Jeffrey Hurst is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding the Series 66 designation and having 23 years of industry experience. His career includes prior roles at Wells Fargo Investments, LLC and Ameriprise. 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.

Trey Thompson is a financial advisor at Edward Jones in Salt Lake City, UT, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones for 15 years. Outside of his advisory role, he is involved in managing rental properties in Missouri and California. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Mitchell Parker is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity Investments, he worked at CCBank for two years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, model portfolios, and registered investment companies.

Michael Jones is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in Salt Lake City, UT. He has 14 years of industry experience, including roles at Wells Fargo Bank NA since 2005 and Wells Fargo Clearing since 2017. 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 both brokerage and advisory solutions.

Spencer Willhite is a financial advisor with Morgan Stanley in Salt Lake City, UT, holding a Series 66 credential and bringing 11 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank since 2017 and was previously employed at Bank of America and Merrill from 2014 to 2017. His spouse, Jillian Willhite, is involved in retail and online stores in Highland, Utah. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes firm-approved planning tools alongside its Global Investment Committee’s analyses to support client strategies.

Christopher Miles is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 66 designations and 26 years of industry experience. He has worked at Wells Fargo Clearing since 2016, with prior roles at Wells Fargo Investments and U.S. Bancorp Investments. Outside of his advisory work, he is a 25% owner of BELLY LLC in Payson, UT. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics, with a significant presence in distributing financial products through bank and insurance affiliates.

Christopher Andrew is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior experience includes nine years with UBS Financial Services. Outside of finance, he teaches karate classes at Andrew Martial Arts in Kaysville, Utah. 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 both brokerage and advisory solutions, combining research from Wells Fargo Investment Institute with modern portfolio theory principles.

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 has held various roles at the University of Michigan and other organizations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, leveraging proprietary research and model-based asset allocations to tailor investment solutions.

Bryce Van Orman is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. His prior work includes roles at Symmetry Financial Group, Uplife Group, and EnerBank USA, as well as earlier positions in education and industry. Fidelity’s Strategic Advisers LLC, where Van Orman is based, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios drawn from mutual funds, ETFs, and ETPs.

Ariunaa Scholte is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 65 and Series 63 licenses and having one year of industry experience. She has worked at Wells Fargo Bank, N.A. since 2013. 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 combines research-driven investment strategies with a broad range of brokerage and advisory solutions across its large network of financial professionals.

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 with LPL Financial based in Salt Lake City, UT, holding a Series 66 designation and 17 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Investments before joining LPL Financial and Zions Bank in 2024. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management programs, utilizing model portfolios and third-party subadvisors, and supports its advisors with advanced operational and research tools.

Gary Wabel is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 licenses and 21 years of industry experience. He has been with various Fidelity entities since 2013, including Fidelity Personal and Workplace Advisors from 2018 to 2025. Outside of his advisory work, he owns and manages a cattle farm in Heber, Utah. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fiduciary and fund advisory roles. The firm employs a research-driven, algorithmic approach to portfolio construction and is notable for its registration as a commodity pool operator and its use of AI-driven methodologies.

Annette Bowman is a financial advisor at Merrill with 11 years of industry experience. She holds Series 63 and Series 65 registrations and has previously worked at Morgan Stanley and E*TRADE Securities LLC. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.