Kent Thai is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held roles at Yuteai LLC, Nordstrom, Target, Zara, Domino's, and the University of Utah. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Justin Adams is a financial advisor with Wells Fargo Clearing based in Salt Lake City, UT, holding a Series 66 designation and 20 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has been associated with Wells Fargo Bank since 2005. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party databases.

Daren Jepson is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2014. He has been with Fidelity since 2005, progressing through roles including Financial Representative, Investments Representative, Fixed Income Specialist, and various consultant positions before his current role. Throughout his career, Daren has developed extensive experience in financial consulting, focusing on crafting and executing personalized strategies that align with clients' financial goals. He holds insurance licenses in Arkansas and California. Outside of his professional work, Daren enjoys football, hiking, horseback riding, skiing, and tennis.

Keith Young is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2013, progressing through roles including Financial Consultant, Portfolio Specialist, Fixed Income Specialist, Retirement Planner, and High Net Worth Service Representative. With over a decade of experience in the financial industry, Keith works with individuals and families to develop and monitor holistic financial plans tailored to their preferences and goals. He holds insurance licenses in Arkansas and California. Outside of his professional work, Keith enjoys hiking, reading, running, sailing, skiing, and snowboarding.

Gordon Vetas is a financial advisor at Ameriprise with two years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Ameriprise, he worked at Fidelity Investments for two years and has experience in small business operations including custom framing and gallery management. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement planning with a focus on dependable income sources and tax-aware withdrawal strategies.

Matthew Meese is a financial advisor with LPL Financial who holds a Series 66 designation and has 20 years of industry experience. He previously worked at Merrill for three years before joining LPL Financial in 2009. Outside of advisory services, he is involved as an agent in non-variable insurance products, including Medicare Advantage plans and term life insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Spencer Davies is a financial advisor with J.P. Morgan Securities in Salt Lake City, holding Series 63 and Series 66 licenses and four years of industry experience. His work history includes positions at J.P. Morgan Securities LLC, Jpmorgan Chase Bank, U.S. Bank, and Utah Community Credit Union. He also had a role at Mom's Place Gluten Free, LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process combines quantitative and qualitative research to offer written asset allocation advice, investment manager and fund searches, and customized performance reporting.

Sonia Thorne is a Wealth Management Planning Consultant at Fidelity Investments, where she has been serving since 2017. In this role, she is part of a team dedicated to delivering personalized wealth management services, focusing on creating comprehensive strategies to help clients grow, preserve, and transfer their wealth across generations. Sonia has extensive experience in the financial services industry, having held various positions at Fidelity Investments since 1993, including Central Relationship Manager, Fixed Income Specialist, Self Directed Brokerage Representative, and Financial Representative. She holds a California Insurance License. Outside of her professional career, Sonia's interests include family activities, reading, traveling, and volunteering.

Joshua Peterson is a financial advisor at Fidelity with three years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Fidelity, he worked in property management, insurance, and marketing roles. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers a range of discretionary and non-discretionary advisory services, including management of multi-manager funds and delivery of model portfolios to intermediary platforms.

Randy Berger is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 65 and Series 63 licenses and having nine years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank, N.A. since 2012. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and emphasizes research-driven portfolio management and a broad range of financial products.

Wesley Kelsey is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding a Series 66 designation and nine years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2017 and previously worked at Associate Staffing, 1-800-Contacts, and World Financial Group. 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, utilizing research from Wells Fargo Investment Institute and third-party sources.

Benjamin Pali is a financial advisor with Ameriprise in Saratoga Springs, UT, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior work includes roles at Keeler Thomas Management LLC and SagePoint Financial. He is a silent partner with a 40% share in a physical therapy franchise, Fyzical Therapy & Balance Centers, managed by his brother. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations through a centralized consulting team.

Yusif Seyidov is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 66 and Series 63 designations and four years of industry experience. His prior roles include positions at Fidelity Brokerage Services LLC and Randstad, alongside several years affiliated with Wells Fargo. 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 employs more than 14,000 financial advisors, offering both brokerage and advisory solutions supported by in-depth research and analytics.

Jonathan Resabala is a financial advisor at Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 66 designations with five years of industry experience. His prior firms include Morgan Stanley, Bank of America N.A., Merrill, and Fidelity Investments. 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.

Cameron Fisher is a financial advisor with LPL Financial in West Jordan, UT, holding a Series 66 credential and two years of industry experience. He has worked with several financial and credit union firms, including Mountain America Credit Union and Fidelity Investments. Outside of his advisory role, Fisher is involved with Fisher Capital Ventures, a real estate-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Ryan Withers is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. He has been with Wells Fargo Clearing and Wells Fargo Bank since 2020. Outside of his advisory role, he is actively involved in community theater as an actor, singer, and dancer at the Hale Centre Theatre in Sandy, Utah. 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 grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Trevor Evans is a financial advisor at Fidelity with 13 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with various Fidelity divisions since 2012, including Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios across a range of mutual funds, ETFs, and ETPs.

Conner Sorensen is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Alliance Laundry Equipment and multiple educational and telecommunications organizations. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage various fund structures and model portfolios.

Scott Grossarth is a financial advisor at Fidelity with 30 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various Fidelity entities since 1995, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, formal advisory roles to registered investment companies, and integration of AI in its research processes.

Bradley Rayburn is a CFP® with 32 years of experience in the financial industry. He currently works at Fidelity and has held roles there and at Fidelity Brokerage Services LLC since 2001, with a two-year tenure at Wells Fargo Investments. He 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. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage multi-manager and fund-of-funds structures and model portfolios.