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, holding Series 63 and Series 66 licenses and two years of industry experience. His prior work includes roles at Kidstrong, Blue Raven Solar, and Lifetime Fitness. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator and advises multiple registered investment companies.

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 with Fidelity Investments in Salt Lake City, UT, holding Series 63 and Series 66 credentials and has two years of industry experience. Prior to joining Fidelity, he worked 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 retail and institutional clients, including registered investment companies, utilizing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction.

Garrett Rydalch is a financial advisor at Fidelity with seven years of industry experience. He has held roles at Fidelity Brokerage Services, Discover Financial Services, and Utah State University. His credentials include the Series 63 and Series 66 licenses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and employs a structured oversight process for its advisory activities.

Daniel Dickson is a CFP® professional with 13 years of industry experience, currently advising at Fidelity in Salt Lake City, UT. He has been with Fidelity Investments since 2012. Outside of his advisory role, he owns an equipment rental business, participates in a health coaching affiliate program, and works as a real estate agent assisting family and friends. 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 for discretionary and non-discretionary advisory solutions.

Scott Papenfuss is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. Before joining Fidelity, he worked at Amazon Logistics and Formlabs Inc. He also operates as a sole proprietor manufacturing and selling stringed instruments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction.

Jonathan Meagher is a financial advisor with Fidelity Investments based in Salt Lake City, UT. He holds Series 63 and 66 licenses and has four years of industry experience, including roles at Fidelity and Ascentium Capital, a subsidiary of Regions Bank. His earlier work includes positions at the University of New Hampshire and Ocean House Management. His firm, Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a systematic investment approach combining proprietary fundamental research with quantitative analysis and algorithmic portfolio construction.

Jamie Groesbeck is a financial advisor with Fidelity Investments based in Salt Lake City, UT. He holds Series 63 and Series 66 designations and has two years of industry experience. Prior to joining Fidelity in 2024, he served in the U.S. Army for six years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its role as a commodity pool operator, advisory work for registered investment companies, and use of advanced methodologies such as AI in portfolio management.

Matthew Prince is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 13 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wells Fargo Bank NA. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a wide range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Andres Esquivel is a financial advisor with Fidelity Investments, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Policy Scout and Safe Streets Security, as well as operating a food truck business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered through intermediary platforms.

David Fagergren is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity divisions since 2013, including Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional investors, as well as charitable and registered investment company clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it maintains oversight controls while delegating day-to-day management to sub-advisers.

Andrew Rogers is a financial advisor at Wells Fargo Clearing in Salt Lake City, UT, holding a Series 63 designation with less than one year of industry experience. Prior to joining Wells Fargo, his background includes roles at DiSys, Rogers' Fine Furniture, and the University of Utah. Outside of his advisory work, he collects art prints by Shepard Fairey and has considered starting a sole proprietorship to sell his collection. 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 options. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Robyn Martinez is a financial advisor with LPL Financial in Salt Lake City, UT, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. Her prior experience includes roles at BMO Harris Bank, Wells Fargo Clearing, Mountain America Credit Union, U.S. Bancorp Investments, and BancWest Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.