Alex Evans is an Investment Solutions Representative III at Fidelity Investments, a position held since 2026. Alex collaborates with individuals and families to understand their unique financial goals and assists them in taking the next steps toward achieving those objectives. Prior to this role, Alex progressed through positions within Fidelity Investments, including Investment Solutions Representative I and II, and previously worked as a Customer Relationship Advocate from 2023 to 2024. Throughout their tenure at Fidelity Investments, Alex has developed expertise in providing tailored investment solutions that align with clients' specific financial needs. This experience supports a client-centered approach in guiding financial planning decisions. Outside of work, Alex has personal interests that include the beach, board games, fitness, football, and movies.

Clayton Anderson is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His career includes multiple roles at Fidelity Investments since 2021, as well as positions at New York Life Insurance Company and the University of Idaho. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm’s approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, utilizing systematic methodologies and long-term asset allocation benchmarks.

Hannah Clark is a financial advisor at Fidelity with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Investments and Fidelity Brokerage Services LLC. Prior to her financial career, she held positions outside the industry, including at TJ Maxx and Far From the Tree Cider. Fidelity’s Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients. The firm utilizes proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage portfolios, including model portfolios built from mutual funds, ETFs, and ETPs.

Jefferey Redford is a financial advisor at Merrill with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Merrill since 2021. His prior experience includes roles at RBC Capital Markets and Morgan Stanley. 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 strategies supported by internal and third-party investment teams for a range of clients including individuals, high-net-worth clients, and institutions.

Amber Schwendiman is a financial advisor at Fidelity with two years of industry experience. She holds the Series 66 designation and has worked at Fidelity Investments since 2022. Prior to joining Fidelity, she held positions at America First Credit Union and other organizations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its use of model portfolios, oversight controls, and its advisory role to multiple registered investment companies.

Jay Green is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked across various Fidelity entities since 2008. 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 blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its use of systematic methodologies, formal advisory roles to multiple funds, and incorporation of AI and advanced analytics in its investment process.

Steven Ballantyne is a CFP® with 27 years of experience, currently advising with Fidelity in Salt Lake City, UT. He previously worked at Edward Jones and has spent the majority of his career at Fidelity Investments. Outside of his financial advisory role, he serves as a baseball umpire for Farmington Parks & Recreation and the Utah High School Athletic Association. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and systematic portfolio construction, managing a range of fund advisory and model portfolio services.

Josh Epperson is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked with Wells Fargo Bank NA since 2007 and Wells Fargo Clearing since 2016. Outside of his advisory role, he owns and manages a vinyl decals and labels business. 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 brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Michael Crane is a Series 66 licensed financial advisor with Fidelity in Salt Lake City, UT, with two years of industry experience. Before joining Fidelity, he worked at Clozd and Athenahealth. Outside of financial advising, he is involved in physician staffing through StaffWorks, where he coordinates schedules between physicians and healthcare facilities. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across multiple asset types and delegates management to sub-advisers while maintaining oversight.

Scott Caldwell is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked within various Fidelity entities since 2005. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

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 a Series 66 designation and five years of industry experience. His prior roles include positions at Bridge Locations and Select Health. Outside of his advisory work, he owns a coaching business focused on one-on-one coaching, group coaching, event management, writing, and content creation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a combination of proprietary research, quantitative analysis, and systematic portfolio construction.

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 with Wells Fargo Clearing in Salt Lake City, UT, holding a Series 66 designation and 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016, with prior roles at Robert Baird & Co., Morgan Stanley, and Citigroup Global Markets. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Anthony Butorac is a financial advisor at Fidelity with 10 years of industry experience. He holds a Series 66 designation and has worked in various divisions of Fidelity since 2016. Outside of his advisory work, he owns and operates two small businesses: BWLD Golf, a lifestyle company, and Bone Creek Leather, where he designs and tools leather products. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios using a systematic approach across a variety of mutual funds, ETFs, and ETPs.

Samuel Tenenbaum is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has worked at Wells Fargo since 2016 and previously spent eight years at Credit Suisse Securities (USA) LLC. Wells Fargo Advisors serves individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and combines research from its Investment Institute with third-party data to evaluate investment options using diversification principles and modern portfolio theory.

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.