Philip Casey is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. 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 based on modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances, including unique options such as insurance-related vehicles and bank deposit sweep programs.

Chad Barber is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2014, progressing through multiple positions including PAS Investment Consultant III, Workplace Planning Consultant II, Stock Plan Consultant, and Customer Relationship Advocate. Prior to his tenure at Fidelity, he worked as a Loan Officer at Goldenwest Federal Credit Union from 2010 to 2014. Chad holds insurance licenses for Arkansas and California, which support his work in financial consulting. He partners with clients to understand their priorities and collaboratively works toward their financial peace of mind. Outside of his professional responsibilities, Chad is a family-oriented individual who enjoys spending time supporting his two children. His personal interests include activities such as beach outings, camping, football, golf, and general family activities.

Regan Hansen is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2015 in various roles including Planning Consultant, Investment Management Consultant, and Portfolio Specialist. He focuses on helping clients understand their financial goals and works with them through comprehensive planning and implementation to strive toward their desired lifestyle in retirement. Regan holds an MBA and maintains insurance licenses in Arkansas and California. His experience spans multiple facets of financial consulting, including workplace planning, investment solutions, and 529 college savings plans. Outside of his professional work, Regan spends time with his wife and three children and engages in activities such as biking, fitness, outdoor adventures, and volunteering.

Rob Suman is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2014. He has been with Fidelity since 2000 and has accumulated extensive experience in retirement planning and investment strategies. Rob works primarily with high net worth clients over the phone, focusing on understanding their needs before providing financial advice. Rob began his career in the financial industry in 1999 at Heritage Financial. He joined Fidelity Investments in 2000 and progressed through various roles, including Investment Consultant and Service Representative, before becoming a Financial Consultant in 2005. He earned his MBA with an emphasis in financial planning in 2006. Rob holds insurance licenses in both Arkansas and California.

Fipe Higginbotham is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2019, with prior experience at E*Trade Securities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Shelby Poulton is a financial advisor with Wells Fargo Clearing based in Salt Lake City, UT. She holds the Series 65 and Series 63 designations and has been with Wells Fargo Bank since 2021. Prior to her financial services career, she worked in retail at Game Stop, Box Lunch, and Hot Topic. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting to a broad range of clients, including individuals, corporations, and institutions. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Jared Flack is a financial advisor at Morgan Stanley with two years of industry experience. He holds a Series 66 designation and previously worked at Select Portfolio Servicing, Walmart, Western Governors University, and Allegheny Technologies Incorporated. Outside of his advisory role, Jared co-hosts and creates content for a podcast called The Chaos Commitment, which focuses on relationship insights for marriage and parenting. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm emphasizes a structured planning process supported by advanced modeling tools and serves clients through both direct and corporate financial planning arrangements.

Christopher Anderson is a financial advisor with Morgan Stanley in South Jordan, UT, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and market simulations.

Graham Bailey is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior work includes roles across various sectors such as pest control, education, and retail. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and model investment solutions.

William Kennedy is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2021. Outside of his advisory work, he serves as an Independent Contractor officiating football and basketball for the Utah High School Athletic Association and acts as the Varsity Offensive Coordinator for the football team at Ben Lomond High School. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional investors. The firm utilizes a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Tina Hess is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. She has worked with LPL Financial since 2021 and has a background that includes tax preparation and accounting through Barber Tax Service, where she has been involved for over 20 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, institutions, and charitable organizations. The firm offers various advisory programs and financial planning services supported by research and technology, providing both discretionary and non-discretionary management options.

Sydney Anderson is a financial advisor at Fidelity with four years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fidelity Investments since 2021. Outside of her advisory role, she teaches dance several times a year as an independent contractor for Dance Dynamics. 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 and advise on investments, including model portfolios for Fidelity Institutional Wealth Adviser.

Ben Barlow is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 27 years of industry experience. He has been associated with multiple Fidelity entities since 1997, including Strategic Advisers since 2003 and Fidelity Personal and Workplace Advisors since 2018. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to build model portfolios from mutual funds, ETFs, and ETPs, and serves as an advisor to multiple registered investment companies with a distinctive role in proxy voting and governance.

Lauren Davis is a financial advisor with Fidelity Investments based in Salt Lake City, UT. She holds a Series 66 designation and has two years of industry experience. Prior to joining Fidelity, she held roles at Chartway Federal Credit Union and Northwestern Mutual. Outside of finance, she previously operated a piano studio. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory role to multiple registered investment companies and use of systematic methodologies in portfolio management.

Allison Osgood is a Series 66-licensed financial advisor with nine years of industry experience. She has worked at U.S. Bancorp Investments, Securities America, and Smedley Financial Services before joining LPL Financial and Zions Bank in 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Jonathan Bacon is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and bringing 37 years of industry experience. He previously worked at Zions Direct for 32 years before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction and serves as an advisor to multiple registered investment companies while delivering model portfolios through Fidelity Institutional Wealth Adviser.

Amy Trappett is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Her prior work includes multiple roles at Wells Fargo Bank from 2017 to 2022. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Kaden Stout is a financial advisor at Merrill with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Merrill and Bank of America in 2026, he worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. from 2023 to 2026. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kent Thai is a financial advisor with Fidelity in Salt Lake City, UT. He holds a Series 66 designation and has been with Fidelity Investments since 2025. His previous work experience includes roles at Yuteai LLC, Nordstrom, Target, Zara, Domino's, Jordan River Insurance, and the University of Utah. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model solutions.

Justin Adams is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding a Series 66 designation and 20 years of industry experience. He has worked with Wells Fargo Bank since 2005 and has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he is involved in managing rental properties jointly owned with his spouse. 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 services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of financial products such as insurance-related vehicles and bank deposit sweep options.