Kolton Chato is a financial advisor at Wells Fargo Clearing with four years of industry experience and holds the Series 63 designation. His work history includes roles at US Tech Solutions and Modular Solutions Ltd., as well as a period at Northern Arizona University. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Kevin Dicianna is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he coaches youth soccer and serves as a soccer referee for Utah Youth Soccer. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and includes discretionary options, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menus.

Ann Barrus is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding a Series 66 designation and 19 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. Ann’s career has been focused within the Wells Fargo organization. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Jack Curtis is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds the Series 66 designation and previously worked for Sizzling Platter Inc. for thirteen years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory 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.

Bryant Bienz is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds Series 65 and Series 63 credentials and has worked at Wells Fargo Bank, nA since 2014. Bienz has also been affiliated with academic institutions including The University of Utah and Brigham Young 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 combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Richard Stout is a financial advisor at Wells Fargo Clearing with 39 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Fidelity Brokerage Services for 30 years before joining Wells Fargo in 2018. Outside of his advisory role, he is a part-owner of Express Mobile Wash, LLC, where he contributes to business planning and administrative tasks. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products than typical institutional advisors, such as insurance-related vehicles and bank deposit sweep options.

Nathan Farnsworth is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds a Series 63 designation and previously worked at Morgan Stanley Smith Barney LLC, E*Trade Securities LLC, World Financial Group, and the Utah State Developmental Center. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Timothy Vanausdal is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds a Series 63 designation and has held roles at Wells Fargo Clearing Services, DiSys, and Logical Delivery LLC. He has also been involved with the University of Utah in various capacities since 2016. 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 from the Wells Fargo Investment Institute.

Trent White is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT. He holds a Series 63 designation and has one year of industry experience. His prior work includes roles at DiSys, AmTrust Financial Services, Amazon, and the University of Utah. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a broader investment menu that includes insurance-related products and bank deposit sweep options.

Curtis Leasure is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory work, he pursues photography as a hobby with occasional sales. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Joel Moultrie is a CFP® with 18 years of industry experience, currently affiliated with Fidelity. He has held roles at Fidelity Brokerage Services LLC since 2007 and has been with Fidelity Personal and Workplace Advisors since 2018. 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 uses proprietary research combined with quantitative analysis and algorithmic portfolio construction, and serves multiple registered investment companies and intermediary platforms.

Kimberly Hernandez is a Series 66–licensed financial advisor with Wells Fargo Clearing in Salt Lake City, UT, with nine years of industry experience. She has worked at Wells Fargo Clearing Services LLC since 2017 and previously spent two years with Ken Garff Automotive Group. Outside of her advisory role, she manages several rental properties. Wells Fargo Advisors is a national firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement plan consulting services, utilizing research and analytics from internal and third-party sources to guide its investment approach.

Brandon Watson is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing Services LLC since 2017. Outside of his advisory role, he maintains ownership of a rental property in Cleveland, Ohio. 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 and offers a range of brokerage and advisory solutions supported by research and analytics.

Moses Ibe is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT. He holds a Series 63 designation and has one year of industry experience. His prior work includes roles at GuidetoInsure and multiple positions at Brigham Young University Idaho. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Christopher Lucky is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT. He holds the Series 66 designation and has eight years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2017, following brief roles at Associate Staffing and America First Credit Union. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research and analytics to guide investment decisions.

Joseph Boris is a financial advisor at Fidelity with three years of industry experience. He holds the Series 63 and Series 66 licenses. His prior work includes positions at Brigham Young University and Deseret First Credit Union. 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 model portfolios across mutual funds, ETFs, and ETPs.

Greyson Kalisa is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 66 licenses and four years of industry experience. He has worked with various Wells Fargo entities since 2018 and has also held roles outside the financial sector at companies such as 1800Contacts and Stubhub. 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 employs a research-driven approach based on diversification and modern portfolio theory and offers a broad range of brokerage and advisory solutions.

Ken Ho is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT. He holds Series 63 and Series 66 credentials and has nine years of industry experience, including time at Wells Fargo Advisors. 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.

Randall Terrell is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 19 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he serves as power of attorney for his mother, managing related investment 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 offers both brokerage and advisory solutions, leveraging research and analytics while distributing a range of financial products through affiliated entities.

Paul Bithell is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 66 and Series 63 credentials and nine years of industry experience. His prior roles include positions at Morgan Stanley and Fidelity Investments. Outside of advisory work, he has been involved in buying and selling residential real estate through his ownership of PB Real Estate LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions, managing approximately $671 billion in assets and employing over 14,000 financial advisors.