Craig Corbett is a financial advisor with Primerica Advisors in Salt Lake City, UT, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has been with Primerica Advisors since 1998 and with Primerica Financial Services since 1997. Outside of his advisory role, he has been involved in sales of home security and automation products through affiliated companies and previously served as a team manager for a local soccer club. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale and delivers model-based advisory services supported by third-party asset managers, focusing on a range of strategic and tactical investment approaches.

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® professional with eight years of industry experience. He is currently with Charles Schwab, having previously worked at Fidelity Investments and Wells Fargo Retail. Campbell holds Series 63 and Series 66 licenses and is based in Cottonwood Heights, Utah. 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 financial planning and access to discretionary separately managed accounts. The firm’s integrated structure includes advisory, brokerage, custody, and cash-sweep services delivered through a centralized platform.

Holly Rampertab is a financial advisor at Merrill in Salt Lake City, UT, with five years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Equitable Advisors and AXA Advisors. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, and institutional investors.

Geoff Newman is a financial advisor with Morgan Stanley in Sandy, Utah, holding Series 66 and Series 63 designations and bringing 12 years of industry experience. His work history includes roles at Morgan Stanley since 2023 and prior experience with E*TRADE Securities and Fidelity Investments. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides services through both direct individual plans and Corporate Financial Planning agreements.

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 with 24 years of industry experience. He has been with LPL Financial since 2007 and also has a longstanding role at Mountain America Credit Union since 2005. Outside of advisory services, he serves as a trustee of his family trust and is involved in fixed insurance product sales through Mountain America Insurance Services, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services with both discretionary and non-discretionary management supported by internal and third-party research.

Nathaniel Herkimer is the Vice President and Wealth Planner at Fidelity Investments, a role he has held since 2020. He has been with Fidelity Investments since 2015, progressing through various positions including Financial Consultant, Trading Strategy Desk member, Active Trader VIP, Active Trader Services, and Fidelity Services. With a decade of experience working with self-directed active traders, Nathaniel applies his knowledge to financial planning by partnering with clients to develop holistic and personalized financial plans. He emphasizes building lasting relationships grounded in trust, financial knowledge, and a personal understanding of his clients' situations. Nathaniel holds insurance licenses in Arkansas and California.

Brett Bryant is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. His prior roles include positions at Morgan Stanley, Blockworks Consulting LLC, and United Parcel Service, as well as long-term involvement with Mac IT Count, Inc. and 215, LLC. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research and quantitative analysis to construct model portfolios across mutual funds, ETFs, and ETPs. The firm is also registered with the CFTC as a commodity pool operator and advises multiple registered investment companies.

Ray Johnson is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and managing approximately $1.01 trillion in assets. The firm provides both discretionary and non-discretionary strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Micheal Stringham is a financial advisor at Cetera with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cetera and its related entities since 2013. Outside of his advisory role, Stringham is involved in selling life insurance and annuities and also provides financial investment recommendations at a credit union. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with options ranging from model portfolios to bespoke strategies, managing over $256 billion in assets through a network of more than 10,000 advisors.

Parker Frost is a financial advisor with Morgan Stanley in Sandy, Utah, holding a Series 66 designation and five years of industry experience. Prior to joining Morgan Stanley, he worked at E*Trade Securities and has held various roles including positions at Southern HealthCare Management and Brigham Young University - Idaho. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides services that include estate planning strategies and corporate financial planning agreements.