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 with Fidelity Investments, holding Series 63 and Series 66 designations and over 19 years of industry experience. His tenure at Fidelity includes roles across multiple divisions since 2006. Outside of finance, he is active as a mobile DJ in Herriman, Utah. He is affiliated with Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios for various investors.

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 at Fidelity with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Medicor and Upwell Health Services. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Wesley Reynolds is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Fidelity Investments since 2021. His prior roles include positions at UPS, UC San Diego, Castle Aura Enterprise, and California State Parks. 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 to manage discretionary and non-discretionary portfolios.

Michael Tate is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked across several Fidelity entities since 2010. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios using mutual funds, ETFs, and ETPs.

Bryan Strate is a financial advisor at Fidelity with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 1998, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and most recently Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, providing model portfolios based on 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 possessing 13 years of industry experience. He has been with Fidelity Personal and Workplace Advisors since 2018 and has a longer tenure with Fidelity Brokerage Services LLC dating back to 2012. Outside of his advisory role, he is a manager of Rusty Rentals LLC, a business involved in the rental of construction and farm equipment. He works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process and manages model portfolios using systematic methodologies and long-term asset allocation benchmarks.

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.

Adara Jones is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she worked at Morgan Stanley for three years and has held positions across various sectors including health care and retail. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and advise multiple registered investment companies.

Brandon Bennion is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding Series 63 and Series 66 licenses. He has 15 years of industry experience, all with Fidelity, beginning in 2011. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios comprising mutual funds, ETFs, and ETPs.

Brett Kidder is a Planning Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2022, progressing through various roles including Investment Solutions Representative I and II, Investment Solutions III, and Customer Relationship Advocate. Brett holds insurance licenses in Arkansas and California. His work focuses on collaborating with clients to develop financial plans tailored to their individual needs and goals. Outside of his professional role, Brett has interests in baseball, camping, cooking and baking, fishing, family activities, and parenthood.

Jeffrey Edwards is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity and its affiliated entities since 2007. Prior to joining Fidelity, he was with Lifetime Financial and Chase Investment Services Corp. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies and charitable funds. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, often incorporating sub-advisers and systematic methodologies.