Brendon Wright is a financial advisor at Fidelity with 22 years of industry experience and holds a Series 66 designation. He has been with Fidelity Investments since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, model portfolios, and involvement in registered investment companies and fund-of-funds.

Spencer Johnson is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 designations. Outside of his advisory role, he is self-employed renting out equipment in Orem, Utah. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, incorporating proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages model portfolios using systematic methodologies and serves as an adviser to multiple registered investment companies and fund-of-funds.

Jefferson Jamieson is a financial advisor at Fidelity with eight years of industry experience. He holds a Series 66 designation and has worked at Fidelity Brokerage Services LLC since 2018. Outside of his advisory role, he is involved with Astral Tours’ Grimm Ghost Tours in West Valley, Utah, where he answers phones and occasionally assists with driving tours. Fidelity, through its affiliate Strategic Advisers LLC, offers investment management and advisory services to both retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also provides model portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.

Zachary Gerondale is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior roles include positions at Cotopaxi and Edwards LifeSciences, as well as work in education-related organizations and at the University of Utah. 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 to manage discretionary and non-discretionary portfolios, fund advisory, and model portfolios.

Jolyn Ellis is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and eight years of industry experience. She has been involved with NuVista Wealth, Inc. since 2024 and co-owns Marvls LLC, which manages the office condominium used by her practice. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, pension, corporate, charitable, and institutional clients. The firm uses fact-finding, risk profiling, and analytical tools to tailor non-discretionary planning and investment consulting to client goals.

Corbin Beckstrand is a financial advisor with Wells Fargo Advisors in Salt Lake City, UT, holding Series 63 and Series 65 credentials and six years of industry experience. He previously worked at Morgan Stanley from 2015 to 2022 before joining Wells Fargo Clearing Services. Outside of his advisory role, he provides accounting services for a skin care business owned jointly with his spouse. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers comprehensive investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning options, including specialized services such as business-owner transition planning and special-needs analysis, utilizing Wells Fargo research and planning tools.

John Robinson is a financial advisor at Fidelity with Series 63 and Series 66 credentials and seven years of industry experience. He has held positions at Fidelity Investments, Fidelity Brokerage Services, LLC, and Celtic Bank, among others. Outside of his advisory work, he performs as a professional magician and creates YouTube content related to magic. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage mutual funds, ETFs, and ETPs.

Cody Madsen is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 credentials and possessing 10 years of industry experience. He has been with Fidelity Brokerage Services since 2016 and joined Fidelity Investments in 2025. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering diversified strategies such as discretionary portfolio management and fund-of-funds structures.

Annmarie Becci is a financial advisor with UBS Financial Services in Salt Lake City, UT, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. She has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, discretionary and non-discretionary portfolio management, and various capital markets services. The firm combines institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocations to tailor advice to clients.

Thomas Bready is a Financial Consultant at Fidelity Investments, where he has been providing financial advisory services since 2017. His role involves partnering with clients to build, implement, and monitor customized financial plans aligned with their goals. Thomas supports clients and their families by exploring products and services that address challenges such as inflation, market volatility, and tax-efficient investing. He has accumulated extensive experience through various positions at Fidelity Investments, including Planning Consultant, Portfolio Specialist, Workplace Planning Consultant, Investment Solutions Representative, and Customer Relationship Advocate. Thomas holds insurance licenses for Arkansas and California. In his personal time, Thomas enjoys activities with his family, hiking, watching movies, parenthood, theater, and traveling.

Geoffrey Gentry is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding Series 63 and Series 66 licenses and with six years of industry experience. His prior work includes roles at E*TRADE Securities LLC, FranklinCovey, Domino's Pizza, Uber Technologies, and managing Crush IT, LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including managing portfolios through a combination of fundamental research, quantitative analysis, and algorithmic construction, with a focus on multi-manager and fund-of-funds structures.

Ian Foster is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2018. He specializes in retirement, income, and wealth planning for high net worth clients, focusing on helping them achieve their retirement goals. Ian has extensive experience within Fidelity Investments, having held various roles since 2012 including Annuity Sales Representative, Retirement Relationship Manager, and Financial Representative. He holds insurance licenses in Arkansas and California. Outside of his professional work, Ian enjoys camping, sailing, and skiing.

Garrett Wilson is a Financial Consultant at Fidelity Investments, where he has been serving since 2025. Prior to this role, he held positions as a Planning Consultant from 2024 to 2025 and as a Workplace Planning Consultant from 2022 to 2024 at Fidelity Investments. He began his financial advisory career at Prudential in 2021. Garrett holds insurance licenses in Arkansas and California, supporting his work in providing tailored financial planning services. He is committed to forming strong client relationships based on trust and integrity, focusing on understanding clients' concerns and goals to develop comprehensive financial plans. Outside of his professional life, Garrett enjoys fitness, hiking, horseback riding, outdoor adventures, parenthood, and running.

John Andrew is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a part-time firefighter and EMT for South Davis Metro Fire. 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 modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs among its offerings.

Jordan Lewis is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 credentials and has been with various Fidelity entities since 2014, including Fidelity Personal and Workplace Advisors and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing portfolios that include mutual funds, ETFs, and ETPs.

Connor Kellis is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. His prior work includes roles at CVS Health and various service positions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients through a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, with distinctive activities such as commodity pool operator registration and advisory roles to multiple registered investment companies.

Lisa Meyer is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. She has been with Fidelity since 2015, initially with FIDELITY Brokerage Services LLC and currently with Fidelity Investments. Outside of her advisory role, she is also a landlord for two single-family homes. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm combines fundamental research with quantitative analysis and algorithmic methods, managing portfolios that include mutual funds, ETFs, and ETPs, and holds roles with registered investment companies and fund-of-funds not common among large institutional peers.

Nathan Roderick is a Financial Consultant I at Fidelity Investments. In this role, he works with individuals and families to develop financial plans aimed at achieving their goals. Nathan focuses on understanding clients' lives to create collaborative financial strategies. He has been with Fidelity Investments since 2021, progressing through roles including Customer Relationship Advocate, various levels of Investment Solutions Representative, and Planning Consultant before his current position. His experience spans financial planning and investment solutions. Nathan holds insurance licenses for Arkansas and California.

Cort Winters is a Financial Consultant at Fidelity Investments, a position he has held since 2023. Prior to this role, he served as an Investment Management Consultant at Fidelity Investments from 2020 to 2023. His extensive experience in the financial services industry includes serving as the National Director of Life and Annuities at Stone Hill National from 2002 to 2020, and as a Financial Planner at Sterling Financial Group from 1998 to 2002. Cort partners with clients to support sound financial decision-making and to help them avoid critical planning pitfalls. His areas of focus include retirement income planning, charitable giving concepts, estate planning considerations, investment strategy review, and general retirement planning. He holds a California Insurance License.

Steven Williams is a financial advisor with Raymond James & Associates in Salt Lake City, UT, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has worked at Merrill from 1999 to 2021 and Bank of America from 2013 to 2021 before joining Raymond James in 2021. Outside of his advisory role, he owns a rental property that he plans to lease initially to family members. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.