Jonathan Holmes is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2023, following a decade at JPMorgan Chase Bank, N.A. 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 applies an ESG eligibility framework when recommending investable strategies.

William Loertscher is a financial advisor with Fidelity, holding a Series 66 designation and 18 years of industry experience. His work history includes roles at E*TRADE Securities LLC, Axa Advisors, and Fidelity Brokerage Services LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction using proprietary research, quantitative analysis, and algorithmic methods. The firm also serves as a registered commodity pool operator and advises multiple registered investment companies.

Joseph Fetters is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63, 65, and 66 licenses and bringing 36 years of industry experience. He has worked with Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where he has been since 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

John Bonnemort is a Financial Consultant at Fidelity Investments, a position he has held since 2021. He is a Certified Financial Planner (CFP®) who works collaboratively with clients to develop strategies aimed at enhancing their financial outcomes. His approach to financial planning encompasses a comprehensive management of personal financial situations, integrating elements such as tax-efficient investing, estate and legacy planning, insurance, and risk management. John's professional experience spans several roles in the financial services industry, including positions as a Registered Representative and Insurance Agent with State Farm from 2020 to 2021, a Financial Planner at First Capital Advisors from 2019 to 2020, a Financial Planner at Lincoln Financial Advisors from 2016 to 2019, and a Financial Advisor at Edward Jones from 2013 to 2016. He holds insurance licenses in Arkansas and California. Outside of his professional work, John engages in family activities and enjoys fishing, fitness, hiking, and traveling.

Valerie Kimble is a financial advisor with Primerica Advisors in Layton, UT, holding Series 65 and Series 63 licenses and three years of industry experience. Her work background includes roles at PFS Investments Inc., Primerica Financial Services, Amazon, Wasatch Front Fish Market, South Summit Pediatrics, USPS, and Aquatic Animals. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and $15.5 billion in assets under management, delivering advisory services through model-driven strategies created by third-party asset managers.

Trevor Wessman is a financial advisor with Fidelity in Salt Lake City, UT, holding a Series 66 designation and four years of industry experience. Prior to joining Fidelity, he worked at Inca, BambooHR, American Buildings Company, and Nucor Buildings Group. Outside of his advisory role, he operates as an Independent Business Owner selling products through Amway Corporation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its formal advisory roles to multiple registered investment companies and for integrating AI and systematic methodologies in its investment process.

Katja Akiyama is a financial advisor at Fidelity with three years of industry experience. She holds a Series 66 designation and has worked at firms including LPL Financial, Ameriprise Financial, and Cyprus Credit Union. 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 to manage portfolios composed of mutual funds, ETFs, and ETPs.

Carilynn Lape is a financial advisor at Fidelity with seven years of industry experience. She holds Series 66 and Series 63 licenses. Her prior work includes roles at Zions Bancorporation, Summit Global Investments, and the United States Postal Service. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to a broad client base including retail and institutional investors, employing a mix of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver its model portfolios.

Michael Sutherland is a financial advisor at LPL Financial with 37 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with LPL Financial since 2003. Outside of his advisory role, he is a commissioned notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of financial planning and advisory programs, utilizing model portfolios, third-party subadvisors, and advanced technologies to provide both discretionary and non-discretionary management.

Deborah Rowell is a Series 66-licensed financial advisor with Wells Fargo Clearing in Provo, UT, bringing 23 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously was with Wells Fargo Advisors LLC from 2011 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 approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Brandon Meredith is a financial advisor at Fidelity with three years of industry experience. He holds the Series 66 and Series 63 designations and previously worked at Wells Fargo Bank for 15 years. Meredith serves on the executive board of the Davis County Chamber of Commerce and is a board member of the Boys and Girls Club of Utah County. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Melissa Clayville is a financial advisor with Robert W. Baird & Co. in Bountiful, Utah, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has been with Robert W. Baird since 2011. Outside of her advisory role, she is involved in cosmetic sales with Avon and Mary Kay. She is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pension plans, corporations, charitable organizations, and institutional clients with tailored financial planning and portfolio management services. The group employs a variety of investment strategies, including discretionary and non-discretionary management, and offers both traditional and complex asset allocations.

Cody Thacker is a financial advisor at Fidelity with 17 years of industry experience. He holds the Series 63 and Series 66 licenses and has been associated with various Fidelity entities since 2008. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, including charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a broad investable universe.

Chloe Battad is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 66 and Series 63 licenses and six years of industry experience. Prior to joining Fidelity in 2020, she worked at Blip Billboards and The Church of Jesus Christ of Latter Day Saints. 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 combines fundamental research with quantitative analysis and systematic methodologies, and it serves multiple registered investment companies and intermediary platforms.

Braydon Anderson is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity Investments, he worked at State Farm Insurance and FedEx Freight. 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 employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, with differentiated activities including commodity pool operation registration and the use of AI in research.

Kyle Francis is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding Series 66 and Series 63 licenses. He has one year of industry experience, including roles at Fidelity and Qualtrics. 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 offers discretionary and non-discretionary advisory services, fund management, and model portfolios, with distinctive capabilities in commodity pool operations and the use of AI-driven research methodologies.

Rory Peterson is a CFP® professional affiliated with LPL Financial, with 21 years of experience in the financial services industry. His prior experience includes 19 years at Ameriprise Financial Services, both LLC and Inc. He also owns and manages Rory Peterson & Company LLC, which he uses for business expense management. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by in-house and third-party research, employing both discretionary and non-discretionary management strategies.

Gerald Gallup III is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Fidelity Brokerage Services LLC since 2015 and has worked at Fidelity Personal and Workplace Advisors since 2018. Fidelity, through its Strategic Advisers LLC division, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with a noted focus on model portfolios and oversight of sub-advisers.

Chase Potter is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds the Series 66 designation. Prior to joining Wells Fargo Clearing, he worked at Brooks Pest Control and Vivint Inc. among other roles. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Jeff Ames is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 1998. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages model portfolios using mutual funds, ETFs, and ETPs, and serves as an advisor to multiple registered investment companies and fund-of-funds.