Anthony Gardner is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He previously worked at A. G. Edwards & Sons, Inc. for eight years before joining Wells Fargo in 2016. Gardner serves as a co-trustee for multiple family trusts. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets, offering both brokerage and advisory solutions supported by research and analytics focused on diversification and modern portfolio theory.

Greydon Parkins is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 66 and Series 63 designations and six years of industry experience. Prior to joining Fidelity Brokerage Services LLC in 2020, he worked at Big O Tires for five years. Fidelity’s 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 to create model portfolios composed of mutual funds, ETFs, and ETPs.

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.

Timothy Masias is a financial advisor with LPL Financial, holding a Series 66 designation and having one year of industry experience. Prior to joining LPL Financial, he has been with Zions Bank since 2015. Based in Salt Lake City, UT, he combines his background in banking with his current advisory role. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by advisor tools such as machine learning.

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 Series 66-licensed financial advisor at Morgan Stanley in Salt Lake City, UT, with 13 years of industry experience. She has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Nadezhda Leake is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. She holds a Series 66 designation and has worked at several firms including Morgan Stanley, RBC Capital Markets, Transamerica Financial Advisors, and UBS Financial Services. Leake is based in Salt Lake City, UT. 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, utilizing research from Wells Fargo Investment Institute alongside diversification principles and modern portfolio theory.

Douglas Bower is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, with a brief one-year tenure at Morgan Stanley. Outside of his advisory role, he is a partial owner and business strategist for GymLyons LLC, a retail and online store based in South Jordan, Utah. Wells Fargo Advisors provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. 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 databases.

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 in West Jordan, UT, holding the Series 63 and Series 66 designations and bringing 24 years of industry experience. Her career includes roles at Primerica Advisors, Wedbush Securities Inc., and Market Star Corporation. In addition to advisory services, she is involved in sales of loan products and referrals for home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients primarily, with a model-driven investment approach supported by third-party asset managers and custodial services. The firm operates at scale with several thousand advisors and manages approximately $15.5 billion in assets.

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® credentialed financial advisor with 25 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Citigroup Global Markets. He is based in Salt Lake City, UT. 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. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.

Todd Denning is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has been with Fidelity and its affiliates since 1999, including seven years at Fidelity Personal and Workplace Advisors. 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 is notable for its role as a registered commodity pool operator and its formal advisory responsibilities to multiple registered investment companies and fund-of-funds.

Quinn Cannon is a financial advisor with Merrill based in Salt Lake City, UT, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. Prior to joining Merrill, Quinn worked at Morgan Stanley and E*TRADE Capital Management, among other firms. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and charitable organizations.

Christian Marinos is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked with various Fidelity entities since 2005, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Outside of finance, he is involved in commercial fishing as an independent contractor in Alaska. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

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.