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 designations and has worked at Fidelity Brokerage Services and Fidelity Investments since 2018. Prior to joining Fidelity, she was self-employed and worked at Kelly Educational. Fidelity’s Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad range of clients, including retail and institutional investors. The firm’s investment process combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary services, fund advisory, and model portfolio delivery.

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.

Aaron Crocker is a Series 66-licensed financial advisor at LPL Financial with seven years of industry experience. His prior roles include positions at Zions Bank, Zions Direct, Inc., University of Utah Healthcare, and Wells Fargo Clearing Services. Outside of finance, he is also the owner of Aaron Crocker Photography. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from various sources, and provides both discretionary and non-discretionary management.

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.

Trish Ostler is Vice President, Wealth Planner at Fidelity Investments, a position she has held since 2023. She collaborates with self-directed traders to develop plans that complement their unique trading strategies, building trusted relationships with families to support long-term financial planning. Trish has over two decades of experience at Fidelity Investments, having served in roles including Active Trader Planning Consultant, Active Trader VIP Specialist, Active Trader, and Brokerage Customer Service from 2000 onward. She holds insurance licenses in Arkansas and California.

Brian Smith is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Ancestry.com for seven years. 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 combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering systematic model portfolios built from mutual funds, ETFs, and ETPs.

Casey Hardy is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, Casey worked at KeyBank and has experience in the automotive and agricultural sectors. 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 is notable for its advisory roles to multiple registered investment companies and its use of systematic methodologies and AI in portfolio management.

Tyson Phillips is a financial advisor at Raymond James & Associates with 25 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials. Prior to joining Raymond James in 2019, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2011 to 2019. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base that includes individuals, institutional investors, pension plans, charitable organizations, and government entities, offering tailored financial planning and consulting services generally on a non-discretionary basis.

Nicole McGraw is a Planning Consultant at Fidelity Investments, a role she has held since 2024. She works to help identify and pursue the financial goals of individuals and families, emphasizing that each situation requires a unique strategy to solidify their financial future. Her professional experience at Fidelity Investments includes positions such as Investment Solutions Representative III and II, Investment Solutions Representative, High Net Worth Associate, and Customer Relationship Advocate, spanning from 2021 to the present. Nicole holds insurance licenses in Arkansas and California. Outside of her professional work, she enjoys activities such as going to the beach, hiking, skiing, playing tennis, reading, and exploring food.

Stefan Rosen is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 66 and Series 63 licenses and with four years of industry experience. His work history includes multiple roles within Wells Fargo entities dating back to 2015. 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 and analytics.

Summer Excell is a financial advisor at Morgan Stanley in Salt Lake City, UT, holding Series 63 and Series 65 licenses with nine years of industry experience. She has been with Morgan Stanley since 2015. Outside of her advisory work, she owns two businesses providing makeup services and aerial arts education. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and utilizing firm-approved tools and models to support client goals.