Crew Robinson is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. His background includes roles at Brigham Young University and the University of California San Diego. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its advisory role to multiple registered investment companies and its use of systematic methodologies and AI in research.

Kathleen Hatcher is a financial advisor with Merrill in Salt Lake City, UT, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. Her background includes roles at Bank of America, N.A., Cetera, Cetera Investment Services, and MB Financial. 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, offering model-based and discretionary investment strategies supported by internal and third-party managers for a range of client types including individuals, high-net-worth clients, and institutions.

Blaine Chambers is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, he held various roles in hospitality, retail, and community organizations, including positions at Copper Rock Golf Course and the Utah Youth Soccer Association. Fidelity’s Strategic Advisers LLC, where Blaine works, provides investment management and advisory services to a diverse client base, utilizing a process that combines fundamental research with quantitative and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, advisory roles to multiple registered investment companies, and integration of AI-driven research techniques.

Ginger Avitt is a financial advisor at Fidelity with 22 years of industry experience. She holds the Series 63 and Series 66 designations. Avitt has worked at Fidelity Investments since 2004, including roles with Fidelity Personal and Workplace Advisors from 2018 to 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and offers advisory services such as discretionary portfolio management and fund consulting.

David Hesterman is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2021, with prior experience at E*TRADE Securities and Morgan Stanley. Outside of his advisory role, he is involved in managing a rental property. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage various registered investment companies and funds.

Dakota Brinton is a financial advisor at Fidelity with a Series 66 license and two years of industry experience. Prior to joining Fidelity, he worked at 1-800 Contacts and Amazon. 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. The firm also serves as an advisor to multiple registered investment companies and delivers model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Cindy Call is a financial advisor at Fidelity with six years of industry experience. She holds the Series 66 designation and has worked at Fidelity Brokerage Services LLC since 2019. Prior to her current role, she was with Seven Peaks and has a background that includes time at Brigham Young University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a range of clients, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it is noted for its formal advisory roles to multiple registered investment companies and use of advanced technologies in research.

Breanna Kerbs is a financial advisor with Fidelity in Salt Lake City, UT, holding a Series 66 designation and one year of industry experience. Her prior experience includes 18 years at Veterans First Mortgage. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios composed of mutual funds, ETFs, and ETPs.

Brandon Wilson is an AT Planning Consultant at Fidelity Investments, a role he has held since 2025. Prior to this position, he progressed through various roles within Fidelity, including Investment Solutions Representative II (2024-2025), Investment Solutions Representative I (2023-2024), Active Trader Representative (2022-2023), High Net Worth (2022), and Customer Service Advocate (2021-2022). In his current role, Brandon focuses on building meaningful relationships by understanding each client's story, values, and goals to co-create personalized financial strategies. He aims to empower clients to make informed decisions and pursue lasting financial security. Outside of his professional work, Brandon's personal interests include board games, football, kayaking, and snowboarding.

Taylor Moroz is a Financial Consultant at Fidelity Investments, where they assist clients in pursuing their financial goals by identifying financial planning needs and recommending strategies tailored to individual situations. Taylor has held various roles within Fidelity Investments since 2017, progressing from Customer Relationship Advocate to their current position, gaining experience in planning and investment consultation. Throughout their tenure at Fidelity Investments, Taylor has worked in multiple capacities, including as a Planning Consultant, Investment Consultant, and Workplace Planning Consultant at different levels. This progression reflects their involvement in diverse aspects of financial planning and client service within the organization. Taylor holds insurance licenses in Arkansas and California, supporting their professional activities in these regions.

John Robert Redd is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and having 25 years of industry experience, all with Edward Jones since 2001. Outside of his advisory role, he serves as District Governor for District 5420 of Rotary International and acts as a ward clerk for the Church of Jesus Christ of Latter Day Saints in Centerville, Utah. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Katrina Leonard is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding the Series 66 designation and 18 years of industry experience. She previously worked at UBS Financial Services for five years before joining Wells Fargo in 2016. Leonard has partial ownership in family investment entities but does not have active management responsibilities in them. Wells Fargo Advisors is a national firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services, managing approximately $671 billion in assets through a network of over 14,000 advisors.

Maxwell Bischoff is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding Series 66 and Series 63 licenses and with one year of industry experience. His prior work includes roles outside the financial industry, such as positions at Tahoe Getaways, Sugar Bowl Resort, and Stanley Tree Service. Fidelity’s Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a process that blends fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

Matthew Ondricek is a financial advisor at Morgan Stanley in Salt Lake City, holding a Series 66 designation with four years of industry experience. His work history includes roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC, as well as prior experience at Byler Foods. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients through a variety of advisory programs. The firm offers tailored financial planning that utilizes structured discovery conversations and model-based tools, managing approximately $2.74 trillion in client assets.

Dustin Lana is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he held roles at companies including Amazon Day One Deliveries LLC, DoorDash, and Ninefold Marketing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios across a broad investable universe.

Ryan Bailey is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. He has worked at various Fidelity entities since 1999, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary services and managing model portfolios using systematic methodologies.

Anthony Lazzara is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2011, currently also serving at Morgan Stanley Private Bank, National Association. He acts as a trustee and co-trustee for a trust based in Naples, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, employing structured financial planning supported by firm-approved tools and methodologies.

Julie Palmer is a financial advisor at Fidelity with 20 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fidelity in various roles since 2012. Outside of her advisory work, she is a member of Our Clues, LLC, a certified functional nutrition business where she guides clients on health. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and systematic methodologies to construct model portfolios from mutual funds, ETFs, and ETPs.

Joshua Jones is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding Series 63 and Series 66 credentials and 14 years of industry experience. His prior roles include positions at Bryson Bard, Northwestern Mutual Investment Services LLC, and Benjamin Gantt. Outside of advising, he operates a small baked goods business and is an aspiring author engaged in writing and editing fiction. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a blend of fundamental research and quantitative analysis to construct model portfolios featuring mutual funds, ETFs, and ETPs, with a focus on systematic methodologies and long-term asset allocation.

Paul Shoemaker is a CFP® with 28 years of industry experience, currently serving at Morgan Stanley in Salt Lake City, UT. He has worked with Morgan Stanley and its affiliated entities since 2012, and previously spent 14 years with Merrill. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning approach incorporates structured discovery and advanced modeling tools while generally acting in an advisory capacity.