Douglas Mclean is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 65 licenses and with 18 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and utilizes research and analytics rooted in diversification principles and modern portfolio theory.

Jeffrey Teran is a CFP® professional with 20 years of industry experience, currently with Raymond James Financial. He previously spent 19 years with First Western Advisors and maintains a part-time role there providing financial planning and management support. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm emphasizes non-discretionary planning tailored to client goals and supports municipal and public finance work through its affiliation with a municipal advisor.

Toria Dover is a Financial Consultant at Fidelity Investments, where she has worked since 2018 in various roles including Investment Consultant, Financial Representative, Transition Services Specialist, High Net Worth Representative, and Customer Relationship Advocate. In her current role, she focuses on helping clients build financial plans that are flexible, resilient, and personalized to their specific situations. She works closely with clients and her team to co-create financial plans that pursue their individual visions. Toria holds insurance licenses in Arkansas and California. Her experience encompasses a range of financial services, reflecting her commitment to providing tailored financial advice and solutions. Outside of her professional work, she enjoys hiking, outdoor adventures, spending time with her pets, reading, and skiing.

Keanon Lee is a financial advisor at Wells Fargo Advisors with Series 63 and Series 66 credentials and one year of industry experience. His prior work includes roles at Wells Fargo Clearing Services and US Tech Solutions Inc. He has also been involved with several other companies and held various positions outside of finance. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and develops tailored recommendations using proprietary research and tools, with clients choosing how to implement these recommendations.

Glade Morley is a financial advisor at J.P. Morgan Securities in Salt Lake City, UT, with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various JPMorgan entities since 2017, with a brief prior role at Iron Gate Global Advisors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program supported by centralized due diligence and quantitative and qualitative research.

Brent Peterson is a financial advisor with Fidelity who holds the Series 66 designation and has 19 years of industry experience. He has worked at Fidelity in various capacities since 2015 and previously worked at Wells Fargo and Equitable Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in managing multi-manager and fund-of-funds structures, and is notable for its use of AI-driven methods and its role as a commodity pool operator.

Shelly Hisler is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 66 licenses and possessing 19 years of industry experience. She has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank, N.A. since 2001. Outside her advisory role, she serves as a camp host for Utah Recreation. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Michael Smith is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has worked at various Fidelity entities since 2010 and spent a year at TD Ameritrade. Outside of his advisory role, he is involved in construction work with Great Western Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create and manage model portfolios.

Jeffrey Willard is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT. He holds a Series 66 designation and has 11 years of industry experience, including 10 years with Wells Fargo Clearing. Outside of his advisory role, he works part-time as a delivery driver for Amazon Flex. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services, supported by extensive research and a broad range of financial products and solutions.

Richard Adams is a financial advisor with Fidelity who holds Series 63 and Series 66 designations and has 29 years of industry experience. He has worked at various Fidelity entities since 1997, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and portfolio management. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and it oversees multiple registered investment companies and fund-of-funds.

John Andrew is a financial advisor at Wells Fargo Clearing in Salt Lake City, UT, holding a Series 66 designation with one year of industry experience. Prior to joining Wells Fargo, he worked at Vivint Smart Home and was affiliated with the Church of Jesus Christ. 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 tailored to plan objectives and demographics. The firm’s process is IPS-driven and includes a broader set of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

Tracy Anderson is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity in various capacities since 2013, including roles at Fidelity Personal and Workplace Advisors. Her prior experience includes positions at J.P. Morgan Institutional Investments Inc. and Edward Jones. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing portfolios through a systematic, multi-manager approach.

Christopher Clark is a financial advisor with Wells Fargo Clearing based in Salt Lake City, UT. He holds a Series 66 designation and has 12 years of industry experience, including 10 years with Wells Fargo Clearing. Outside of his advisory role, he coaches basketball at a local club in North Salt Lake. 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 provides both brokerage and advisory solutions.

Kingsley Sullivan is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has worked at various Fidelity affiliates since 2007 and briefly at TD Ameritrade and Ameriprise Advisor Services earlier in his career. Outside of financial services, he is a panelist for Golf Digest’s Top 100 Golf Courses, where he plays and rates golf courses. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across multiple investment vehicles.

Michael Sampson is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has been affiliated with firms within the Fidelity organization since 2005, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC, where he is currently based, provides investment management and advisory services to retail and institutional clients through discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, with notable use of AI and systematic methodologies.

Andrew Nygren is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at various Fidelity entities since 2004, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC, where Andrew works, provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm combines fundamental research with quantitative and algorithmic portfolio construction, offering model portfolios and services that include oversight and use of AI-driven methodologies.

Graydon Wood is an Investment Consultant currently working at Fidelity Investments since 2025. He has previously held positions as Assistant Vice President and Financial Advisor at Merrill Lynch Wealth Management from 2022 to 2025, and as a Financial Professional at Equitable from 2021 to 2022. Graydon holds a California Insurance License. Graydon's approach to financial advising emphasizes listening and understanding client values to build tailored plans and strategies. His experience spans various facets of investment consulting and financial advising, reflecting his commitment to helping clients achieve confidence and intentionality with their finances. Outside of his professional work, Graydon enjoys biking, camping, hiking, skiing, traveling, and volunteering.

Aubree Pendleton is a financial advisor at Wells Fargo Clearing with three years of industry experience. She holds a Series 63 designation and has worked previously at Baird, Morgan Stanley, E*Trade Securities, and Discover Financial Services. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Matthew Pettit is a financial advisor at LPL Financial with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Cuso Financial Services, Zions First National Bank, and Fidelity. Outside of his advisory work, he is involved with Treetop Enterprises LLC, an Airbnb-related business in Salt Lake City. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational tools and a large network of advisors.

Jeremy Taylor is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 1999. Outside of his advisory role, he is the author of a book titled *The Red Sock Mindset* and co-manages a personal recreational equipment rental business with his wife. He is affiliated with 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 proprietary fundamental research and quantitative analysis, using systematic methodologies and algorithmic portfolio construction for its model portfolios.