Sean Wixom is a financial advisor with LPL Financial, holding a Series 66 designation and currently based in West Jordan, Utah. He joined LPL Financial and Mountain America Investment Services in 2025 and has prior work experience outside the financial industry, including roles at Costco Wholesale and Buffalo Wild Wings. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services with various portfolio management options, supported by technology and a broad network of over 22,800 advisors.

Tell White is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, he held roles at Frito-Lay, Utah Valley University, and Wal-Mart. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to diverse clients, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its commodity pool operator registration, advisory roles to multiple registered investment companies, and the use of advanced technologies such as AI and long-term asset allocation strategies.

Tami Tingey is a financial advisor with LPL Financial in Salt Lake City, UT, holding Series 63 and Series 65 licenses and 12 years of industry experience. She has been associated with Zions Bank and its affiliated firms since 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers various investment programs and tools, including financial planning, model portfolios, and participant-level retirement advice, supported by a large network of advisers and extensive operational resources.

Connor Clifford is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked at The Pipeline Group and has professional experience outside finance, including five years with G2G Protein Bar. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable gift funds. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and also serves as a registered commodity pool operator and advisor to multiple fund-of-funds.

Jace Waddoups is a financial advisor with Morgan Stanley in Salt Lake City, Utah, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Morgan Stanley since 2014. Outside of his advisory role, he manages a flower farm business in Farmington, Utah. Morgan Stanley Wealth Management serves both individual and institutional clients by providing tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and research.

Katherine King is a financial advisor at Raymond James Financial with 12 years of industry experience. She holds a Series 66 designation and previously worked at Western Governors University, Zions Bank, and LPL Financial. Outside of her advisory role, she serves as a Registered Associate and Practice Manager for ApexFlow Wealth Management, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized services including municipal advising and SIMPLE IRA Employer Advisory programs.

Kevin Cihlar is a financial advisor at Wells Fargo Clearing with a Series 66 designation and six years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2020 and has prior experience including roles at RHI General Group and Creative Financial Staffing. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers a range of brokerage and advisory solutions supported by research and analytics, serving over 14,000 financial advisors and managing approximately $671 billion in assets.

Gregory Rudd is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing for a combined 15 years. Outside of his advisory role, he serves as a Utah Republican Party State Delegate for House District 19. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, retirement plan consulting, and brokerage solutions to individual, corporate, and institutional clients. The firm uses research and analytics to guide investment decisions and offers a range of financial products through affiliated bank and insurance entities.

Joseph Jackson is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has prior work experience at AECOM and Southern Utah University. Outside of his advisory role, he owns and manages a rental property through Blue Osprey LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, combining proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop systematic model portfolios.

Brandon Holshouser is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. His prior work includes roles at Wells Fargo, DiSys, and Skyline National Bank, as well as entrepreneurial experience at Alpine Ski Shop and Autobell Carwash. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors and registered investment companies. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of AI and formal advisory roles to multiple registered investment companies.

Jon Webb is a financial advisor at Fidelity with 13 years of industry experience. He has held positions at Fidelity Investments since 2019 and previously worked at Edward Jones for three years. Webb holds Series 63 and Series 66 licenses and is based in Salt Lake City, UT. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios and serves multiple registered investment companies, employing systematic methodologies and advanced technologies such as AI in its investment processes.

Harrison Payne is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. He has worked at Wells Fargo Clearing since 2021 and previously was self-employed from 2017 to 2021. Payne also attended the University of Utah from 2012 to 2018. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates a broad range of investment products, including insurance-related vehicles and bank deposit sweep options.

Kimberly Ann Monk is a financial advisor at Wells Fargo Clearing with six years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Clearing since 2019, having also worked at Wells Fargo Bank, NA since 2009. 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 advice. The firm’s approach is IPS-driven and grounded in modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Christopher Jensen is a Wealth Management Planning Consultant at Fidelity Investments. In his current role, he partners with the Private Wealth Management team to deliver personalized service and maintain long-term client relationships. He focuses on collaborative communication to assist families in creating comprehensive wealth planning strategies aimed at growing, preserving, and transferring their wealth. Christopher has been with Fidelity Investments since 2011, progressing through roles including Financial Representative, Premium Services Representative, and Private Client Group Representative before becoming a Planning Consultant in 2021. His experience spans multiple facets of wealth management and client service within the firm. Outside of his professional responsibilities, Christopher enjoys board games, family activities, gardening, golf, and parenthood.

Olivia Barzee is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2021. Prior to her financial career, she was affiliated with Brigham Young University and worked at Andreas Italian Restaurant. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers its services on a non-discretionary basis, allowing clients to retain final decision-making authority.

Kyle Poulter is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank NA. Outside of his advisory role, Poulter serves as a committee member for the City of North Salt Lake Trails and Active Transportation and works as a part-time Lyft driver. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader range of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Jake Arbon is a financial advisor with LPL Financial in Salt Lake City, UT, holding a Series 66 credential and eight years of industry experience. He has previously worked at Wells Fargo Clearing Services LLC, Northwestern Mutual, Vivint, and Brigham Young University. He is also involved with Zion Wealth Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers financial planning and investment advisory services through a large network of representatives using a variety of portfolio strategies and institutional platforms.

Mary Friedheim is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 licenses and having three years of industry experience. Her prior work includes roles at Apartment Management Consultants and ICO Multifamily Property Management. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator and advises multiple registered investment companies, employing systematic methodologies and formal governance procedures.

Jeffrey Meiling is a financial advisor with LPL Financial in West Jordan, UT, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior roles include nine years at CUNA Brokerage Services, Inc. and four years at Harrisdirect LLC. He has also been associated with Cyprus Credit Union concurrently since 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, supporting advisors with proprietary research and technology tools.

Brett Reeves is a financial advisor at Fidelity with 22 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity Investments since 2011. 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. The firm is noted for its use of systematic methodologies, its role in managing registered investment companies, and its integration of AI and algorithmic tools in its investment process.