Jake Scott is a financial advisor with Wells Fargo Advisors in Salt Lake City, UT. He holds Series 66 and Series 63 licenses and has five years of industry experience. Prior to his current role, he worked at Jerry Seiner Dealerships for two years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools to deliver tailored recommendations.

Bryan Kercher is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services, LLC since 2017. Prior to this, he worked at the University of Utah and Emissions Plus. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines proprietary fundamental research with quantitative and algorithmic methods and serves as an advisor to multiple registered investment companies.

Isaac Kline is a financial advisor at LPL Financial with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Waddell & Reed, Inc. Outside of his advisory role, he is involved with Out West 59 LLC, a business unrelated to investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and institutional platforms, supported by advanced operational tools.

Kyle Rhoades is a financial advisor with LPL Financial in West Jordan, Utah, holding Series 65 and Series 63 licenses and having 11 years of industry experience. His background includes nine years at Fidelity Brokerage Services and concurrent roles at Mountain America Credit Union and LPL Financial since 2024. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers various advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, with a focus on both discretionary and non-discretionary investment strategies.

Greg Nash is a Financial Consultant at Fidelity Investments, a position he has held since 2013. Prior to this role, he worked as an Investments Representative at Fidelity Investments from 2011 to 2013 and as a Fixed Income Specialist at The GMS Group from 2009 to 2011. His work focuses on helping clients build, enjoy, and pass on financial wealth by developing personalized financial plans that align with their goals. He emphasizes building relationships of trust to support clients in making informed financial decisions. Greg holds insurance licenses in Arkansas and California. Outside of his professional career, Greg enjoys biking, camping, hiking, reading, running, and traveling.

David Eschenfelder is a financial advisor with Fidelity Investments based in Salt Lake City, UT, holding Series 63 and Series 66 credentials and 11 years of industry experience. He has been with Fidelity in various roles since 2015. Outside of his advisory work, he manages commercial real estate leasing and accounting as the owner of two LLCs in Utah. 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 offers discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery, utilizing a combination of fundamental research, quantitative analysis, and algorithmic construction methods.

Steve Taylor is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. He has worked at Fidelity Investments since 2021 and has additional experience at Roofing Advocates and Med Data. 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, and is notable for its registration as a commodity pool operator and its advisory role to multiple registered investment companies.

James Phillips is a financial advisor at Raymond James Financial Services Advisors, Inc. with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for over a decade. Outside of his advisory role, he serves as an independent contractor for Cottonwood Capital LLC and TRIJIM51 LLC. 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, institutions, and charitable organizations. The firm offers customized, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Tabeetha Moesinger is a financial advisor at LPL Financial with 12 years of industry experience. She holds the Series 66 designation and previously worked at firms including Securities America, Penn Mutual Life Insurance, Hornor Townsend & Kent Inc, and Waddell & Reed. Outside of her advisory role, she is associated with Elite Financial Network, a business connected to her LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment services, including model portfolios and third-party asset management, supported by extensive operational tools and a broad platform of advisory and non-advisory financial activities.

Joshua Hemming is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities. Outside of his advisory work, he owns and operates logistics companies specializing in long-haul FedEx contract trucking. 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 a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Tyrel Fawson is a financial advisor at Wells Fargo Advisors with four years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Wells Fargo Advisors Financial Network, he worked with Wells Fargo Clearing Servicing and has been involved with Us Tech Solutions, Inc. outside of his advisory role. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu using proprietary research and tools, with services tailored to clients who meet a net-worth threshold.

Corbyn Lombardi is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, Lombardi held roles at Kidstrong, Blue Raven Solar, Lifetime Fitness, Walmart, and Marv Jensen, with additional experience at South Jordan Middle. Strategic Advisers LLC, a Fidelity Investments company, 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 deliver model portfolios and advisory services.

Larry Boydstun is a financial advisor at LPL Financial with 44 years of industry experience. He holds Series 63 and Series 66 designations and has been associated with Linsco/Private Ledger Corp. since 1989. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management, supported by a large network of investment adviser representatives.

Trent Scott is a CFP®-designated financial advisor with three years of industry experience, currently with Cetera. His prior experience includes roles at Magellan Federal, National Professional Service, Havenpark Communities, and Fidelity Brokerage Services. Cetera Investment Advisers LLC is a national SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services with multiple program structures and access to affiliated and third-party managers.

Alex Michaelis is a financial advisor at Wells Fargo Clearing in Salt Lake City, UT, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Fidelity Investments and Mountain America Credit Union, as well as employment with Randstad and Dick's Sporting Goods. 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 provides both brokerage and advisory solutions.

Christian Mariano is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked within different Fidelity entities since 2014, including Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Christian is part of Strategic Advisers LLC, a Fidelity Investments company that offers 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 portfolios and serves as an advisor to registered investment companies and fund-of-funds.

Erika Hogan is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 designations and two years of industry experience. She has been with Wells Fargo Clearing since 2023 and has also worked at Wells Fargo Bank, N.A. since 2014. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable range of investment options including insurance-related vehicles and bank deposit sweep programs.

Maxwell Larson is a financial advisor with Raymond James Financial Services, Inc. in Salt Lake City, UT. He holds a Series 66 designation and has three years of industry experience. His prior work history includes roles at Voyager Wealth Advisors, Level Nine Sports, and Morgan Stanley. 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, pension plans, corporations, and institutional clients. The firm uses analytical tools such as risk profiling and probability modeling to tailor non-discretionary planning and consulting to client goals and supports a wide advisor network through various advisory programs.

Brian Parcell is a financial advisor with Morgan Stanley in Salt Lake City, UT, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has worked at various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process supported by firm-approved tools and modeling techniques.

Luke Miller is a financial advisor at Fidelity with Series 66 and Series 63 licenses and three years of industry experience. Prior to joining Fidelity, he worked in design and construction at Ezra Lee Design and Build and was involved with Thurl Bailey Basketball. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.