Blake Chase is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has progressed through several roles within Fidelity, including Planning Consultant, Investment Management Consultant II and I, Investment Solutions Representative, High Net Worth Associate, and Customer Relationship Advocate, accumulating extensive experience in financial services since 2021. Blake holds insurance licenses for the states of Arkansas and California. His professional focus involves supporting clients and their families by advocating for their priorities and working collaboratively to develop and improve financial plans. He emphasizes building strong, trust-based relationships with clients. Outside of his professional career, Blake has interests in fitness, motorcycles, music, skiing, and traveling.

Kevin Dicianna is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he coaches youth soccer and serves as a soccer referee for Utah Youth Soccer. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and includes discretionary options, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menus.

Quintin Gardner is a financial advisor with Raymond James & Associates in Salt Lake City, holding a Series 66 designation and 19 years of industry experience. He previously worked at Ameriprise Financial Services, where he spent 12 years in various roles before joining Raymond James. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting through multiple programs and leveraging various portfolio management styles and affiliated research.

Evan Coulter is a Series 66-licensed advisor with Fidelity in Salt Lake City, UT, and has been with the firm since 2025. Prior to joining Fidelity, he worked at CarMAX and held positions at Camp All American and SkyZone. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves multiple registered investment companies with formal advisory and governance roles.

Daryan Van Meeteren is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services since 2019, as well as at U.S. Bank and U.S. Bancorp Investments prior to that. His background also includes a decade at Sports Imaging. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and maintains roles in fund advisory and model portfolio delivery.

Douglas Anderson is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Based in Salt Lake City, UT, Anderson’s career spans various capacities within the firm. 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 and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Stephen Sundstrom is a financial advisor at Fidelity with 31 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity Brokerage Services since 1995. Outside of his advisory work, he creates videos on YouTube covering pop culture and media topics. Stephen works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and offers specialized advisory solutions including model portfolios and fund-of-funds structures.

Brandon Smedley is a Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 2021, serving in various capacities including Planning Consultant, Relationship Manager, Financial Representative, and Customer Relationship Advocate. Brandon's professional approach involves partnering with clients to develop financial plans that support their future success and provide satisfaction in retirement. He emphasizes the importance of a strong client-advisor relationship to foster confidence and security in financial planning. He holds insurance licenses in Arkansas and California. Outside of his professional work, Brandon engages in activities such as boating, family activities, motorcycles, outdoor adventures, and skiing.

Adam Uribe is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 designations and has been with various Fidelity entities since 1999. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and supervisory oversight.

Ann Barrus is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding a Series 66 designation and 19 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. Ann’s career has been focused within the Wells Fargo organization. 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 advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Savannah Garlick is an Investment Solutions Representative III at Fidelity Investments. In her role, she focuses on assisting individuals and families with their financial planning, aiming to co-create plans that align with clients' financial goals. Her approach involves understanding clients' lives to help them feel confident and comfortable with their financial strategies. Savannah has progressed through several roles within Fidelity Investments, beginning as a Customer Relationship Advocate in 2023, advancing to Investment Solutions Representative I in 2024, Investment Solutions Representative II in 2025, and currently serving as Investment Solutions Representative III since 2026. Outside of her professional role, Savannah has interests in art, golf, theater, and traveling.

Colton Sparks is a financial advisor with Fidelity in Salt Lake City, UT, holding a Series 66 designation and nine years of industry experience. He has worked with Fidelity Brokerage Services LLC since 2017 and has been associated with Fidelity Personal and Workplace Advisors since 2018. Prior to joining Fidelity, he spent a year at Edward Jones. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm employs a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad universe of mutual funds, ETFs, and ETPs.

Leonard Penrod is a CFP® with 40 years of industry experience, currently affiliated with Cetera. He has been self-employed since 1983 and founded Penrod & Associates, where he remains active. In addition to his advisory work, Penrod is a licensed independent insurance agent and practices as a CPA providing accounting services in Salt Lake City, UT. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management and consulting services, supported by over 10,000 advisors nationwide.

Tyler Tribett is a Wealth Management Senior Relationship Manager at Fidelity Investments. He serves as a single point of contact for affluent families, addressing their complex needs in growing, preserving, and transferring wealth. Tyler prioritizes forming strong relationships with his clients and their families, aiming to maintain their trust and provide responsive, knowledgeable client service. His professional experience at Fidelity Investments spans from 2015 to the present, beginning as a Managed Accounts Service Specialist, then advancing to Wealth Management Planning Consultant before his current role. Tyler's work focuses on wealth management and client relationship development. Outside of work, Tyler has personal interests in comedy, food, and golf.

Jacob Ritter is a financial advisor with Ameriprise Financial Services in Salt Lake City, holding a Series 66 designation and seven years of industry experience. Prior to joining Ameriprise, he worked at Edward Jones for five years. He is also the owner of Ritter Business Ventures, a real estate business unrelated to investment advisory. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Heather Crist is a financial advisor with UBS Financial Services in Salt Lake City, UT, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining UBS in 2018. Crist also serves as an advisor to the Congressional Medal of Honor Foundation, providing guidance on events and activities related to Medal of Honor recipients. UBS Financial Services serves individual, corporate, and institutional clients through a broad range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings tailored to clients’ goals and risk tolerances.

Rich Larsen is a Planning Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2020, progressing through various roles including Investment Solutions Representative III, Investment Solutions Representative II, Fixed Income Specialist, High Net Worth Service, and Customer Relationship Advocate. Rich works closely with individuals and families to develop financial plans that align with their goals, aiming to help clients feel confident and comfortable with their financial strategies. He holds insurance licenses in Arkansas and California. Outside of his professional work, Rich enjoys spending time at the beach, engaging in family activities, watching movies, listening to music, and participating in parenthood.

George Robles is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 65 credentials and having 10 years of industry experience. He has been with Wells Fargo Clearing, Wells Fargo Bank, and Wells Fargo Advisors since 2016. Robles is also affiliated with the University of Utah 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 and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Jack Curtis is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds the Series 66 designation and previously worked for Sizzling Platter Inc. for thirteen years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and 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.

Tiffany Johnson is a financial advisor at Fidelity Investments with seven years of industry experience. She holds the Series 66 and Series 63 designations and is based in Salt Lake City, Utah. Outside of her advisory role, she is a partner in BTJ LLC, a company with investment-related interests. 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 research, quantitative analysis, and algorithmic portfolio construction. The firm’s services include discretionary and non-discretionary portfolio management, fund advisory, and the delivery of model portfolios with oversight and evaluation designed to manage conflicts of interest.