outdoor adventures, spending time with her pets, reading, and skiing.

Glade Morley is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and nine years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2017, with prior experience at Iron Gate Global Advisors. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Brent Peterson is a financial advisor at Fidelity with 19 years of industry experience. He holds a Series 66 designation and has been with Fidelity since 2015, working across Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and most recently Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines proprietary fundamental research with quantitative and algorithmic methods in its investment process and serves as an advisor to multiple registered investment companies and fund-of-funds.

Shelly Hisler is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing since 2016, previously serving at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. Outside of her advisory role, she serves as a camp host for Utah Recreation, managing guest check-ins for a camping site. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings than typical institutional advisers.

Michael Smith is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has been with Fidelity Investments in various capacities since 2012. Outside of his advisory role, he is involved in construction work through Great Western Inc. in Utah. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its advisory roles to registered investment companies and use of systematic methodologies in portfolio management.

Jeffrey Willard is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following a year at WELLS FARGO Advisors. Outside of his advisory role, he works as a delivery driver for Amazon Flex. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. 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.

Richard Adams is a financial advisor at Fidelity with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 1997. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm utilizes proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

John Andrew is a financial advisor at Wells Fargo Clearing in Salt Lake City, UT, holding a Series 66 designation with one year of industry experience. Prior to joining Wells Fargo, he worked at Vivint Smart Home and was affiliated with the Church of Jesus Christ. 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 tailored to plan objectives and demographics. The firm’s process is IPS-driven and includes a broader set of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

William Strong is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes various roles across different sectors, including positions at Rocky Mountain Turf and Brigham Young University of Hawaii. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a wide range of clients, including retail and institutional investors, employing a proprietary investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to multiple registered investment companies and use of systematic methodologies in managing model portfolios.

Tracy Anderson is a financial advisor with Fidelity based in Salt Lake City, UT, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has worked across various Fidelity entities since 2013, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios composed of mutual funds, ETFs, and ETPs, with additional oversight of sub-advisers and conflict-of-interest controls.

Christopher Clark is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding a Series 66 designation and 12 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC from 2014 to 2016. Outside of his advisory role, he coaches basketball in North Salt Lake. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. 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.

Kingsley Sullivan is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been associated with various Fidelity entities since 2007. Outside of his advisory work, he participates as a panelist for Golf Digest’s Top 100 Golf Courses, playing and rating courses without compensation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm serves both retail and institutional investors and is notable for its use of systematic methodologies and its advisory role to multiple registered investment companies.

Michael Sampson is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has 20 years of industry experience. He has been associated with various Fidelity entities since 2005, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management along with fund advisory and model portfolio delivery. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction and maintains formal advisory roles with multiple registered investment companies.

Andrew Nygren is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with various Fidelity entities since 2004, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Based in Salt Lake City, UT, he currently serves at Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs, and it maintains oversight and governance protocols distinctive among large institutional peers.

Graydon Wood is an Investment Consultant currently working at Fidelity Investments since 2025. He has previously held positions as Assistant Vice President and Financial Advisor at Merrill Lynch Wealth Management from 2022 to 2025, and as a Financial Professional at Equitable from 2021 to 2022. Graydon holds a California Insurance License. Graydon's approach to financial advising emphasizes listening and understanding client values to build tailored plans and strategies. His experience spans various facets of investment consulting and financial advising, reflecting his commitment to helping clients achieve confidence and intentionality with their finances. Outside of his professional work, Graydon enjoys biking, camping, hiking, skiing, traveling, and volunteering.

Aubree Pendleton is a financial advisor at Wells Fargo Clearing with three years of industry experience. She holds a Series 63 designation and has worked previously at Baird, Morgan Stanley, E*Trade Securities, and Discover Financial Services. 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 sources.

Richard Clark is a Series 66-licensed financial advisor with Edward Jones, based in Kaysville, Utah. He has 13 years of industry experience and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jeremy Taylor is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked with various Fidelity entities since 1999. Outside of his advisory role, Taylor is the author of a book titled "The Red Sock Mindset" and is involved in a personal business renting recreational equipment. Fidelity’s subsidiary, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves multiple registered investment companies and develops model portfolios that leverage a systematic, long-term asset allocation approach.