Steven Williams is a Certified Financial Planner (CFP®) with 33 years of industry experience. He has worked at Raymond James & Associates since 2021, following tenures at Bank of America and Merrill Lynch. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and nonprofit entities, providing financial planning and non-discretionary investment consulting supported by diverse portfolio management styles and affiliated research.

Andrew Jacobsen is a financial advisor at Fidelity with three years of industry experience. He holds the Series 66 designation and previously worked at Mountain America Credit Union for six years before joining Fidelity in 2021. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Magaly Mower is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 credentials and one year of industry experience. She has been employed with Wells Fargo Bank, N.A. since 2010. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets with over 14,000 advisors and offers both brokerage and advisory solutions.

David Petersen is a financial advisor at Raymond James Financial with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Vista Wealth, LLC and Allegis Advisor Group. Outside of his advisory role, he is involved with Deer Valley Resort in Park City, UT, where he serves in a teaching capacity. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individual, high-net-worth, corporate, institutional, and nonprofit clients. The firm provides tailored, non-discretionary planning and consulting using analytical tools to support client goals and is notable for its municipal advisor affiliation and specialized SIMPLE IRA advisory program.

Kayla Payne is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT. She holds Series 65 and Series 63 licenses and has nine years of industry experience, including ten years at Wells Fargo Clearing and thirteen years at Wells Fargo Bank. 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 combination of brokerage and advisory solutions.

Bryson Welter is a financial advisor with Fidelity in Salt Lake City, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, he worked at Unisys Corporation and has been involved with Catch It Events, LLC, a marketing company, on a part-time basis. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients using a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm manages a range of portfolios including fund-of-funds and model portfolios, and is noted for its use of systematic methodologies and formal advisory roles to registered investment companies.

Brandon Asevedo is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2019. Outside of his advisory role, he creates travel-related video content for The Voyager Outpost. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies and its advisory role to multiple registered investment companies and fund-of-funds.

Jeni Millar is a Series 66 licensed financial advisor with five years of industry experience, currently affiliated with Raymond James Financial in Salt Lake City, UT. Her career includes roles at Voyager Wealth Advisors and Integrated Wealth Strategies, alongside a background that features positions at North Harbor Wealth Management and Planned Security Resources. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs tailored, non-discretionary planning and uses analytical tools such as risk profiling and probabilistic modeling to support client goals.

Kyle West is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has worked at several firms including Robinhood Stocks and MarketStar. Outside of finance, he has experience in diverse fields such as photography and fire safety. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Jason Barnes is a financial advisor at Fidelity with 18 years of industry experience. He holds the Series 66 designation and has been affiliated with Fidelity Brokerage Services LLC since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, offering discretionary portfolio management, fund advisory, and model portfolios constructed through a combination of fundamental research and quantitative analysis.

Ashton Ledee is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 licenses. He has seven years of industry experience, including roles at Fidelity Brokerage Services and Grifols. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction, including the use of AI and long-term asset allocation benchmarks.

Joshua Clark is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at multiple Fidelity entities as well as Strategic Advisors Inc. since 2001. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm blends proprietary fundamental research with quantitative and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services as well as fund advisory and model portfolio delivery.

Joshua Suprise is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 licenses. He has three years of industry experience, including his current role at Fidelity Investments since 2021. Prior to this, he worked in various roles outside finance, including at Newtown Heating and Air and Iron Wheel Deliveries. Fidelity Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a methodology that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its use of systematic investment processes and its advisory roles with multiple registered investment companies.

Kevin McHenry is a Planning Consultant at Fidelity Investments. In this role, he works with clients to help them make informed investment decisions that align with their goals, time horizon, and risk tolerance. He focuses on understanding each client's financial situation and provides guidance tailored to their individual needs. Kevin has progressed through multiple roles at Fidelity Investments, beginning as a Workplace Planning Consultant I in 2021, advancing to Workplace Planning Consultant II in 2022, Workplace Planning Consultant III in 2023, and currently serving as a Planning Consultant since 2024. He holds insurance licenses in Arkansas and California. Outside of his professional work, Kevin enjoys outdoor activities including camping, fishing, hiking, and snowboarding.

Suann Potter is a financial advisor with Wells Fargo Advisors in Salt Lake City, UT, holding Series 66 and Series 63 licenses with 12 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and joined Wells Fargo Financial Network, LLC in 2026. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with various financial products and referral channels.

Steven Earl is a financial advisor at Wells Fargo Advisors with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Prudential Equity Group. Outside of his advisory role, he is involved in photography, specifically photographing high school sports through his business, Bergen Ventures LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services such as business-owner transition and sports and entertainment planning, utilizing research and tools to develop tailored recommendations.

Nicholas Roberts is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 20 years of industry experience. He has worked at Morgan Stanley and its related entities for over a decade before joining Wells Fargo. Wells Fargo Advisors is a national securities firm that provides investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to guide investment decisions.

Kyle Glenn is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 designations and is based in Salt Lake City, Utah. Kyle has been with Fidelity since 2014. 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 uses proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage model portfolios across a range of mutual funds, ETFs, and ETPs.

Laurel Morgan is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has been with Fidelity Investments since 2010. Outside of her advisory role, she is a partner in H & S Family Investments, a real estate investment venture. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a systematic investment process that integrates proprietary research, quantitative analysis, and algorithmic portfolio construction.

Joseph Bell is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior roles include positions at GPS Capital Markets and Utah Valley University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from a broad investable universe. The firm also serves as an advisor to multiple registered investment companies and utilizes algorithmic methods and AI in its research processes.