Nicholas Sleiman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank NA. Outside of his advisory role, he serves as a financial literacy professor at Salt Lake Community College. 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 services. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs.

Eric Stowe 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 Investments, Bank of America, Merrill, EncoreFX, and American Express. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and use of AI-driven research methodologies.

Max Ellersick is an Investment Solutions Representative III at Fidelity Investments. In this role, he collaborates with clients to develop and pursue their financial goals. Max emphasizes understanding clients' lives to co-create tailored financial plans that help them feel confident and comfortable with their finances. Max has progressed through several positions at Fidelity Investments, starting as a Customer Relations Advocate in 2023. He then advanced through Investment Solutions Representative I and II roles before attaining his current position. This experience has provided him with knowledge in investment solutions and client relations within the financial services industry.

Jamison Day is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, he held roles at Utah Tech University, TTG Management, and Pennant Services. He is also a partner in M & J Properties, L.L.C., where he manages administrative, bookkeeping, and maintenance responsibilities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios.

Wei Che Chang is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and two years of industry experience. He has been with Wells Fargo Bank, N.A. since 2013. 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.

Marcos Mccorristin is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves on the finance committee of the Salt Lake Roller Derby, a community sports organization in Salt Lake City. 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 approach is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Eric Heath is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Prior to joining Fidelity, he worked at Cuso Financial Services, LP from 2015 to 2020. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its advisory roles to registered investment companies and use of AI in research.

Tyler Smith is a financial advisor with Edward Jones in Woods Cross, UT, holding Series 63 and Series 66 licenses and having 16 years of industry experience. Prior to joining Edward Jones in 2025, he worked for nine years at Horace Mann Investors Inc and Horace Mann Companies. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Gabriel Amaral is a financial advisor at Wells Fargo Clearing with a Series 63 designation and one year of industry experience. He has previously held roles at DiSys, Salt Lake County, UPMA, and Salt Lake Public Utilities, and serves in the United States Air Force in aircraft maintenance. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, supported by extensive research and a broad range of financial products.

Joshua Earl is a financial advisor with Fidelity in Salt Lake City, UT, holding a Series 66 designation and beginning his industry experience in 2024. Prior to joining Fidelity, his work history includes diverse roles across several industries such as mobile detailing, fitness, and logistics. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services as well as model portfolio delivery.

Jared Davis is a financial advisor at Edward Jones with 14 years of industry experience. He holds a Series 66 credential and has been with Edward Jones since 2011. Outside of his advisory role, he owns a rental property in Layton, Utah, which is managed by a third-party company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory and investment services supported by a large network of financial advisors and branch offices across the country.

Brandt Wilcox is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding Series 66 and Series 63 credentials and two years of industry experience. His prior work includes roles at Vivint and involvement with the Church of Jesus Christ of Latter Day Saints. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a wide range of clients, combining proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, multi-manager funds, and model portfolios.

Jennifer Beyer is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. Her prior work includes roles at Morgan Stanley and several companies in the market research and customer experience sectors. She has participated as an interviewee for a commercial lifestyle publication discussing her career and community contributions. She works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and specialized advisory services.

Andrew Stevenson is a Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2019, progressing through roles including Planning Consultant, Workplace Planning Consultant, Stock Plan Consultant, and Customer Relationship Advocate. Prior to joining Fidelity, Andrew worked as a Service Teller at America First Credit Union from 2018 to 2019. Throughout his career, Andrew has focused on supporting clients in creating personalized financial strategies that address their unique situations. He emphasizes building relationships based on trust and integrity, working closely with clients to identify appropriate strategies and improve their overall financial plans. Andrew holds insurance licenses for Arkansas and California. Further details about his education and personal interests were not provided.

Connor Rees is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2014 to 2016. He has also been affiliated with Wells Fargo Bank NA since 2013. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Paul Rood is a financial advisor at Fidelity with Series 63 and Series 66 credentials and 11 years of industry experience. He has been with Fidelity Investments since 2025 and previously worked with FIDELITY Brokerage Services LLC from 2014. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios based on mutual funds, ETFs, and ETPs.

Dallin Johnson is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo and Mass Mutual. He is currently based in Salt Lake City, UT. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios built from a diverse universe of mutual funds, ETFs, and ETPs.

Andrew Reid is a Wealth Management Planning Consultant at Fidelity Investments, where he collaborates with the Private Wealth Management team to assist self-directed clients. He emphasizes personalized service and consistent communication to support clients throughout their wealth planning journey. Andrew began his career at Fidelity Investments in 2019, initially working in Help Desk and Client Services roles before moving into Wealth Management Operations in 2021. He transitioned to his current role in 2025, bringing experience across multiple facets of client support and wealth management processes. Outside of his professional responsibilities, Andrew has interests that include comedy, family activities, football, snowboarding, and soccer.

Emily Mc Gill is a financial advisor with LPL Financial, holding Series 66 and Series 63 designations and one year of industry experience. Her prior roles include positions at CUSO Financial Services, LP, and various property valuation and insurance firms. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

David Hansen is a financial advisor with Wells Fargo Clearing based in Salt Lake City, UT. He holds Series 63 and Series 66 licenses and has 14 years of industry experience, including a tenure at E*Trade Securities LLC. Outside of his advisory work, he is a 50% owner of N&D Specialists LLC, a cleaning business for new construction home builds. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory 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.