Lindsay Wheeler is a financial advisor at Fidelity with 20 years of industry experience. She holds Series 63 and Series 66 designations and has worked in various capacities within Fidelity since 2005, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. 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, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Crew Robinson is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. His background includes roles at several institutions, including Brigham Young University and the University of California San Diego. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery, with distinctive involvement in commodity pool operator registration and the use of advanced technologies such as AI in research.

Kathleen Hatcher is a financial advisor with Merrill in Salt Lake City, UT, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. Her background includes roles at Bank of America, N.A., Cetera, Cetera Investment Services, and MB Financial. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies supported by internal and third-party managers for a range of client types including individuals, high-net-worth clients, and institutions.

Brian Nichols is a financial advisor with Merrill in Salt Lake City, UT, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has been with Merrill since 2012. Outside of his advisory role, Nichols is a managing member of Nichols Quarters LLC, an entity established for estate planning related to family recreational property in Idaho. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Blaine Chambers is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, he held various roles in hospitality, retail, and community organizations, including positions at Copper Rock Golf Course and the Utah Youth Soccer Association. Fidelity’s Strategic Advisers LLC, where Blaine works, provides investment management and advisory services to a diverse client base, utilizing a process that combines fundamental research with quantitative and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, advisory roles to multiple registered investment companies, and integration of AI-driven research techniques.

Ginger Avitt is a financial advisor at Fidelity with 22 years of industry experience. She holds the Series 63 and Series 66 designations. Avitt has worked at Fidelity Investments since 2004, including roles with Fidelity Personal and Workplace Advisors from 2018 to 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and offers advisory services such as discretionary portfolio management and fund consulting.

David Hesterman is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2021, with prior experience at E*TRADE Securities and Morgan Stanley. Outside of his advisory role, he is involved in managing a rental property. 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage various registered investment companies and funds.

Dakota Brinton is a financial advisor at Fidelity with a Series 66 license and two years of industry experience. Prior to joining Fidelity, he worked at 1-800 Contacts and Amazon. 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 also serves as an advisor to multiple registered investment companies and delivers model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Cindy Call is a financial advisor at Fidelity with six years of industry experience. She holds the Series 66 designation and has worked at Fidelity Brokerage Services LLC since 2019. Prior to her current role, she was with Seven Peaks and has a background that includes time at Brigham Young University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a range of clients, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it is noted for its formal advisory roles to multiple registered investment companies and use of advanced technologies in research.

Breanna Kerbs is a financial advisor with Fidelity in Salt Lake City, UT, holding a Series 66 designation and one year of industry experience. Her prior experience includes 18 years at Veterans First Mortgage. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios composed of mutual funds, ETFs, and ETPs.

Susan Wieck is a CFP® professional with 26 years of experience in the financial services industry. She is currently affiliated with LPL Financial and has previously worked at Waddell & Reed, Inc. and TIAA-CREF. Outside of her advisory role, she is involved with the Westminster College Community Choir, the Junior League of Salt Lake City, and the Utah State University Office of Planned Giving. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive technology and a broad network of over 22,800 advisors.

Brandon Wilson is an AT Planning Consultant at Fidelity Investments, a role he has held since 2025. Prior to this position, he progressed through various roles within Fidelity, including Investment Solutions Representative II (2024-2025), Investment Solutions Representative I (2023-2024), Active Trader Representative (2022-2023), High Net Worth (2022), and Customer Service Advocate (2021-2022). In his current role, Brandon focuses on building meaningful relationships by understanding each client's story, values, and goals to co-create personalized financial strategies. He aims to empower clients to make informed decisions and pursue lasting financial security. Outside of his professional work, Brandon's personal interests include board games, football, kayaking, and snowboarding.

Taylor Moroz is a Financial Consultant at Fidelity Investments, where they assist clients in pursuing their financial goals by identifying financial planning needs and recommending strategies tailored to individual situations. Taylor has held various roles within Fidelity Investments since 2017, progressing from Customer Relationship Advocate to their current position, gaining experience in planning and investment consultation. Throughout their tenure at Fidelity Investments, Taylor has worked in multiple capacities, including as a Planning Consultant, Investment Consultant, and Workplace Planning Consultant at different levels. This progression reflects their involvement in diverse aspects of financial planning and client service within the organization. Taylor holds insurance licenses in Arkansas and California, supporting their professional activities in these regions.

John Robert Redd is a financial advisor with Edward Jones in Centerville, Utah, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has worked with Edward Jones since 2001. Outside of his advisory role, he serves as District Governor for Rotary International District 5420 and as a ward clerk for the Church of Jesus Christ of Latter Day Saints in Centerville. 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, including discretionary and non-discretionary strategies, with a large nationwide network of advisors and branch offices.

Katrina Leonard is a financial advisor with Wells Fargo Clearing in Salt Lake City, holding a Series 66 designation and 17 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2013 to 2016. Leonard has partial ownership in family investment entities but does not have active management roles in them. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Samuel Earl is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and nine years of industry experience. Prior to joining Wells Fargo Advisors in 2022, he worked at Wells Fargo Clearing from 2017 to 2022 and at Huntsman Corp from 2016 to 2017. Outside of his advisory role, he has ownership stakes in EARL STREET, LLC and GREENHEAD HOLDINGS, LLC, both investment-related businesses. 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 special-needs planning, using proprietary research and tools to develop tailored recommendations.

Maxwell Bischoff is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. His prior work includes roles outside finance, such as positions at Tahoe Getaways, Sugar Bowl Resort, and Stanley Tree Service. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Matthew Ondricek is a financial advisor at Morgan Stanley in Salt Lake City, holding a Series 66 designation with four years of industry experience. His work history includes roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC, as well as prior experience at Byler Foods. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients through a variety of advisory programs. The firm offers tailored financial planning that utilizes structured discovery conversations and model-based tools, managing approximately $2.74 trillion in client assets.

Dustin Lana is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity in 2024, he held roles at Amazon Day One Deliveries LLC, iMedia Audiences, Doordash, and Ninefold Marketing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also offers discretionary and non-discretionary advisory work, fund advisory, and model portfolio delivery, with noted use of algorithmic methods and AI in its investment approach.

Scott Cunningham is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at various Wells Fargo entities since 2011 and is involved in other business activities including ownership in South Mountain Wealth Management LLC and partial ownership in Apex Golf of Utah LLC, which provides golf instruction. He also serves as trustee for the South Mountain Wealth Management 401(k). Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu that includes specialized services such as business-owner transition planning and special-needs analysis, with recommendations developed using proprietary research and tools.