Casey Hardy is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding Series 63 and Series 66 designations and two years of industry experience. Prior to joining Fidelity in 2024, Casey worked at KeyBank and held various roles in the automotive and agricultural sectors. 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 combines fundamental research with quantitative analysis and uses algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Bruce Wingrove is a financial advisor with Ameriprise in Alpine, Utah, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has been with Ameriprise since 2009. In addition to his advisory role, he is involved in independent insurance brokering, specializing in fixed annuities. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized, non-discretionary advice through a centralized consulting team.

Tyson Phillips is a financial advisor at Raymond James & Associates with 25 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials. Prior to joining Raymond James in 2019, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2011 to 2019. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base that includes individuals, institutional investors, pension plans, charitable organizations, and government entities, offering tailored financial planning and consulting services generally on a non-discretionary basis.

Nicole McGraw is a Planning Consultant at Fidelity Investments, a role she has held since 2024. She works to help identify and pursue the financial goals of individuals and families, emphasizing that each situation requires a unique strategy to solidify their financial future. Her professional experience at Fidelity Investments includes positions such as Investment Solutions Representative III and II, Investment Solutions Representative, High Net Worth Associate, and Customer Relationship Advocate, spanning from 2021 to the present. Nicole holds insurance licenses in Arkansas and California. Outside of her professional work, she enjoys activities such as going to the beach, hiking, skiing, playing tennis, reading, and exploring food.

Stefan Rosen is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds Series 63 and Series 66 designations and is based in Salt Lake City, Utah. His work history includes multiple roles within Wells Fargo entities dating back to 2015. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to a broad range of clients, including individuals, corporations, and institutions. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Summer Excell is a financial advisor with Morgan Stanley in Holladay, Utah, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. She has worked at Morgan Stanley since 2015. Outside of her advisory work, she owns two businesses in West Jordan, Utah, offering makeup services and operating an aerial arts and fitness education company. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and comprehensive investment resources.

Ryan Taylor is a financial advisor with LPL Financial in West Jordan, Utah, holding Series 63 and Series 65 licenses. He has two years of industry experience, including prior roles at Morgan Stanley and Mountain America. 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, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Tate Black is a financial advisor at Fidelity with eight years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services since 2017, as well as at Select Health prior to that. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory role to registered investment companies, and implementation of AI-driven research tools.

Jonathan Hatch is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Prior to joining LPL in 2024, he spent 13 years at Lincoln Financial Securities Corporation. Hatch is also involved with Wasatch Capital Resources, a business he has been associated with since 2000. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of advisory and brokerage services including financial planning, model portfolios, and institutional platforms.

Aleah Horsley Updike is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Fidelity, she worked at Cyprus Credit Union for five years and has held various positions in the hospitality and service sectors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a systematic investment approach that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Noah Packer is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding Series 63 and Series 66 licenses and two years of industry experience. His prior work includes roles at American Express and Koch Ag and Energy Solutions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios constructed from mutual funds, ETFs, and ETPs.

Andrew Chang is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing Services LLC since 2021. His prior experience includes roles at Amazon, the University of Utah, and Digital Ontelligence Systems LLC, where he has been engaged concurrently 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 from Wells Fargo Investment Institute and third-party sources.

Perry Slagowski is a Vice President and Financial Consultant at Fidelity Investments. In this role, he collaborates with clients to develop personalized financial plans that align with their individual goals, needs, and concerns. He conducts regular reviews and updates to ensure these plans remain effective and responsive to changing circumstances. Perry has been with Fidelity Investments since 2013, holding various positions including Financial Consultant, Investment Consultant, Retirement Relationship Manager, Retirement Solutions Representative, Investment Solutions Representative, Premium Relationship Associate, and Full Equity Trader. His experience spans a range of financial services and investment roles, providing him with a comprehensive understanding of client financial planning and investment strategies.

Jennifer Gomm is a CFP® with 11 years of experience, currently serving as an advisor at Raymond James Financial Services Advisors, Inc. She has been affiliated with Raymond James since 2015 and operates a business called Businessman's Planning, where she assists clients with insurance-related financial planning. Gomm also serves as a trustee for a family trust. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary advice supported by advanced analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Cheri Johnson is a financial advisor at Fidelity with 19 years of industry experience. She holds the Series 63 and Series 66 designations and has worked in various capacities within Fidelity since 2006. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, and it is noted for its use of systematic methodologies, AI-driven research, and advisory roles to multiple registered funds.

Richard Chan is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 credentials and four years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2021 and previously at Walgreens from 2014 to 2020. Outside of his advisory role, he works part-time as a delivery driver for Uber Technologies. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-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.

Thanya Mendoza is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Her prior work includes roles at Solera National Bank, American Sleep Dentistry, and Utah Behavior Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm combines proprietary research with quantitative analysis and algorithmic portfolio construction to manage model portfolios and oversees sub-advisers while addressing potential conflicts of interest.

Mark Dewyze is a CFP® professional with 13 years of industry experience, currently serving at Fidelity Investments since 2012. He has held roles within Fidelity Personal and Workplace Advisors for seven years before joining Fidelity’s institutional division in 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, often employing affiliated or unaffiliated sub-advisers and maintaining formal advisory roles with multiple registered investment companies.

Makade O'Brien is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity, Makade worked at Diamonds Greenhouse and Red Rock Pharmacy and owns New Nation Manufacturing LLC, where they oversee business operations. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction across a range of investment products.

Kimberly Smith is a financial advisor with Raymond James & Associates in Salt Lake City, UT, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She previously worked at Merrill Lynch for 14 years before joining Raymond James in 2021. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, and offers financial planning, investment consulting, and municipal advisory services.