Chase Potter is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds the Series 66 designation. Prior to joining Wells Fargo Clearing, he worked at Brooks Pest Control and Vivint Inc. among other roles. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

William Anderson is a CFP® professional with 24 years of industry experience, currently affiliated with Raymond James Financial in Salt Lake City, UT. He previously worked at Edward Jones for 21 years before joining Raymond James and founding S.W. Anderson Financial, where he provides financial services to individuals and businesses. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Jeff Ames is a financial advisor at Fidelity with 28 years of industry experience. He holds the Series 63 and Series 66 designations and has worked across multiple Fidelity divisions since 1998. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a variety of clients including registered investment companies and offers distinctive services such as commodity pool operation and formal advisory roles to multiple funds.

Cathleen Wright is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. She previously worked at UBS Financial Services for 11 years before joining Wells Fargo in 2026. 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.

Miriam Rushton is a financial advisor at Merrill in Salt Lake City, Utah, with 29 years of industry experience. She has been with Merrill since 1989. Rushton holds Series 63 and Series 66 licenses. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

Christopher Geiger is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 66 designation and has worked within various Fidelity entities since 2016, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its roles in managing registered investment companies, employing systematic methodologies, and integrating AI and algorithmic techniques in its investment process.

Morgan Carter is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with various Fidelity entities since 2015. Outside of his advisory role, he is an instructor at the Armed Self Defense Institute, a firearms training company based in Utah. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Cody Richards is a financial advisor at Fidelity with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Morgan Stanley and Morgan Stanley Private Bank. He is based in Salt Lake City, UT. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios and manages multiple registered investment companies with oversight of sub-advisers and share allocations.

Matthew Lauritzen is a financial advisor with LPL Financial in Salt Lake City, UT, holding Series 63 and Series 66 credentials and 19 years of industry experience. He previously worked at Morgan Stanley for 12 years before joining LPL Financial and Zions Bank in 2024. 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, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Madeline Rodriguez is a financial advisor at Wells Fargo Clearing with a Series 63 designation and no prior industry experience outside of her current role. She previously worked at Wells Fargo from 2014 to 2022 and was a homemaker for two years. Wells Fargo Advisors is a national securities firm that provides 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.

Carolyn Pahnke is a financial advisor with Fidelity Investments based in Salt Lake City, UT, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has been with Fidelity since 2010, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Outside of her advisory work, she is affiliated with Utah State University. Strategic Advisers LLC, a Fidelity Investments company, offers 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 manage portfolios, and it serves as an adviser to multiple registered investment companies and fund-of-funds.

Brady Nelson is a financial advisor with Wells Fargo Advisors in Salt Lake City, UT, holding a Series 66 designation and 9 years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2017 and joined Wells Fargo Advisors Financial Network LLC in 2026. Outside of his advisory role, he teaches English online to children in China through VIPKID and works occasionally as a Lyft driver. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and sports and entertainment planning, using proprietary research and tools.

Timothy Mulligan is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. His prior work includes roles at Amazon, McCarthy General Contractor, and the U.S. Army Reserve. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds structures.

Joyce Santos Roeder is a Wealth Management Planning Consultant at Fidelity Investments. She has been with Fidelity since 2021, holding various roles within the company, progressing through Customer Relationship Advocate, High Net Worth Associate, and positions in Wealth Management Services and Operations before her current role. In her current position, Joyce focuses on building strong, trusted relationships with clients to support a holistic and proactive experience. She assists clients with a wide range of service needs and facilitates access to appropriate resources and business partners when additional support is required. Outside of her professional work, Joyce has personal interests that include beach activities, reading, running, traveling, and yoga.

Joshua Nielsen is a Financial Consultant at Fidelity Investments, where he has been serving since 2024. He has held various roles within Fidelity Investments, including Investment Consultant in 2024, Team Leader of Client Services from 2022 to 2023, Workplace Planning Consultant Help Desk from 2019 to 2022, Workplace Planning Consultant from 2017 to 2019, Retirement Solutions from 2014 to 2017, and Investment Solutions from 2013 to 2014. Joshua's approach to client service focuses on building strong, trusting relationships by understanding his clients' unique goals and aspirations. He emphasizes listening and comprehending client needs to tailor financial strategies aligned with their long-term objectives. He holds a California Insurance License. Outside of his professional work, Joshua has interests in baseball, fishing, football, and golf.

Keaton Grunander currently serves as an Investment Solutions Representative III at Fidelity Investments. In this role, he focuses on providing guidance to clients on budgeting, investing, and wealth planning tailored to their individual needs and goals. Keaton has been with Fidelity Investments since 2021, progressing through roles including Customer Relationship Advocate, High Net Worth Service Associate, and Investment Solutions Representative levels I and II prior to his current position. He holds insurance licenses in Arkansas and California.

Matthew Barjenbruch is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2023. Outside of his advisory role, he teaches fitness classes as a coach at Vasa Fitness. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes proprietary research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios and serves in advisory roles for registered investment companies and fund-of-funds.

Jared Day is a financial advisor with J.P. Morgan Securities in Salt Lake City, UT, holding Series 63 and 65 licenses and bringing 15 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Bank, as well as Williamson Ocean and Amazon. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Zakary Fresh is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at Mountain America Credit Union, First Citizens Investor Services, SVB Wealth LLC, and Fidelity Investments. He has experience across various financial services firms and also worked in non-financial roles at University of Utah Health and West Valley Family Fitness Center. 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.

Christian Aune is a financial advisor with Fidelity in Salt Lake City, UT, holding a Series 66 designation and five years of industry experience. His work history includes multiple roles at Fidelity Investments and Discover Financial Services. Christian is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it is noted for its registration as a commodity pool operator and advisory role to multiple registered investment companies.