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 licenses with 12 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and joined Wells Fargo Financial Network, LLC in 2026. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with various financial products and referral channels.

Nicholas Roberts is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 20 years of industry experience. He has worked at Morgan Stanley and its related entities for over a decade before joining Wells Fargo. Wells Fargo Advisors is a national securities firm that provides investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to guide investment decisions.

Kyle Glenn is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 designations and is based in Salt Lake City, Utah. Kyle has been with Fidelity since 2014. 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 uses proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage model portfolios across a range of mutual funds, ETFs, and ETPs.

Laurel Morgan is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has been with Fidelity Investments since 2010. Outside of her advisory role, she is a partner in H & S Family Investments, a real estate investment venture. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a systematic investment process that integrates proprietary research, quantitative analysis, and algorithmic portfolio construction.

Joseph Bell is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior roles include positions at GPS Capital Markets and Utah Valley University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from a broad investable universe. The firm also serves as an advisor to multiple registered investment companies and utilizes algorithmic methods and AI in its research processes.

Paul Green is a financial advisor at Fidelity with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked across several Fidelity entities since 2002. Outside of his advisory role, he is involved in restoring classic car parts as a sole proprietor. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm serves various clients including charitable funds and registered investment companies, with notable use of systematic methodologies and a structured approach to oversight and governance.

Kyle Jenks 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, joining Fidelity Investments in 2025. Prior to joining the financial industry, he worked at Olive Garden for three years. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services such as discretionary portfolio management and fund advisory.

Logan Dean is a financial advisor at Merrill with a Series 66 credential and no prior industry experience. His work history includes roles at Bank of America, Grow Financial Credit Union, and Renaissance Financial. Outside of finance, he co-founded Spark Rental Event Co., a two-year entrepreneurial venture. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions (SPS) Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Tyler Clark is a Financial Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he served in various capacities within Fidelity Investments, including Planning Consultant from 2023 to 2024, Workplace Planning Consultant from 2022 to 2023, and Customer Relationship Advocate from 2021 to 2022. His professional experience also includes working as an Associate Banker at JP Morgan Chase from 2019 to 2021. Tyler is focused on personal financial planning, aiming to understand client priorities, analyze their current situations, and address potential risks or gaps in their plans. He holds insurance licenses in Arkansas and California. Outside of his professional work, Tyler enjoys family activities, exploring food, and participating in sports such as football, golf, and snowboarding.

Jennifer Powell is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2024. She collaborates closely with individuals and families to develop strategies aimed at protecting and growing their wealth, with a focus on their specific priorities. Jennifer has been with Fidelity Investments since 2014, progressing through roles including High Net Worth Service Representative, Financial Representative, Relationship Manager, and Planning Consultant. Her experience spans various aspects of financial planning and client relationship management. Outside of her professional role, Jennifer enjoys boating, camping, hiking, traveling, and spending time with her pets.

Frank Sabala is a Planning Consultant at Fidelity Investments, where he has been serving since 2026. He focuses on developing tailored financial strategies that align with his clients' specific needs and evolve as their lives change. Prior to his current role, he worked as a Workplace Planning Consultant at Fidelity Investments from 2023 to 2026. Frank holds an Arkansas Insurance License, which supports his work in providing comprehensive financial planning and insurance solutions. He emphasizes building trust and delivering clear, thoughtful guidance to help clients make confident financial decisions. In his personal time, Frank enjoys movies, outdoor adventures, skiing, and soccer.

Ryan Lenahan is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT. He holds Series 63 and Series 65 licenses and has 16 years of industry experience, including 10 years at Wells Fargo Clearing. Outside of his advisory role, he serves as a co-trustee for a family trust. 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.

Austin Farnsworth is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and having four years of industry experience. His prior work includes roles at OneAZ Credit Union and various positions within Cambridge Investment Research-affiliated firms. Outside the financial industry, he has worked in food and beverage service roles. Cambridge Investment Research Advisors, Inc. serves a diverse range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and supports both discretionary and non-discretionary management through multiple platforms.

Ming Han Gao is a Series 66-licensed advisor with J.P. Morgan Securities in Salt Lake City, UT, joining the firm in 2026. Prior to this role, Gao has experience in various positions including work with JPMorgan Chase Bank, a sporting goods retailer, and service in the U.S. Army Reserve. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence, combining quantitative and qualitative research, and includes broader derivatives and commodities capabilities.

Christopher Tucker is a financial advisor at Fidelity with a Series 66 credential. He began his industry career in 2026 and has experience working at several companies prior to Fidelity, including DoorDash and Vivint. 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 to develop model portfolios of mutual funds, ETFs, and ETPs.

Christopher Bradley is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2015. In this capacity, he works directly with clients to analyze their investment portfolios and retirement plans, aiming to help them understand their progress toward retirement and to develop investment strategies that align with their individual needs. He utilizes tools and resources available at Fidelity to maintain consistent communication tailored to each client's preferences. Christopher has been with Fidelity Investments since 2005, progressing through various roles including Financial Consultant, Private Access Relationship Manager, Premium Services Representative, and Financial Representative. His extensive experience within the company reflects his deep involvement in supporting clients' financial planning and investment management needs. He holds insurance licenses in Arkansas and California.

James Case Martinez is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding a Series 63 license and one year of industry experience. His prior work history includes roles at Express Employment Professionals, Sherwin-Williams, and Discover Student Loans. Outside of his advisory role, he has been involved with Doordash for several years. 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 combines research from its Wells Fargo Investment Institute with third-party analytics to support a range of brokerage and advisory solutions.

Andres Meza is a financial advisor at Fidelity with Series 63 and Series 66 credentials and eight years of industry experience. Before joining Fidelity Investments in 2025, he worked at Fidelity Brokerage Services, LLC since 2018 and spent six years at Nature's Sunshine Products. Outside of his advisory role, he engages in post-construction cleaning and operates as a private reseller of used goods. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction across a broad range of funds and model portfolios.

Mark Purcell is a financial advisor with RBC Capital Markets in Salt Lake City, Utah, holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. He previously worked at Merrill from 2005 to 2017 before joining RBC Capital Markets in 2017. Outside of his advisory role, Purcell serves on the advisory board and as a director for the Primary Children’s Hospital Foundation, a charitable organization in Salt Lake City. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through both in-house and third-party managers.