Jamie Watterson is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. He has worked with various Fidelity entities since 2004, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, as well as registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including model portfolios delivered to intermediary platforms.

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 at Fidelity with six years of industry experience. She holds Series 66 and Series 63 designations and has worked at Fidelity Brokerage LLC since 2020 and Fidelity Investments since 2025. Prior to her financial services career, she was employed at Topgolf for four years. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies and Charitable Gift Funds. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across various investment vehicles.

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 19 years of industry experience. He holds a Series 66 designation and has worked at Fidelity in various capacities since 2011, including seven years with Fidelity Personal and Workplace Advisors. Outside of his advisory role, he owns and manages Yrungaray Enterprises LLC, a residential rental real estate business in Salt Lake City. Strategic Advisers LLC, a Fidelity Investments company, 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 to manage model portfolios comprising mutual funds, ETFs, and ETPs.

Anthony Chipman is a financial advisor with Fidelity, holding Series 66 and Series 63 licenses and 8 years of industry experience. Prior to joining Fidelity Investments, he worked at doTERRA International LLC for three years. Outside of his advisory role, Chipman is the sole proprietor of Chipman Centennial Farms, where he makes and sells handmade crafts. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is known for managing a variety of registered investment companies and delivering model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Wesley Michaelson is a financial advisor with Wells Fargo Clearing based in Salt Lake City, UT. He holds a Series 63 designation and has 19 years of experience in the industry, including 10 years at Wells Fargo Clearing. Outside of his advisory role, he is involved as a distributor for a dietary supplements company. 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 offers both brokerage and advisory solutions, leveraging research and analytics to evaluate investment options and providing a range of financial products through its affiliates.

Tyson Jensen is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Bank and Wells Fargo Clearing Service. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Bruce Chapman is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63, Series 65, and Series 66 licenses and bringing 29 years of industry experience. His career includes 11 years at E*TRADE Securities before joining Wells Fargo Bank and Wells Fargo Clearing Services in 2017. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings than typical for large institutional advisers.

Michael Matthews is a financial advisor with J.P. Morgan Securities in Salt Lake City, UT, holding Series 63 and Series 65 designations and 13 years of industry experience. He has worked with JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2013. Matthews serves as a board member for the Utah Museum of Contemporary Art, contributing to its audit committee and ambassador circle. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Paul Patterson is a Senior Financial Advisor with Merrill Lynch Wealth Management and leads as part of the Weiss Patterson Group. He joined Merrill in 2009 and has been with the firm throughout his entire career. Paul manages high net worth client relationships and addresses their cash management and investment needs, considering risk parameters, personal timelines, lifestyle requirements, and long-term goals. He utilizes the firm's resources to connect clients with strategies tailored to their individual needs and draws upon Merrill research through the Chief Investment Office to inform his market outlook and stay updated on evolving market conditions. Additionally, Paul is involved in business development within his team. Paul's expertise encompasses family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, sports and entertainment, and retirement income. He has been recognized by Forbes on the "Best-in-State Wealth Advisors" lists in 2022 and 2023 as well as the "Best-in-State Next-Generation Wealth Advisors" list in 2022. Paul holds a Bachelor's degree in Finance from The University of Tampa and the Personal Investment Advisor (PIA) designation. Outside of his professional role, Paul values spending time with his family. He lives in Tampa with his wife, Summer, their two sons, and daughter. In his free time, Paul enjoys flying, swimming, and spending time in the mountains of Utah with his family.

Matthew Yocom is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2008. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts and delivers model portfolios to intermediary platforms.

Reese Hulbert is a Series 66-credentialed financial advisor with Wells Fargo Clearing in Salt Lake City, UT, bringing 19 years of industry experience. He previously worked with Wells Fargo Investments, LLC from 2007 to 2011. Outside of his advisory role, Hulbert owns and manages SPORTWORKSX, a sports equipment sales business, and engages in speaking on topics related to overcoming challenges. 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 uses research-based portfolio construction and offers a broad range of brokerage and advisory solutions.

Thy Yan is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 66 credentials and 12 years of industry experience. Yan has been with Wells Fargo Clearing since 2016. 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 supported by research and analytics.

Loay Hassan is a financial advisor at Fidelity with Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Fidelity in 2025, he worked at Alpha Wealth Funds, LLC and has experience outside financial services including a role at Larry H. Miller Used Car Supermarket. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm’s approach includes oversight of sub-advisers and use of systematic methodologies and AI-driven research to manage various registered investment companies and model portfolios.

Luke Johnston is a financial advisor at Fidelity with six years of industry experience. He holds Series 66 and Series 63 designations and has worked at Fidelity Brokerage Services, LLC since 2019. Outside of his advisory role, he is an author involved in editing, marketing, and publishing a novel. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios including multi-manager and fund-of-funds structures.

David Walker is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, he held roles at DoorDash and worked as a freelance videographer. Outside of finance, he has experience creating videos for clients. Fidelity’s Strategic Advisers LLC provides a range of investment management and advisory services to retail and institutional clients, utilizing a systematic investment approach that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Randy Joseph is a Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management in Salt Lake City. He joined Merrill Lynch Wealth Management in 2012 following his work in the equipment leasing and financing industry. Randy holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He and his partners were ranked #1 in Utah on Forbes' 2023 Best-in-State Wealth Management Teams list and Randy individually ranked #3 in Utah on Forbes' 2023 Top Next-Gen Wealth Advisors Best-in-State list. Randy specializes in a range of client focus areas including college education planning, divorce transition planning, family wealth management strategies, philanthropic planning, socially responsible and ESG investing, special needs planning strategies, investment strategy, and tax minimization. He also serves as a peer mentor at Merrill Lynch, advising other advisors on best practices. He graduated with a bachelor's degree in Finance and Business Management from the University of Nevada Las Vegas, where he remains active in the Financial Management Association and supports the alumni network. Randy and his wife Eryn reside in Highland, Utah, where they are raising their four sons. Outside of work, Randy coaches youth sports and enjoys outdoor activities such as snowboarding, boating, golf, and pickleball.

Sebastian Riveros is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding Series 63 and Series 66 credentials and four years of industry experience. His prior experience includes multiple roles at Wells Fargo Bank N.A. and teaching positions at Utah Valley University and Salt Lake Community College. He is part of 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery to intermediary platforms.