Randy Berger is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 65 and Series 63 credentials and bringing nine years of industry experience. He has been with Wells Fargo Clearing since 2016 and with Wells Fargo Bank, NA since 2012. 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 through a large network of advisors and offers both brokerage and advisory solutions.

Wesley Kelsey is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing Services LLC since 2017. His prior work includes roles at Associate Staffing, 1-800-Contacts, and World Financial Group. 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 investment approach 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 menus.

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 licenses and four years of industry experience. His work history includes multiple roles at Wells Fargo and Fidelity Brokerage Services, as well as a year at Randstad. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

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 at LPL Financial with two years of industry experience. He holds the Series 66 designation and has worked at multiple firms including Mountain America Credit Union and Fidelity Investments. Outside of his advisory role, Fisher is involved with Fisher Capital Ventures. LPL Financial is a registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services supported by in-house research and third-party subadvisors.

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 Series 63 and Series 66 designations and 13 years of industry experience. He has been associated with various Fidelity entities since 2012, including Fidelity Personal and Workplace Advisors. Fidelity's Strategic Advisers LLC, where he is affiliated, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it holds distinctive roles such as registration with the CFTC as a commodity pool operator and advisory responsibilities for multiple registered investment companies.

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 29 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity Brokerage Services, Inc. since 1995, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Bradley Rayburn is a CFP® professional with over 31 years of industry experience, currently affiliated with Fidelity in Salt Lake City, UT. He has been with Fidelity Brokerage Services LLC since 2006 and joined Fidelity Investments in 2025. Strategic Advisers LLC, a Fidelity Investments company where he works, offers investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and systematic methodologies to construct model portfolios and employs advanced techniques such as algorithmic research and AI in its investment process.

Connor Butler is a Financial Consultant at Fidelity Investments, where he works directly with families to co-create financial plans tailored to their goals and assist them in navigating major life events. He focuses on ensuring clients understand how their financial plans function and addresses any questions or concerns they may have throughout the process. Connor has held multiple roles at Fidelity Investments since 2019, progressing through positions such as College Planning Specialist, Workplace Planning Consultant, Investment Management Consultant, and Planning Consultant before assuming his current role in 2024. His experience encompasses client management, investment guidance, and financial planning. He holds insurance licenses in Arkansas and California.

Garett Robinson is a financial advisor at Fidelity with three years of industry experience and holds the Series 66 designation. His prior work includes roles at Aspen Field Services, Amazon, and Utah Valley University. 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 to manage portfolios that include mutual funds, ETFs, and ETPs.

Zachary Pille is a financial advisor with Raymond James Financial Services Advisors, Inc. in Salt Lake City, UT, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. His prior roles include positions at State Street Global Advisors and Morgan Stanley Smith Barney. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning supported by analytical tools and maintains unique services such as municipal advisory affiliation and specialized SIMPLE IRA consulting programs.

Brigham Christiansen is a Financial Consultant currently working at Fidelity Investments since 2023. He partners with clients to develop financial plans aimed at achieving financial security and confidence regardless of market conditions. Prior to his current role, he served as a Senior Financial Consultant at E*Trade from 2018 to 2023. Brigham holds insurance licenses in Arkansas and California. Outside of his professional career, he engages in activities such as baseball, football, hiking, running, traveling, and spending time with family.

Cecilia Burridge is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Her background includes roles at Enterprise Holdings, the Utah State Legislature, and involvement in community organizations such as CCMC (Daybreak Community Center). Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs.

Parker Hammer is a financial advisor at Fidelity with a Series 66 designation. He joined Fidelity in 2025 and has prior experience at companies including Tailored Insurance Group and Avid Acceptance. 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 to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Jeremy Larson is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent five years with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting 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 inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Alex Cavaness is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding Series 63 and Series 66 credentials and six years of industry experience. His prior roles include positions with FBS LLC and the Utah Jazz/Larry H. Miller Sports and Entertainment, as well as an academic affiliation with the University of Utah. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a mix of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its roles with registered investment companies, use of AI and algorithmic methods in research, and formal advisory capacities uncommon among large institutional peers.

Joshua Hakes is a Series 66 licensed financial advisor with two years of industry experience, currently with Fidelity in Salt Lake City, UT. His prior roles include positions at the Huntsman Cancer Foundation and various service and hospitality organizations. 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 to deliver model portfolios and manage registered investment companies.