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.

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.

Bryant Saunders is a financial advisor at Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 66 licenses with one year of industry experience. His prior work includes roles at DiSys, Dakota Petroleum Services LLC, and various positions at Utah State University. Outside of finance, he has experience as a game programmer and has been involved with Boy Scouts of America. 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 range of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Robert Ingles is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 66 and Series 63 designations and 18 years of industry experience. He has been with Wells Fargo in various capacities since 2011. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Dax Rackham is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. He has worked at Fidelity Investments since 2022 and has prior roles in logistics and environmental services. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base, including charitable funds and registered investment companies, and is noted for its use of systematic methodologies and oversight in managing model portfolios.

Jason Beal is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 66 credentials and five years of industry experience. His prior work includes positions at Fidelity Brokerage Services LLC, Goldman Sachs through DISYS Staffing, and a period at The White House and the Embassy of the Republic of Malta. 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 combines brokerage and advisory solutions with research and analytics from Wells Fargo Investment Institute.

Kerstin Marquardson is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 66 licenses and previously worked six years at Intermountain Healthcare. 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. The firm is notable for its advisory roles with multiple registered investment companies and use of systematic methodologies including AI in portfolio management.

Madison Stenquist is a financial advisor at Wells Fargo Clearing in Salt Lake City, UT, holding Series 65 and Series 63 credentials with one year of industry experience. Prior to joining Wells Fargo Clearing, Madison held various positions at Wells Fargo Bank, NA and Wells Fargo. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Devin Olsen is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2016. He has been with Fidelity since 2008, progressing through various positions including Financial Consultant, Portfolio Specialist, Self-Directed Brokerage Representative, and Financial Representative. His professional experience encompasses a broad range of financial services and client advisory roles. Devin holds insurance licenses in Arkansas and California, which support his work in providing comprehensive financial guidance. He and his team focus on understanding each client's unique situation and goals, utilizing Fidelity's resources to offer clear and ongoing advice tailored to individual needs. Outside of his professional responsibilities, Devin's interests include attending concerts, fitness activities, gardening, motorcycles, traveling, and yoga.

Kellen Robbins is a financial advisor at Robert Baird & Co. based in Salt Lake City, UT, with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley and Fidelity Brokerage Services LLC. Prior to his financial services career, he was employed at eBay Inc. for seven years. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Kyle Melling is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and nine years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC. Outside of his advisory role, he co-owns a property management business with his spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.