Anthony Gardner is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Wells Fargo entities since 2009, including Wells Fargo Advisors LLC prior to his current role. Outside of his advisory work, he serves as co-trustee for multiple family trusts. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement consulting services. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Greydon Parkins is a financial advisor at Fidelity with six years of industry experience. He holds Series 66 and Series 63 designations and has worked at Fidelity Brokerage Services LLC since 2020, following five years at Big O Tires. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, charitable funds, and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Cody Aubry 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 Brokerage Services LLC since 2015, joining Fidelity Investments in 2025. 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 portfolios across mutual funds, ETFs, and ETPs. The firm serves a broad client base and incorporates systematic methodologies and oversight controls in its investment approach.

Izic Yapias is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience with LegalShield and Smart Home Pro's, Inc. He also served at The University of Utah for eight years. 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 combines fundamental research with quantitative and algorithmic portfolio construction to deliver model portfolios and manages multiple registered investment companies and fund-of-funds.

Hunter Stallings is a financial advisor at Morgan Stanley with one year of industry experience. His prior work includes roles at Fidelity Investments, Enevive, and Lamar National Bank. Outside of advising, he occasionally works as a DoorDash driver and engages in reselling activities on the side. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services that incorporate firm-approved tools and investment committee input.

Kelli Prescott is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide array of advisory programs to both individual and institutional clients. The firm emphasizes structured financial planning and manages approximately $2.74 trillion in client assets.

Nadezhda Leake is a financial advisor with Wells Fargo Clearing based in Salt Lake City, Utah. She holds the Series 66 designation and has 17 years of industry experience. She has been with Wells Fargo Clearing since 2016, including prior work at WELLS FARGO Advisors, LLC. 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 a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Douglas Bower is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 65 designations and 18 years of industry experience. He has worked at Wells Fargo Clearing and its affiliates since 2011, with a brief tenure at Morgan Stanley from 2021 to 2022. Outside of his advisory role, he is a partner in GymLyons LLC, a retail and online fitness business. 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, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, and it offers both discretionary and non-discretionary services, including a Plan Level Investment Selection 3(38) discretionary option.

Nicholas Fivas is a Wealth Management Planning Consultant at Fidelity Investments, a position he has held since 2022. In this role, he partners with Wealth Management Advisors to develop comprehensive wealth plans tailored to clients' goals and values, focusing on growing and protecting wealth and building legacies for future generations. Nicholas has been with Fidelity Investments since 2015, progressing through roles including Managed Account Support Specialist and High Net Worth Service Associate. His experience spans providing support and services to high net worth clients, reflecting his expertise in wealth management and client relationship building. Outside of his professional responsibilities, Nicholas engages in family activities, golf, movies, and parenthood.

Daniel Van Wagoner is a Private Wealth Advisor with The Van Wagoner Group at Merrill Private Wealth Management. He provides leadership, strategy, and guidance to an accomplished clientele, helping them grow and steward their wealth more effectively. Daniel applies extensive knowledge of the capital markets combined with a background in accounting to streamline the complexities of significant wealth, utilizing a tax-sensitive framework tailored to each client's distinctive circumstances. Daniel collaborates closely with Merrill’s capital market groups to identify and evaluate investment strategies that align with his clients’ needs, preferences, risk tolerance, and time horizons. He integrates considerations such as wealth-transfer objectives, philanthropic interests, and long-term wealth strategy within his clients' overall wealth frameworks. His expertise includes alternative investments, such as private equity, venture capital, hedge funds, and real estate offerings. He earned both his Bachelor’s and Master's degrees in Accountancy from Brigham Young University. Daniel holds the Chartered Financial Analyst (CFA) designation and the Chartered Alternative Investment Analyst (CAIA) designation. Outside of his professional role, Daniel races semi-professionally in cycling, has competed internationally in the Marathon Mountain Biking World Championships, and enjoys spending time outdoors with his wife Sarah and daughter, including skiing and traveling, particularly to Northern Europe. He also speaks Norwegian, a language he acquired during several years living in Norway.

