Garrett Clements is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 65 credentials with seven years of industry experience. He has been with Wells Fargo Clearing since 2019 and concurrently with Wells Fargo Bank, N.A. since 2016. Outside of advising, he owns and manages multiple businesses, including a life coaching practice, a 3D printing services company, and serves as a ward clerk at The Church of Jesus Christ of Latter-day Saints. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to a diverse client base including individuals, corporations, and institutional investors. The firm combines research and analytics with a broad array of brokerage and advisory solutions.

Trevor Yocom is a financial advisor at Fidelity with 31 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various Fidelity entities since 1994. 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 combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Derrick Bevan is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 66 credentials and 20 years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at E*TRADE Capital Management and E*TRADE Securities from 2017 to 2023. Outside of advisory work, he owns and manages a rental property in Washington, Utah. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured, firm-approved process for financial planning.

Simon Pope is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior roles include positions at Evoke at Entrada, Woodward Park City, and several insurance and healthcare-related firms. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors, utilizing a combination of proprietary fundamental research, quantitative analysis, and systematic portfolio construction methods.

Jason Knight is a financial advisor at OSAIC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services, Penn Mutual Life Insurance, and Hornor Townsend & Kent. Outside of his advisory role, he is involved in multiple business ventures related to group benefits, commercial insurance, and financial planning, including serving as President and Partner of an LLC offering group medical and ancillary insurance products. OSAIC serves a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to deliver a range of portfolio management options.

Devin Mcknight is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding Series 63 and Series 66 licenses and seven years of industry experience. His work history includes roles at Fidelity Investments since 2020, as well as positions at NYLIFE Securities LLC, Nebeker Financial, and New York Life Insurance Co. Outside of his advisory work, he is a joint owner and Chief Marketing Officer of RollFare LLC, a podcast venture where he also serves as Dungeon Master. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Sharon Jaspers is a financial advisor at Wells Fargo Clearing with four years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Wells Fargo, she worked for 15 years at Cherry Creek Mortgage. Outside of her advisory role, she is a certified yoga instructor, teaching yoga classes in Lehi, 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 advice. The firm’s approach is IPS-driven and grounded in modern portfolio theory, serving as an ERISA fiduciary and including a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Krista Young is a financial advisor at Wells Fargo Clearing with eight years of industry experience. She holds the Series 66 designation and has been with Wells Fargo Clearing since 2016. 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, utilizing research from Wells Fargo Investment Institute and third-party databases.

Nicholas Muro is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. His prior work history includes roles at Geneva Financial, Wells Fargo Clearing, and Wells Fargo Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies and a Charitable Gift Fund. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad investable universe.

John Bergerson is a CFA® charterholder with 23 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2017. His prior experience includes roles at Wells Fargo Clearing and Albion Financial Group. He serves on the finance committees and boards of trustees for the Jewish Family Service of Utah and Tracy Aviary. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser network.

Christopher Finlinson is a financial advisor with Morgan Stanley in Holladay, UT, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has worked with Morgan Stanley and its Private Bank since 2022 and previously with E*TRADE Capital Management and E*TRADE Securities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Ben Blake is a financial advisor with Robert W. Baird & Co. based in Salt Lake City, UT. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. His prior roles include positions at Zions Bank, LPL Financial, LLC, and Zions Capital Advisors, Inc. Blake is also a board member and owner of a rental property. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of services including financial planning, portfolio management, separately managed accounts, and brokerage services, with a notable emphasis on manager selection, tax management, and the use of internal research tools.

Daniel Foslid is a financial advisor with Ameriprise in Sandy, Utah, holding Series 63 and Series 65 credentials and over 42 years of industry experience. He has been with Ameriprise and its related entities since 1982. Foslid serves on the finance committee of Saint Thomas More Catholic Church. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Edwin Solorzano is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has also worked at Wells Fargo Bank, N.A. since 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through 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 analytics.

Matthew Braun is a financial advisor at Wells Fargo Advisors with one year of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Wells Fargo Advisors Financial Network, he worked at Idaho First Bank and Wells Fargo Clearing Services. He has also been employed in diverse roles outside finance, including at Crane Creek Country Club, Boise State University, and Central Oregon Community College. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu leveraging proprietary research and tools, serving clients through tailored recommendations delivered in discrete planning engagements.

Lori Latey is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 66 designations and has worked within various Fidelity entities since 2007, including Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. 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 develop model portfolios that incorporate mutual funds, ETFs, and ETPs.

Fernando Cortez is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. His work history includes multiple roles within Fidelity Investments since 2022 and prior experience as a full-time student. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a research-driven investment process that incorporates quantitative analysis and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Carlos Riquelme is a financial advisor at Fidelity with one year of industry experience and holds a Series 66 designation. His prior work includes roles at Wells Fargo and various other businesses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios and funds.

Paul Rechberger is a financial advisor at Cetera with a Series 66 designation and no prior industry experience. His background includes work with Park City Ski & Snowboard and a role at Clarkson University. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a nationwide network of over 10,000 advisors.

Devon Gannon is a financial advisor at Fidelity with Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Fidelity in 2020, he worked at JP Morgan Chase Bank for one year and also has work experience outside finance, including teaching at Murray High School and employment at Woody's Drive In. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with distinctive roles in commodity pool operation and fund advisory.