Christopher Miles is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Outside of his advisory role, he is a 25% owner of BELLY LLC, where he attends meetings as part of his involvement. 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 combines research and analytics with diversification principles to offer both brokerage and advisory solutions, supporting a broad range of financial products through affiliated bank and insurance entities.

Christopher Andrew is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of finance, he teaches karate classes at Andrew Martial Arts in Kaysville, Utah. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Neal McManus is currently a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments in various roles since 2015, progressing through positions such as Financial Consultant, Regional Center Planning Consultant - Premium, and Workplace Planning Consultant. Prior to joining Fidelity, Neal worked as a Licensed Financial Service Representative at Mountain America Credit Union from 2007 to 2014 and as a Personal Financial Representative at Allstate Financial Services from 2014 to 2015. Over an eighteen-year career, Neal has assisted clients with retirement planning, investment strategy implementation, income generation, and legacy creation for families and charitable causes. He holds insurance licenses in Arkansas and California. Outside of his professional commitments, Neal enjoys biking, family activities, fitness, music, outdoor adventures, and traveling.

Peter McGrath is an Executive Planning Consultant at Fidelity Investments. He has been with the company since 2010, progressing through roles including College Planning Specialist, Retirement Planner, and Benefits & Planning Consultant in Executive Services before assuming his current position in 2025. His professional experience covers various aspects of financial planning and benefits consulting. Prior to joining Fidelity Investments, he worked as a Collateral Management Specialist at State Street Bank & Trust from 2008 to 2010. He holds a California Insurance License. Outside of his professional work, Peter engages in activities such as baseball, football, soccer, snowboarding, traveling, and spending time with his family.

Rane Eskelsen is Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2018. In his current role, he partners with clients to identify and prioritize their financial goals, develop actionable plans, and execute these plans through collaborative investment strategies and comprehensive financial planning. Prior to his current position, Rane held several roles at Fidelity Investments, including Planning Consultant, Workplace Planning Consultant, Investment Solutions Representative, High Net Worth Representative, and Customer Relationship Advocate. He holds insurance licenses in Arkansas and California. Outside of his professional work, Rane has personal interests in board games, camping, and football.

Kyle Baugh is a Financial Consultant at Fidelity Investments. He provides guidance on budgeting, investing, and wealth planning tailored to his clients' unique needs and aspirations with the goal of helping them work toward financial security and prosperity. Kyle has held various roles at Fidelity Investments since 2021, including Financial Consultant, Planning Consultant, and Investment Solutions Representative positions. His experience spans financial consulting and client relationship advocacy within the firm. He holds insurance licenses for Arkansas and California. Outside of work, Kyle's personal interests include camping, fishing, golf, motorcycles, reading, and snowboarding.

Connor Pierson is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT. He holds Series 63 and Series 66 licenses and has five years of industry experience. His prior work includes roles at Wells Fargo Bank, Keybank, Morgan Stanley, Fidelity Investments, and other firms. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets through a large network of advisors and offers a range of products and services supported by research from Wells Fargo Investment Institute and third-party sources.

Adam Wilcox is a financial advisor at UBS Financial Services in Salt Lake City, UT, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to joining UBS, he worked at Fidelity Investments and D.A. Davidson and has a background that includes multiple roles at the University of Michigan and experience with several companies such as Amazon and Postmates. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, utilizing proprietary capital market assumptions and research to tailor investment strategies. The firm combines institutional trading capabilities with wealth management services and operates in multiple capacities including brokerage, investment advisory, and futures commission merchant.

Ariunaa Scholte is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses and one year of industry experience. She has been affiliated with Wells Fargo Bank, N.A. since 2013. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Randall Larsen is a financial advisor with Morgan Stanley in Salt Lake City, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Rippling, Bill.com, JP Morgan Chase, and Morgan Stanley. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning that utilizes firm-approved tools and methodologies.

Joshua Burns is a CFP® and holds a Series 66 license. He has worked with Edward Jones in Farmington, UT, for 11 years. Outside of his advisory role, he is also involved in residential pest control sales in the St. Louis area. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated capabilities, supported by a large nationwide network of financial advisors and branch offices.

Kyle Day is a financial advisor at LPL Financial with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Zions Bank. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Gary Wabel is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 designations and 20 years of industry experience. He has been with Fidelity since 2013, including roles at Fidelity Personal and Workplace Advisors since 2018. Outside of his advisory work, he owns and manages a cattle farm in Heber, Utah. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and portfolio management. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of AI and formal advisory roles to multiple registered investment companies.

Annette Bowman is a financial advisor with Merrill in Salt Lake City, UT, holding Series 63 and Series 65 licenses with 11 years of industry experience. Her prior work includes positions at Morgan Stanley and E*TRADE Securities. Outside of finance, she was involved with Salt City Cycle Cab from 2014 to 2018. 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. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers for a range of clients including individuals, corporations, and charitable organizations.

Jayden Epperson is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing and U.S. Bancorp Investments, Inc. throughout his career. 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 solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Nate Jones is a Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 2020, progressing through various positions including Customer Relationship Advocate, Investment Solutions Representative, Workplace Planning Consultant, and Planning Consultant. In his current role, Nate partners with clients to build, implement, and monitor customized wealth plans. He focuses on helping clients manage factors such as inflation, market volatility, and tax-efficient investing. Nate holds insurance licenses in Arkansas and California.

Grant Fischer is a financial advisor with Fidelity in Salt Lake City, UT, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Morgan Stanley and various positions outside finance, including health services and restaurant operations. 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. The firm’s offerings include discretionary and non-discretionary advisory services, fund advisory, and model portfolios, with a distinctive emphasis on regulatory registrations and systematic methodologies.

Kennedi Gile is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. Based in Salt Lake City, UT, Gile has been with Fidelity since 2013. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is registered with the CFTC as a commodity pool operator.

Scott Spencer is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has worked across multiple Fidelity entities, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves in advisory roles for multiple registered investment companies and fund-of-funds.

Trevor Hanson is a financial advisor at Raymond James Financial with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Zions Bank and LPL Financial. Outside of his advisory role, he is involved as president of ApexFlow Wealth Management LLC, focusing on branding and marketing. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored planning and consulting using analytical tools and supports clients through advisory programs and institutional consulting.