Jason Peterson is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He previously worked at First Trust Portfolios L.P. for 16 years before joining Wells Fargo Advisors in 2020. Outside of his role at Wells Fargo, he has ownership interests in Genesys Wealth Management, LLC and Equity Growth Partners Ltd, LLC, and serves as a trustee for a related 401(k) plan. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning, supported by Wells Fargo research and planning tools.

Jessica Hymel is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She worked at UBS Financial Services for six years before joining Raymond James in 2021 and took a year as a homemaker during 2020–2021. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Marlene Jauregui Maldonado is a financial advisor at Fidelity with six years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Fidelity Brokerage Services since 2020. Prior to that, she was employed at Teleperformance from 2016 to 2019. Fidelity’s Strategic Advisers LLC, a subsidiary of Fidelity Investments, provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm employs a systematic investment approach that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Richard Habel is a Series 66-licensed financial advisor with 11 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2021 and previously spent seven years at Sterling Financial. Outside of his advisory role, he serves as a board member of the Murray Education Foundation and owns several business ventures, including a retail operation called Millie's Suds, LLC. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals across wealth levels, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through independent professionals, utilizing a variety of portfolio management strategies and platform arrangements tailored to client objectives.

Marques Nielson is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and five years of industry experience. He previously worked at Alliance Benefit Group Rocky Mountain before joining Cambridge Investment Research, Inc. In addition to his advisory work, Nielson is a licensed notary public and owns a small business focused on retirement strategy services. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services. The firm provides a range of investment solutions through independent Financial Professionals and multiple platform arrangements, incorporating both proprietary and unaffiliated model strategies.

Scott Jeppson is a financial advisor with Raymond James & Associates in Salt Lake City, UT, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Ameriprise Financial Services, Fidelity Brokerage Services, and Strata Fund Solutions. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Carlos Robleto is a financial advisor at Fidelity with 19 years of industry experience. He holds the Series 66 and Series 63 designations. Outside of his advisory role, he is also active as a mobile DJ. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management as well as fund advisory services. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of investment strategies.

Dillon Clark is a Financial Consultant I at Fidelity Investments, where he has held various roles since 2020. His experience includes positions such as Planning Consultant, Investment Solutions Representative III, and Workplace Planning Consultant II, reflecting a progressive career within the company. Prior to joining Fidelity Investments, Dillon worked as a Financial Account Manager at AmeriCapital from 2019 to 2020. Dillon believes that financial plans should be tailored to the unique goals of each individual and family. He works collaboratively to understand what is important to his clients, helping them work towards their specific financial objectives. He holds insurance licenses in both Arkansas and California. Outside of his professional work, Dillon has personal interests in cars, hiking, and snowboarding.

Steven Pagoaga is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 15 years of industry experience. He has worked with Raymond James since 2019 and previously was with Wells Fargo Clearing and Wells Fargo Advisors. He is also an active member of the US Army National Guard. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting primarily through non-discretionary relationships.

Anthony Morris is a financial advisor with Wells Fargo Clearing based in Salt Lake City, UT. He holds a Series 66 designation and has 18 years of industry experience, including five years with Wells Fargo Advisors LLC prior to his current role. Morris serves as an investment committee member on the Utah Tech University Foundation Board, where he assesses portfolio risks and ensures alignment with the committee's investment policies. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research and analytics.

Kip Quinn is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 16 years of industry experience. He has worked with Wells Fargo and its affiliated firms since 2010. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions, utilizing proprietary research and planning tools to develop tailored recommendations for clients.

Adam Metcalf is a financial advisor with Fidelity who holds Series 66 and Series 63 licenses and has six years of industry experience. His prior work includes roles at Medicor and Upwell Health Services, as well as a period with the Church of Jesus Christ. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm serves a diverse client base through discretionary and non-discretionary management, fund advisory, and model portfolio delivery.

Wesley Reynolds is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at UPS, UC San Diego, Castle Aura Enterprise, and California State Parks. Reynolds is based in Salt Lake City, UT. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction across various fund structures and model portfolios.

Michael Tate is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity and its affiliated entities since 2010. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Bryan Strate is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 1998. 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 to develop model portfolios using mutual funds, ETFs, and ETPs.

Trevor Darley is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 63 and Series 66 designations. His career at Fidelity includes roles at both Fidelity Investments and Fidelity Brokerage Services LLC. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of mandates including registered investment companies and model portfolios.

Joseph Nielson is a CFP® professional with 10 years of industry experience, currently serving at Equitable Advisors since 2017. His prior roles include positions at Axa Advisors, LLC, Mass Mutual Investors Services, MassMutual Life Insurance Company, and ADP. Outside of his advisory work, Nielson is involved as a state referee with the United States Powerlifting Association and holds a leadership role with BNI Utah North, supporting local networking groups. Equitable Advisors provides financial planning, retirement consulting, and asset management services to a diverse client base including individuals, pension plans, corporations, and nonprofits. The firm’s approach integrates personalized risk assessment with advisory programs delivered through third-party managers and in-house portfolio advisors.

Edward Grimm is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has worked at various Fidelity entities since 2012. Outside of his advisory role, he is a manager of Rusty Rentals LLC, overseeing the business on a passive basis. 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 blend of fundamental research and quantitative analysis to build algorithm-driven model portfolios and acts as an advisor to multiple funds, with formal oversight and proxy-voting capabilities.

Mark Leone is a financial advisor at Cambridge Investment Research Advisors with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2014. In addition to his advisory role, he is involved as an independent insurance agent and owns an LLC for liability purposes. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals across wealth levels, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals using a range of portfolio management approaches and platform arrangements.

Marc Drew is a financial advisor with Equitable Advisors in Salt Lake City, UT, holding a Series 66 designation and 22 years of industry experience. He has worked at Equitable Advisors since 2003 with prior experience at Mass Mutual Investors Services and MSI Financial Services. Outside of his advisory work, he serves as Vice President of Sweet Shops, Inc. Equitable Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.