Erika Hogan is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 designations and two years of industry experience. She has been with Wells Fargo Clearing since 2023 and has also worked at Wells Fargo Bank, N.A. since 2014. Wells Fargo Clearing provides retirement plan consulting services 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 modern portfolio theory, with a notable range of investment options including insurance-related vehicles and bank deposit sweep programs.

Maxwell Larson is a financial advisor with Raymond James Financial Services, Inc. in Salt Lake City, UT. He holds a Series 66 designation and has three years of industry experience. His prior work history includes roles at Voyager Wealth Advisors, Level Nine Sports, and Morgan Stanley. 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, pension plans, corporations, and institutional clients. The firm uses analytical tools such as risk profiling and probability modeling to tailor non-discretionary planning and consulting to client goals and supports a wide advisor network through various advisory programs.

Brian Parcell is a financial advisor with Morgan Stanley in Salt Lake City, UT, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has worked at various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process supported by firm-approved tools and modeling techniques.

Luke Miller is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, he worked at Ezra Lee Design and Build and has held roles in education and retail sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Garrett Rydalch is a financial advisor at Fidelity with seven years of industry experience. He has held roles at Fidelity Brokerage Services, Discover Financial Services, and Utah State University. His credentials include the Series 63 and Series 66 licenses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and employs a structured oversight process for its advisory activities.

Daniel Dickson is a CFP® professional with 13 years of industry experience, currently advising at Fidelity in Salt Lake City, UT. He has been with Fidelity Investments since 2012. Outside of his advisory role, he owns an equipment rental business, participates in a health coaching affiliate program, and works as a real estate agent assisting family and friends. 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 for discretionary and non-discretionary advisory solutions.

Scott Papenfuss is a financial advisor at Fidelity with five years of industry experience. He holds Series 66 and Series 63 designations and has worked at Fidelity Investments since 2020. Outside of his advisory work, he is a sole proprietor manufacturing and selling stringed instruments. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Jonathan Meagher is a financial advisor with Fidelity Investments based in Salt Lake City, UT. He holds Series 63 and 66 licenses and has four years of industry experience, including roles at Fidelity and Ascentium Capital, a subsidiary of Regions Bank. His earlier work includes positions at the University of New Hampshire and Ocean House Management. His firm, Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a systematic investment approach combining proprietary fundamental research with quantitative analysis and algorithmic portfolio construction.

Jamie Groesbeck is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, Groesbeck served in the US Army for six years and has held positions in various industries including market sales and personal services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Matthew Prince is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 13 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wells Fargo Bank NA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a wide range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Andres Esquivel is a financial advisor with Fidelity Investments, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Policy Scout and Safe Streets Security, as well as operating a food truck business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered through intermediary platforms.

David Fagergren is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Fidelity Personal and Workplace Advisors since 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and employs advanced methodologies including AI in its research.

Andrew Rogers is a financial advisor at Wells Fargo Clearing in Salt Lake City, UT, holding a Series 63 designation with less than one year of industry experience. Prior to joining Wells Fargo, his background includes roles at DiSys, Rogers' Fine Furniture, and the University of Utah. Outside of his advisory work, he collects art prints by Shepard Fairey and has considered starting a sole proprietorship to sell his collection. 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 options. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Robyn Martinez is a financial advisor with LPL Financial in Salt Lake City, UT, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. Her prior experience includes roles at BMO Harris Bank, Wells Fargo Clearing, Mountain America Credit Union, U.S. Bancorp Investments, and BancWest Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Michael Jenkins is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2022, following roles in various industries including retail and small business operations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management as well as fund advisory services. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing model portfolios composed of mutual funds, ETFs, and ETPs.

Blake Reid is a financial advisor with Fidelity, holding Series 65 and Series 66 licenses and bringing 25 years of industry experience. He has been associated with various Fidelity entities since 2006, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and more recently, Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a systematic investment process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also holds a distinctive role as a registered commodity pool operator and advises multiple registered investment companies.

James Loomis is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 66 credentials and seven years of industry experience. He has worked at Wells Fargo Clearing since 2019 and previously held positions at E*Trade Securities, Auric Solar, and Advantage Resourcing. Outside of finance, he owns and manages a rental property in Sandy, UT. 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 a combination of brokerage and advisory solutions supported by extensive research and analytics.

Lynette Sodja is a financial advisor at Fidelity with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with various Fidelity entities since 2010. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and a Charitable Gift Fund. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Nikki Gore is a financial advisor at Fidelity with 26 years of industry experience. She holds Series 63 and Series 66 designations and is 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 an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with distinctive use of AI and systematic methodologies in its investment process.

Mark Taylor is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. He has prior work experience at Northwestern Mutual Life Insurance Company and various other firms, as well as a five-year period associated with Utah Valley University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management and fund advisory. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a wide range of investment vehicles.