Todd Schmucker is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Investments, LLC for nine years. 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.

Jacob Hann is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments in 2025, he held various roles in retail, education, and service industries. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Johnathan Tarancon is a financial advisor at Wells Fargo Advisors with nine years of industry experience. He holds a Series 66 credential and has been with Wells Fargo Clearing Services LLC since 2017. His prior work experience includes roles at Walmart and Weber State University. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides a broad range of investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers tailored planning solutions using Wells Fargo research and tools, with services spanning cash-flow, retirement, education, risk, wealth-transfer, and specialized areas such as business-owner transition and special-needs analysis.

Brenda Ledesma is a financial advisor at Fidelity with a Series 66 designation and no prior industry experience. Her work history includes roles at various companies such as Weave, AskNicely, and TaxDome, among others. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Sean Creason is the National Director of Wealth Management at Fidelity Investments, a position he has held since 2023. In this role, he leads the PWM IMC team that partners with Wealth Management Advisors to assist clients in designing, implementing, and monitoring investment strategies aimed at achieving their long-term investment goals. Sean has extensive experience within Fidelity Investments, having served as a PWM Investment Management Consultant from 2013 to 2023, a Portfolio Specialist from 2010 to 2013, and a Client Management Representative from 2007 to 2010. His career reflects a consistent focus on wealth management and client investment strategies. Outside of his professional work, Sean enjoys camping, hiking, soccer, and traveling.

Braden Danise is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT. He holds Series 63 and Series 66 licenses and has one year of industry experience. Outside of his advisory role, he provides support for people with disabilities and their families through the Utah Division of Services for People with Disabilities. 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, managing approximately $671 billion in assets.

Brett Beyer is a financial advisor with Fidelity, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Wayfair and Wells Fargo Bank. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, through a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, fund advisory services, and model portfolios, utilizing systematic methodologies and oversight controls.

Caleb Carr is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. His prior work history includes roles outside finance, such as with Amazon and in the renewable energy sector. He has also been involved with Greater Eastside Junior Football. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a systematic investment process that integrates proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base and maintains roles in managing fund advisory services and delivering model portfolios for Fidelity Institutional Wealth Adviser.

Jacob Williams is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked at GNC for two years and held roles at Victory Ranch Club and Deer Valley Ski Resort. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves in advisory roles to multiple registered investment companies and fund-of-funds.

Jared Heaton is a financial advisor at Fidelity with 31 years of industry experience. He holds Series 63 and Series 66 designations and has worked across multiple Fidelity entities since 1995. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Connor Mccluskey is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Fidelity, he held various roles including positions with the Salt Lake City School District and Whole Foods Market. Outside of finance, he is also involved in music production. Fidelity’s affiliated firm, Strategic Advisers LLC, provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm’s investment approach integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction across diversified fund structures.

Nathan Young is a Financial Consultant at Fidelity Investments, bringing extensive experience within the firm since 2007. He has held roles as a Financial Consultant from 2007 to 2017, served as a Director Retirement Planner from 2017 to 2023, and continues to support clients in his current position as a Financial Consultant since 2023. His work focuses on assisting families and individuals in building and preserving their financial lives. Nathan holds certifications including CFP4, and has passed the Series 7, 63, and 65 exams. He is also licensed in insurance in both Arkansas and California. These qualifications support his expertise in comprehensive financial planning and insurance solutions. Outside of his professional responsibilities, Nathan's interests include family activities, football, motorcycles, movies, and music.

Kiera Blinzinger is a financial advisor at Edward Jones with 25 years of industry experience. She holds Series 63 and Series 65 credentials. Prior to joining Edward Jones in 2026, she worked at SVB Wealth LLC, First Citizens Investor Services, Raymond James & Associates, and Wells Fargo Clearing among other firms. 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 discretionary and non-discretionary investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Nicholas Payne is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. His prior work includes running an online retail business and a role at Fresh Prints. 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 IPS-driven approach incorporates modern portfolio theory and includes both discretionary and non-discretionary services, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Laura Bradshaw Tezjan is a financial advisor at Ameriprise in Salt Lake City, UT, holding a Series 66 designation with five years of industry experience. She has been with Ameriprise and its affiliated entities since 2018 and previously worked at Play Communications Pty Ltd. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team.

Heather Wadley is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 licenses and four years of industry experience. Her background includes roles at Pyxant Lab and Tandem/LabCorp/Covance prior to joining Fidelity. She works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various investment platforms.

Mike Holt is a Planning Consultant at Fidelity Investments, where he has been serving since 2020. In his role, he works closely with individuals and their families to co-create and develop investment plans tailored to their unique and personal goals. He utilizes Fidelity's extensive resources to address all areas of clients' financial needs. Mike has been with Fidelity Investments since 2013, holding various positions including Relationship Manager, Financial Representative at multiple Investor Centers, and Trading Financial Representative. This experience has provided him with a comprehensive understanding of financial services and client relationship management. Outside of his professional work, Mike's interests include cooking and baking, fitness, football, golf, movies, and music.

Brent Thompson is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 designations and nine years of industry experience. He has worked at Fidelity Brokerage Services, LLC since 2017 and at Fidelity Investments since 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, leveraging a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a variety of investment vehicles, including model portfolios and fund-of-funds, and incorporates AI and systematic methodologies in its process.

Jeremy Aragon is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 66 licenses and possessing 18 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm that serves individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering a range of brokerage and advisory solutions.

Alexandria Peirce is a financial advisor at UBS Financial Services with one year of industry experience. She holds a Series 66 designation and has prior work experience at Morgan Stanley and Orangetheory Fitness, as well as roles in education at Utah Valley University and Bingham High School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and a range of capital markets services. The firm combines institutional trading capabilities with wealth management, using proprietary research and model-based asset allocations to tailor strategies for clients.