Cory Devaney is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked within various Fidelity entities since 2014. Outside of his advisory role, Devaney is involved in reselling collectible cards. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of investment products and model portfolios.

Scyanne Fuller is a financial advisor at Wells Fargo Clearing with three years of industry experience. She holds a Series 63 designation and previously worked at Fidelity Investments LLC and the University of Utah. Outside of finance, she has been involved with The Coffee Garden. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and applying diversification principles and modern portfolio theory.

Tyler Lamprecht is a Series 66-licensed financial advisor with Wells Fargo Advisors in Salt Lake City, UT, bringing 24 years of industry experience. He has been with Wells Fargo Advisors since 2012. Outside of his advisory role, he serves as an executor for his father’s estate. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu including retirement, education, risk, and wealth-transfer planning, as well as specialized services such as business-owner transition and sports & entertainment planning.

Joseph Novick is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 66 credentials and one year of industry experience. His prior roles include positions at Corporate Debt Advisors and Novick Consulting, LLC. He has also worked with organizations such as the American Cancer Society and Michigan State University. 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 from Wells Fargo Investment Institute.

Cristian Hernandez is a financial advisor with Fidelity in Salt Lake City, holding Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Fidelity, he worked in various roles including delivery services and education. 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios from a broad investable universe, and is notable for its use of AI technologies and formal advisory roles to multiple registered funds.

David Moser is a Planning Consultant at Fidelity Investments, a role he has held since 2026. Prior to this, he worked as a Workplace Planning Consultant at Fidelity Investments from 2023 to 2026 and served as a Member Experience Officer at Mountain America Credit Union from 2022 to 2023. In his professional work, he collaborates with clients to develop disciplined financial plans tailored to their short-term and long-term goals. He emphasizes building strong, long-term relationships founded on trust and integrity, not only with clients but also their close family and friends. David holds insurance licenses in Arkansas and California. Outside of his professional commitments, he has interests in boating, camping, family activities, and football.

Tyson Case is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity Investments since 2011, including roles at Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, blending proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs. The firm also serves as a registered commodity pool operator and advises multiple registered investment companies and fund-of-funds.

Michael Gourley is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. His career includes multiple tenures with LPL Financial as well as work with Securities America Advisors and Mass Mutual Investors Services. Outside of advisory roles, he has involvement in non-variable insurance activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions with a wide range of financial planning and asset management services through a large network of investment adviser representatives.

Wai Tang is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 credential and previously worked at WCF Insurance and Capital Trading LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including comprehensive financial planning supported by firm-approved tools and methodologies.

Joshua Peterson is a financial advisor with Fidelity in Salt Lake City, UT, holding a Series 66 designation and beginning his career in 2025. Prior to joining Fidelity, he worked in various roles including independent contracting for DoorDash and leadership positions in small businesses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Annabelle Slater is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 13 years of industry experience. Her prior roles include positions at Morgan Stanley, E*TRADE, and Edward Jones. Outside of her advisory work, she has managed business activities on platforms such as Instagram and Etsy. J.P. Morgan Securities LLC serves primarily institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a non-discretionary approach. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Andrew Riley is a financial advisor at Cetera with a Series 66 credential and one year of industry experience. His prior professional background includes roles at Altura Benefits, AVR Ventures Inc., and Wood Group, as well as service with The Church of Jesus Christ of Latter Day Saints. Cetera Investment Advisers LLC serves a broad client base ranging from individuals to institutional accounts through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios, with over $256 billion in assets under management.

Brett Paxman is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 designation and has been affiliated with both Bank of America, N.A. and Merrill since 2010. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary strategies developed by internal and third-party investment teams.

Michael Bennett is a financial advisor with LPL Financial in Salt Lake City, UT, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He previously worked at Waddell & Reed, Inc. for over three decades and has been involved with SLWR LLC since 2019. Bennett has been active with Capitol Hill Kiwanis since 2012. 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, utilizing both proprietary research and third-party strategies across various account types.

Chelsey Packer is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and three years of industry experience. She has worked at Wells Fargo Clearing since 2022 and has been with Wells Fargo Bank, N.A. since 2019. Prior to her financial services career, she was employed by The Church of Jesus Christ of Latter Day Saints and the YMCA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with an investment menu that includes insurance-related vehicles and bank deposit sweep options.

Cecilia Anthony is a financial advisor at Fidelity with Series 63 and Series 66 credentials and eight years of industry experience. She has worked at Fidelity Brokerage Services LLC since 2018 and has additional background in the arts, running an art and writing business focused on creating content for her personal website and the subscription platform Medium. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

David Caestecker is a financial professional with one year of experience, currently affiliated with Cetera. He holds a Series 66 designation and has previously worked with Renaissance Financial and Tarantula Hill Brewing Co. His background includes financial planning and asset management. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving 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 managing more than $256 billion in assets.

Jason Troth is a financial advisor at Fidelity with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, Wells Fargo Investments, and TD Ameritrade. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Heidi Warr is a ChFC® and Series 66 registered financial advisor with Edward Jones in Draper, Utah. She has 11 years of industry experience and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Dom Hebert is Vice President and Wealth Management Advisor. He has been in the financial services industry since 2007, holding various roles including Financial Advisor at Merrill Lynch and Advisor Consultant at BlackRock Investments. From 2014 to 2026, he served as Vice President and Executive Planning Consultant at Fidelity Investments. He holds insurance licenses in Arkansas and California. Dom's approach centers on building relationships by deeply listening to clients and connecting financial decisions to their family values and legacy. He aims to make complex planning thoughtful, coordinated, and approachable. His personal interests include biking, outdoor adventures, skiing, and traveling.