Gary Rosenthal is a financial advisor with Raymond James Financial Services Advisors, Inc. in Salt Lake City, UT, holding Series 63 and Series 66 registrations and with 26 years of industry experience. Prior to joining Raymond James in 2021, he worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, he is an insurance agent presenting life insurance products and serves as an associate providing financial advice through Solomon Financial Advisors, Inc. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide client base, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning supported by analytical tools and incorporates technology and artificial intelligence into its operations.

Rachel Wood is a financial advisor with Fidelity Investments, holding the Series 63 and Series 66 credentials and bringing 10 years of industry experience. She has been associated with various divisions of Fidelity since 2015, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary 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 registered investment companies, integrating technology such as AI in its research processes.

Caleb Goodman is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments from 2022 to the present, following seven years at Clearlink. Outside of his advisory role, he performs as a drummer in a band based in Salt Lake City, Utah. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across various asset classes.

Melissa Hirschi is a CFP® professional with 19 years of experience in the financial services industry. She is currently with Morgan Stanley in Salt Lake City, having previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of her advisory role, Hirschi serves as treasurer for the Beacon Heights Elementary PTA and is involved with High Moon Group, LLC, a retail and online store where she handles bookkeeping. Morgan Stanley Wealth Management provides advisory services and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and does not offer individual security recommendations as part of its standalone financial planning program.

Kaleb Thomas is a financial advisor at Fidelity with six years of industry experience. He holds the Series 66 designation and has worked at firms including Equitable Advisors and Veterans First Mortgage. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a systematic approach that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages model portfolios using mutual funds, ETFs, and ETPs, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Shauna Labeau is a financial advisor at Fidelity with six years of industry experience. She holds a Series 66 designation and has worked within Fidelity Brokerage Services LLC since 2019. Outside of her advisory role, she donates plasma on weekends and evenings. 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 systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Jonathan Potter is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63 and Series 65 designations. His career includes roles at Painewebber since 1999 and Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory work, he is a 50% owner of Sugarland LLC, an investment-related business in Fruit Heights, 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, with a broader set of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Moses Ibe is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT. He holds a Series 63 designation and has one year of industry experience. His prior work includes roles at GuidetoInsure and multiple positions at Brigham Young University Idaho. 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 both brokerage and advisory solutions.

Nellie Butler is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT. She holds Series 63 and Series 65 credentials and has been in the financial industry for one year. Prior to joining Wells Fargo Clearing, she worked at Wells Fargo Bank, N.A. and spent several years at Ross Stores. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers a broad range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Heather Brussow currently serves as a Market Leader for Utah and Nevada at Fidelity Investments. In this role, she focuses on fostering a high-performance work culture by empowering associates to maximize their talents and assisting clients with long-term financial planning. Her experience at Fidelity Investments includes positions such as Head of Strategy, Planning & Enablement from 2022 to 2024, Workplace Planning and Advice Functional Leader from 2021 to 2022, and Head of Distribution Communications and Deployment from 2014 to 2021. This trajectory highlights her extensive expertise in strategy, planning, workplace advice, and communications within the financial sector.

Nicholas Reese is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and is based in Salt Lake City, UT. His prior work includes roles at Horizon Federal Credit Union and Mercedes Benz of Farmington. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various fund types.

Charles Parry is a financial advisor at Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 65 licenses with 37 years of industry experience. He previously worked at Merrill for 10 years before joining Wells Fargo Clearing in 2019. 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 advisory services grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm’s offerings include a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Christopher Lucky is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT. He holds the Series 66 designation and has eight years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2017, following brief roles at Associate Staffing and America First Credit Union. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research and analytics to guide investment decisions.

Christopher Dayhuff is a Financial Consultant at Fidelity Investments, where he currently provides financial planning services. He has held various roles within Fidelity since 2006, including Planning Consultant, Benefits and Planning Consultant, Interim Client Services Leader, and Senior Fixed Income Specialist. Prior to joining Fidelity, he worked as a Financial Consultant at Morgan Stanley from 2014 to 2015. Throughout his career, Christopher has developed expertise in financial planning, retirement solutions, fixed income, and client services. He holds insurance licenses in Arkansas and California. Outside of his professional work, Christopher enjoys biking and skiing.

Dustin Farish is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, he worked at Goldman Sachs from 2015 to 2019 and E*Trade Securities in 2021. Outside of his advisory role, he is involved in an e-commerce venture called Far Off Books. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm distinguishes itself through its advisory roles to registered investment companies and use of systematic methodologies supported by AI and quantitative tools.

Laura Maynes is a financial advisor at Merrill with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Advisors LLC and E*Trade Securities LLC. Maynes is based in Salt Lake City, UT. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Nicholas Hope is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Brokerage Services LLC since 2015. Outside of his advisory work, he occasionally assists with self-publishing books on Amazon alongside his spouse. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors. The firm utilizes a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios composed of mutual funds, ETFs, and ETPs.

Garrett Barner is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities since 2019. Prior to that, he held positions at Matter Family Office and Principia College. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its investment recommendations and operates within the broader J.P. Morgan banking and broker-dealer organization.

Dylon Bradshaw is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He partners with clients and their families to establish relationships centered on financial planning and collaborates with them to develop financial plans tailored to their goals and needs. Dylon has been with Fidelity Investments since 2019, progressing through various positions including Customer Relationship Advocate, Investment Solutions Representative, Workplace Planning Consultant, and Planning Consultant before his current role. He holds insurance licenses in Arkansas and California.

Carter Cannon is a Financial Consultant currently working at Fidelity Investments since 2022. He has been in the financial industry since 2012, with a range of roles including Director Retirement Planner, Retirement Relationship Manager, and Retirement Solutions Representative at Fidelity Investments, as well as a Financial Consultant at E*TRADE Financial. Carter specializes in retirement planning, income and wealth planning, and has experience working with high net worth clients. He holds insurance licenses in Arkansas and California. He emphasizes building strong client relationships based on trust, respect, regular communication, and competency. Outside of his professional work, Carter enjoys activities such as beach outings, football, golf, and surfing.