Edwin Solorzano is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2010 to 2016. Outside of his advisory role, he has experience as a landlord. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy development, performance reporting, participant education, and discretionary investment management grounded in modern portfolio theory. The firm includes insurance-related products and bank deposit sweep options in its investment menus, serving a broad range of institutional clients.

Lori Latey is a financial advisor at Fidelity with 18 years of industry experience. She holds the Series 63 and Series 66 designations and has worked with various divisions within Fidelity since 2007. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its use of advanced methodologies and formal advisory roles to multiple registered investment companies.

Fernando Cortez is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2022. Prior to joining Fidelity, he was a full-time student and has held roles at Suazo Business Center and Documart. 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, offering services such as discretionary portfolio management and fund advisory, with a noted use of systematic methodologies and AI-driven research tools.

Carlos Riquelme is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, he worked at Wells Fargo and held several positions outside the financial sector, including roles at Taco Junction and Authentic Mexican. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to build model portfolios from mutual funds, ETFs, and ETPs. The firm also serves as an adviser to multiple registered investment companies and employs systematic methodologies and long-term asset allocation benchmarks.

Paul Rechberger is a financial advisor with Cetera, holding a Series 66 designation and currently based in Sandy, UT. He has been with Cetera since 2026 and previously worked in education and the Austrian Armed Forces. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diversified portfolio management and consulting services through a multi-manager platform with extensive assets under management and a large nationwide network of advisors.

Devon Gannon is a financial advisor at Fidelity with five years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining Fidelity in 2020, he worked at JP Morgan Chase Bank for one year. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including advisory for registered investment companies and charitable funds. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios from a diverse investable universe.

Blake Pirami is a Planning Consultant at Fidelity Investments, a role he has held since 2026. He has worked in various capacities within Fidelity since 2022, progressing through positions including Investment Solutions III, Investment Solutions II, Investment Solutions Representative I, and Customer Relationship Advocate. Blake's experience encompasses financial planning and investment solutions, where he collaborates with individuals and families to develop strategies that align with their financial goals. Blake holds insurance licenses in Arkansas and California, supporting his capacity to provide comprehensive financial advice. He is committed to helping clients understand and feel confident about their financial plans by working closely with them to create strategies tailored to their unique circumstances. Outside of his professional work, Blake's personal interests include cars, golf, outdoor adventures, and soccer.

Brianna King is a financial advisor at Morgan Stanley with seven years of industry experience. She holds Series 66 and Series 63 licenses and has worked previously with firms including E*Trade Securities and Guardian Life Insurance Company. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and the use of firm-approved planning tools to develop tailored financial plans.

Matthew Crane is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2017. He has been with Fidelity since 2011, progressing through roles including Financial Consultant, Retirement Solutions Representative, Investment Solutions Representative, and Client Service Associate. With 14 years of experience guiding Fidelity clients, Matthew focuses on understanding clients' goals to build tailored financial plans. He aims to make financial planning more approachable, helping clients gain clarity and peace of mind. Matthew holds insurance licenses in Arkansas and California.

Tyler Erikson is a CFP® with 15 years of industry experience currently advising at Fidelity. His prior work includes roles at Allstate Insurance Co and OneAmerica Securities. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs.

William Doss is a financial advisor at Morgan Stanley with 10 years of industry experience. His prior experience includes roles at E*TRADE Capital Management LLC, E*TRADE Securities LLC, and Fidelity Brokerage Services LLC. Outside of his advisory work, he is employed as a delivery driver for GrubHub. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process.

Brady Christensen is a financial advisor at Equitable Advisors with four years of industry experience. He holds a Series 66 designation and has worked in various roles including time with Kyle B. Christensen and involvement in multiple entrepreneurial ventures. Outside of financial advising, he serves as an ambassador for ChamberWest Chamber of Commerce and is a committee member for the Utah Valley University Prospective Student Association Alumni Committee. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer and works extensively with program sponsors and third-party managers to deliver advisory and brokerage solutions.

Abigail Adams is a CFP® and holds a Series 66 license with two years of experience in the financial industry. She currently works at Fidelity and has prior experience at The Helmstar Group, LLC and FirstPurpose Wealth. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors, with an investment process that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction.

Abraham Patino Rodriguez is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. He has worked at Wells Fargo Bank, N.A. since 2017 and was previously employed in the food service industry. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets through more than 14,000 financial advisors.

Ali Hemmat is a financial advisor with Morgan Stanley in South Jordan, Utah. He holds a Series 66 designation and has five years of industry experience. His work history includes roles at E*Trade Securities and multiple positions in the technology and education sectors. Outside of advisory activities, he works as a rideshare driver for Lyft and Uber. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved tools.

James Richardson III is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Fidelity in various capacities since 1998. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its advisory roles to multiple registered investment companies and its use of AI-driven research methods.

Joshua Marx is a financial advisor with Edward Jones in Salt Lake City, UT. He holds a Series 66 designation and has six years of industry experience, including five years at IM Flash Technologies prior to joining Edward Jones in 2019. Outside of his advisory role, he manages a rental property with his wife in Lehi, UT. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies and operates a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

James Lata is a financial advisor at Wells Fargo Clearing in Salt Lake City, UT, holding a Series 63 designation with seven years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held a position at Acosta Sales and Marketing from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Micah Pelletier is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 66 designations and four years of industry experience. He has been associated with Wells Fargo Clearing in multiple periods since 2016 and has worked with Wells Fargo Bank, NA since 2014. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets through more than 14,000 financial advisors.

William Horman is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 designations. Horman’s prior work includes roles at Intermountain Healthcare and Silhouette America. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various investment vehicles.