David Madsen is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with Merrill since 1991 and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and the Personal Investment Advisor (PIA) designation. His approach to wealth management includes developing personalized financial strategies tailored to each client’s long-term goals and risk profile, using a combination of individual equity selection, third-party management for fixed income, alternatives, and international diversification. David works with high-net-worth individual and business clients, focusing on areas such as employee financial health, legacy planning, managing new wealth, personal retirement planning, tax minimization, and retirement income. He manages portfolios as a qualified Portfolio Manager and employs a wealth management process that includes diversification, asset allocation, rebalancing, and estate planning in coordination with other advisors. He earned a bachelor’s degree from the United States Air Force Academy in 1979 and an MBA from the University of Southern California in 1982. Prior to joining Merrill Lynch, David served as an Air Force officer and aerospace engineer. His community involvement includes coaching adult recreational tennis. Personal interests outside of work include basketball, boxing, football, reading, refereeing, spending time with family, tennis, watching movies, and writing.

Matthew Neufeld is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at Safestreets USA and Ventana Grill, as well as community involvement with The Church of Jesus Christ of Latter-Day Saints and Elks Lodge 2504. Fidelity, through its affiliate Strategic Advisers LLC, offers investment management and advisory services to a diverse client base, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm’s services cover discretionary and non-discretionary advisory work, fund advisory, and delivery of model portfolios, with distinctive features including commodity pool operator registration and use of AI-driven methodologies.

Christopher Kelley is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Credit Suisse Securities and JPMorgan Chase Bank, among other firms. Outside of his advisory role, he is a member and manager of Kelley Cottage LLC, which involves maintaining a property. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Jeffrey Benson is a financial advisor at Fidelity with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones and Fidelity Investments. His prior experience includes roles at Blu Line Designs, Northland Design Group, and MGB+A The Grassli Group. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and consult on diversified portfolios.

Steven Jordan is a financial advisor at Fidelity with 23 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and is based in Salt Lake City, UT. Jordan has worked at various Fidelity entities since 2006, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Juan Lacroze is a financial advisor with Morgan Stanley in Salt Lake City, UT, holding Series 63 and Series 66 designations and bringing 37 years of industry experience. He has worked with Morgan Stanley since 2009 and has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market simulations.

Cristian Garcia Lopez is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His career includes roles at Fidelity Investments, Wells Fargo Bank, Express LLC, and Foot Locker. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Andres Castro is a financial advisor at Fidelity with Series 65 and Series 63 credentials and four years of industry experience. His prior work includes roles at JP Morgan Chase and OneMain Financial. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across various fund structures and model offerings.

Cole Brown is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at LendSure Mortgage Corp and various positions in the Salt Lake City area. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and employs systematic methodologies supported by proprietary research and AI tools.

Kelly Behunin is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 66 designations and has worked at various Fidelity affiliates since 2008, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. 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 combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios drawn from mutual funds, ETFs, and ETPs.

Michael Powell is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has previously worked in music and technology sectors including roles at JAMS Music and Uber. Outside of finance, Powell is a trustee and secretary of the executive board for the Utah Flute Association and teaches private music lessons. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction, and serves as an adviser to multiple registered investment companies and funds.

Kaitlyn Radmall is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds the Series 66 designation and has worked at several JPMorgan affiliates since 2023. Outside of finance, she previously operated Snow Storm Cache Valley Shaved Ice LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

David Eldridge is a financial advisor at Fidelity with Series 63 and Series 66 licenses and five years of industry experience. He has held roles at Fidelity Investments since 2021 and previously worked at Sundance Partners LTD and Enium Capital Group. Outside of advising, Eldridge operates an Amazon reseller business and provides renewable energy consulting to homeowners. Strategic Advisers LLC, a Fidelity Investments company, 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 across a broad investable universe.

Trevor Bamgartner is a financial advisor at Fidelity with seven years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Fidelity Brokerage Services since 2019. Prior to that, he was with Common Sense Financial for one year and spent five years in the landscaping business. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios and employs systematic methodologies and long-term asset allocation benchmarks in its investment process.

Casey Merrill is a Financial Consultant at Fidelity Investments, a role held since 2022. In this position, Casey works with clients to build, develop, and implement financial plans tailored to their unique goals and needs, utilizing Fidelity's offerings and resources. Casey holds insurance licenses in Arkansas and California, which support the advisory services provided to clients. Outside of professional responsibilities, Casey enjoys biking, attending concerts, cooking and baking, hiking, outdoor adventures, and reading.

Cody Hood is a CFP® with 14 years of industry experience currently with Fidelity Investments in Salt Lake City, UT. He has been with Fidelity since 2012. 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. The firm is notable for its roles as a commodity pool operator, advisor to multiple registered investment companies, and its use of advanced technologies such as AI in research.

Brant Eaton is currently an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2021, progressing through several roles including Investment Solutions Representative I and II, High Net Worth Representative, Customer Relationship Representative, and Trading Execution Representative. Brant focuses on helping individuals and families with their financial planning by understanding their lives and collaborating to create plans aimed at achieving their financial goals. He holds insurance licenses in Arkansas and California. Outside of his professional work, Brant has personal interests that include cooking and baking, participating in social events with friends, and parenthood.

Aaron Barrera is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior work includes roles in marketing, environmental services, and community organizations, as well as positions at Utah Valley University. Outside of advising, he is employed by Designs by Aaron LLC, selling pest control services through door-to-door sales. 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. The firm serves a diverse client base and includes advisory roles to registered investment companies and fund-of-funds.

Ryanne Brick is a financial advisor with Fidelity in Salt Lake City, UT. She holds the Series 66 designation and has four years of industry experience, beginning her career at Fidelity Investments in 2022. Prior to entering the financial industry, her work history includes roles at Ulta Beauty and Charming Charlies. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a systematic investment process that combines proprietary research with quantitative analysis and algorithmic portfolio construction.

Travis Peterson is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.