Alexander Butler is a financial advisor at UBS Financial Services in Salt Lake City, UT, holding a Series 65 designation with five years of industry experience. He previously worked at Narus Financial Partners and has experience in business roles outside of finance including positions at 3Sixty Scenery and Xtreme Cases Company. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings such as fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, providing research-driven investment strategies and a broad range of capital markets services.

Anthony Kiser is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Edward Jones and AeroTek. 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 grounded in modern portfolio theory, with an investment menu that notably includes insurance-related vehicles and bank deposit sweep options.

McKay Money is a Planning Consultant at Fidelity Investments, where he collaborates with the wealth management team to provide timely and tailored advice to clients and their families. He has been with Fidelity Investments since 2021, progressing through roles including Customer Relationship Advocate, Central Relationship Manager, and Relationship Manager prior to his current position. McKay holds insurance licenses in Arkansas and California. Outside of his professional work, he has personal interests that include camping, fitness, music, parenthood, scuba diving, and traveling.

Bruce Fenn is a financial advisor at Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 66 licenses with four years of industry experience. His prior roles include positions at US Tech Solutions Inc and Utah Valley University. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. 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 databases.

Jeramiah Botkin is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones and Savage Services. Outside of his advisory role, he is associated with Brickhouse Bees LLC, a non-investment business owned by his spouse. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing both proprietary and third-party strategies.

Carl Nielsen is an advisor at Fidelity with a Series 66 designation and has been with the firm since 2025. He previously worked at The Peach City for five years and has experience in various community and educational roles. He also serves as an independent contractor providing maintenance and handyman services for a local restaurant. Fidelity’s Strategic Advisers LLC delivers 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.

John Hall is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in Salt Lake City, UT, and has 23 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory roles, he has been involved with the Salt County Arts Council since 2001. 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 services. The firm’s advisory process 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.

Benjamin Bigcraft is a financial advisor with Fidelity in Salt Lake City, UT. He holds the Series 63 and Series 66 designations and has one year of industry experience. Prior to joining Fidelity, he worked at the University of Utah and held various other roles. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and investment solutions.

Mohamed Gonzalez is a financial advisor at Fidelity with one year of industry experience and holds a Series 66 designation. Prior to joining Fidelity, he worked in various roles across multiple industries including telecommunications and logistics. Outside of his advisory role, he works weekends teaching snowboarding to children at a ski resort in Utah. Fidelity Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and portfolio management. The firm combines proprietary fundamental research with quantitative and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs.

Jason Hill is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. His prior work history includes diverse roles across various sectors, including logistics, education, fitness, and hospitality. Outside of advising, he works as a valet trash and recycling technician. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and deliver model portfolios.

Nathan Smart is a CFP® with 27 years of experience in the financial industry, currently serving with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a trustee for family trusts and holds powers of attorney for his children. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering IPS-driven investment advice grounded in modern portfolio theory. The firm serves institutional clients with both discretionary and non-discretionary services, including plan benchmarking, participant education, and a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Jamie Bytendorp is a financial advisor at Fidelity with Series 63 and 66 licenses and two years of industry experience. Prior to joining Fidelity, Jamie worked at ByteNBooks and Apple Spice. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to registered investment companies, use of AI and algorithmic methods, and management of model portfolios for Fidelity Institutional Wealth Adviser.

Douglas Howard is a financial advisor with Merrill in Salt Lake City, UT, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Merrill and Bank of America since 2015. Outside of his advisory role, he has interests in several partnerships and LLCs involved in real estate development and management, including a limited partnership engaged in condo development in Kauai. Merrill, in conjunction with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through model-based and discretionary strategies. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with a range of investment and custody support solutions.

Darin Dewsnup is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo firms since 2011. Outside of his advisory role, he co-owns a sheep ranch in Soldier Summit, Utah, and serves on the local district board of trustees overseeing water delivery. 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 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.

Trevor McCleery is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and previously worked at Mithra Industries Inc and several other companies across different sectors. Outside of advising, he owns and manages McCleery Properties LLC, a low-maintenance rental property management business. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment entities. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management solutions.

Austin Green is a CFP®-designated financial advisor with 20 years of industry experience. He has been with LPL Financial since 2011 and has prior experience at Wells Fargo Investments. Green is also involved with Mountain America Credit Union and Mountain American Insurance Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, 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.

Matthew Iroku is a financial advisor at Wells Fargo Advisors with Series 63 and Series 66 licenses and four years of industry experience. His work history includes roles at Wells Fargo Clearing Services LLC and Americare Inc. Outside of his advisory role, he works as a Lyft driver. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services using proprietary research and tools, with clients able to choose how to implement recommendations through brokerage or advisory programs.

Jeremy Leavitt is a CFP® with nine years of industry experience, currently serving as a financial advisor at Ameriprise since 2018. Prior to joining Ameriprise, he worked at LPL Financial and Mountain America Federal Credit Union. He also teaches financial planning courses as an adjunct professor at the University of Utah. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that provides comprehensive retirement income planning and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Andrew Rakowski is a Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2011, progressing through roles including Investment Solutions Representative, Retirement Solutions Representative, Workplace Planning Consultant, and currently serving as Vice President, Financial Consultant since 2018. With 18 years of industry experience, Andrew partners with high net worth clients to develop comprehensive financial plans tailored to their personal goals and circumstances. His expertise encompasses financial planning and investment solutions, leveraging his extensive background to navigate uncertain economic environments. Andrew holds insurance licenses in Arkansas and California. Outside of his professional work, he engages in family activities, fitness, football, parenthood, reading, and volunteering.

Ryan Mc Mahon is a financial advisor with J.P. Morgan Securities in Salt Lake City, UT. He holds Series 63 and Series 65 licenses and has 14 years of industry experience, including prior roles at Goldman Sachs and JPMorgan Chase Bank. Outside of his advisory work, he is involved as an owner and partner in an e-commerce business focused on bag manufacturing and supports its setup and logistics. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework. The firm’s services are delivered on a non-discretionary basis by a select group of Wealth Advisors.