Jordan Bumgardner is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fidelity Investments, Northwestern Mutual, and other financial services firms prior to joining Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Kyle Melling is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and nine years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC. Outside of his advisory role, he co-owns a property management business with his spouse. 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 advisory process is IPS-driven and incorporates modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Braxton Percival is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Fidelity, Percival worked in various roles including at Utah Valley University and Broderick and Henderson Construction LLC. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Steve Morrell is a Financial Consultant at Fidelity Investments, a role he has held since 2022. He supports clients and their families by acting as an advocate to ensure their priorities are addressed and works with them to create personalized financial strategies aimed at achieving their financial goals. Steve has extensive experience within Fidelity Investments, having served in multiple capacities including Planning Consultant, Workplace Planning Consultant III, Investment Solutions Representative, and Financial Representative - Full Trader since 2015. His expertise encompasses financial planning and investment solutions. He holds insurance licenses in Arkansas and California. Steve is committed to meeting with clients to review their financial situations, identify appropriate strategies, and improve overall financial plans.

Sheryl Stoneking is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding a Series 63 designation and nine years of industry experience. She has been with Wells Fargo Clearing Services since 2016. Outside of her advisory role, she works as a cashier at Taco Bell. 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 both brokerage and advisory solutions supported by research and analytics.

Craig Corbett is a financial advisor with Primerica Advisors based in Salt Lake City, UT. He holds Series 63 and Series 65 licenses and has 28 years of experience with Primerica, serving since 1997. Outside of advising, he has been involved in sales of home security and automation products and previously served as a team manager for a local soccer club. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable entities. The firm delivers advisory services through a large network of advisors and employs model-based investment strategies supported by third-party asset managers and custodial firms.

Lindsey Clissold is a financial advisor at Fidelity with six years of industry experience. She holds the Series 66 designation and has worked at Fidelity Brokerage Services LLC since 2019 and at Fidelity Investments since 2025. Prior to that, she spent six years at Select Portfolio Servicing, Inc. Fidelity’s Strategic Advisers LLC, where Lindsey is based, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its use of systematic methodologies, AI-driven research, and advisory roles for multiple investment companies.

Christopher Howard is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT. He holds a Series 66 designation and has eight years of industry experience. His work history includes positions at ER Select, Smiths, and Wells Fargo Clearing Services LLC. Prior to his financial services career, he worked in engineering and consulting roles, and he spent six years at Weber State University. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and utilizes research and analytics to provide diversified investment options and retirement plan services.

Brandon Smith is a Financial Consultant I at Fidelity Investments, where he has been working since 2025. Over the years, he has held various roles within Fidelity, including Managed Solutions Consultant, Investment Management Consultant, Portfolio Specialist, Fixed Income Specialist, Investments Solutions Representative, Premium Relationship Associate, and Core Service Associate, demonstrating a broad range of experience in financial services. Brandon focuses on helping clients develop financial plans that align with their goals, particularly in relation to retirement planning and quality of life. He emphasizes building strong relationships by understanding each client's personal situation. He holds insurance licenses in Arkansas and California. Outside of his professional work, Brandon enjoys camping, social events with friends, motorcycles, outdoor adventures, scuba diving, and snowboarding.

Joey Bronson is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Advisors LLC from 2011 to 2016 before joining Wells Fargo Clearing in 2016. Outside of his advisory role, he is the sole owner of BSD LLC, an investment-related business based in South Jordan, Utah. 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, incorporating a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Christopher Campbell is a CFP® with nine years of industry experience. He is currently an advisor at Charles Schwab, having previously worked at Fidelity Investments and Wells Fargo Retail. Campbell holds Series 63 and Series 66 licenses. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management alongside brokerage, custody, and financial planning services. The firm utilizes multi-asset model portfolios with strategic asset allocation supported by research and due diligence on alternative investments.

Holly Rampertab is a financial advisor at Merrill with six years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Equitable Advisors LLC and AXA Advisors. Holly is based in Salt Lake City, UT. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Geoff Newman is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 66 licenses and having 12 years of industry experience. His career includes roles at Morgan Stanley since 2023, as well as prior positions at E*TRADE Securities LLC and Fidelity Investments. 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 financial planning services supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Nicholas Papez is a financial advisor with Ameriprise, holding a Series 66 designation and two years of industry experience. Before joining Ameriprise, he worked in technology sales at Menlo Security. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate personalized recommendation reports.

William Brewster is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services since 2019. Outside of his advisory work, he is an independent contractor for RollFare LLC, where he participates in a weekly D&D/Pathfinder/RPG podcast. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs. The firm also serves as a registered commodity pool operator and advises multiple investment companies and fund-of-funds.

David Rogers is a financial advisor with Morgan Stanley in Sandy, UT, holding Series 63 and Series 66 credentials, and has four years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at E*Trade Securities from 2021 to 2023. Outside of his advisory role, he has worked as a contracted delivery driver for services including DoorDash, UberEats, and GrubHub. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools.

Velizar Milchev is a financial advisor at Morgan Stanley with one year of industry experience and holds a Series 66 designation. His prior roles include positions at Insight Global, Western Governors University, and the Utah Non-profit Housing Corporation. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a range of advisory programs supported by firm-approved planning tools and research.

Jason Berryman is a Series 66 licensed financial advisor with UBS Financial Services in Salt Lake City, UT, where he has worked since 2021. He has two years of industry experience and previously held roles at Dominion Diagnostics and the University of Utah. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings to tailor plans based on proprietary research and capital market assumptions.

John Allison is the Regional Director of Wealth Management at Fidelity Investments. In this role, he leads a team of financial professionals focused on helping clients achieve their financial goals. John has extensive experience within Fidelity Investments, having held various positions since 1996. His career progression includes roles such as VP, Branch Leader; Assistant Branch Manager; Branch Service Manager; Manager; Team Leader; Priority Services Specialist; and Brokerage Representative. This breadth of experience provides him with a comprehensive understanding of wealth management and client service. Details regarding his education, credentials, personal interests, or community involvement have not been provided.

Sidney Soria is a financial advisor with LPL Financial in Murray, UT, holding Series 63 and Series 66 licenses and having 25 years of industry experience. He has worked with LPL Financial since 2007 and with Mountain America Credit Union since 2005. Outside of his advisory role, he is involved with Mountain America Insurance Services, where he sells fixed insurance products, and serves as trustee of his family trust. 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 financial planning and investment management services, including advisory and brokerage platforms that utilize both proprietary and third-party strategies.