Ryan Boswell is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked with Cetera and Cetera Wealth Services, LLC since 2013. Outside of advising, he serves as a financial analyst for L3, focusing on program management review, forecasting, and revenue projections. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers and a variety of program structures.

Jason Beal is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 66 credentials and five years of industry experience. His prior work includes positions at Fidelity Brokerage Services LLC, Goldman Sachs through DISYS Staffing, and a period at The White House and the Embassy of the Republic of Malta. 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 combines brokerage and advisory solutions with research and analytics from Wells Fargo Investment Institute.

Robert Harrington is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. He has been with LPL Financial since 2006. Outside of his advisory role, he owns Skyline Electronics, a business that sells electronic equipment to manufacturers and handles sales and marketing. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, a range of advisory programs, retirement consulting, and brokerage services, with access to discretionary and non-discretionary management, model portfolios, and research from multiple sources.

Kerstin Marquardson is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 66 licenses and previously worked six years at Intermountain Healthcare. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory roles with multiple registered investment companies and use of systematic methodologies including AI in portfolio management.

Nicole Klekas is a Series 66-licensed financial advisor with Raymond James Financial, based in Holladay, UT, and has 16 years of industry experience. She previously worked for Morgan Stanley for 10 years and is currently associated with Cottonwood Capital Management. Outside of her advisory role, she serves as an office manager at Cottonwood Capital Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary consulting and supports institutional consulting and portfolio management across a large network of advisors.

Madison Stenquist is a financial advisor at Wells Fargo Clearing in Salt Lake City, UT, holding Series 65 and Series 63 licenses with one year of industry experience. Prior to joining Wells Fargo Clearing in 2025, Madison held positions at Wells Fargo Bank and Wells Fargo, among other roles in the retail sector. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Angela Rogers is a financial advisor at Morgan Stanley with 18 years of industry experience. She has been with Morgan Stanley since 2009 and holds the Series 63 and Series 66 designations. Outside of her advisory role, she is involved in sales and marketing for an online retail business on Etsy. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets.

Devin Olsen is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2016. He has been with Fidelity since 2008, progressing through various positions including Financial Consultant, Portfolio Specialist, Self-Directed Brokerage Representative, and Financial Representative. His professional experience encompasses a broad range of financial services and client advisory roles. Devin holds insurance licenses in Arkansas and California, which support his work in providing comprehensive financial guidance. He and his team focus on understanding each client's unique situation and goals, utilizing Fidelity's resources to offer clear and ongoing advice tailored to individual needs. Outside of his professional responsibilities, Devin's interests include attending concerts, fitness activities, gardening, motorcycles, traveling, and yoga.

Kellen Robbins is a financial advisor at Robert Baird & Co. based in Salt Lake City, UT, with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley and Fidelity Brokerage Services LLC. Prior to his financial services career, he was employed at eBay Inc. for seven years. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Jordan Bumgardner is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at firms including Fidelity Investments and Northwestern Mutual. Morgan Stanley Wealth Management serves both individual and institutional clients by providing tailored financial planning and advisory programs supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers a wide range of investment and planning services.

Kyle Melling is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and nine years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC. Outside of his advisory role, he co-owns a property management business with his spouse. 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 advisory process is IPS-driven and incorporates modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Davey Wynn is a Financial Consultant currently working at Fidelity Investments since 2023. He has over a decade of experience in the financial services industry, having previously served as a Financial Consultant at E*Trade Financial and Morgan Stanley from 2012 to 2023. Davey collaborates with clients to understand their financial goals and develop disciplined, unemotional plans to guide them toward achieving both short-term and long-term objectives. He holds insurance licenses in Arkansas and California, supporting his ability to provide comprehensive financial advice. Davey emphasizes building strong, lifelong relationships with clients and their families, grounded in trust and integrity. Outside of his professional role, he engages in activities such as fishing, hiking, soccer, traveling, and volunteering.

Braxton Percival is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Fidelity, Percival worked in various roles including at Utah Valley University and Broderick and Henderson Construction LLC. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Steve Morrell is a Financial Consultant at Fidelity Investments, a role he has held since 2022. He supports clients and their families by acting as an advocate to ensure their priorities are addressed and works with them to create personalized financial strategies aimed at achieving their financial goals. Steve has extensive experience within Fidelity Investments, having served in multiple capacities including Planning Consultant, Workplace Planning Consultant III, Investment Solutions Representative, and Financial Representative - Full Trader since 2015. His expertise encompasses financial planning and investment solutions. He holds insurance licenses in Arkansas and California. Steve is committed to meeting with clients to review their financial situations, identify appropriate strategies, and improve overall financial plans.

Sheryl Stoneking is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding a Series 63 designation and nine years of industry experience. She has been with Wells Fargo Clearing Services since 2016. Outside of her advisory role, she works as a cashier at Taco Bell. 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 and analytics.

Craig Corbett is a financial advisor with Primerica Advisors in Salt Lake City, UT, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has been with Primerica Advisors since 1998 and with Primerica Financial Services since 1997. Outside of his advisory role, he has been involved in sales of home security and automation products through affiliated companies and previously served as a team manager for a local soccer club. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale and delivers model-based advisory services supported by third-party asset managers, focusing on a range of strategic and tactical investment approaches.

Lindsey Clissold is a financial advisor at Fidelity with six years of industry experience. She holds the Series 66 designation and has worked at Fidelity Brokerage Services LLC since 2019 and at Fidelity Investments since 2025. Prior to that, she spent six years at Select Portfolio Servicing, Inc. Fidelity’s Strategic Advisers LLC, where Lindsey is based, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its use of systematic methodologies, AI-driven research, and advisory roles for multiple investment companies.

Christopher Howard is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT. He holds a Series 66 designation and has eight years of industry experience. His work history includes positions at ER Select, Smiths, and Wells Fargo Clearing Services LLC. Prior to his financial services career, he worked in engineering and consulting roles, and he spent six years at Weber State University. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and utilizes research and analytics to provide diversified investment options and retirement plan services.

Brandon Smith is a Financial Consultant I at Fidelity Investments, where he has been working since 2025. Over the years, he has held various roles within Fidelity, including Managed Solutions Consultant, Investment Management Consultant, Portfolio Specialist, Fixed Income Specialist, Investments Solutions Representative, Premium Relationship Associate, and Core Service Associate, demonstrating a broad range of experience in financial services. Brandon focuses on helping clients develop financial plans that align with their goals, particularly in relation to retirement planning and quality of life. He emphasizes building strong relationships by understanding each client's personal situation. He holds insurance licenses in Arkansas and California. Outside of his professional work, Brandon enjoys camping, social events with friends, motorcycles, outdoor adventures, scuba diving, and snowboarding.

Joey Bronson is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Advisors LLC from 2011 to 2016 before joining Wells Fargo Clearing in 2016. Outside of his advisory role, he is the sole owner of BSD LLC, an investment-related business based in South Jordan, 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, incorporating a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.