Sheri Allen is a financial advisor at Fidelity with a Series 66 designation and five years of industry experience. Her prior experience includes roles at Zyia Active, iHeartMedia, FedEx, and two decades as a consultant for The Pampered Chef. She continues to maintain a part-time consulting role with The Pampered Chef, focusing on occasional orders for repeat customers. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm employs a systematic investment approach that combines proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Craig Hoen is a Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2011, progressing through various roles including Regional Center Planning Consultant, Workplace Planning Consultant at several levels, Investment Solutions Representative, and other positions focused on financial and college planning. Craig's approach to financial consulting involves understanding his clients' personal and financial situations, identifying their goals, and collaborating to develop strategies to help pursue those goals. His career experience spans multiple facets of financial services, emphasizing planning and client relationship management. He holds insurance licenses in Arkansas and California. Outside of work, Craig engages in family activities, football, social events with friends, music, reading, and table tennis.

Kathryn Williamson is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Her prior work includes roles at Vivint Inc. and Southern Utah University. She is affiliated 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios across mutual funds, ETFs, and ETPs.

Wael Shreiba is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 65 licenses and eight years of industry experience. His career includes multiple roles within Wells Fargo 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 manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Philippe Burnah is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding a Series 66 designation and 21 years of industry experience. He previously worked at Morgan Stanley from 2012 to 2022. Outside of his advisory work, he is involved in property management as a sole proprietor of rental properties. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory 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.

Max Delance is a financial advisor at Fidelity with a Series 66 credential and five years of industry experience. He has worked at Fidelity Brokerage Services LLC since 2020 and previously spent six years at The Hartford Insurance Company. 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 combines proprietary fundamental research with quantitative and algorithmic portfolio construction, managing model portfolios composed of mutual funds, ETFs, and ETPs.

Kennedy Poole is a Series 66-licensed financial advisor at Fidelity with one year of industry experience. Prior to joining Fidelity, he worked at Goldenwest Credit Union and held various roles in retail and education sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a proprietary process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios and deliver systematic investment solutions.

Tyler Johnson is a financial advisor with Edward Jones in Salt Lake City, UT. He holds Series 63 and Series 66 designations and has 20 years of industry experience, all with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving more than 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 nationwide network of financial advisors and branch offices.

Adam Elder is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on helping individuals and families pursue their financial goals through comprehensive strategies that address investing, retirement planning, and unexpected savings. Adam's client focus areas include college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, sports and entertainment, individual and corporate investment strategy, tax minimization, and retirement income. Adam holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He attended Utah Valley University without degree completion and earned a High School Diploma from Skyview High School. Adam is originally from Mesa, Arizona, and has professional experience from Newport Beach, California, before settling in South Jordan, Utah. Family and community play an important role in Adam's life. He is a member of The Church of Jesus Christ of Latter-day Saints and enjoys spending time with his family, which includes five children. His personal interests include baseball, basketball, boating, cooking, football, golfing, pickleball, surfing, and traveling.

Michael Pace is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses and two years of industry experience. He has been affiliated with Wells Fargo Bank, N.A. since 2005 and Wells Fargo Clearing since 2023. 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 supported by research from Wells Fargo Investment Institute and third-party analytics.

Karlee Hoskins is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 18 years of industry experience. She has been associated with various Fidelity entities since 2007, including Fidelity Brokerage Services and 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. The firm employs a systematic investment process combining proprietary research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services as well as model portfolio solutions.

Ty Perry is a financial advisor with Fidelity in Salt Lake City, holding a Series 66 designation and three years of industry experience. His prior work includes roles at firms such as Fidelity Investments and a part-time independent contractor position with Aubrey and Associates Realty. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm serves retail and institutional investors, offering discretionary and non-discretionary advisory services along with fund consulting and management.

Harrison Smith is a financial advisor with LPL Financial in Salt Lake City, UT, holding a Series 66 credential and possessing six years of industry experience. His background includes roles at Zions Bank, LPL Financial, Zions Direct, and Wells Fargo Clearing. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, including discretionary and non-discretionary management, supported by research and model portfolios.

Jennifer Shadel is a financial advisor at Fidelity with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services since 2018, joining Fidelity Investments in 2025. Fidelity's Strategic Advisers LLC, where she is employed, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative and algorithmic portfolio construction, managing portfolios through systematic methodologies and long-term asset allocation benchmarks.

Randal Higginson is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2011. 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. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options, than is typical for large institutional advisers.

Kevin Townsend is a CFP®-certified financial advisor with Raymond James & Associates, bringing 29 years of industry experience. His career includes 21 years at Merrill Lynch and 12 years at Bank of America before joining Raymond James in 2021. He is based in Salt Lake City, UT. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning and consulting with a primarily non-discretionary approach supported by various portfolio management styles and affiliated research.

Christopher Ahearn is a financial advisor with Wells Fargo Advisors in Salt Lake City, UT, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial products, delivering tailored recommendations through meetings and written summaries.

Trenton Christensen is a CFP® with 20 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he holds a 50% ownership in DEE-WADE PROPERTIES LLC, a real estate holding company. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Brendan Carroll is a financial advisor with Fidelity in Salt Lake City, holding Series 63 and Series 66 licenses and two years of industry experience. His work background includes roles at Fidelity Investments and prior employment in various sectors, including the University of Utah International Office of Admissions and Hanaya Poke. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional investors, including discretionary and non-discretionary portfolio management and fund advisory. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad investable universe.

Jordan Gerlach is a financial advisor at Morgan Stanley in Salt Lake City, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley, he worked at Goldman Sachs and held roles at several other organizations including Prince Perelson and PNC Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools.