Chelsey Packer is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and three years of industry experience. She has worked at Wells Fargo Clearing since 2022 and has been with Wells Fargo Bank, N.A. since 2019. Prior to her financial services career, she was employed by The Church of Jesus Christ of Latter Day Saints and the YMCA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans 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 an investment menu that includes insurance-related vehicles and bank deposit sweep options.

Cecilia Anthony is a financial advisor at Fidelity with Series 63 and Series 66 credentials and eight years of industry experience. She has worked at Fidelity Brokerage Services LLC since 2018 and has additional background in the arts, running an art and writing business focused on creating content for her personal website and the subscription platform Medium. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Jason Troth is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been associated with various Fidelity entities since 2006, including Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. Strategic Advisers LLC, a Fidelity Investments company where he works, 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 manage portfolios and serves as an advisor to multiple registered investment companies with a noted use of AI and systematic methodologies.

Dom Hebert is Vice President and Wealth Management Advisor. He has been in the financial services industry since 2007, holding various roles including Financial Advisor at Merrill Lynch and Advisor Consultant at BlackRock Investments. From 2014 to 2026, he served as Vice President and Executive Planning Consultant at Fidelity Investments. He holds insurance licenses in Arkansas and California. Dom's approach centers on building relationships by deeply listening to clients and connecting financial decisions to their family values and legacy. He aims to make complex planning thoughtful, coordinated, and approachable. His personal interests include biking, outdoor adventures, skiing, and traveling.

Durian Spagnuolo is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Fidelity, he worked at the University of Louisville and The Brown Hotel. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is also notable for its commodity pool operator registration, use of AI in research, and advisory roles to multiple registered investment companies.

Travis Gray is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior firms include Morgan Stanley Smith Barney LLC and Alpha Warranty Services. Outside of finance, he operates Graystone Studio, LLC, selling handmade jewelry online. 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 offers both brokerage and advisory solutions, leveraging research and analytics to support portfolio diversification and modern investment strategies.

Sarah Cook is a financial advisor at Fidelity with seven years of industry experience. She holds the Series 66 and Series 63 designations and previously worked at Intercap Lending Inc and Academy Mortgage Corporation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, including fund advisory and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage a diverse range of portfolios.

William Allen is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding a Series 66 designation and 25 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Young Spencer is an Investment Solutions Representative III at Fidelity Investments, where they have developed their expertise since 2022 through progressive roles within the company, having previously worked as an Investment Solutions Representative I and II. Prior to joining Fidelity, Young Spencer held positions at E Trade Securities LLC, including Team Lead and Senior Financial Services Representative. With a professional background centered around investment solutions, Young Spencer collaborates with individuals and families to tailor financial plans that align with their unique goals. They hold insurance licenses in Arkansas and California. Outside of their professional work, Young Spencer has interests in art, fitness, movies, outdoor adventures, and running.

Maxwell Graham is a financial advisor at Fidelity Investments with Series 63 and Series 66 licenses and two years of industry experience. His prior positions include roles at Network Business & Consulting and FedEx Ground. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios.

Danielle Wright is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2010. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Jeffrey Rodgers is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His previous roles include positions at Morgan Stanley, GOPUFF Inc., CARTA Inc., and Thumbtack, Inc. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a range of mutual funds, ETFs, and ETPs.

Jonathan Spencer is a CFP® professional with 18 years of industry experience, currently serving at Wells Fargo Clearing since 2019. Prior to this, he worked at LPL Financial, LLC from 2015 to 2019. Outside of his advisory role, he coaches the high school debate team at Corner Canyon High School in Draper, UT. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Christopher Harper is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and previously worked at Winward Financial Insurance & Investments LLC and held various roles including positions at Utah State University and Conservice LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management and fund advisory. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Ryan Wardle is a Planning Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2007, progressing through various positions including Director Retirement Planner, Portfolio Specialist, Client Management Representative, Investment Solutions Representative, and Financial Representative. Throughout his career, Ryan has focused on partnering with clients to customize financial plans aimed at helping them pursue their financial goals. He holds insurance licenses in Arkansas and California. Outside of his professional role, Ryan has personal interests in bowling, music, parenthood, pets, singing, and table tennis.

Whitney Ball is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, Whitney held roles at Tuesday Morning, MarketStar/Samsung, and Wyndham Destinations. Outside of financial services, Whitney works part-time performing bookkeeping for a car dealership. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across various fund structures and model portfolios.

Devin Bebout is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. His career includes multiple roles within JPMorgan Chase Bank, N.A. and Fidelity Brokerage Services LLC. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a combination of advisory and brokerage capabilities.

Jon Green is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with Fidelity Investments since 2012, including roles at Fidelity Personal and Workplace Advisors starting in 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction, with a focus on fiduciary oversight and systematic investment methodologies.

Tasi Duncan is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. Her background includes roles in higher education and environmental services, and she operates an e-commerce business selling physical products on Amazon. Fidelity’s Strategic Advisers LLC division offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Jordan Peterson is the Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2019. He has been with Fidelity Investments since 2006, progressing through various positions including Financial Consultant, Investments Representative, Relationship Manager, Premium Service Representative, Retirements Representative, and Financial Representative. Throughout his career at Fidelity Investments, Jordan has developed expertise in financial consulting, focusing on supporting clients and their families to pursue financial freedom. He aims to build strong relationships based on trust and integrity, working collaboratively with clients to address their financial situations and identify strategies to improve their overall financial plans.