Bruce Wingrove is a financial advisor with Ameriprise in Alpine, Utah, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has been with Ameriprise since 2009. In addition to his advisory role, he is involved in independent insurance brokering, specializing in fixed annuities. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized, non-discretionary advice through a centralized consulting team.

Tyson Phillips is a financial advisor at Raymond James & Associates with 25 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials. Prior to joining Raymond James in 2019, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2011 to 2019. 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 diverse client base that includes individuals, institutional investors, pension plans, charitable organizations, and government entities, offering tailored financial planning and consulting services generally on a non-discretionary basis.

Nicole McGraw is a Planning Consultant at Fidelity Investments, a role she has held since 2024. She works to help identify and pursue the financial goals of individuals and families, emphasizing that each situation requires a unique strategy to solidify their financial future. Her professional experience at Fidelity Investments includes positions such as Investment Solutions Representative III and II, Investment Solutions Representative, High Net Worth Associate, and Customer Relationship Advocate, spanning from 2021 to the present. Nicole holds insurance licenses in Arkansas and California. Outside of her professional work, she enjoys activities such as going to the beach, hiking, skiing, playing tennis, reading, and exploring food.

Stefan Rosen is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 66 and Series 63 licenses and with four years of industry experience. His work history includes multiple roles within Wells Fargo entities dating back to 2015. 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 range of brokerage and advisory solutions supported by research and analytics.

Summer Excell is a financial advisor with Morgan Stanley in Holladay, Utah, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. She has worked at Morgan Stanley since 2015. Outside of her advisory work, she owns two businesses in West Jordan, Utah, offering makeup services and operating an aerial arts and fitness education company. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and comprehensive investment resources.

Bruce Allen is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Next Financial Group Inc for 17 years. Outside of his advisory work, he is involved as an artist and musician with Wayfarrer Galleries in Park City, UT. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.

Tate Black is a financial advisor at Fidelity with eight years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services since 2017, as well as at Select Health prior to that. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory role to registered investment companies, and implementation of AI-driven research tools.

Jonathan Hatch is a financial advisor with LPL Financial based in Salt Lake City, UT, holding Series 63 and 65 licenses with 20 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Lincoln Financial Securities Corporation for 13 years and has longstanding involvement with Penn Mutual Life Insurance Company and Wasatch Capital Resources. Hatch is also a licensed notary and operates a pass-through entity related to insurance commissions. 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, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Aleah Horsley Updike is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Fidelity, she worked at Cyprus Credit Union for five years and has professional experience spanning various industries including hospitality and education. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to a broad client base including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and delivers model portfolios to intermediary platforms.

Noah Packer is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding Series 63 and Series 66 licenses and two years of industry experience. His prior work includes roles at American Express and Koch Ag and Energy Solutions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios constructed from mutual funds, ETFs, and ETPs.

Perry Slagowski is a Vice President and Financial Consultant at Fidelity Investments. In this role, he collaborates with clients to develop personalized financial plans that align with their individual goals, needs, and concerns. He conducts regular reviews and updates to ensure these plans remain effective and responsive to changing circumstances. Perry has been with Fidelity Investments since 2013, holding various positions including Financial Consultant, Investment Consultant, Retirement Relationship Manager, Retirement Solutions Representative, Investment Solutions Representative, Premium Relationship Associate, and Full Equity Trader. His experience spans a range of financial services and investment roles, providing him with a comprehensive understanding of client financial planning and investment strategies.

Jennifer Gomm is a CFP® with 11 years of experience, currently serving as an advisor at Raymond James Financial Services Advisors, Inc. She has been affiliated with Raymond James since 2015 and operates a business called Businessman's Planning, where she assists clients with insurance-related financial planning. Gomm also serves as a trustee for a family trust. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary advice supported by advanced analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Tracy Pati is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds the Series 66 designation and has worked with Morgan Stanley and its Private Bank since 2016 and 2017, respectively. Outside of finance, she has been involved in coaching lacrosse at the University of Utah and with Utah women's lacrosse organizations. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning processes and firm-approved tools to support client goals.

Cheri Johnson is a financial advisor at Fidelity with 19 years of industry experience. She holds the Series 63 and Series 66 designations and has worked in various capacities at Fidelity since 2006. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of AI-driven methodologies and its advisory role to multiple registered investment companies.

Thanya Mendoza is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her prior work includes roles at Solera National Bank and various healthcare and educational organizations. She works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves as an advisor to several registered investment companies.

Mark Dewyze is a CFP® credentialed financial advisor with 13 years of industry experience, currently working at Fidelity in Salt Lake City, UT. He has been with Fidelity Investments and its affiliated divisions since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a systematic investment process combining proprietary research, quantitative analysis, and algorithmic portfolio construction.

Makade O'brien is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Fidelity, O'Brien worked at Diamonds Greenhouse and Red Rock Pharmacy. Outside of advisory work, O'Brien owns and oversees New Nation Manufacturing LLC, a manufacturing and sourcing business based in Utah. Fidelity’s Strategic Advisers LLC provides a range of investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and model strategies.

Kimberly Smith is a financial advisor with Raymond James & Associates in Salt Lake City, UT, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She previously worked at Merrill Lynch for 14 years before joining Raymond James in 2021. 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 diverse client base, including individuals, institutional clients, and municipal entities, and offers financial planning, investment consulting, and municipal advisory services.

Jess Hansen is a financial advisor with LPL Financial in Salt Lake City, UT, holding Series 63 and Series 66 licenses and with 26 years of industry experience. He previously worked at Fidelity Investments for 18 years and has also been affiliated with Zions Bank since 2017. Hansen teaches online courses at Brigham Young University. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a broad range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Caleb Mc Farland is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and previously worked at CUSO Financial Services, LP and Powerhouse Floor Removal. Outside of his advisory role, he has managed a small-scale real estate rental property. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services with access to diversified model portfolios and research.