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.

Benjamin Brunt is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior roles include positions at Danone, NA, and Salt Lake Community College. Fidelity’s 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. The firm is noted for its work with registered investment companies, use of systematic methodologies, and integration of algorithmic and AI tools in its investment process.

Reagan Young is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds a Series 63 designation and has prior experience at Fidelity Investments and Mountain America Credit Union. 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 grounded in modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Natasha Eldredge is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 credentials and seven years of industry experience. Her prior roles include work at Urban Talent Management as an actor and fitness model, as well as multiple positions within the financial services sector. She has combined experience in investment advisory and client services across several firms. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, employing a systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of portfolios.

Jacob Lebaron is a financial advisor with LPL Financial in Salt Lake City, UT, holding a Series 66 designation and three years of industry experience. He has worked at several firms, including Zions Bancorporation and Guardian Life Insurance Company. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research supported by various subadvisors and advanced technologies.

Samantha Elwood is a financial advisor at Fidelity with over 21 years of industry experience. She holds Series 63 and Series 66 licenses and has been with various Fidelity entities since 1999. Her current roles include positions at Fidelity Investments and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm integrates proprietary research, quantitative analysis, and algorithmic methodologies in its investment process and maintains roles that include commodity pool operator registration and advisory services to multiple registered investment companies.

Chase Vaseleou is a financial advisor at Merrill with 19 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Park Avenue Securities, Guardian Life Insurance, Hornor Townsend & Kent, and Penn Mutual Life Insurance. Outside of finance, he contributes as a food critic covering Utah restaurants. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a diverse range of individual and institutional clients.

Jesus Lujan is a financial advisor at Fidelity with three years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at JPMorgan Chase Bank and J.P. Morgan Securities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, as well as registered investment companies, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios across mutual funds, ETFs, and ETPs and serves in a formal advisory capacity to multiple registered investment companies.

Arthur Figueiredo is a Planning Consultant at Fidelity Investments, a role he has held since 2025. He has progressed through various positions at Fidelity Investments, including Director, Retirement Planner (2024-2025), Retirement Planner (2023-2024), Investment Solutions Representative II (2022-2023), High Net Worth Associate (2022), and Customer Relationship Advocate (2021-2022). Arthur holds insurance licenses in Arkansas and California. He emphasizes understanding his clients personally to create effective financial plans, aiming to be a trusted advisor to them and their families as they grow. Outside of his professional work, Arthur enjoys movies, museums, pets, puzzles, soccer, and traveling.

Jodi Wheeler is a financial advisor at Robert W. Baird & Co. with 30 years of industry experience. She holds Series 63 and Series 66 designations and has been with Robert W. Baird & Co. since 2011. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management practice, serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The team provides consulting and portfolio services tailored to client goals and risk tolerances, utilizing a range of investment strategies and discretionary management options.