Brian Trost is a CFP®-certified financial advisor with 22 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at A. G. Edwards & Sons, Inc. from 2004 to 2005. He is based in Salt Lake City, Utah. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics from its own investment institute and third-party sources.

Randi Tetreault is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding a Series 66 credential and two years of industry experience. Prior to joining Fidelity, Randi worked at Renaissance Academy and Utah Community Credit Union. Strategic Advisers LLC, a Fidelity Investments company, 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 create model portfolios from a broad investable universe.

Bryce Venable is a Financial Consultant currently with Fidelity Investments, where he has been serving since 2024. He has held various roles within Fidelity Investments, including Annuity Planning Consultant from 2022 to 2024, Director Retirement Planner from 2019 to 2022, Field Financial Consultant from 2011 to 2015, and Financial Professional from 2005 to 2011. He also has experience as a Financial Advisor with Raymond James and Prudential from 2017 to 2019, and as a Senior Retirement Consultant at Transamerica from 2015 to 2017. Bryce's professional expertise is focused on retirement planning, annuity consulting, and long-term financial strategies. He holds insurance licenses in Arkansas and California. Bryce emphasizes building strong relationships with his clients and their families, working to maintain trust, reliability, and competency. Outside of his professional work, Bryce enjoys personal interests such as camping, family activities, football, hiking, horseback riding, and traveling.

Tami Baum is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. Her prior work includes roles at Larry H Miller Honda and Young Living Essential Oils. Outside of finance, she operates an independent portraiture photography business. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative and algorithmic portfolio construction, including management of fund-of-funds and model portfolios.

Jesse Caldwell is a Financial Consultant at Fidelity Investments, where he applies a client-focused approach to help individuals navigate complex financial landscapes. His method emphasizes understanding each client's unique goals and developing clear, actionable strategies that adapt to their evolving needs. Jesse views his client relationships as long-term partnerships built on trust and accountability. Jesse's experience at Fidelity Investments includes roles as a Planning Consultant, Director Retirement Planner, and Retirement Planner, positions he has held since 2019. He holds insurance licenses in Arkansas and California, which support his capacity to provide comprehensive financial planning services. Outside of his professional duties, Jesse enjoys outdoor activities such as camping, hiking, motorcycling, outdoor adventures, and snowboarding.

David Mackay is a CFP® professional with 23 years of industry experience and is currently affiliated with LPL Financial. He worked at Waddell & Reed Inc for 18 years before joining LPL Financial in 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a broad network of investment adviser representatives. The firm offers diverse advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Michelle Lundahl is a financial advisor with Raymond James & Associates, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at UBS Financial Services and BuildbyB LLC, as well as several years with Orangetheory Fitness and community involvement with the Church of Jesus Christ of Latter Day Saints. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, pension plans, and charitable organizations. The firm offers a range of financial planning and consulting services, utilizing multiple portfolio management styles and affiliated research to support tailored, non-discretionary advice.

Tina Montoya is a financial advisor at OSAIC with over 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Sagepoint Financial and Securities America Advisors. Outside of her advisory role, she operates a sole proprietorship under KJP Wealth Management and owns an insurance-related business focusing on research and recommendations for insurance products. OSAIC Wealth serves a diverse client base, including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment approach with portfolio optimization and offers a broad range of advisory and brokerage services across multiple platforms.

Caleb Walton is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include positions at TrueInsight.io and Neogov. He has also worked in various non-financial sectors, including education and retail. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a systematic investment process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction to develop diversified model portfolios.

Jodi Vawdrey is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 and 65 licenses. She has 21 years of industry experience, including prior roles at Cetera, Royal Alliance, and Northwestern Mutual. She also operates Vawdrey Wealth Management Group. 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 advisory and brokerage services with a broad investment platform that includes customized strategies and third-party asset management.

Jared Pratt is a Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2025. In this role, he collaborates with clients to develop and monitor financial plans tailored to their unique financial goals. He has been with Fidelity Investments since 2011, progressing through several roles including Financial Representative, Relationship Manager, and Financial Consultant prior to his current position. Jared holds insurance licenses in Arkansas and California.

Nicolette Horning is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked at Bio-Design and held various roles in academic and hospitality settings. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Trevor Reilly is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His background includes roles outside finance such as work with Troon Golf, LLC, the Wasatch Freestyle Foundation, and his own consulting business focused on skiing. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services primarily for Bank of America fiduciary clients using both model-based and discretionary investment strategies. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Gregory Aiken is a financial advisor with Robert W. Baird & Co. in Salt Lake City, holding Series 65 and Series 63 licenses and bringing 27 years of industry experience. Prior to joining Baird in 2023, he worked at LPL Financial, Zions Bank, Zions Direct, Inc., and Zions Capital Advisors. He serves as a director of the Stephen & Lynda Jacobsen Foundation in a non-investment capacity. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of advisory services including financial planning, portfolio management, separately managed accounts, and municipal advisory services, supported by ongoing manager selection and internal research tools.

Riley Montague is a financial advisor with Equitable Advisors and holds the Series 66 designation. He has four years of industry experience, including prior roles at Stifel Independent Advisors and Equitable Advisors. Before entering the financial industry, he worked in the restaurant and fitness sectors. Equitable Advisors serves individual and institutional clients, providing financial planning, retirement plan consulting, and asset management services. The firm utilizes a range of advisory programs, often delivered through third-party managers, and offers services covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Donovan Kattner is a financial advisor at Fidelity with seven years of industry experience and holds a Series 66 designation. His prior roles include positions at Edward Jones and Bank of America. Outside of his advisory work, he is an independent contractor for The Covered Podcast, where he discusses sports. Fidelity, through its Strategic Advisers LLC division, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment company accounts. The firm utilizes a combination of fundamental research and quantitative methods to construct model portfolios from mutual funds, ETFs, and ETPs, while also employing algorithmic and AI-based approaches.

Brian Kasteler is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at MML Investors Services, Inc., MassMutual, and First Western Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers financial planning, model portfolio programs, and institutional platforms to individuals, retirement participants, and institutions. The firm supports advisory services through a broad network of representatives utilizing various investment strategies and operational tools.

Paul Seibt is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 66 credentials and 14 years of industry experience. His prior roles include positions at Fidelity Investments and Fidelity Personal and Workplace Advisors. Outside of his advisory work, he serves as a member manager at Fifthand Partners LLC, a real estate and personal asset company. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Thomas Withers is a financial advisor at Merrill with Series 65 and Series 63 credentials and three years of industry experience. His prior work includes roles at Morgan Stanley and Quantem. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Yerard Bauza is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Bank of America, Merrill, Fidelity Investments, and E*Trade Securities. Outside of his advisory role, he owns and operates Crown Horology LLC, a business involved in the resale of watches, jewelry, bags, wallets, and leather goods. 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 emphasis on including insurance-related vehicles and bank deposit sweep options among its investment offerings.