Bailey Baker is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Fidelity, Bailey held positions in several companies, including Kona Ice and Big Red Jelly. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios composed of mutual funds, ETFs, and ETPs, and is notable for its use of systematic methodologies and its advisory role to multiple registered investment companies.

Joseph Laurella is a Series 66 licensed financial advisor with Fidelity in Salt Lake City, UT, and has three years of industry experience. His prior roles include positions at Merrill, Bank of America, Bandwango, and ColeSport, as well as employment at the University of Utah. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including fund advisory and delivery of model portfolios. The firm uses proprietary fundamental research alongside quantitative and algorithmic methods to construct portfolios from mutual funds, ETFs, and ETPs.

Renee Rojas is a financial advisor with Merrill in Salt Lake City, UT, holding a Series 66 designation and six years of industry experience. She has been with Merrill and its affiliate Bank of America, N.A. since 2016. Prior to her advisory roles, she worked at the University of Texas at El Paso from 2014 to 2018. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

Jay Jensen is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2010 to 2016. Outside of his advisory role, Jensen is vice president of the Skypark Hangars East Association, a homeowners association, and holds ownership interests in aircraft leasing and a private fuel club. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is grounded in modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Brett Leonhardt is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for Cetera Advisor Networks for nine years. Outside of advising, he is involved with Calbre LLC, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing various portfolio management strategies and research resources.

Steven Williams is a Certified Financial Planner (CFP®) with 33 years of industry experience. He has worked at Raymond James & Associates since 2021, following tenures at Bank of America and Merrill Lynch. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and nonprofit entities, providing financial planning and non-discretionary investment consulting supported by diverse portfolio management styles and affiliated research.

Andrew Jacobsen is a financial advisor at Fidelity with three years of industry experience. He holds the Series 66 designation and previously worked at Mountain America Credit Union for six years before joining Fidelity in 2021. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Magaly Mower is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 designations and one year of industry experience. She has been with Wells Fargo Bank, N.A. since 2010. 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.

David Petersen is a financial advisor at Raymond James Financial with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Vista Wealth, LLC and Allegis Advisor Group. Outside of his advisory role, he is involved with Deer Valley Resort in Park City, UT, where he serves in a teaching capacity. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individual, high-net-worth, corporate, institutional, and nonprofit clients. The firm provides tailored, non-discretionary planning and consulting using analytical tools to support client goals and is notable for its municipal advisor affiliation and specialized SIMPLE IRA advisory program.

Kayla Payne is a financial advisor at Wells Fargo Clearing with nine years of industry experience. She holds Series 65 and Series 63 licenses and has worked with Wells Fargo entities since 2013. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, retirement plan consulting, and both brokerage and advisory solutions, managing approximately $671 billion in assets.

Bryson Welter is a financial advisor at Fidelity with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Unisys Corporation and the University of Utah. Outside of his advisory work, he is involved with Catch It Events, LLC, a marketing firm where he manages events on his days off. 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 manages model portfolios across various investment vehicles and serves as an advisor to multiple registered investment companies and fund-of-funds.

Brandon Asevedo is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2019. Outside of his advisory role, he creates travel-related video content for The Voyager Outpost. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies and its advisory role to multiple registered investment companies and fund-of-funds.

Jeni Millar is a Series 66 licensed financial advisor with five years of industry experience, currently affiliated with Raymond James Financial in Salt Lake City, UT. Her career includes roles at Voyager Wealth Advisors and Integrated Wealth Strategies, alongside a background that features positions at North Harbor Wealth Management and Planned Security Resources. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs tailored, non-discretionary planning and uses analytical tools such as risk profiling and probabilistic modeling to support client goals.

Kyle West is a financial advisor with Fidelity in Salt Lake City, UT, holding a Series 66 designation. He began his advisory career in 2024 and has experience with several firms including Robinhood Stocks, MarketStar, and Chipr. Outside of finance, his background includes work in photography and pest control. 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 employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Jason Barnes is a financial advisor at Fidelity with 18 years of industry experience. He holds the Series 66 designation and has been affiliated with Fidelity Brokerage Services LLC since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, offering discretionary portfolio management, fund advisory, and model portfolios constructed through a combination of fundamental research and quantitative analysis.

Ashton Ledee is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 licenses. He has seven years of industry experience, including roles at Fidelity Brokerage Services and Grifols. 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, including the use of AI and long-term asset allocation benchmarks.

Joshua Clark is a financial advisor at Fidelity with 27 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with various Fidelity entities since 1998, including Strategic Advisors Inc. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction.

Joshua Suprise is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 licenses. He has three years of industry experience, including his current role at Fidelity Investments since 2021. Prior to this, he worked in various roles outside finance, including at Newtown Heating and Air and Iron Wheel Deliveries. Fidelity Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a methodology that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its use of systematic investment processes and its advisory roles with multiple registered investment companies.

Kevin McHenry is a Planning Consultant at Fidelity Investments. In this role, he works with clients to help them make informed investment decisions that align with their goals, time horizon, and risk tolerance. He focuses on understanding each client's financial situation and provides guidance tailored to their individual needs. Kevin has progressed through multiple roles at Fidelity Investments, beginning as a Workplace Planning Consultant I in 2021, advancing to Workplace Planning Consultant II in 2022, Workplace Planning Consultant III in 2023, and currently serving as a Planning Consultant since 2024. He holds insurance licenses in Arkansas and California. Outside of his professional work, Kevin enjoys outdoor activities including camping, fishing, hiking, and snowboarding.

Suann Potter is a financial advisor with Wells Fargo Advisors in Salt Lake City, UT, holding Series 66 and Series 63 designations and bringing 12 years of industry experience. She has been with Wells Fargo Clearing and related entities since 2014. Wells Fargo Advisors Financial Network serves individual, trust, and institutional clients, offering a broad range of investment and fee-based financial planning services tailored to clients who meet a net-worth threshold. The firm provides specialized planning areas, including business-owner transition and special-needs analysis, supported by proprietary research and planning tools.