Scott Caldwell is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 designations and 20 years of industry experience. He has worked with Fidelity Brokerage Services LLC since 2005 and has been part of Fidelity Personal and Workplace Advisors since 2018. 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’s investment process combines fundamental research with quantitative analysis and systematic portfolio construction, utilizing proprietary models and oversight to manage multi-manager and fund-of-funds structures.

Nolan Johnson is a financial advisor at Fidelity with a Series 66 credential. He began his advisory career in 2025 and has prior experience in various roles, including work at The Dahlonega Group and Brigham Young University. 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 deliver model portfolios and manage funds.

Anna Smithee is a financial advisor at Fidelity with four years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2021. Prior to her advisory career, she held positions at Starbucks and Allied Electric Sign & Awning. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Hailey Baker is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 designations and 12 years of industry experience. She has been with Fidelity since 2013. Outside of her advisory role, she serves as a referee for adult co-ed kickball games with the Beehive Sports and Social Club. Fidelity’s Strategic Advisers LLC provides a range of investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across various investment vehicles.

Braiden Belnap is a financial advisor at Fidelity with five years of industry experience and holds a Series 66 designation. He has worked primarily at Fidelity Investments since 2021 and has additional background in various roles including coaching, speaking, group coaching, event management, and writing books through his own business. Fidelity, through its Strategic Advisers LLC branch, provides investment management and advisory services to retail and institutional clients, utilizing proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios composed of mutual funds, ETFs, and ETPs.

Justin Barney is an Investment Solutions Representative III at Fidelity Investments, where he has been working since 2022. He has progressed through various roles within the company, starting as a Customer Relationship Advocate and advancing through levels of Investment Solutions Representative from I to III. In his current role, he collaborates with individuals and families to develop financial plans that align with their unique goals. Justin holds insurance licenses in Arkansas and California. His experience includes understanding clients' financial priorities and providing tailored investment solutions. Outside of his professional responsibilities, Justin enjoys family activities, parenthood, skiing, and soccer.

Robert Whiteley is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and beginning his advisory career in 2026. Prior to entering the financial services industry, he served in the US Army for 28 years and also worked at the Federal Reserve Bank of San Francisco. Outside of his advisory role, he is involved with Wasatch Defenders Outdoors. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and offers investment options through a research-driven, diversification-based approach.

R Siddoway is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Anthony Butorac is a financial advisor with Fidelity Investments based in Salt Lake City, UT, holding a Series 66 designation and having 10 years of industry experience. He has worked with various Fidelity entities since 2016. Outside of his advisory role, he owns BWLD Golf, a lifestyle business, and Bone Creek Leather, where he designs and crafts leather products. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and serves a range of clients including registered investment companies and charitable funds.

Samuel Tenenbaum is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He has been with Wells Fargo Clearing since 2016 and also worked with Wells Fargo Advisors LLC in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

John Van Wagoner is a Wealth Management Advisor with Merrill Lynch Wealth Management. In his role, he provides personalized wealth management strategies aiming to help clients pursue their long-term financial goals. He emphasizes a comprehensive approach that begins with understanding each client's unique needs and objectives. Leveraging the investment insights of Merrill Lynch and the banking and lending solutions of Bank of America, he addresses various aspects of clients’ financial lives. John holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). His educational background includes a High School Diploma from Sleepy Hollow High School, a Bachelor's Degree and a Master’s Degree from Pace University, as well as an Accredited Certificate Program from the State University of New York System. Committed to the tradition of community involvement upheld by Merrill, John actively volunteers with local organizations. This participation reflects his dedication to the communities he serves.

Jessica Mccaig is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Her background includes roles in various fields such as hospitality, design, and education prior to joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios built from mutual funds, ETFs, and ETPs.

Gilbert Voss III is a financial advisor with Fidelity based in Salt Lake City, UT, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has been with Fidelity Investments and its affiliated entities since 2011. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and offers a range of discretionary and non-discretionary advisory services.

Rhett Bailey is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and six years of industry experience. His career includes roles at Edward Jones, American Engineering Laboratories, and Washington Federal. He is based in Bountiful, Utah. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with options for discretionary management and a broader range of financial products including insurance-related vehicles and bank deposit sweep options.

Kristen Ehringer is a financial advisor at Fidelity with 16 years of industry experience and holds the Series 66 designation. Her prior work includes roles at Aquire Wealth Advisors and PNC Investments. She is currently based in Salt Lake City, UT. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse set of clients, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage funds and deliver model portfolios.

Chase Crockett is a financial advisor with J.P. Morgan Securities in Salt Lake City, UT. He holds a Series 66 designation and has two years of industry experience. His prior roles include positions at J.P. Morgan Private Bank, Fidelity Investments, Merrill Financial Associates, and founding Focused Capital. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Neftali Hernandez is a financial advisor at Edelman Financial Engines with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Charles Schwab and TD Ameritrade. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios with a long-term orientation and fiduciary management for retirement accounts.

Cole Barber is a financial advisor with Wells Fargo Clearing based in Salt Lake City, UT. He holds Series 66 and Series 63 registrations and has two years of industry experience. Prior to joining Wells Fargo Clearing in 2026, he worked at Morgan Stanley for three 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 manages approximately $671 billion in assets and offers a broad range of brokerage and advisory solutions.

Luis Iniguez is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding Series 63 and Series 66 designations and four years of industry experience. His work history includes roles at Fidelity Investments since 2021, Northwestern Mutual, and prior experience in the hospitality sector. Fidelity's Strategic Advisers LLC offers 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 from mutual funds, ETFs, and ETPs.

Katie Duckworth is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has worked at several firms, including Nordstrom Inc. and Brigham Young University. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.