Brady Hunsaker is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Investments and its affiliates since 2010. Outside of his advisory role, he is a partner at Forest Home Construction LLC, where he is involved in oversight and general labor. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, formal advisory roles to registered investment companies, and integration of AI technologies in research.

Constance Taylor is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding Series 63 and Series 66 licenses and bringing four years of industry experience. Her prior experience includes roles at Carta and a decade at Cotiviti. She works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its advisory roles to registered investment companies and use of systematic investment methodologies.

David Cardany currently serves as a Financial Consultant I at Fidelity Investments. He has been with Fidelity since 2020 and has held various roles including Planning Consultant, Investment Solutions Representative, and High Net Worth Associate. His experience encompasses working closely with clients to develop financial plans tailored to their individual goals. David focuses on understanding his clients' lives to co-create financial plans that help them pursue their objectives. He aims to assist individuals and families in feeling confident and comfortable with their financial strategies. David holds insurance licenses in Arkansas and California.

Marissa Seely is a financial advisor at Merrill with a Series 66 credential. She has worked at Merrill since 2022 and at Bank of America since 2026. Prior to her financial services career, she held various roles including positions at Utah Valley University and Snow College. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Marshall is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he worked at House America Financial and Insight Global among other roles. He is also a partner in Kallari Crafts LLC, an online retail business based in Salt Lake City. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various investment vehicles.

Douglas Moore is a financial advisor at Fidelity with 30 years of industry experience. He holds Series 63 and Series 66 credentials and has worked within various areas of Fidelity since 1996, including roles at Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and currently at Fidelity Investments in Salt Lake City, UT. 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 employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Benjamin Bird is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and previously worked at Bird Asset Management, LLC, and Mann Mortgage, LLC. He is also employed as an associate financial advisor at Elevate Management, LLC, where he manages an advisory business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides ongoing advice and personalized recommendation reports focused on dependable income and tax-aware withdrawal strategies.

Korin Yeager is a financial advisor at Fidelity with 14 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at E*TRADE Securities LLC for six years. Outside of her advisory role, she assists with logistics on solar projects for her brother. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients. The firm uses a systematic investment process that incorporates proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Jay Dale is a financial advisor with Merrill in Murray, Utah, holding a Series 66 designation and four years of industry experience. His work history includes roles at Merrill and Bank of America, N.A., with prior experience outside the financial sector at Jeremy Ranch Golf & Country Club, Wilsons Leather, and Aeropostale. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary strategies constructed by internal and third-party investment teams.

Andrew Greaves is a Financial Consultant currently working at Fidelity Investments since 2024. He has held various roles in the financial industry, including Financial Adviser at Morgan Stanley from 2023 to 2024, and Financial Consultant at E*Trade from 2019 to 2023. His experience also includes positions at Fidelity Investments as a Retirement Relationship Manager from 2016 to 2019, Investments Solutions Representative from 2015 to 2016, and working with high net worth clients from 2012 to 2015. Andrew holds insurance licenses in Arkansas and California. He is a Certified Financial Planner™, focusing on developing personal financial strategies that align with each client's unique goals. His practice is guided by a commitment to integrity and ethical conduct, aiming to earn the trust and confidence of his clients. Outside of his professional life, Andrew enjoys baseball, camping, family activities, golf, movies, and skiing.

Gail Vanwagoner is a financial advisor at Fidelity with two years of industry experience. She holds Series 63 and Series 66 designations. Outside of advising, she is an artist who creates and sells paintings and sculptures, and she also volunteers at an art gallery in Salt Lake City. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across multiple investment vehicles.

