Randy Berger is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 65 and Series 63 credentials and bringing nine years of industry experience. He has been with Wells Fargo Clearing since 2016 and with Wells Fargo Bank, NA since 2012. 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 through a large network of advisors and offers both brokerage and advisory solutions.

Wesley Kelsey is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing Services LLC since 2017. His prior work includes roles at Associate Staffing, 1-800-Contacts, and World Financial Group. 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 investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Benjamin Pali is a financial advisor with Ameriprise in Saratoga Springs, UT, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior work includes roles at Keeler Thomas Management LLC and SagePoint Financial. He is a silent partner with a 40% share in a physical therapy franchise, Fyzical Therapy & Balance Centers, managed by his brother. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations through a centralized consulting team.

Yusif Seyidov is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 66 and Series 63 licenses and four years of industry experience. His work history includes multiple roles at Wells Fargo and Fidelity Brokerage Services, as well as a year at Randstad. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Jonathan Resabala is a financial advisor at Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 66 designations with five years of industry experience. His prior firms include Morgan Stanley, Bank of America N.A., Merrill, and Fidelity Investments. 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.

Cameron Fisher is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation and has worked at multiple firms including Mountain America Credit Union and Fidelity Investments. Outside of his advisory role, Fisher is involved with Fisher Capital Ventures. LPL Financial is a registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services supported by in-house research and third-party subadvisors.

Ryan Withers is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. He has been with Wells Fargo Clearing and Wells Fargo Bank since 2020. Outside of his advisory role, he is actively involved in community theater as an actor, singer, and dancer at the Hale Centre Theatre in Sandy, Utah. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Trevor Evans is a financial advisor at Fidelity with Series 63 and Series 66 designations and 13 years of industry experience. He has been associated with various Fidelity entities since 2012, including Fidelity Personal and Workplace Advisors. Fidelity's Strategic Advisers LLC, where he is affiliated, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it holds distinctive roles such as registration with the CFTC as a commodity pool operator and advisory responsibilities for multiple registered investment companies.

Lisa Adamson is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Advisors and E*TRADE Capital Management prior to joining Morgan Stanley. Adamson serves as co-trustee for family trusts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers financial planning and advisory services supported by structured planning tools and a range of investment programs.

Mc Kay Howard is a financial advisor at Morgan Stanley with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Morgan Stanley, Howard held roles at E*Trade Securities, University of Utah Health, and Utah Valley University. There are no notable outside activities reported. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and delivers customized planning services without individual security recommendations as part of its standalone programs.

Conner Sorensen is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Alliance Laundry Equipment and multiple educational and telecommunications organizations. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage various fund structures and model portfolios.

Vincent Murro is a financial advisor with Morgan Stanley based in South Jordan, Utah, holding Series 63 and Series 65 licenses and nine years of industry experience. He has been with Morgan Stanley since 2017, including two years with Morgan Stanley Services Group, Inc., and worked at Randstad USA prior to that. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery and advanced modeling tools, while managing approximately $2.74 trillion in client assets.

Scott Grossarth is a financial advisor at Fidelity with 29 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity Brokerage Services, Inc. since 1995, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Randy Polizzi is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds a Series 66 designation and has worked at E*TRADE and Morgan Stanley during his career. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and analyses.

Bradley Rayburn is a CFP® professional with over 31 years of industry experience, currently affiliated with Fidelity in Salt Lake City, UT. He has been with Fidelity Brokerage Services LLC since 2006 and joined Fidelity Investments in 2025. Strategic Advisers LLC, a Fidelity Investments company where he works, offers investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and systematic methodologies to construct model portfolios and employs advanced techniques such as algorithmic research and AI in its investment process.

Judd Connell is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley and its related entities since 2016, including a period at E*Trade Securities LLC. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

Benjamin Schmalz is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Personal and Workplace Advisors, E*Trade Capital Management LLC, and E*Trade Securities LLC. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and does not include individual security recommendations in standalone plans.

Shane Richardson is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at U.S. Bank and Wells Fargo Advisors. Outside of his advisory role, Richardson is involved in health and wellness businesses, including a personal training company and a skincare product line where he serves as a product ambassador. Morgan Stanley Wealth Management is a large institution offering a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured tools and investment modeling. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and employer-sponsored arrangements.

Braydon Mason is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 designations, and has seven years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at E*TRADE Securities from 2018 to 2023 and has a background that includes employment at O'Reilly Auto Parts and Utah State University. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm employs structured planning tools and modeling techniques to support client financial plans, managing approximately $2.74 trillion in client assets.

Connor Butler is a Financial Consultant at Fidelity Investments, where he works directly with families to co-create financial plans tailored to their goals and assist them in navigating major life events. He focuses on ensuring clients understand how their financial plans function and addresses any questions or concerns they may have throughout the process. Connor has held multiple roles at Fidelity Investments since 2019, progressing through positions such as College Planning Specialist, Workplace Planning Consultant, Investment Management Consultant, and Planning Consultant before assuming his current role in 2024. His experience encompasses client management, investment guidance, and financial planning. He holds insurance licenses in Arkansas and California.