Trisha Kennedy is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Her career includes multiple tenures at Primerica Advisors and Primerica Financial Services, as well as a period at Wedbush Securities Inc. Kennedy also engages in sales of investment-related products and receives non-investment compensation related to loan products and home security referrals through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and a limited selection of separately managed accounts primarily for individual and high-net-worth clients. The firm employs a tiered wrap-fee structure and curates third-party asset managers, with portfolio implementation delegated to BNY Mellon Advisors.

Troy Bell is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2019, following a 19-year tenure at CSS Industries Inc. Outside of his financial career, Troy is involved in local music as a band member and participates in a childcare business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients. The firm focuses on tailored financial planning using structured discovery and proprietary tools, managing approximately $2.74 trillion in client assets.

Timothy Payne is a CFP® professional with 25 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC for seven years. He holds Series 63 and Series 65 licenses and is based in Salt Lake City, UT. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering 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 products and bank deposit sweep options in its investment offerings.

Todd Denning is a financial advisor at Fidelity with Series 63 and Series 66 licenses and 26 years of industry experience. He has worked at Fidelity since 1999, including roles with Fidelity Personal and Workplace Advisors since 2018. 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 discretionary and non-discretionary accounts and model portfolios.

William Meigs is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in legacy planning, personal retirement planning, and tax minimization, focusing on helping clients develop strategies to pursue their financial goals. With a comprehensive approach to financial advising, William takes time to understand what is important to his clients and their families. He provides assistance ranging from general investing to retirement planning and preparing for unexpected financial needs. William utilizes the resources available through Merrill Lynch and the banking capabilities of Bank of America to support his clients' financial futures. William holds a Bachelor's Degree from the University of Georgia and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional work, he enjoys activities such as bowling, fishing, golfing, running, skiing, soccer, surfing, traveling, and spending time with his family.

Quinn Cannon is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Morgan Stanley and its affiliated entities since 2023, following a prior tenure with E*TRADE Capital Management and E*TRADE Securities from 2016. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery processes and firm-approved planning tools to develop customized financial plans.

Christian Marinos is a financial advisor at Fidelity with 20 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked with various Fidelity entities since 2005. Outside of his advisory role, he is involved in commercial fishing in Alaska, where he also sells salmon directly to customers. Christian is associated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including multi-manager and fund-of-funds structures.

Lori Morgan is a Planning Consultant at Fidelity Investments, a position she has held since 2023. She brings over 25 years of experience in the financial industry to her role. Prior to her current position, Lori held several roles at Fidelity Investments, including Senior Relationship Manager from 2006 to 2023 and Relationship Manager for High Net Worth clients from 2005 to 2006. Before joining Fidelity, she worked as a Service Manager in New Business at Lincoln Financial from 2000 to 2005. Throughout her career, Lori has focused on providing a high level of customer service by offering access to tools and resources that support both advisors and their clients. Her extensive experience allows her to provide valuable support tailored to client needs. Outside of her professional work, Lori is interested in baseball, fishing, social events with friends, pets, and volunteering.

James Jones is a financial advisor at Morgan Stanley with nine years of industry experience. He has held various roles at Morgan Stanley since 2018 and previously worked at E*Trade Securities LLC and Wells Fargo Clearing Services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering 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 supported by firm-approved tools and market models.

Alex Love is the Vice President and Financial Consultant at Fidelity Investments, a role held since 2017. Alex has been with Fidelity Investments since 2008, progressing through various positions including Director of Retirement Planning, Financial Consultant, Investment Consultant, and Retirement Relationship Manager. This extensive experience has provided Alex with a comprehensive understanding of financial consulting and retirement planning. As a Certified Financial Planner™, Alex focuses on retirement planning tailored to the specific needs of clients, emphasizing education and goal-based planning. Alex holds insurance licenses in Arkansas and California. Outside of professional responsibilities, Alex has personal interests that include family activities, fitness, football, snowboarding, and traveling.