Jeffrey Horman is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding a Series 66 designation and five years of industry experience. His prior work includes roles at RHI General Group, Moxie Pest Control, and Aerel Design. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Christopher Marburger is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His previous roles include positions at Edward Jones and Fidelity Brokerage Service LLC. LPL Financial serves a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations, offering financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives.

Dale Bunnell is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior roles include positions at Goldman Sachs and two credit unions. Edward Jones is a full-service wealth management firm serving over four million clients, offering a wide range of advisory programs and investment options, supported by a large network of advisors and branch offices nationwide.

Robert Bowen is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 66 designations and 24 years of industry experience. His prior roles include positions at Fidelity Brokerage Services, Prudential Insurance Company of America, and Assurance IQ LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, delivering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both non-discretionary and discretionary options tailored to plan objectives and risk tolerances.

Connor Deuel is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT. He holds Series 66 and Series 63 licenses and has one year of industry experience. Prior to his current role, he worked at Morgan Stanley and has diverse experience including roles outside finance such as at Sandy City Public Works and Balance of Nature. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services including investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets with over 14,000 advisors and utilizes research and analytics from Wells Fargo Investment Institute alongside third-party data to inform its investment approach.

Spencer Hopson is a financial advisor at Wells Fargo Clearing in Salt Lake City, UT, holding Series 66 and Series 63 licenses with two years of industry experience. His prior work includes roles at SoFi Wealth LLC, Morgan Stanley/Nesco Resources, and Wells Fargo Bank. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Gabriel Arrak is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 66 credentials. He has two years of industry experience and has worked with US Tech Solutions Inc as well as in hospitality and event catering roles. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and uses research from Wells Fargo Investment Institute alongside third-party analytics to guide investment decisions.

Chad Baker is a financial advisor with Wells Fargo Advisors in Salt Lake City, Utah. He holds a Series 66 designation and has eight years of industry experience, including nine years with Wells Fargo Clearing Services LLC. Outside of his advisory role, he serves as an assistant ward clerk overseeing finance for his local church and acts as a guardian for his daughter. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations using proprietary research and planning tools, delivering services across a broad range of planning needs, including niche areas such as business-owner transition and special-needs planning.

Hugo Pallares is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. He has been affiliated with Wells Fargo Clearing and its related entities since 2016. Outside of his advisory role, he works part-time as a delivery driver for DoorDash. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement consulting services to individual, corporate, and institutional clients, supported by extensive research and a wide range of financial products.

Dustin Thatcher is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 66 and Series 63 credentials and 18 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked 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, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources.

Mark Lott is a financial advisor with Ameriprise in Herriman, UT, holding a Series 66 designation and 12 years of industry experience. His career includes roles at Ameriprise since 2022, as well as prior positions at M. H. Leblang, Inc., Everspire (a DBA of Aegis Wealth Group), Wells Fargo Bank, and E*Trade Securities. Outside of advising, he owns Myriad Max Inc., through which he manages his Ameriprise business. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Peter Fricke is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding a Series 63 designation and three years of industry experience. His prior work includes roles at Us Tech Solutions and several hospitality businesses such as Oquirrh Restaurant and Kiitos Brewing. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party databases.

Matthew Kusto is a financial advisor at Wells Fargo Advisors with one year of industry experience. He holds Series 63 and Series 66 credentials. His prior work includes roles at Amazon, Mt. San Jacinto College, and Kusto Enterprise, Inc., where he was involved for nine years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients meeting a net-worth threshold, utilizing proprietary research and tools to develop recommendations delivered through personalized meetings and summary letters.

Daniel Litchfield is a Series 66 licensed financial advisor with Wells Fargo Advisors in Salt Lake City, UT, with 21 years of industry experience. He has been with Wells Fargo Clearing since 2016 and Wells Fargo Advisors since 2015. Outside of his advisory role, he owns a marketing business and serves as an assistant baseball coach at West Jordan High School. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory solutions with various financial products and referral channels.