Troy Henderson is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has been associated with various Fidelity entities since 2007, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs, and serves in advisory roles uncommon among large institutional peers.

Derick Sanders is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he was a partner and owner/operator of TryHard LLC, an online health and fitness coaching business. Fidelity’s Strategic Advisers division offers investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction.

Connor Hansen is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. His prior roles include positions at Tyrus Capital and the Office of General Counsel for The Church of Jesus Christ of Latter-Day Saints. He has also been involved with the Doing Good Foundation and Cs Argyle Enterprises. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Amanda Irvine is a financial advisor at Fidelity with seven years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Fidelity Brokerage Service LLC since 2019, including her current role at Fidelity Investments since 2025. Prior to that, she was employed at Wells Fargo Bank NA for three years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is also registered as a commodity pool operator and serves in advisory roles for multiple registered investment companies and fund-of-funds.

Julie Harris is a Wealth Management Planning Consultant at Fidelity Investments, a role she has held since 2023. In this capacity, she focuses on fostering strong relationships between clients and their relationship consultants, utilizing her planning skills to enhance the client experience and assist clients in pursuing their financial goals. Prior to her current position, Julie gained experience in various roles at Fidelity Investments, including as a High Net Worth Service Associate II from 2021 to 2023, High Net Worth Service Associate I from 2019 to 2021, and Customer Relationship Advocate from 2018 to 2019. This progression reflects her growing expertise in wealth management and client service within the company.

Elliott Gee is a financial advisor at Fidelity with 17 years of industry experience. He holds a Series 66 designation and has been with Fidelity and its related entities since 2013. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering portfolio management, fund advisory, and model portfolio delivery. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Alex Dewey is a Series 66 licensed financial advisor with Wells Fargo Clearing, based in Salt Lake City, UT. He has two years of industry experience and has previously worked with several companies, including Us Tech Solutions. 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 combines research from Wells Fargo Investment Institute with third-party analytics and serves a broad client base with both brokerage and advisory solutions.

Benjamin Taylor is an Investment Solutions Representative III at Fidelity Investments. In this role, he works with individuals and families to develop financial plans tailored to their specific goals, aiming to help clients feel confident and comfortable with their financial strategies. Benjamin has progressed through multiple roles at Fidelity Investments, starting as an Investment Solutions Representative I in 2025 and advancing to his current position in 2026. Prior to joining Fidelity, he gained experience as a Senior Loan Officer at OneMain Financial from 2023 to 2024. Outside of his professional work, Benjamin has interests in beach activities, fitness, music, parenthood, snowboarding, and traveling.

James Bonnemort is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior roles include positions at EnviroGuard, Construction Monitor, and Southern Utah University. 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. The firm serves various clients, including registered investment companies, and uses systematic methodologies and oversight to manage and deliver model portfolios.

Marvin Moore is a financial advisor at Fidelity with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has been associated with Fidelity Brokerage Services LLC since 2007. Outside of his advisory work, he is involved in photography and modeling through a talent management group in Salt Lake City. 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 serves a diverse client base, including charitable funds and registered investment companies, and is noted for its use of systematic methodologies and AI in portfolio management.

Melissa Martinez is a financial advisor with Raymond James & Associates in Salt Lake City, UT, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She has been with Raymond James & Associates since 2010. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning and investment consulting primarily through non-discretionary relationships.

Bryce Blackburn is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 65 licenses. He has one year of industry experience and has previously worked at Wells Fargo Bank, Mountain America FCU, Walmart, Farm Bureau Financial Services, and other organizations. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.

Blen Gebrehiwot is a financial advisor at UBS Financial Services with three years of industry experience. He holds a Series 66 designation and has worked at UBS since 2022. Prior to his advisory role, he spent four years at St. Lawrence University and three years teaching at West Potomac and Mount Vernon High Schools. Outside of his financial career, he occasionally sells personal items on online platforms such as Poshmark, Mercari, and eBay. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor financial plans.

David Blackburn is a financial advisor at Fidelity with 30 years of industry experience. He holds Series 63 and Series 66 designations. Prior to his current role starting in 2025, Blackburn worked at Fidelity Brokerage Services, Inc. for 23 years and has been associated with E*TRADE Capital Management LLC and E*Trade Securities LLC since 2018. Outside of his financial advisory work, he has engaged in delivery driving during evenings and weekends. Fidelity's Strategic Advisers LLC 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 and quantitative analysis to construct model portfolios, employing systematic methodologies and long-term asset allocation benchmarks.

Stacey Wabel is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services, LLC since 2018, with prior roles including self-employment and a position at Kelly Educational. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, including fund advisory and model portfolios, and is noted for its use of systematic methodologies and AI-driven research tools.

Ryan Dugan is a financial advisor with Fidelity Investments based in Salt Lake City, UT, holding Series 63 and Series 66 licenses and having 13 years of industry experience. He has been associated with Fidelity since 2013, including roles at Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm’s activities include managing model portfolios and serving as a commodity pool operator, with formal advisory roles for multiple registered investment companies and use of AI-driven research methods.

Lorenzo Dudley is a financial advisor at Fidelity with Series 66 credentials and four years of industry experience. Prior to joining Fidelity, he held positions at Mountain States Property Management, Disruptive Advertising, Clearlink, and The Church of Jesus Christ of Latter Day Saints. Outside of his advisory role, he works as a driver for Uber. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolio delivery through a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

James Rieth is a Planning Consultant at Fidelity Investments. In this role, he works to deepen client relationships by introducing a variety of tools and resources. He partners with teams to implement strategies aligned with clients' personal goals and approaches. James has been with Fidelity Investments since 2021, holding positions including Retirement Representative, Retirement Planner, Director of Retirement Planning, and now Planning Consultant. His experience focuses on retirement planning and client relationship development. No additional information on education, credentials, personal interests, or community involvement was provided.

Patrick Halladay is a financial advisor at Morgan Stanley in Salt Lake City, holding Series 66 and Series 63 licenses with four years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at Wells Fargo Clearing Services and US Tech Solutions. Outside of finance, he has been involved with the United States Soccer Federation for over a decade, serving in a recreational leadership role. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning services supported by firm-approved tools and research.

Bruce Tynan is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on empowering high-net-worth professionals to integrate wealth, purpose, and tax efficiency in planning for their financial next chapter. With over 13 years of industry experience, Bruce has worked with hundreds of investors on areas including education planning, legacy planning, liquidity management, personal retirement planning, portfolio management, small business strategies, and tax minimization. He emphasizes building meaningful relationships by understanding clients' priorities, values, and long-term goals to create personalized investment strategies and provide ongoing financial planning support. Bruce holds a Bachelor's Degree from the University of Utah and carries professional designations including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), and Personal Investment Advisor (PIA). He is proficient in both English and Russian. Outside of work, his personal interests include camping, chess, football, golfing, hiking, music, pickleball, reading, skiing, and watching movies.