Michael Montero is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. His prior work includes positions at E*TRADE Securities LLC and other companies outside the financial sector. 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 employs a combination of fundamental research and quantitative analysis to construct model portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.

Sarah Khan is a financial advisor at Fidelity with two years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, she worked in various roles across sectors including hospitality and retail. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction to manage multi-manager and fund-of-funds strategies.

Korey Davis is a financial advisor at Fidelity with nine years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs and E*TRADE prior to joining Fidelity. Korey is based in Salt Lake City, UT. Korey works within 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including funds and model portfolios delivered to intermediary platforms.

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.

Allan Velasco is a financial advisor at Merrill with a Series 66 license and approximately one year of industry experience. He previously worked at Bank of America and has held various roles outside the financial industry, including positions with Spiked Holdings LLC/Metro by T-Mobile and the US Census Bureau. 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 individuals, high-net-worth clients, and institutional investors.

Kamron Jensen is a financial advisor at LPL Financial in Taylorsville, UT, with seven years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including CUSO Financial Services, Raymond James & Associates, Morgan Stanley, and Zions Bank. Jensen is also the owner of Jensen Services, a business unrelated to investing. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

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.

David Frank is a financial advisor with Edward Jones in Salt Lake City, UT, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, he worked at Cyprus Credit Union and American United FCU. Outside of his advisory role, he manages a rental property with his wife. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.

Steven Knudson is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation and Series 63 and 65 licenses, with 45 years of industry experience. He has been with MassMutual Life Insurance Company and Mass Mutual Investors Services since 1996. Outside of his advisory role, he is involved in KNUDSON, LLC, where he services equity-indexed annuities and works in individual life, health, and group insurance sales. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-based planning using firm-approved analytical tools.

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.

Jacob Richmond is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in family wealth management strategies, legacy planning, and personal retirement planning, working closely with retired professionals, business owners, and families seeking personalized planning and enduring advisory relationships. Jacob's expertise combines financial planning, private wealth, investment management, business, and technology, allowing him to assess each client's situation from multiple perspectives. He is committed to helping families make thoughtful decisions, preserve their assets, and prepare future generations to carry their legacy forward. He holds a Bachelor's degree in Computer Science from Brigham Young University. Outside of his professional work, Jacob enjoys hiking, music, pickleball, running, skiing, and spending time with his family.

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.