David Redding is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT. He holds a Series 66 designation and has three years of industry experience. Prior to his current role, he was self-employed and served five years with the Davis County Sheriff's Office. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Joshua Petersen is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016, following earlier work at Wells Fargo Investments. Outside of his advisory role, he is a passive co-owner of a farming business in Brigham, Utah. 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 financial advisors and offers both brokerage and advisory solutions.

Andrew Neumann is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity in various roles since 2012. Outside of his advisor role, he has a long-term association with Salt Lake Community College. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Samuel Hales is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include work at Blue Barn Wealth, LLC, and he has an academic background from Utah Valley University. 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 utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with distinctive capabilities in commodity pool operations and AI-assisted research.

Daniel Bailey Jr. is a financial advisor at Fidelity with 18 years of industry experience and holds Series 63 and Series 66 designations. He has worked at various Fidelity entities since 2007 and is also involved with Strategic Advisors Inc. Outside of his advisory work, he oversees leasing and maintenance for several residential rental properties through Noteworthy Homes LLC. Strategic Advisers LLC, a Fidelity Investments company, offers 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 discretionary and non-discretionary portfolios, often employing sub-advisers and a systematic approach to asset allocation.

Cory Knutsen is a Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2011, progressing through various roles including Planning Consultant, Portfolio Specialist, Client Management Representative, Retirement Solutions Representative, Investment Solutions Representative, and College Planning Specialist. His experience encompasses client management and financial planning, with a focus on helping clients articulate their needs, assess risks, and build confidence in their financial futures. Cory holds insurance licenses in Arkansas and California. Outside of his professional work, Cory enjoys outdoor activities such as camping, fishing, hiking, snowboarding, and traveling. He is also a pet owner.

Tyler Pearce is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of advising, he has ownership in a ventures company that involves property flipping. 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.

Daxton Cannon is an advisor with LPL Financial based in Salt Lake City, UT. He holds Series 66 and Series 63 designations and has one year of industry experience. His prior roles include positions at America First Credit Union, Fidelity Investments, and several other firms. 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 advisory and brokerage services, utilizing various investment strategies and technology to support its network of over 22,900 advisors.

Briana Slater is a financial advisor at Raymond James & Associates with one year of industry experience. She holds a Series 66 credential and is the founder and CEO of Reaching Roots, a parent coaching and behavior analysis small business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a diverse client base, including individuals, institutions, and charitable organizations. The firm provides tailored financial planning and consulting services supported by extensive research and a broad range of portfolio management options.

Marcus De Jonge is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. He has worked at Fidelity Investments since 2021 and previously held roles at Discover Financial Services, Orange Legal Technologies, and Wells Fargo Bank. Outside of his advisory work, he is involved in stocking and collecting funds from card and sticker vending machines in Kaysville, Utah. 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 combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios that utilize mutual funds, ETFs, and ETPs.

Chad Lalor is a Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2006 in various roles. He has held the position of Vice President, Financial Consultant since 2020. Prior to this, he served as a Portfolio Specialist from 2013 to 2020, Client Management Representative from 2012 to 2013, and has held other positions within Fidelity including Fixed Income Specialist and Investments Consultant. He also worked as a Financial Advisor at Edward Jones from 2009 to 2012. As a CERTIFIED FINANCIAL PLANNER™ practitioner, Chad brings over a decade of experience focused on helping individuals and families build, manage, and preserve their wealth. His approach to financial planning emphasizes risk mitigation, investment strategies, income planning, and estate planning considerations. He holds insurance licenses in Arkansas and California. Outside of his professional career, Chad enjoys boating, fishing, and traveling.

Quinn Jensen is a financial advisor with RBC Capital Markets in Salt Lake City, UT, holding a Series 66 designation and 26 years of industry experience. His career includes roles at City National Bank, Bank of America, and Merrill Lynch, Pierce, Fenner & Smith. He is also the owner and manager of 2Shooting Star LLC, a fund family. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm utilizes a mix of in-house and third-party investment managers tailored to clients’ advisory risk profiles.

Steven Witsman is a financial advisor with Morgan Stanley in Salt Lake City, UT, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs, including financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Jordan Woodcox is a Financial Consultant with Fidelity Investments, a role held since 2021. Jordan's professional experience includes serving as a High Net Worth Financial Advisor at Vanguard from 2017 to 2021, and as a Financial Representative with Fidelity Investments from 2016 to 2017. Jordan holds insurance licenses in Arkansas and California. In the capacity as a financial professional, Jordan assists clients in navigating challenging market conditions and is involved in developing, implementing, and maintaining disciplined financial plans and behaviors. Jordan works with investors to help them progress toward their unique financial goals while providing client services. Outside of the professional setting, Jordan's interests include biking, camping, hiking, outdoor adventures, parenthood, and volunteering.

Tyler Moore is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 66 designation and has previously worked at Goldman Sachs Group, Inc. and Essendent. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs, and it maintains registration with the CFTC as a commodity pool operator.

Aaron Bird is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding Series 63 and Series 66 designations and three years of industry experience. He previously worked at Arrivasure Wealth for three years before joining Fidelity in 2023. Fidelity’s Strategic Advisers LLC, where Aaron is affiliated, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction and serves as a commodity pool operator while advising multiple registered investment companies.

Diego Mendoza is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked in finance and accounting roles with the Defense Finance and Accounting Service for the U.S. Marine Corps and has held positions in education and small business management. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, through a model-driven investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

David Royall is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2006. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm utilizes proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction, with distinctive features such as CFTC registration and a formal advisory role to multiple registered investment companies.

Jeffrey Simmons is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo since 2016. Outside of his advisory role, he coaches high school football at Woods Cross High School in Utah. 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.

Caleb Knudsen is an Investment Solutions Representative III at Fidelity Investments, a role he has held since 2026. In this position, he partners with clients to co-create and implement comprehensive financial plans that serve as a foundation for pursuing their long-term goals. Caleb began his career at Fidelity Investments as a Customer Relationship Advocate in 2023. He advanced through roles including Investment Solutions Representative I from 2024 to 2026, and Investment Solutions Representative II in 2026 before assuming his current position. Throughout his tenure, he has developed experience in investment solutions and client relationship management. Further details regarding Caleb's education, credentials, personal interests, or community involvement were not provided.