Nam Tran is the Vice President and Financial Consultant at Fidelity Investments, a position held since 2014. He has developed his career at Fidelity Investments since 2004, progressing through roles including Financial Representative, Investment Representative, Fixed Income Specialist, Proactive Representative, and Financial Planning Consultant. His extensive experience at Fidelity Investments reflects a long-standing commitment to the financial services industry. Nam Tran holds insurance licenses in Arkansas and California. His professional approach is centered on assisting clients in working toward their financial goals, emphasizing a client-focused process and business philosophy.

Nathaniel Garner is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, he worked at US Tech Solutions and Northwestern Mutual, and he was affiliated with Weber State University for six years. 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 a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Chase Arneson is a financial advisor with Fisher Investments in Salt Lake City, Utah, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. He has been with Fisher Investments since 2013. Fisher Investments serves a global mix of institutional and private clients by providing discretionary portfolio management across equity, fixed-income, and blended mandates, utilizing a centralized investment process that combines quantitative and qualitative research to construct globally diversified portfolios.

Sterling Adams is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2023. He has held multiple roles within Fidelity Investments, including Planning Consultant, Workplace Planning Consultant, Investment Solutions Representative, and Brokerage Operations Specialist. Prior to joining Fidelity, he worked as a Brokerage Operations Specialist at DFPG Investments. Sterling holds insurance licenses in Arkansas and California. He emphasizes creating comprehensive financial plans tailored to clients' individual goals, focusing on areas such as risk management, investment strategies, income planning, and family considerations to support financial stability. Outside of his professional work, Sterling enjoys board games, boating, bowling, family activities, reading, and soccer.

Mark Martinez is a financial advisor with Fidelity in Salt Lake City, UT. He holds a Series 66 designation and has been with Fidelity since 2026. His prior work experience includes roles at America First Credit Union and various supply and plumbing companies. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Richard Potashner is a financial advisor with Morgan Stanley in Salt Lake City, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Morgan Stanley and its affiliated Private Bank since 2014 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Brandon Pearson is a financial advisor at UBS Financial Services with 18 years of industry experience and holds a Series 66 designation. He has been with UBS since 2012. Outside of his advisory role, he serves as the head coach for the girls golf team at Woods Cross High School in Utah. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations in its advisory approach.

Sheryl Weston is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding Series 63 and Series 66 credentials and 15 years of industry experience. She has worked with Fidelity since 2011, including roles at Fidelity Personal and Workplace Advisors since 2018. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a proprietary process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, offering a range of discretionary and non-discretionary advisory services.

Lucas Montes is a CFP® professional with seven years of experience in the financial industry. He is currently affiliated with LPL Financial and Mountain America Credit Union. His prior experience includes roles at Fidelity Brokerage Services LLC, Zions Bank, and various other organizations. Outside of finance, he operates an e-commerce business under the name LMB Stores. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers comprehensive financial planning and advisory programs, utilizing model portfolios and research from multiple sources to support discretionary and non-discretionary management.

Shae Russell is a financial advisor at Merrill with seven years of industry experience. She holds the Series 66 designation and has worked at Bank of America, Merrill, KeyBank, Brigham Young University, and Velks LLC. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jason Matthews is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 66 licenses and possessing 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 Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory. The firm includes insurance-related vehicles and bank deposit sweep options among its investment offerings, serving a broad range of institutional clients.

Rochelle Davis is a financial advisor at Fidelity with 14 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Fidelity in 2025, she worked for Nationwide Financial for nine years. Outside of finance, she is employed as an esthetician at a full-service spa in Lehi, Utah. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, employing systematic methodologies and long-term asset allocation benchmarks.

Robert Eddington is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank NA. Outside of his advisory role, he co-owns and assists with bookkeeping for assisted living centers in Nephi, Utah. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options, tailored to plan objectives and risk tolerances.

Jesse Bohannon is a financial advisor with Morgan Stanley in Salt Lake City, UT, holding Series 63 and Series 66 registrations and bringing 11 years of industry experience. His career includes multiple roles within Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as a tenure at JPMorgan Chase Bank. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process that employs firm-approved tools and methodologies.

Scott Weierman is a financial advisor at RBC Capital Markets with 25 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at UBS Financial Services for 12 years. Outside of his advisory role, he manages two real estate LLCs that own residential rental properties. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, providing portfolio management, financial planning, and brokerage services.

Antonio Cuenca is a financial advisor at Fidelity with a Series 66 credential and two years of industry experience. He previously worked at E*Trade Securities LLC and has held roles in education and retail prior to his current position. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, as well as registered investment companies and a charitable gift fund. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios consisting of mutual funds, ETFs, and ETPs.

Sapphire Jensen is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Her prior work includes roles at Logos Coffee Company and several title companies. Fidelity’s 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 develop model portfolios composed of mutual funds, ETFs, and ETPs.

Dallon Warnick is a Vice President and Financial Consultant at Fidelity Investments. He has been with the company since 2015, progressing through roles including Financial Representative, Stock Plan Service Representative, Workplace Planning Consultant, Portfolio Specialist, and currently serving as a Financial Consultant since 2021. His professional focus is on wealth planning, aiming to assist clients in addressing their family's unique financial needs and goals. Dallon emphasizes building and maintaining strong relationships with clients and their families as a core aspect of his work. He holds insurance licenses in Arkansas and California. Outside of his professional career, Dallon enjoys camping, fishing, fitness, and outdoor adventures.

Peter Harper is a Planning Consultant collaborating within a Fidelity Wealth Management team. He focuses on helping clients discover their financial goals and implementing comprehensive financial plans tailored to those objectives. His approach involves maintaining ongoing relationships to align client plans with retirement and investing processes, addressing the complexities and challenges clients may face. Peter's professional experience includes roles such as Investment Management Consultant (2022-2025), Retirement Planner (2019-2022), and Workplace Planning Consultant (2018-2019) at Fidelity Investments. Prior to that, he worked as a Financial Representative at E*trade from 2016 to 2018. He holds a California Insurance License. Outside of his professional career, Peter has interests in camping, cooking and baking, hiking, movies, music, and outdoor adventures.

Andrew Cole is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo since 2018. Outside of his advisory role, Cole is involved in creative ventures including authoring science fiction novels, video production, and merchandise design through his ownership of ZaberWolf Studios and related entities. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.