Mckinley Eastmond is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at E*TRADE Capital Management and E*TRADE Securities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs and tailored financial planning using structured discovery conversations and firm-approved tools.

Brett Reeves is a financial advisor at Fidelity with 22 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity Investments since 2011. 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 is noted for its use of systematic methodologies, its role in managing registered investment companies, and its integration of AI and algorithmic tools in its investment process.

Jeff Whyte is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked at multiple firms including Bank of America, Merrill, Wells Fargo Clearing Services, Morgan Stanley, and E*Trade Securities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with distinctive features such as its role as a commodity pool operator, advisory responsibilities to multiple registered investment companies, and use of AI in research.

Clinton Sampson is a financial advisor with Ameriprise in Salt Lake City, UT, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at KeyBank and Chartway Federal Credit Union. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides customized retirement planning focused on dependable income sources and tax-aware withdrawal strategies.

Shay Reid is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, Reid worked at Cyprus Credit Union and held roles with The Church of Jesus Christ of Latter-Day Saints and Southern Virginia University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Parker Hendrickson is a financial advisor at Wells Fargo Clearing in Salt Lake City, UT, holding a Series 66 designation. He has been with Wells Fargo Clearing since 2020. Prior to this, his background includes roles in hospitality and education. 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. The firm’s approach is IPS-driven and incorporates a range of investment options, including insurance-related products and bank deposit sweep programs.

Joseph Taylor is a financial advisor with LPL Financial in Cottonwood Heights, UT, holding Series 63 and Series 65 credentials and 28 years of industry experience. He worked with MML Investors Services, Inc. and Massachusetts Mutual Life Insurance Company for 22 years before joining LPL Financial in 2019. Taylor also maintains a separate business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services with discretionary and non-discretionary management options supported by in-house and third-party research.

Jeffrey Hansen is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has worked across various Morgan Stanley divisions since 2018, including the Private Bank and Services Group. Outside of his advisory role, he is involved with Greatest Goods, LLC, a retail and online store based in Utah. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm utilizes structured discovery processes and planning tools, managing approximately $2.74 trillion in client assets.

Kaden Collins is a Wealth Management Planning Consultant at Fidelity Investments, where he focuses on ensuring that clients' planning and service needs are met. He helps implement and maintain adherence to comprehensive financial plans, enabling clients to align their actions with their stated financial goals. Kaden has been with Fidelity Investments since 2020, holding roles including Fixed Income Specialist and Customer Relationship Advocate before his current position. Prior to joining Fidelity, he worked as a Client Service Manager at Medicus Wealth Planning from 2019 to 2020. Outside of his professional responsibilities, Kaden has interests in fitness and reading.

Robert Madsen is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Primerica Advisors since 2000 and is also employed in medical laboratory testing at ARUP Laboratories. Outside of advising, he is involved in sales of loan products and home security-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm uses third-party asset managers and provides a tiered wrap-fee structure for its services.

Daniel Mcginnis 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 entities since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research and quantitative analysis to construct model portfolios that include mutual funds, ETFs, and ETPs. The firm is notable for its registration as a commodity pool operator, advisor roles to multiple registered investment companies, and use of algorithmic methods and AI in its investment process.

Monica Allen is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 11 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously with WELLS FARGO Advisors, LLC from 2014 to 2016. Outside of her advisory role, she serves as a special power of attorney for her sister-in-law and participates in continuing education through the University of Utah Lifelong Learning program. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm's IPS-driven advisory process incorporates modern portfolio theory and includes a diverse investment menu with insurance-related vehicles and bank deposit sweep options.

Todd Schmucker is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jacob Hann is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments in 2025, he held various roles in retail, education, and service industries. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Johnathan Tarancon is a financial advisor at Wells Fargo Advisors with eight years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing Services LLC since 2017. His prior work includes roles at Associate Staffing, Walmart, and Weber State University. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations.

Brenda Ledesma is a financial advisor at Fidelity with a Series 66 designation and no prior industry experience. Her work history includes roles at various companies such as Weave, AskNicely, and TaxDome, among others. 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 to develop model portfolios across mutual funds, ETFs, and ETPs.

Collin Rigby is a financial advisor with Charles Schwab, holding a Series 66 designation and bringing 20 years of industry experience. His prior work includes extensive roles at TD Ameritrade Investment Management, LLC, and TD Ameritrade, Inc., spanning from 2006 to 2024. He is currently based in Cottonwood Heights, UT. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, delivering multi-asset model portfolios and alternative investment options within an integrated operational structure.

Sean Creason is the National Director of Wealth Management at Fidelity Investments, a position he has held since 2023. In this role, he leads the PWM IMC team that partners with Wealth Management Advisors to assist clients in designing, implementing, and monitoring investment strategies aimed at achieving their long-term investment goals. Sean has extensive experience within Fidelity Investments, having served as a PWM Investment Management Consultant from 2013 to 2023, a Portfolio Specialist from 2010 to 2013, and a Client Management Representative from 2007 to 2010. His career reflects a consistent focus on wealth management and client investment strategies. Outside of his professional work, Sean enjoys camping, hiking, soccer, and traveling.

Braden Danise is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT. He holds Series 63 and Series 66 licenses and has one year of industry experience. Outside of his advisory role, he provides support for people with disabilities and their families through the Utah Division of Services for People with Disabilities. 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, managing approximately $671 billion in assets.

Kelly Spencer is a financial advisor at Wells Fargo Advisors with 36 years of industry experience. He has held various roles within Wells Fargo-affiliated firms since 2009. Spencer holds Series 63 and Series 65 designations. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients who meet certain net-worth criteria, utilizing proprietary research and tools to develop customized recommendations.