Jeffrey Warne is a financial advisor with Wells Fargo Clearing based in Salt Lake City, UT, holding Series 63 and Series 66 registrations and possessing 30 years of industry experience. His prior work includes roles at E*TRADE Capital Management LLC and Harrisdirect LLC. Wells Fargo Advisors serves individual, corporate, and institutional clients nationwide, offering investment advisory, financial planning, and retirement plan consulting services. The firm employs research-driven strategies based on diversification and modern portfolio theory while providing both brokerage and advisory solutions.

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 31 years of industry experience. She has worked at Wells Fargo Investments and Wells Fargo Clearing since 2002. Outside of her advisory role, she sells clothing items online through the platform Poshmark. 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 extensive research and analytics.

John Jensen is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked across several Fidelity entities since 2008. Outside of his advisory role, he owns and operates Tri Global Enterprises, a business focused on selling Japanese home decor and providing translation and order facilitation services. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe. The firm also provides model portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.

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.

Sterling Puffer is a financial advisor with J.P. Morgan Securities in Salt Lake City, UT. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Telarus, Solunas Partners, and JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and performance reporting. The firm’s advisory process integrates quantitative and qualitative research and includes broader derivatives and commodities capabilities.

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 in Salt Lake City, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at Edward Jones and operates Solomon Financial Advisors, Inc. He also serves as an agent for Allegis, recommending life and fixed indexed life insurance. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a broad client base, including individuals, high-net-worth clients, and institutional investors, with tailored planning and advisory services supported by advanced analytical tools.

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 with Wells Fargo Clearing in Salt Lake City, UT, holding a Series 66 designation and 14 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and has also been associated with Optioniq since 2013, along with a prior role at Cambria Capital, LLC. Odekirk serves as a power of attorney for her parents in investment-related matters. 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 roughly $671 billion in assets through more than 14,000 advisors and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Wallace Beck Jr. is a financial advisor with Ameriprise Financial Services in Salt Lake City, UT, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He previously worked at RBC Capital Markets for 13 years before joining Ameriprise in 2013. Outside of advisory work, he is part owner of a jewelry business with his son and has occasional involvement with an art gallery and framing shop. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Mori Paulsen is a financial advisor at Merrill with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Merrill since 2010, following prior roles at Morgan Stanley and its affiliates. He serves as an advisory board member for the American Cancer Society, participating in a nonprofit capacity. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

Eric Smith is a CFP® with 15 years of experience in financial services. He is currently with Morgan Stanley in Salt Lake City and has held positions at Morgan Stanley Private Bank, JPMorgan Chase Bank, and other firms. Smith serves on the advisory board of the Natural History Museum of Utah, focusing on business development and growth. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets and utilizing firm-approved planning tools and structured discovery processes.

Scott Chappell is a financial advisor with RBC Capital Markets in Salt Lake City, UT, holding a Series 66 designation and 25 years of industry experience. He has worked at RBC Capital Markets since 2009 and previously spent 14 years at Sterling Jewelers. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, providing discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

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.

David Morgan is a financial advisor with Wells Fargo Clearing based in Salt Lake City, UT. He holds Series 63 and Series 65 licenses and has approximately one year of industry experience. His prior roles include positions at U.S. Bancorp and Gohealth LLC. 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, relying on research and analytics to guide investment decisions.

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.