Allison Moore is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 66 and Series 63 licenses and three years of industry experience. Prior to joining Fidelity, she worked at Fisher & Hunter and held various roles connected to public service and education. Fidelity's Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across a diverse range of funds and investment vehicles.

D Brook Wardle is a financial advisor at Fidelity with 33 years of industry experience. He holds Series 63 and Series 66 designations and has been associated with various Fidelity entities since 1993. Outside of his advisory role, he is a partner at Orion Forensic Litigation Consulting Inc., a forensic psychology firm. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, specializing in discretionary portfolio management, model portfolios, and fund advisory through a combination of fundamental research and quantitative analysis.

Maxwell Mcleod is a financial advisor at Ameriprise with a Series 66 credential and four years of industry experience. His prior roles include positions at Wells Fargo Clearing and Mutual of America. Outside of his advisory role, he manages an advisory business with Alta Management Group, LLC. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that emphasize dependable income sources and tax-aware withdrawal strategies.

Harrison Hunter is a financial advisor with UBS Financial Services in Los Angeles, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Wells Fargo, Fidelity Brokerage Services, Morgan Stanley, and Solomon Page. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, leveraging proprietary research and model-based asset allocations to tailor plans. The firm combines institutional trading capabilities with wealth management services, providing a broad range of financial solutions.

Jeffrey Monson is a CFP® professional with 24 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he holds power of attorney for his spouse, a role he manages with minimal time commitment. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

T Lindsey Davis is a Financial Consultant at Fidelity Investments, a position held since 2011. In this role, Davis partners with individuals, families, and businesses to develop customized financial and retirement plans tailored to clients' specific needs. The approach emphasizes understanding clients' risk tolerance and investment strategies, aiming to build lasting, multi-generational relationships based on trust and client service. Davis has extensive experience within Fidelity Investments, having held various roles since 1999, including Workplace Representative, Proactive Investment Sales Associate, and Associate Retirement Service Representative. This broad background supports expertise in retirement planning and investment services. Davis holds insurance licenses in Arkansas and California. Outside of professional responsibilities, Davis enjoys activities such as camping, family activities, football, gardening, hiking, and traveling.

Whitley Clemente is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Brokerage Services LLC since 2019. Outside of his advisory role, Clemente engages in woodworking, creating planter boxes in his garage during his off time. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad investable universe.

Marcus Adkins is a financial advisor at Morgan Stanley with eight years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at E*TRADE Securities LLC and BYU OIT. Outside of finance, he is a video game streamer on Twitch. 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 strategies.

Veronica Montoya is a financial advisor at Fidelity with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Ameriprise Financial Services, Inc. outside of her current roles within Fidelity. Fidelity’s Strategic Advisers LLC offers 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 discretionary and non-discretionary portfolios and model portfolios delivered to intermediary platforms.

Adam Tyler is a financial advisor at Fidelity with Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Fidelity Brokerage Services LLC since 2018 and previously at Allstate Insurance from 2014 to 2018. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to build model portfolios from mutual funds, ETFs, and ETPs.

Maria Arellano is a financial advisor with LPL Financial in Millcreek, UT, holding Series 63 and Series 66 designations and 17 years of industry experience. She has been with LPL Financial since 2017 and previously worked at Westminster College from 2016 to 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from various sources to provide both discretionary and non-discretionary management options.

Matthew Bloye is a financial advisor with Wells Fargo Clearing in Bountiful, Utah, holding a Series 66 designation and 17 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Advisors LLC and Wells Fargo Bank NA, where he has been employed since 2000. He serves as a board member of the Utah Bankers Association, participating in discussions on the current state of banking in Utah. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process is based on modern portfolio theory and includes a broader range of financial products than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Gregory Buhr is a financial advisor with Fidelity based in Salt Lake City, UT, holding a Series 66 designation and 16 years of industry experience. He has worked with multiple Fidelity entities since 2012, including Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. 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 combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and offers oversight of affiliated and unaffiliated sub-advisers.

Jacob Delfin is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding Series 66 and Series 63 licenses and four years of industry experience. He has worked at Fidelity since 2021 and previously held roles at Sundance and Vivint from 2015 to 2021. 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 employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment funds.

Jeffrey Shrives is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. Prior to joining Wells Fargo in 2023, he worked at Key Investment Services from 2016 to 2023. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap‑fee programs, 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 and analytics based on diversification principles and modern portfolio theory.

Jayden Jensen is a financial advisor at Fidelity with a Series 66 credential and one year of experience in investment management. His prior work experience includes roles at Southwest Airlines and in real estate with eXp Realty. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, with an investment approach that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, its registration with the CFTC as a commodity pool operator, and its advisory role to multiple registered investment companies.

Derek Slauson is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2018, previously serving as a Financial Consultant from 2020 to 2022 and as a Workplace Planning Consultant from 2018 to 2020. Prior to joining Fidelity, Derek worked as a Financial Representative at Northwestern Mutual from 2016 to 2017. Derek's approach to financial consulting involves understanding clients' personal and financial situations, identifying their goals, and collaborating to develop strategies to pursue those goals. He holds insurance licenses in Arkansas and California. Outside of his professional work, Derek has interests in cooking and baking, fitness, football, golf, parenthood, and traveling.

Jarell Giron is a Financial Consultant at Fidelity Investments, a position he has held since 2023. Prior to this role, he worked as a Portfolio Specialist at Fidelity Investments from 2012 to 2023. He holds insurance licenses in Arkansas and California. Jarell focuses on helping clients gain confidence to fulfill their retirement goals and dreams. He emphasizes honesty and prioritizes building trusting relationships by getting to know his clients individually and providing personalized guidance tailored to their needs.

Dallin Englund is a financial advisor at Fidelity with three years of industry experience and holds the Series 66 designation. His prior work includes roles at Boostability, Mountain America Federal Credit Union, and Sprint Telecommunications, among others. He also worked at Utah Valley University for five years. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, fund advisory, and model portfolios.

Nathaniel Crowther is a financial advisor with Cetera who holds the CFP® designation and has 30 years of industry experience. His career includes roles at Securian Financial Services, Minnesota Life, Strategic Financial Partners, Renaissance Financial Corp, and Cetera Wealth Services. Crowther is also involved in real estate ownership, including managing rental properties and a luxury townhome used for both personal and rental purposes. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers diverse investment management and financial planning services across multiple program structures with access to affiliated and third-party managers.