Eric Chidester is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing Services LLC and ER Select since 2018. Prior to that, he was with Capital Premium Financing from 2011 to 2018. 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.

Blake Hammer is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding a Series 66 designation and 19 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank, National Association, spanning a decade prior to joining Wells Fargo Clearing. 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 grounded in modern portfolio theory. The firm’s approach is IPS-driven and includes a broader set of financial product offerings than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Bryan Rhodes is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Wells Fargo in various capacities since 2011, including roles at Wells Fargo Clearing and Wells Fargo Advisors Financial Network. His career also includes a prior position at Ameriprise. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, using proprietary research and planning tools to develop tailored recommendations.

Jack Lucky is an Investment Management Consultant I at Fidelity Investments, where he has held various roles since 2016. His professional experience includes positions such as Investment Solutions Representative III and II, Fixed Income Specialist, Workplace Planning Consultant I, Workplace Planning Associate, College Planning Specialist, and Financial Representative Full Trader. Throughout his career, Jack has worked closely with individuals and families to develop financial plans tailored to their unique goals and aspirations. Jack holds an Arkansas Insurance License, supporting his expertise in financial planning and investment management. He is dedicated to helping clients understand their financial options and feel confident in taking the next steps toward their financial objectives. Outside of his professional work, Jack enjoys camping, family activities, fitness, outdoor adventures, and snowboarding.

Matthew Abrahamson is an Investment Solutions Representative III at Fidelity Investments. He has been with Fidelity since 2021, progressing through various roles including Stock Plan Associate and Investment Solutions Representative I and II before his current position. Matthew's professional focus is on guiding clients toward financial security and prosperity by providing tailored advice on budgeting, investing, and wealth planning. His experience encompasses comprehensive investment solutions aimed at addressing clients' unique needs and aspirations. Outside of his professional role, Matthew has personal interests in cars, fitness, hiking, museums, and skiing.

Nicholas Sleiman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank NA. Outside of his advisory role, he serves as a financial literacy professor at Salt Lake Community College. 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 services. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs.

Annah Davis is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 licenses and eight years of industry experience. Her prior experience includes four years with State Farm before joining Fidelity Brokerage Services LLC in 2018 and transitioning to Fidelity Investments in 2025. Strategic Advisers LLC, a Fidelity Investments company, provides 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 model portfolios across mutual funds, ETFs, and ETPs, with formal advisory roles to multiple registered investment companies.

Eric Stowe is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments, Bank of America, Merrill, EncoreFX, and American Express. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and use of AI-driven research methodologies.

Max Ellersick is an Investment Solutions Representative III at Fidelity Investments. In this role, he collaborates with clients to develop and pursue their financial goals. Max emphasizes understanding clients' lives to co-create tailored financial plans that help them feel confident and comfortable with their finances. Max has progressed through several positions at Fidelity Investments, starting as a Customer Relations Advocate in 2023. He then advanced through Investment Solutions Representative I and II roles before attaining his current position. This experience has provided him with knowledge in investment solutions and client relations within the financial services industry.

Derek Page currently serves as a Benefits & Planning Consultant within the Executive Services team at Fidelity Investments. In this role, he partners with clients to identify and prioritize their financial goals, developing and implementing strategies that align with their needs, beliefs, and risk profiles while providing service and support. Derek's professional experience includes multiple roles at Fidelity Investments since 2021, progressing from Investment Solutions Representative I to his current position, as well as prior positions at Morgan Stanley from 2015 to 2021. He holds an Arkansas Insurance License. Outside of his professional work, Derek is interested in family activities, parenthood, and singing.

Jamison Day is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, he held roles at Utah Tech University, TTG Management, and Pennant Services. He is also a partner in M & J Properties, L.L.C., where he manages administrative, bookkeeping, and maintenance responsibilities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios.

Wei Che Chang is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and two years of industry experience. He has been with Wells Fargo Bank, N.A. since 2013. 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.

Marcos Mccorristin is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves on the finance committee of the Salt Lake Roller Derby, a community sports organization in Salt Lake City. 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 approach is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Tanner Hummel is a financial advisor with LPL Financial, holding a Series 66 designation and starting his advisory career in 2025. Prior to joining LPL Financial, he has experience in positions at Mountain America Credit Union, Utah Valley University, and T-Mobile. 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 institutional platforms, supported by advanced technology and a large network of over 22,800 advisors.

Eric Heath is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 licenses and 17 years of industry experience. His career includes roles at Fidelity Investments, Cuso Financial Services, and Wells Fargo Clearing. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across a range of investment vehicles.

Tyler Smith is a financial advisor with Edward Jones in Woods Cross, UT, holding Series 63 and Series 66 licenses and having 16 years of industry experience. Prior to joining Edward Jones in 2025, he worked for nine years at Horace Mann Investors Inc and Horace Mann Companies. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Joseph Barnhurst is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and previously worked at Goldman Sachs from 2016 to 2018 before joining Morgan Stanley in 2018. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Gabriel Amaral is a financial advisor at Wells Fargo Clearing with a Series 63 designation and one year of industry experience. He has previously held roles at DiSys, Salt Lake County, UPMA, and Salt Lake Public Utilities, and serves in the United States Air Force in aircraft maintenance. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, supported by extensive research and a broad range of financial products.

Joshua Earl is a financial advisor with Fidelity in Salt Lake City, UT, holding a Series 66 designation and beginning his industry experience in 2024. Prior to joining Fidelity, his work history includes diverse roles across several industries such as mobile detailing, fitness, and logistics. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services as well as model portfolio delivery.

Brent Koga is a financial advisor at OSAIC with 37 years of industry experience. He holds a Series 63 designation and previously worked at Lincoln Financial Advisors Corporation for 37 years. Outside of his advisory role, he is licensed as an insurance agent offering accident and health insurance, disability insurance, fixed and indexed annuities, and fixed life insurance. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm uses various asset-allocation tools and supports both discretionary and non-discretionary account management.