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 with J.P. Morgan Securities in Salt Lake City, UT, holding a Series 66 designation and five years of industry experience. Her career includes roles at JPMorgan Chase Bank NA and Brigham Young University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process incorporates both quantitative and qualitative research and includes capabilities in derivatives and commodities.

Kyle Poulter is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo Clearing since 2016, as well as Wells Fargo Bank NA since 2012. Outside of his advisory role, he drives for Lyft and serves as a committee member for the City of North Salt Lake Trails and Active Transportation. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Jake Arbon is a financial advisor with LPL Financial in Salt Lake City, UT, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Wells Fargo Clearing Services LLC, Northwestern Mutual, Vivint, and Brigham Young University. 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 financial planning and investment management services utilizing model portfolios, third-party subadvisors, and customized strategies.

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.

Jeff Whyte is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked at multiple firms including Bank of America, Merrill, Wells Fargo Clearing Services, Morgan Stanley, and E*Trade Securities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with distinctive features such as its role as a commodity pool operator, advisory responsibilities to multiple registered investment companies, and use of AI in research.

Clinton Sampson is a financial advisor with Ameriprise in Salt Lake City, UT, holding Series 63 and Series 65 credentials and two years of industry experience. His prior roles include positions at KeyBank NA and Chartway Federal Credit Union. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Shay Reid is a financial advisor at Fidelity with four years of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments since 2022. Prior to that, he held roles at Cyprus Credit Union and The Church of Jesus Christ of Latter-Day Saints. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm’s approach integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios comprised of mutual funds, ETFs, and ETPs.

Parker Hendrickson is a financial advisor at Wells Fargo Clearing in Salt Lake City, UT, holding a Series 66 designation. He has been with Wells Fargo Clearing since 2020. Prior to this, his background includes roles in hospitality and education. 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. The firm’s approach is IPS-driven and incorporates a range of investment options, including insurance-related products and bank deposit sweep programs.

Joseph Taylor is a financial advisor with LPL Financial in Cottonwood Heights, UT, holding Series 63 and Series 65 licenses and 29 years of industry experience. He previously worked at MML Investors Services, Inc. and Massachusetts Mutual Life Insurance Company for 22 years before joining LPL Financial in 2019. Taylor maintains a part-time involvement with JLT, Financial, LLC, a business entity for tax and investment purposes. 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 wide range of advisory and brokerage services, including financial planning, asset management programs, and institutional platforms, supported by technology tools and oversight of significant discretionary assets.

Jeffrey Hansen is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has worked across various Morgan Stanley divisions since 2018, including the Private Bank and Services Group. Outside of his advisory role, he is involved with Greatest Goods, LLC, a retail and online store based in Utah. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm utilizes structured discovery processes and planning tools, managing approximately $2.74 trillion in client assets.

Kaden Collins is a Wealth Management Planning Consultant at Fidelity Investments, where he focuses on ensuring that clients' planning and service needs are met. He helps implement and maintain adherence to comprehensive financial plans, enabling clients to align their actions with their stated financial goals. Kaden has been with Fidelity Investments since 2020, holding roles including Fixed Income Specialist and Customer Relationship Advocate before his current position. Prior to joining Fidelity, he worked as a Client Service Manager at Medicus Wealth Planning from 2019 to 2020. Outside of his professional responsibilities, Kaden has interests in fitness and reading.

Robert Madsen is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Primerica Advisors since 2000 and is also employed in medical laboratory testing at ARUP Laboratories. Outside of advising, he is involved in sales of loan products and home security-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm uses third-party asset managers and provides a tiered wrap-fee structure for its services.

Daniel Mcginnis is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked within various Fidelity entities since 2012. 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 utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves as an advisor for multiple registered funds and model portfolios.

Monica Allen is a Series 66-licensed financial advisor with Wells Fargo Clearing, where she has worked for 10 years. She has 11 years of industry experience. Outside of her advisory role, she participates in continuing education through the University of Utah Lifelong Learning program. 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 employs research and analytics, utilizing diversification principles and modern portfolio theory, while offering a range of brokerage and advisory solutions.

Todd Schmucker is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Investments, LLC for nine years. 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.