Benton Blake is a financial advisor with LPL Financial in Salt Lake City, UT, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2021, he worked at Classic Air Medical and AMRG. Outside of his advisory role, Benton is a co-owner of Hideout Ranch, a horse breeding operation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides financial planning, model portfolio programs, and institutional platforms, with advice delivered by investment adviser representatives utilizing a range of strategies and tools.

Brad Neves is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 15 years of industry experience. He has held roles at several firms including Nelson Financial Group, Voya Financial Advisors, and Nobility Wealth Management. Outside of advisory work, Neves serves as CFO and President of the annuity division at NFG Brokerage, LLC, where he oversees annuity sales and distribution. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform that includes both affiliated and third-party managers, supporting a variety of program structures and investment strategies.

Bryce Blackburn is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 65 licenses. He has one year of industry experience and has previously worked at Wells Fargo Bank, Mountain America FCU, Walmart, Farm Bureau Financial Services, and other organizations. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.

Blen Gebrehiwot is a financial advisor at UBS Financial Services with three years of industry experience. He holds a Series 66 designation and has worked at UBS since 2022. Prior to his advisory role, he spent four years at St. Lawrence University and three years teaching at West Potomac and Mount Vernon High Schools. Outside of his financial career, he occasionally sells personal items on online platforms such as Poshmark, Mercari, and eBay. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor financial plans.

David Blackburn is a financial advisor at Fidelity with 30 years of industry experience. He holds Series 63 and Series 66 designations. Prior to his current role starting in 2025, Blackburn worked at Fidelity Brokerage Services, Inc. for 23 years and has been associated with E*TRADE Capital Management LLC and E*Trade Securities LLC since 2018. Outside of his financial advisory work, he has engaged in delivery driving during evenings and weekends. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a blend of proprietary fundamental research and quantitative analysis to construct model portfolios, employing systematic methodologies and long-term asset allocation benchmarks.

Stacey Wabel is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services, LLC since 2018, with prior roles including self-employment and a position at Kelly Educational. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, including fund advisory and model portfolios, and is noted for its use of systematic methodologies and AI-driven research tools.

Ryan Dugan is a financial advisor at Fidelity Investments with 13 years of industry experience. He holds the Series 63 and Series 66 credentials and is based in Salt Lake City, UT. His career includes roles within various divisions of Fidelity since 2013. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and deliver model strategies to intermediary platforms.

Thomas Francis is a Planning Consultant at Fidelity Investments, a position he has held since 2025. He has a background in retirement planning, having served as Director Retirement Planner at Fidelity Investments from 2024 to 2025. His professional experience also includes roles as a Senior Associate at Sofi in 2024, Solutions Advisor at Merrill Lynch from 2023 to 2024, and Investment Solutions Representative at Fidelity Investments from 2020 to 2023. Thomas holds an Arkansas Insurance License. He emphasizes building strong relationships with clients and their families, focusing on trust, reliability, and competency to determine what financial success looks like for each individual. Outside of his professional work, Thomas enjoys baseball, camping, fitness, horseback riding, movies, and traveling.

Maria Alderete is a financial advisor with Edward Jones in Taylorsville, UT, holding Series 63 and Series 65 licenses and eight years of industry experience. She has worked at Edward Jones since 2019 and previously held positions at Bank of America, Merrill, and Crewe Capital Advisors LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Travis Draper is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has previously worked at E*TRADE Securities and onVector Technology. Outside of finance, he has been involved as an employee with a pest control business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs supported by firm-approved tools and broad investment capabilities.

Lorenzo Dudley is a financial advisor at Fidelity with Series 66 credentials and four years of industry experience. Prior to joining Fidelity, he held positions at Mountain States Property Management, Disruptive Advertising, Clearlink, and The Church of Jesus Christ of Latter Day Saints. Outside of his advisory role, he works as a driver for Uber. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolio delivery through a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Spencer Royce is a financial advisor at Edward Jones in Riverton, UT, holding a Series 66 designation with two years of industry experience. Prior to his current role, he worked at Squeeze Media and Aptive Environmental, and spent several years affiliated with Brigham Young University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Aaron Crocker is a financial advisor at LPL Financial with seven years of industry experience. He holds a Series 66 designation and has previously worked at firms including Zions Bank, Zions Direct, Inc., University of Utah Healthcare, and Wells Fargo Clearing Services. Outside of his advisory role, Crocker operates a photography business. 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, third-party asset management, and institutional platforms.

James Rieth is a Planning Consultant at Fidelity Investments. In this role, he works to deepen client relationships by introducing a variety of tools and resources. He partners with teams to implement strategies aligned with clients' personal goals and approaches. James has been with Fidelity Investments since 2021, holding positions including Retirement Representative, Retirement Planner, Director of Retirement Planning, and now Planning Consultant. His experience focuses on retirement planning and client relationship development. No additional information on education, credentials, personal interests, or community involvement was provided.

Patrick Halladay is a financial advisor at Morgan Stanley with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing Services LLC and US Tech Solutions Inc. Outside of his advisory role, he has been involved with the United States Soccer Federation for over a decade. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by structured discovery processes and advanced modeling tools.

Bruce Tynan is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on empowering high-net-worth professionals to integrate wealth, purpose, and tax efficiency in planning for their financial next chapter. With over 13 years of industry experience, Bruce has worked with hundreds of investors on areas including education planning, legacy planning, liquidity management, personal retirement planning, portfolio management, small business strategies, and tax minimization. He emphasizes building meaningful relationships by understanding clients' priorities, values, and long-term goals to create personalized investment strategies and provide ongoing financial planning support. Bruce holds a Bachelor's Degree from the University of Utah and carries professional designations including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), and Personal Investment Advisor (PIA). He is proficient in both English and Russian. Outside of work, his personal interests include camping, chess, football, golfing, hiking, music, pickleball, reading, skiing, and watching movies.

Jase Pennock is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 65 designations and seven years of industry experience. His prior roles include positions at Morgan Stanley, E*TRADE Capital Management, and Thrivent Investment Management. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research from the Wells Fargo Investment Institute and third-party data to support its investment approach.

Trish Ostler is Vice President, Wealth Planner at Fidelity Investments, a position she has held since 2023. She collaborates with self-directed traders to develop plans that complement their unique trading strategies, building trusted relationships with families to support long-term financial planning. Trish has over two decades of experience at Fidelity Investments, having served in roles including Active Trader Planning Consultant, Active Trader VIP Specialist, Active Trader, and Brokerage Customer Service from 2000 onward. She holds insurance licenses in Arkansas and California.

Autumn Gleave is a financial advisor at Morgan Stanley with nine years of industry experience. She has held prior roles at Fidelity Brokerage Services, E*Trade Securities, and E*Trade Capital Management. Her professional designations include Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Brian Smith is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Ancestry.com for seven years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering systematic model portfolios built from mutual funds, ETFs, and ETPs.