Kelly Spencer is a financial advisor at Wells Fargo Advisors with 36 years of industry experience. He has held various roles within Wells Fargo-affiliated firms since 2009. Spencer holds Series 63 and Series 65 designations. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients who meet certain net-worth criteria, utilizing proprietary research and tools to develop customized recommendations.

Brett Beyer is a financial advisor with Fidelity, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Wayfair and Wells Fargo Bank. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, through a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, fund advisory services, and model portfolios, utilizing systematic methodologies and oversight controls.

Charles Larsen is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at Loop and OfficeMax, as well as positions in education and municipal services. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios for intermediary platforms.

Caleb Carr is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, he held roles at Amazon, Mountain West Renewable Energy, and other companies, with a varied work history including a position at Greater Eastside Junior Football. Fidelity’s affiliate, 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 to deliver model portfolios and customized investment solutions.

Jacob Williams is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked at GNC for two years and held roles at Victory Ranch Club and Deer Valley Ski Resort. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves in advisory roles to multiple registered investment companies and fund-of-funds.

Jared Heaton is a financial advisor at Fidelity with 31 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 1995. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves multiple registered investment companies and delivers model portfolios through systematic methodologies and long-term asset allocation strategies.

Connor Mccluskey is a financial advisor with Fidelity in Salt Lake City, holding Series 66 and Series 63 licenses and having one year of industry experience. Prior to joining Fidelity, he has worked in various roles outside the financial industry. In addition to his advisory work, Mccluskey is also involved in music production as a passive activity. Fidelity's affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a range of portfolios, including fund-of-funds structures, and employs systematic methodologies alongside oversight of sub-advisers.

Nathan Young is a Financial Consultant at Fidelity Investments, bringing extensive experience within the firm since 2007. He has held roles as a Financial Consultant from 2007 to 2017, served as a Director Retirement Planner from 2017 to 2023, and continues to support clients in his current position as a Financial Consultant since 2023. His work focuses on assisting families and individuals in building and preserving their financial lives. Nathan holds certifications including CFP4, and has passed the Series 7, 63, and 65 exams. He is also licensed in insurance in both Arkansas and California. These qualifications support his expertise in comprehensive financial planning and insurance solutions. Outside of his professional responsibilities, Nathan's interests include family activities, football, motorcycles, movies, and music.

Benjamin Dunn is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at the Veterans Affairs Medical Center and various positions in the service industry. Fidelity’s Strategic Advisers LLC, where he is based, 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 model portfolios and multiple registered investment companies.

Lydia Parkinson is a Benefits & Planning Consultant within the Executive Services division at Fidelity Investments. She has been in this role since 2025 and previously worked as a Workplace Planning Consultant at Fidelity from 2023 to 2025. Lydia focuses on helping clients utilize the tools and resources Fidelity provides to build effective financial plans aimed at achieving their financial goals. Her professional experience centers on benefits and financial planning, supporting clients in optimizing their relationship with Fidelity. Outside of her work, Lydia engages in various personal interests including art, cooking and baking, family activities, fitness, skiing, and yoga.

Marisa Hampton is a financial advisor at Ameriprise with two years of industry experience. She holds a Series 66 designation and previously worked at Health Plan of San Joaquin and Michaels Arts and Crafts. Outside of her advisory role, she is employed as licensed staff at Alta Management Group LLC. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports, supported by a centralized consulting team and algorithmic tools.

Douglas Magby is a financial advisor with Primerica Advisors in Salt Lake City, UT, holding Series 63 and Series 65 licenses and having four years of industry experience. He has been affiliated with Primerica Financial Services since 1997 and owns White Hat Lawn Care, a non-investment business based in West Valley, UT. Primerica Advisors offers a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-driven investment strategies managed by unaffiliated asset managers and operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Nicholas Payne is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. His prior work includes running an online retail business and a role at Fresh Prints. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven approach incorporates modern portfolio theory and includes both discretionary and non-discretionary services, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Laura Bradshaw Tezjan is a financial advisor at Ameriprise in Salt Lake City, UT, holding a Series 66 designation with five years of industry experience. She has been with Ameriprise and its affiliated entities since 2018 and previously worked at Play Communications Pty Ltd. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team.

Heather Wadley is a financial advisor with Fidelity Investments in Salt Lake City, holding Series 63 and Series 66 licenses and four years of industry experience. Her prior roles include positions at Pyxant Lab and Tandem/LabCorp/Covance. She works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various platforms.

Mike Holt is a Planning Consultant at Fidelity Investments, where he has been serving since 2020. In his role, he works closely with individuals and their families to co-create and develop investment plans tailored to their unique and personal goals. He utilizes Fidelity's extensive resources to address all areas of clients' financial needs. Mike has been with Fidelity Investments since 2013, holding various positions including Relationship Manager, Financial Representative at multiple Investor Centers, and Trading Financial Representative. This experience has provided him with a comprehensive understanding of financial services and client relationship management. Outside of his professional work, Mike's interests include cooking and baking, fitness, football, golf, movies, and music.

Brent Thompson is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 designations and nine years of industry experience. He has worked at Fidelity Brokerage Services, LLC since 2017 and at Fidelity Investments since 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, leveraging a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a variety of investment vehicles, including model portfolios and fund-of-funds, and incorporates AI and systematic methodologies in its process.

Jeremy Aragon is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 66 designations and 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages roughly $671 billion in assets across more than 14,000 financial advisors and offers both brokerage and advisory solutions.

Kristi Chapman is a financial advisor at LPL Financial with seven years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Bank and Wells Fargo Clearing Services for a combined 29 years. She is also associated with Mountain America Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management alongside research and model portfolios.

Alexandria Peirce is a financial advisor at UBS Financial Services with one year of industry experience. She holds a Series 66 designation and has prior work experience at Morgan Stanley and Orangetheory Fitness, as well as roles in education at Utah Valley University and Bingham High School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and a range of capital markets services. The firm combines institutional trading capabilities with wealth management, using proprietary research and model-based asset allocations to tailor strategies for clients.