Robb Farr is a Series 66-credentialed financial advisor with 26 years of industry experience, currently with Raymond James Financial Services Advisors, Inc. in Salt Lake City, Utah. He previously worked for Wells Fargo Advisors Financial Network LLC for nine years. Farr co-manages office operations and payroll for his practice through a partnership entity with an associate. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal finance work and specialized employer advisory programs.

Maria Garner is a financial advisor at Wells Fargo Clearing in Salt Lake City, UT, with 12 years of industry experience. She holds the Series 63 designation and has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Keane Cadiente is a Financial Consultant at Fidelity Investments, a position he has held since 2021. In this role, he partners with clients to develop a comprehensive understanding of their financial situations and goals. He collaborates with clients to create and implement customized financial plans and investment strategies designed to meet their specific needs. Keane holds insurance licenses in Arkansas and California, which support his ability to provide financial and insurance-related guidance. Outside of his professional work, he has interests in board games, family activities, fitness, and football.

Mark Hiskey is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. He has been with various Fidelity entities since 2014. Outside of his advisory role, he is co-owner and president of Hiskey Enterprises, LLC, a business involved in massage services and blogging. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and model portfolio delivery. The firm combines fundamental research with quantitative analysis and uses systematic methods to construct portfolios from mutual funds, ETFs, and ETPs.

Kelly Wendt is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, Wendt held roles at Cricut, Inc. and Robert Half. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its advisory role to multiple registered investment companies and its use of systematic methodologies and AI-driven research techniques.

John Ryl Kuchar 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, including prior work at Morgan Stanley. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Brock Dunford is a Planning Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he worked as a Brokerage Consultant at Fidelity Investments from 2016 to 2025. In his current position, Brock focuses on building lasting relationships with clients and developing comprehensive financial plans tailored to their unique situations, needs, and goals. He holds insurance licenses in Arkansas and California, which complement his expertise in financial planning and client support. Brock is committed to guiding clients through their financial journeys to help them achieve peace of mind. Outside of his professional work, Brock enjoys family activities, hiking, and outdoor adventures.

John O'Leary is a financial advisor with Morgan Stanley in Salt Lake City, UT, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Prior to joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2025, he spent 13 years at J.P. Morgan Securities. Outside of his advisory work, he is a partner at Penny Lane RE LLC, a real estate property management firm. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning using firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through Financial Advisors and estate planning groups.

Matthew Kelley is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. He has worked at Fidelity Investments since 2021. Outside of his advisory role, he is a host for an Airbnb property rental in Midvale, Utah. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a proprietary process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of investment products.

Coulson Rich is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. He has worked at Fidelity Investments since 2021 and has held various positions, including roles related to cancer research at Huntsman Cancer Research Hospital. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is also noted for its advisory role to registered investment companies and the use of systematic methodologies in portfolio management.

Jaxon Fillmore is currently a Planning Consultant at Fidelity Investments. He specializes in financial planning with a focus on building lasting relationships and simplifying complex financial concepts into clear strategies. Jaxon's approach centers on earning trust through transparent conversations to provide clarity and peace of mind to his clients. He has been with Fidelity Investments since 2021, initially serving as a Workplace Planning Consultant focusing on 401(k) plans until 2024, before transitioning to his current role. Prior to that, he worked as a Financial Service Representative at Mountain America Credit Union from 2017 to 2021. Jaxon holds insurance licenses in Arkansas and California. Outside of his professional responsibilities, Jaxon has interests in comedy, cooking and baking, food, golf, horseback riding, and music.

Seth Furgeson is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity affiliates since 2000. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services, with unique roles such as commodity pool operator registration and formal advisory responsibilities for multiple registered funds.

Jamie Watterson is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2004, including Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves retail and institutional investors, including registered investment companies, and is noted for its use of systematic methodologies and formal advisory roles.

Leslie Ashton is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2018. Prior to that, she was with BancWest Investment Services and Bank of the West from 2014 to 2018. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Sharon Chandler is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 66 and Series 63 licenses with six years of industry experience. She has worked at Fidelity Brokerage LLC since 2020 and at Fidelity Investments since 2025. Prior to her career in finance, she was employed at Topgolf for four years. Outside of her advisory role, she is a partner in Fairwind Group LLC, where she manages landlord duties. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Mitchell Swensen is a CFP®-credentialed financial advisor with four years of industry experience, currently with Fidelity Investments in Salt Lake City, UT. His career includes multiple roles at Fidelity, as well as experience at Net Worth Advisory Group, Mountain America Credit Union, and a two-year period working with The Church of Jesus Christ of Latter-day Saints. 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 combined approach of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, with distinctive capabilities such as CFTC registration and formal advisory roles to multiple registered investment companies.

William Jordan is a Planning Consultant at Fidelity Investments, where he has been serving since 2024. He supports clients in achieving financial security and prosperity by offering guidance on budgeting, investing, and wealth planning that is tailored to their individual needs and goals. William has built his expertise through various roles at Fidelity Investments, including Investment Solutions III Representative, Investment Solutions II Representative, High Net Worth Associate, Fixed Income Specialist, and Customer Relationship Advocate, spanning from 2021 to 2024. He holds insurance licenses in Arkansas and California. Outside of his professional responsibilities, William has personal interests in cars, hiking, motorcycles, photography, reading, and snowboarding.

Matthew Yrungaray is a financial advisor at Fidelity with 18 years of industry experience. He holds the Series 66 designation and has been with Fidelity since 2011 in various roles, including Fidelity Personal and Workplace Advisors. Outside of his advisory work, he owns and manages Yrungaray Enterprises LLC, a residential rental real estate business in Salt Lake City. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Anthony Chipman is a financial advisor at Fidelity with eight years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at doTERRA International LLC. Outside of his advisory role, he operates Chipman Centennial Farms, where he makes and sells handmade crafts. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Wesley Michaelson is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC for two years. Outside of his advisory role, he distributes dietary supplements for Youngevity on a part-time basis. 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 combines research from Wells Fargo Investment Institute and third-party sources, applying diversification principles and modern portfolio theory in its investment approach.