John Allison is the Regional Director of Wealth Management at Fidelity Investments. In this role, he leads a team of financial professionals focused on helping clients achieve their financial goals. John has extensive experience within Fidelity Investments, having held various positions since 1996. His career progression includes roles such as VP, Branch Leader; Assistant Branch Manager; Branch Service Manager; Manager; Team Leader; Priority Services Specialist; and Brokerage Representative. This breadth of experience provides him with a comprehensive understanding of wealth management and client service. Details regarding his education, credentials, personal interests, or community involvement have not been provided.

Nathaniel Herkimer is the Vice President and Wealth Planner at Fidelity Investments, a role he has held since 2020. He has been with Fidelity Investments since 2015, progressing through various positions including Financial Consultant, Trading Strategy Desk member, Active Trader VIP, Active Trader Services, and Fidelity Services. With a decade of experience working with self-directed active traders, Nathaniel applies his knowledge to financial planning by partnering with clients to develop holistic and personalized financial plans. He emphasizes building lasting relationships grounded in trust, financial knowledge, and a personal understanding of his clients' situations. Nathaniel holds insurance licenses in Arkansas and California.

Brett Bryant is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. His prior roles include positions at Morgan Stanley, Blockworks Consulting LLC, and United Parcel Service, as well as long-term involvement with Mac IT Count, Inc. and 215, LLC. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research and quantitative analysis to construct model portfolios across mutual funds, ETFs, and ETPs. The firm is also registered with the CFTC as a commodity pool operator and advises multiple registered investment companies.

Micheal Stringham is a financial advisor at Cetera with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cetera and its related entities since 2013. Outside of his advisory role, Stringham is involved in selling life insurance and annuities and also provides financial investment recommendations at a credit union. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with options ranging from model portfolios to bespoke strategies, managing over $256 billion in assets through a network of more than 10,000 advisors.

Camron Saffell is a Vice President and Financial Consultant at Fidelity Investments. In this role, he focuses on wealth planning and works to address the unique financial needs and goals of his clients and their families. He values forming strong relationships with his clients and their families and strives to maintain this commitment in his professional practice. Camron has been with Fidelity Investments since 2011, progressing through various roles including Financial Representative, Investment Solutions Representative, Retirement Relationship Manager, Senior Portfolio Specialist, and currently Vice President and Financial Consultant. He holds insurance licenses in Arkansas and California. Outside of his professional work, Camron enjoys hiking, movies, and traveling.

Britney Thompson is a financial advisor at Edward Jones in Salt Lake City, UT, with one year of industry experience. She holds a Series 66 designation and has prior experience at Bluebird DMC, Clays RV, and La Barba. Outside of her advisory role, she manages media and supports Israel tours for Tri-Grace Ministries, a nonprofit organization, and owns Britney Thompson LLC, providing design services and speaking at Christian events. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory strategies and affiliated capabilities. The firm operates a large nationwide network of advisors and branch offices and manages over $1 trillion in client assets.

Ashley Pantone is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she works with high-net-worth individuals, families, and closely held business owners. She focuses on comprehensive wealth strategies that include retirement planning, liquidity events, exit planning, fiduciary guidance, and multigenerational wealth considerations. Ashley emphasizes a goals-based planning philosophy that prioritizes clarity, discipline, and a long-term perspective. Ashley began her career as a financial advisor in 2014 after eight years as a Marketing Director. She holds several professional designations, including Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She earned her bachelor's degree from the University of Utah. In addition to her advisory work, Ashley is actively involved in community and nonprofit leadership. She serves as Board Vice President of Neighborhood House, an organization dedicated to providing affordable childcare and care for the elderly. She is also a member of the University of Utah Business Alumni Association and participates in the YWCA.

Nicholas Westenskow is a financial advisor with Fidelity in Salt Lake City, UT. He holds a Series 66 designation and has been with Fidelity Investments since 2024. His prior work experience includes roles at Neogov, Kenect, and various other companies across different industries. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage investments across a broad range of mutual funds, ETFs, and ETPs.

Joan Du Quette is a financial advisor at RBC Capital Markets with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Merrill, DFPG Investments, The Prudential Insurance Company of America, Pruco Securities, and E*TRADE. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Charles Liu is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2022, with prior roles including positions at Legacy Insurance and Financial Services and Venture Data. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory roles to registered investment companies, and incorporation of AI and machine learning in its investment process.

Arthur Engelage III is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked at Berkshire Hathaway H.S. Utah Properties and GolfTEC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a large network of financial advisors and branch offices.

Nohe Mezabahena is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 66 and Series 63 credentials and three years of industry experience. Prior to joining Wells Fargo, Mezabahena worked in education and retail roles, including positions at the Salt Lake City School District and Little Caesar. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data, serving approximately 14,000 financial advisors and managing about $671 billion in assets.

Michael Fritch is a CFP®-certified financial advisor with 17 years of industry experience, currently working at Fidelity in Salt Lake City, UT. His career includes over a decade at Fidelity Brokerage Services, LLC, with continuous service at Fidelity since 2007. Fidelity Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios through systematic methods and long-term asset allocation benchmarks.

Steven Packham is a financial advisor at Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 65 credentials with one year of industry experience. His prior roles include positions at Wells Fargo Bank, N.A., and Chartway Federal Credit Union. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm follows an IPS-driven advisory process grounded in modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Stuart Pippin is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has been with Fidelity Investments since 2010. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, with notable involvement in commodity pool operations and AI-driven research methodologies.

Brandon Pham serves as Vice President and Executive Planning Consultant at Fidelity Investments, where he focuses on integrating workplace retirement benefits into comprehensive financial plans. He works closely with clients to understand their financial situations and family priorities, providing guidance to help them pursue their goals. Brandon has accumulated extensive experience in the financial services industry since 2005, holding various roles at Fidelity Investments, including Vice President in multiple capacities and positions focused on financial planning and workplace guidance. He also served as Vice President and Financial Consultant at Charles Schwab from 2015 to 2022. His professional background encompasses investment representation, trading, customer service, business development, and executive planning. He holds insurance licenses in Arkansas and California. Outside of his professional activities, Brandon enjoys family activities, exploring food, watching movies, running, and snowboarding.

Alexandra Christensen is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors, LLC from 2014 to 2016. 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 solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs.

Gayle Morris is a financial advisor at Fidelity with 19 years of industry experience. She holds Series 63 and Series 66 designations and has worked in various capacities within Fidelity since 2006, including roles at Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Michelle Reeder is a financial advisor with Wells Fargo Clearing in Provo, UT, holding Series 63 and Series 66 licenses and 11 years of industry experience. Her career includes roles at Wells Fargo Clearing, Wells Fargo Bank, Raymond James Financial, LPL Financial, and Merrill. Outside of her advisory work, she serves as a power of attorney to assist in managing her husband's finances. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Bill Iverson is the Director and Executive Services Officer at Fidelity Investments, where he provides strategic financial guidance to senior level executives of Fidelity's Stock Plan Services clients. He serves as the primary point of contact for all equity compensation needs as well as broader Fidelity services. Bill has been with Fidelity Investments since 2015, progressing through various roles including Stock Plan Consultant, Central Relationship Manager, Senior Executive Services Specialist, and Benefits & Planning Consultant in Executive Services before assuming his current position in 2023.