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 at Wells Fargo Clearing with four years of industry experience. He holds the Series 63 and Series 66 licenses. His prior experience includes roles at Fidelity Brokerage Services LLC and Randstad, as well as multiple positions within Wells Fargo. 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 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 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.

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 with Fidelity in Salt Lake City, holding Series 63 and Series 66 licenses and two years of industry experience. Her prior roles include work with Enterprise Holdings and positions related to legislative and academic organizations. She has been involved with the CCMC (Daybreak Community Center) for two years. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors, utilizing proprietary research combined with quantitative and algorithmic portfolio construction methods. The firm provides discretionary and non-discretionary advisory services as well as fund advisory and model portfolio delivery.

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.

Denver Mendoza is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and over eight years of combined experience in financial services and retail industries. His prior roles include positions at Wells Fargo Bank, Famous Footwear, Blaze Pizza, and Papa Murphy's Pizza. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Allison Moore is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Fidelity, she worked at Fisher & Hunter and held several roles related to public service and education, including work with the Speech and Presentation Center at Southern Utah University and the office of U.S. Representative John Curtis. 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 across mutual funds, ETFs, and ETPs.