Jonathan Smith is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2026. Prior to this, he was involved with Kona Ice of St George and ShareMy.Health, and has run a business called 3D Possibilities since 2021. 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 and analytics.

Jacob Lyman is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. His prior roles include positions at Nexstar/ABC4 and Nordstrom. Outside of his advisory work, he operates a seasonal property cleaning business in Salt Lake City. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Mathew Hufford is a CFP® professional with 25 years of industry experience, currently serving at Wells Fargo Clearing since 2016. His prior work includes roles at UBS Financial Services and Morgan Stanley. Wells Fargo Advisors is a national securities firm providing 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 a broad range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Mika Wistos is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Before joining Fidelity in 2022, Mika worked at Valeo Home Health and Hospice for four years. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad range of mutual funds, ETFs, and ETPs.

Shauna Rosengreen is a financial advisor with Wells Fargo Clearing in Salt Lake City, Utah, holding Series 63, Series 65, and Series 66 licenses. She has 26 years of industry experience, including over a decade at Wells Fargo Clearing and a concurrent tenure at First Security Investor Services since 2000. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Nickelos Coates is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for the Salt Lake County Justice Court for 15 years. Outside of his advisory role, Coates works as an independent contractor delivering food and packages for DoorDash and Amazon Flex. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Cole Hale is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2015. He works with families to create personalized financial road maps, focusing on customized strategies for planning and living in retirement. He serves as an ongoing contact for his clients, adjusting strategies over time to meet their changing needs. Since beginning his career at Fidelity Investments in 2007, Cole has held various positions including Financial Consultant, Retirement Relationship Manager, and Annuity Service Representative, gaining extensive experience in retirement planning and investment solutions. He holds insurance licenses in Arkansas and California.

Dawn Dachenhausen is a financial advisor with Cambridge Investment Research Advisors who holds Series 63, 65, and 66 licenses and has 12 years of industry experience. Her prior roles include positions at Moreton Asset Management and Utah Retirement Systems. She serves as a Securities Commission Member for the State of Utah and owns a retirement planning business operating under the name Retirement Strategy Group. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services across multiple platforms and custodians.

Jason Gowan is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and previously worked for Wells Fargo Bank, N.A. for 20 years. His current role also includes affiliation with JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research to develop model asset allocations, and it offers broader derivatives and commodities capabilities compared to many institutional advisory programs.

Caleb Newton is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Fidelity Investments since 2022. Prior to joining Fidelity, he held positions in education and the lodging industry. Fidelity’s affiliate, 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 integrates proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process and is noted for its use of systematic methodologies and active oversight of sub-advisers.

Tyler Gummow is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services since 2019. Prior to his financial career, he spent seven years with All Pest Pest Control. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Steven Thaxton is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and previously worked for Clear Link Technologies, LLC for twelve years. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs for various intermediary platforms.

Kole Bragg is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, he worked at The Home Depot for five years and was involved with Cruising Canvases for six years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios including mutual funds, ETFs, and fund-of-funds.

Gavin Clark is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His work history includes roles at Fidelity Investments and various positions in public works and finance-related fields. 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 across diversified fund structures.

Austin Cook is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services since 2019, including his current role since 2025. His prior experience includes positions at Employer Solutions Group and Utah Community Credit Union. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Trevin Dorius is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 66 and Series 63 designations and one year of industry experience. His prior roles include positions at Mountain Electrical Alliance, Wealth Strategies, Paragon Wealth, and Utah Valley University. 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 with a focus on research-driven, diversified investment approaches.

Andrew Martone is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he held roles at Corporate Employment Resources Inc and worked independently. Outside of his advisory work, he is engaged in selling items on eBay during his free time. 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 manage diversified model portfolios.

John Overman is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2006. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including multi-manager and fund-of-funds structures. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and deliver model portfolios.

Mark Larsen is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 66 registrations and bringing 27 years of industry experience. He previously worked at Wells Fargo Investments, LLC for nine years before joining Wells Fargo Clearing in 2016. Outside of advising, Larsen is involved as an owner and silent partner in several real estate and hotel businesses. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, retirement plan consulting, and brokerage solutions, drawing on research from Wells Fargo Investment Institute and using diversification and modern portfolio theory in its approach.

Lisa Pollock is a financial advisor with Morgan Stanley in Salt Lake City, Utah, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2017 and previously at Farmers Financial Solutions LLC from 2015 to 2017. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and Corporate Financial Planning agreements.