Samuel Wheeler is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2025. His prior roles include positions at Wells Fargo Bank, Kenwood Properties, Tagge's Produce, Stevens Sales Company, and Hyatt Centric. 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 employs over 14,000 financial advisors, providing both brokerage and advisory solutions.

Laura Harkort is a CFP® and holds a Series 66 license. She has 17 years of industry experience, all with Edward Jones, where she has worked since 2009. Outside of her advisory role, she is a partner in BorgKort Properties, LLC, a residential rental real estate business in Salt Lake City. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, supported by a network of over 23,700 financial advisors nationwide.

Dustin Kazmar is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones for nine years and served in the U.S. Marine Corps for twenty years. He is based in Farmington, Utah. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a broad network of advisors, utilizing various strategies and technologies to support client portfolios.

Adam Oblad is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He has worked with Wells Fargo Clearing since 2016, with a one-year tenure at Fidelity Investments in between. 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 through a large network of advisors and provides both brokerage and advisory solutions.

Alex Gontcharov is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, he worked at Nexeo, Cimetrix by PDF Solutions, and Alliance Health. Outside of his advisory role, he has engaged in selling paintings and comics on eBay. Fidelity’s Strategic Advisers LLC, where he practices, serves a diverse client base including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across various asset classes and investment vehicles.

Adam Dewaal is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has worked at various divisions within Fidelity since 1989, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Outside of his advisory role, he serves as the president of a homeowners association board and is involved in property management activities. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Laura Smith is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, she has been involved with Love Links Permanent Jewelry as the sole proprietor and has worked as a broker with Homes by Laura S Realty Path. Outside of finance, she acts in television shows and movies as an independent contractor. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad universe of mutual funds, ETFs, and ETPs.

Victoria Dossett is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021. Prior to this, she held roles at Concert Golf Partners and the Jewish Community Center. 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 searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a centralized manager solutions team.

Ryan Ferrara is a financial advisor at Fidelity with 11 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Fidelity Investments in various capacities since 2011, including a four-year period at For-Shor Company. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, managing model portfolios with systematic methodologies and long-term asset allocation benchmarks.

Lauren Sampson is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Fidelity Brokerage Services LLC since 2014. Strategic Advisers LLC, a Fidelity Investments company, 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 model portfolios across various investment vehicles.

Michael Richardson is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 credentials and three years of industry experience. His prior roles include working at New York Life in 2022 and service in the Texas Army National Guard from 2013 to 2019. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from a broad investable universe. The firm is involved in discretionary and non-discretionary advisory work, fund advisory, and employs algorithmic methods and AI in its investment process.

Maricela Alo is a financial advisor at Fidelity with seven years of industry experience. She holds the Series 63 and Series 66 designations. Her prior roles include work at Fidelity Brokerage Services and involvement with the Utah State University SEED Program mentoring initiative in the Philippines. Fidelity's Strategic Advisers LLC, where she is affiliated, provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of investment products and model portfolios.

Steven Hess is a financial advisor with Fidelity Investments based in Salt Lake City, UT, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked at Fidelity Brokerage Services, Inc. since 1995, with roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, often incorporating third-party sub-advisers and systematic methodologies.

Ryan Woodhead is a financial advisor at Fidelity with two years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Total Client Connect and Aptive Environmental. Outside of finance, Woodhead has experience working at Utah Valley University and has completed a church mission. 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 uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios built from mutual funds, ETFs, and ETPs.

Jessica Bonnett is a financial advisor at Wells Fargo Clearing in Salt Lake City, UT, with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing and Fidelity Investments, among other firms. Wells Fargo Advisors provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Zachary Mcmillan is a financial advisor with Fidelity Investments in Salt Lake City, UT. He holds the Series 66 designation and has one year of industry experience. Prior to joining Fidelity, he held roles at Anglepoint and BYU-related organizations, among others. Outside of his advisory work, he also performs data entry tasks for a family business during evening hours. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, with an investment approach that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Zachary Burrows is an advisor at Fidelity Investments based in Salt Lake City, UT, holding Series 66 and Series 63 designations with two years of industry experience. His prior work includes roles at Crewe Advisors and Vermilion Rock Advisors, as well as experience outside finance in the hospitality sector at Porcupine Pub & Grille and Layla Mediterranean Grill and Mezze. 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 across mutual funds, ETFs, and ETPs. The firm also serves as an adviser to multiple registered investment companies and integrates AI-driven methodologies into its investment processes.

Kyle Stephens is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes roles at First Citizens Investor Services, SVB Wealth LLC, Silicon Valley Bank, and Wells Fargo Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap‑fee programs, 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 analytics.

Ronald Mason is a financial advisor at Ameriprise with 42 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at RBC Capital Markets Corporation for 10 years. He is based in Bountiful, Utah. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, using a centralized consulting team to deliver tailored, research-based recommendations that integrate tax-efficient withdrawal strategies and asset management within Ameriprise accounts.

Travis Mcleod is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 licenses and one year of industry experience. His prior roles include work with G&J Bishop Enterprises and North Slope Industries LLC. 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 to manage model portfolios across mutual funds, ETFs, and ETPs.