Jacob Garcia is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT. He holds Series 63 and Series 65 licenses and has worked in the financial industry since 2015, including positions at America First Credit Union and Wells Fargo. Garcia joined Wells Fargo Clearing and Wells Fargo Bank in 2026. 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 supports its offerings with research from the Wells Fargo Investment Institute and third-party sources.

Ryan Plott is a financial advisor at Fidelity with 27 years of industry experience. He has worked with Fidelity Brokerage Services, Inc. since 1998 and joined Fidelity Investments in 2025. He holds Series 63 and Series 66 credentials. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves multiple registered investment companies and constructs model portfolios for intermediary platforms, using systematic methodologies and long-term asset allocation benchmarks.

Richard Stout is a financial advisor at Wells Fargo Clearing with 39 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Fidelity Brokerage Services for 30 years before joining Wells Fargo in 2018. Outside of his advisory role, he is a part-owner of Express Mobile Wash, LLC, where he contributes to business planning and administrative tasks. 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 advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products than typical institutional advisors, such as insurance-related vehicles and bank deposit sweep options.

Andrew Shadel is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Alta Capital Management and Wells Fargo Bank. Outside of finance, he provides martial arts instruction to adults and youth as an independent contractor. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction. The firm provides discretionary management, fund advisory, and model portfolio delivery with oversight controls and utilizes systematic methodologies across mutual funds, ETFs, and ETPs.

Tanner Behrens is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding Series 63 and Series 66 licenses with six years of industry experience. His prior work includes roles at Fidelity Brokerage Services and positions outside finance at Posso Pizza Inc. and Vivint Smart Home. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that offers 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 mutual funds, ETFs, and ETPs.

Atwood Lewis is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Fidelity Investments in 2025, he held positions including library security at BYU and various roles outside finance. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Kevin Deppe is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a director and board member for multiple homeowner associations and local entities in Centerville, Utah. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Ryan Poll is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has been affiliated with Raymond James Financial in various capacities since 2004 and is the owner of Legacy Financial Strategies. Outside of his advisory work, he serves as a Counselor to the Bishop in his local Church of Jesus Christ of Latter Day Saints unit. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools, and supports a broad client base including high-net-worth individuals, pension plans, corporations, and charitable organizations.

Jeffrey Doughty is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on understanding clients' financial priorities and implementing appropriate financial tools to help them achieve their short-, mid-, and long-term goals. He specializes in family wealth management strategies, managing new wealth, and retirement income planning. Jeffrey holds a Bachelor's Degree from Brigham Young University and has earned professional designations as an Accredited Asset Management Specialist (AAMS) and Chartered Retirement Planning Counselor (CRPC). He serves as a resource for clients in areas including investing, retirement planning, and preparing for unexpected financial needs, and provides access to additional Bank of America specialists for banking, credit, home financing, and small business solutions. Outside of his professional work, Jeffrey enjoys biking, running, skiing, swimming, tennis, and traveling.

Chandria Aughey is a financial advisor at Fidelity with Series 66 and Series 63 credentials and 10 years of industry experience. She has worked with several Fidelity entities since 2015, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Outside of her advisory role, she assists with office duties at Union Village/Red Shadows in Sandy, Utah. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Weston Anthon is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been associated with various divisions of Fidelity Investments since 2012 and has concurrent involvement with the University of Utah since 2008. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to diverse clients, including retail and institutional investors and registered investment companies. 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, and it maintains formal advisory roles to multiple registered investment firms.

Jeff Innes is a financial advisor with Fidelity in Salt Lake City, holding Series 63 and Series 66 licenses and possessing 18 years of industry experience. He has worked at various Fidelity entities since 2013, including Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and constructs model portfolios for Fidelity Institutional Wealth Adviser.

Todd Cook is a financial advisor at Wells Fargo Clearing with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he has ownership interests in oil and gas through Brightline Holdings, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s approach is IPS-driven and based on modern portfolio theory, incorporating a broad range of investment vehicles including insurance-related products and bank deposit sweep options.

Brian Winebrenner is a financial advisor at Morgan Stanley in Salt Lake City, UT, with 16 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at E*TRADE Capital Management and Fidelity Brokerage Services. Outside of his advisory role, he is involved with Wild Wasatch, an agriculture-related business in Sandy, Utah, where he serves as a partial owner and employee. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

David Rasmussen is a financial advisor at Fidelity with two years of industry experience. His prior roles include positions at Mountain America Credit Union and Bronxton, as well as work with educational institutions such as the University of Utah and Utah Valley University. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and delivers model portfolios to intermediary platforms.

Troy Nelson is a Planning Consultant at Fidelity Investments, a position he has held since 2015. Prior to this role, he was an Account Executive at Fidelity Investments from 2006 to 2015. His career in financial consulting began with American Express in 1997, followed by JP Morgan Chase from 1999 to 2006. Nelson holds insurance licenses in Arkansas and California. His professional focus is on wealth planning, working closely with clients and families to help them achieve their financial goals. He emphasizes the trusted reputation of Fidelity in the financial industry. Outside of his professional work, Nelson has interests in outdoor adventures and volunteering.

Robert O'Leary is a financial advisor at Fidelity with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 1998. Based in Salt Lake City, UT, he has been associated with Fidelity Investments, Fidelity Personal And Workplace Advisors, and Fidelity Brokerage Services. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including IRS-qualified charitable gift funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios across various fund types.

Nathan Prawitt is a financial advisor at Fidelity with two years of industry experience. Prior to joining Fidelity in 2023, he worked at CarMax Auto Superstores, Inc. for thirteen years and at Chick-Fil-A for one year. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI tools in research, and its advisory role to multiple registered investment companies.

Nathan Farnsworth is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds a Series 63 designation and previously worked at Morgan Stanley Smith Barney LLC, E*Trade Securities LLC, World Financial Group, and the Utah State Developmental Center. Wells Fargo Advisors is a national securities firm providing 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.

Brooke Gray is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo, Gray worked at Intermountain Healthcare and Joyce University, among other organizations. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.