Jeffrey Warne is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 credentials and 29 years of industry experience. His prior work includes positions at E*TRADE Capital Management LLC and E*TRADE Securities LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory approach is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Michael Meyer is a financial advisor with UBS Financial Services in Salt Lake City, UT, holding Series 63 and Series 65 licenses and with 28 years of industry experience. He has been with UBS Financial Services since 2009. Meyer serves on the Board of Directors for the Intermountain Foundation McKay Dee Hospital, where he contributes to fundraising strategies supporting community health initiatives. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor investment plans to clients’ goals and risk tolerances.

Leann Mackay is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC for five years. Outside of her advisory role, she sells clothing items online through the platform Poshmark. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and including a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

John Jensen is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has worked with various divisions within Fidelity, including Fidelity Brokerage Services LLC since 2008 and Fidelity Personal and Workplace Advisors since 2018. Outside of his advisory role, Jensen owns Tri Global Enterprises (Hiromori Collection), a business that sells Japanese home décor and involves translation and order facilitation. 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 a broad range of investment portfolios.

Patrick Porter is a financial advisor at Ameriprise in Salt Lake City, UT, with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at RBC Capital Markets Corporation and Ameriprise Financial Advisors Inc. Outside of his advisory role, he serves on the Board of Directors and Finance Committee of the Catholic Foundation of Utah. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Nathan Potts is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity, he worked at Randstad Professionals and has maintained a part-time role as an e-commerce clerk at a local grocery store. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is noted for its use of algorithmic methods and AI in research and its advisory role to multiple registered investment companies.

Jeffrey Solomon is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He has worked concurrently at Liberty Bank, Allegis, and Solomon Financial Advisors, Inc. since 2014. In addition to his advisory roles, he serves as an agent recommending various life insurance products with Allegis. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers non-discretionary planning tailored to client goals and supports advisory programs through an extensive network, with specialized services in municipal advising and SIMPLE IRA employer consulting.

Thomas Bolman is a financial advisor with Fidelity Investments in Salt Lake City, holding Series 63 and Series 66 designations and one year of industry experience. Prior to joining Fidelity, he has held various roles in education, mortgage, and service industries. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Darius Hamilton Dickerson is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at Wells Fargo Clearing Services, US Tech Solutions Inc., Best Buy, Menards, and Hyvee. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, with notable activities including registration as a commodity pool operator and use of AI in research.

Tawnya Odekirk is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following three years at Wells Fargo Advisors, LLC. In addition to her advisory role, she serves as a power of attorney for her parents in investment-related matters. 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 investment 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.

Wallace Beck Jr. is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Ameriprise and its related entities since 2013. Outside of his advisory role, he is part owner of a jewelry business operated with his son, who manufactures and sells jewelry at seasonal markets and art festivals. He is also involved with an art gallery and custom framing shop through occasional non-operational participation. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to create tailored retirement income recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Mori Paulsen is a financial advisor with Merrill in Salt Lake City, UT, holding Series 63 and Series 65 credentials and 42 years of industry experience. He has been with Merrill Lynch since 2010. Outside of his advisory work, he serves as an advisory board member for the American Cancer Society, contributing approximately four hours monthly. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Rick Latu is a Financial Consultant at Fidelity Investments, a position he has held since 2022. He works closely with clients and their families to build strong relationships centered on financial planning, aiming to understand their personal stories and priorities to support their financial wellbeing. Rick has accumulated experience in the financial services industry through various roles, including Financial Consultant at E*trade Financial from 2019 to 2022, Financial Advisor at NWM from 2018 to 2019, and Registered Representative Manager at Fidelity Investments from 2010 to 2017. Outside of his professional work, Rick enjoys activities such as spending time at the beach, cooking and baking, outdoor adventures, playing soccer, and traveling.

Tyler Casto is an Investment Solutions Representative III at Fidelity Investments. In this role, he works with individuals and families to help them pursue their financial goals through comprehensive planning. Tyler collaborates with clients to understand their lives and develop tailored financial strategies, aiming to enhance their confidence and comfort with their financial plans. Tyler joined Fidelity Investments in 2023 and has held several positions within the company, progressing from Customer Relationship Advocate to his current role. His experience includes supporting high net worth clients and providing a range of investment solutions. Through these roles, he has developed expertise in client service and financial planning. Outside of his professional work, Tyler enjoys football, golf, hiking, outdoor adventures, snowboarding, and traveling.

Eric Smith is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds the CFP® designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021. Prior to that, he was with JPMorgan Chase Bank, N.A. and JPMorgan Securities LLC for a decade. Smith serves on the advisory board of the Natural History Museum of Utah. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers tailored financial planning and a wide range of advisory programs, managing approximately $2.74 trillion in client assets.

Kaliopasi James Uhi is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity Investments, he held various roles including positions at FedEx Express, Vivint, and the BYU Anthropology Department. 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 combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, and serves as a registered commodity pool operator with formal advisory roles for multiple registered investment companies.

Gary Glade is a financial advisor with Primerica Advisors in Layton, Utah, holding Series 63 and Series 65 credentials and possessing 22 years of industry experience. His work history includes roles at PFS Investments Inc. and Primerica Financial Services since 2003 and 2004, respectively, as well as positions outside finance at Intermountain Health, Smith's Food & Drug, and C3/Customer Contact Channels. He also engages in sales of investment-related products and participates in referral activities for home security and automation services through affiliates of PFS Investments Inc. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and utilizes a tiered wrap-fee structure, with trading and custody services provided by Pershing and Primerica Brokerage Services.

Stanley Suguturaga Jr. is a financial advisor at Fidelity with Series 63 and Series 66 credentials and 10 years of industry experience. He has worked with Fidelity Brokerage Services LLC since 2015 and joined Fidelity Investments in 2025. Outside of his advisory role, he works as an independent contractor for DoorDash. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and offers a range of advisory and management services, including its formal roles with registered investment companies and fund-of-funds.

Katelyn Hancock is a Senior Financial Advisor with Merrill Lynch Wealth Management based in Salt Lake City. She has over a decade of experience working with individuals and families to identify and pursue their wealth management goals effectively. Her approach includes active listening and meeting clients where they are in their financial journey, whether they are new to investing or seeking to evaluate long-term financial objectives. Katelyn emphasizes integrity and transparency in her advisory services. Her areas of expertise include working with women undergoing significant life transitions, such as the death of a spouse or divorce, as well as advising working women and clients in the LGBTQ+ community. She holds the Personal Investment Advisor (PIA) designation and has a Bachelor's degree from the University of Utah. Prior to her role at Merrill Lynch, she worked in banking and the legal field. Beyond her professional responsibilities, Katelyn is engaged in community service, including involvement with the Division of Child and Family Services. She also dedicates time to local charitable organizations and nonprofit boards. Outside the office, she enjoys spending time with her family, engaging in outdoor activities, and pursuing interests such as playing the piano and following basketball.

Simeon Bigney is a financial advisor at Fidelity with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with Fidelity Investments and Fidelity Personal and Workplace Advisors since 2010. Outside of his advisory role, he participates in the Salt Lake County Recreation golf program as a greens mower. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a systematic investment approach combining fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios using mutual funds, ETFs, and ETPs.