L Morgan Daines is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been advising clients since 2002. He primarily works with business owners, corporate executives, and professionals across the United States. His areas of focus include financial and estate planning strategies, investment management, and tax-aware investing. Prior to joining Merrill Lynch, Morgan held positions at Goldman Sachs as a Vice President and at JPMorgan Securities in the Private Bank. He has extensive experience working with high net worth individuals, families, and institutions, providing guidance on investment portfolios across various asset classes, as well as specialized services such as corporate benefits, executive compensation, family wealth management strategies, and liquidity management. Morgan holds professional designations as a Certified Exit Planning Advisor (CEPA) and a Personal Investment Advisor (PIA). Morgan earned both his Bachelor's and Master's degrees from Brigham Young University. Fluent in English and Spanish, he incorporates holistic financial planning that includes estate and tax minimization strategies. Outside of his professional work, Morgan enjoys biking, fishing, music, and skiing, and he spends time with his family.

Simona Alexe is a financial advisor at Fidelity with three years of industry experience. She holds Series 63 and Series 66 licenses and previously worked in various roles including at Long Reimer Winegar and Amazon Fulfilment Services. Outside of advising, she works as an independent contractor for Uber Eats providing transportation and delivery services. Fidelity's Strategic Advisers LLC offers investment management and advisory services to a diverse client base, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Kirsten Erickson is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. She has worked at Wells Fargo Clearing since 2018 and has prior experience with RHI General Group, BP Alarm, and the University of Utah. 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 advice. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Austin Taylor is a Private Wealth Advisor with the Taylor Group at Merrill Private Wealth Management. He works closely with ultra-high-net-worth individuals and families, assisting them in thoughtful planning and execution to manage and preserve their wealth. Austin's role involves serving as a trusted resource and guide, offering strategic insight and responsiveness to his clients. He has extensive experience working with business owners, including founders of venture-capital-backed companies, focusing on areas such as pre-transaction analysis, business structuring, tax-sensitive investing, wealth transfer, charitable giving, and family-wealth dynamics. Prior to joining Merrill, Austin spent over ten years at J.P. Morgan Private Bank as a Vice President and Private Banker, where he led initiatives within the Technology vertical, addressing wealth management for entrepreneurs in various subsectors. Austin holds a Bachelor's degree from Brigham Young University and carries professional designations including CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He and his wife, Jessica, reside in Lehi, Utah, with their four children and are active in their church community. Outside of work, Austin engages in outdoor activities such as golfing, hiking, camping, and snowmobiling.

Nathan Beaumont is a Planning Consultant at Fidelity Investments, a position he has held since 2025. He has progressed through various roles within the company since 2022, including positions such as Workplace Planning Consultant and Customer Relationship Advocate. Prior to joining Fidelity Investments, Nathan worked as an Accounting Support Specialist at Utah Tech University and as an Executive Assistant at Online Trading Academy. Nathan holds insurance licenses in Arkansas and California. His professional approach focuses on understanding clients' needs and concerns to assist them in pursuing their financial goals. Outside of work, Nathan enjoys a range of personal interests including food, football, social events with friends, hiking, movies, and outdoor adventures.

Evgeniia Stevens is a Series 66-licensed financial advisor with eight years of industry experience. She has worked at Merrill since 2018 and previously spent two years at Wells Fargo Advisors. Stevens currently serves clients in Salt Lake City, UT, and has been associated with Bank of America since 2025. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Landon Graff is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services, LLC since 2018 and Fidelity Investments since 2025. Prior to his roles at Fidelity, he was employed at Boostability from 2015 to 2018. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a systematic investment process combining proprietary research, quantitative analysis, and algorithmic portfolio construction.

Drew Armstrong is a financial advisor with Morgan Stanley in Holladay, UT, holding a Series 66 designation and 24 years of industry experience. His prior experience includes roles at J.P. Morgan Securities and Morgan Stanley Private Bank, N.A. He is also involved with Strykaar, LLC. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by proprietary tools and research.

Brady Erickson is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2021. Prior to that, he gained experience at Summit Global Investments and has held roles outside finance, including positions at Ereplacementparts.com and Dynasty Decks LLC. 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, with an emphasis on systematically constructed model portfolios and oversight of affiliated sub-advisers.