Christopher Geiger is a financial advisor at Fidelity with nine years of industry experience. He has held roles within various Fidelity affiliates since 2016, including Fidelity Brokerage Services, LLC, and FIDELITY Personal and Workplace Advisors. Geiger holds the Series 66 designation and is based in Salt Lake City, UT. 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 is noted for its use of systematic methodologies, oversight of sub-advisers, and its advisory roles with registered investment companies and fund-of-funds.

Morgan Carter is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at various Fidelity entities since 2015. Outside of his advisory role, he is an instructor at the Armed Self Defense Institute, a firearms training company based in Utah. Fidelity’s Strategic Advisers LLC provides 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 across mutual funds, ETFs, and ETPs.

Cody Richards is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Morgan Stanley and Morgan Stanley Private Bank. Richards is based in Salt Lake City, UT. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various investment vehicles.

Matthew Lauritzen is a financial advisor with LPL Financial in Salt Lake City, UT, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He previously worked at Morgan Stanley for 12 years before joining LPL Financial and Zions Bank in 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Madeline Rodriguez is a financial advisor at Wells Fargo Clearing with a Series 63 designation and no prior industry experience outside of her current role. She previously worked at Wells Fargo from 2014 to 2022 and was a homemaker for two years. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Carolyn Pahnke is a financial advisor at Fidelity with 15 years of industry experience. She holds the Series 63 and Series 66 licenses and has been with Fidelity Investments in various capacities since 2010. Additionally, she has been associated with Utah State University since 2010. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolios.

Brady Nelson is a Series 66-credentialed financial advisor with eight years of industry experience, currently with Wells Fargo Advisors. He has held roles at Wells Fargo Clearing Services LLC since 2017 and joined Wells Fargo Advisors Financial Network LLC in 2026. Outside of his advisory work, Nelson teaches English online to children in China through VIPKID and occasionally works as a Lyft driver. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting certain net-worth thresholds, utilizing Wells Fargo research and tools to develop tailored recommendations delivered through meetings and client reports.

Alan Anderson is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has 20 years of industry experience. He has worked with various Fidelity entities, including Fidelity Brokerage Services LLC since 2010 and Fidelity Personal and Workplace Advisors since 2018. Fidelity's Strategic Advisers LLC, where he is currently affiliated, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and maintains regulatory registrations uncommon among large institutional firms.

Timothy Mulligan is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. His prior roles include positions at Amazon, McCarthy General Contractor, and the US Army Reserve. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to registered investment companies and its use of AI and systematic methodologies in portfolio management.

Joyce Santos Roeder is a Wealth Management Planning Consultant at Fidelity Investments. She has been with Fidelity since 2021, holding various roles within the company, progressing through Customer Relationship Advocate, High Net Worth Associate, and positions in Wealth Management Services and Operations before her current role. In her current position, Joyce focuses on building strong, trusted relationships with clients to support a holistic and proactive experience. She assists clients with a wide range of service needs and facilitates access to appropriate resources and business partners when additional support is required. Outside of her professional work, Joyce has personal interests that include beach activities, reading, running, traveling, and yoga.

Joshua Nielsen is a Financial Consultant at Fidelity Investments, where he has been serving since 2024. He has held various roles within Fidelity Investments, including Investment Consultant in 2024, Team Leader of Client Services from 2022 to 2023, Workplace Planning Consultant Help Desk from 2019 to 2022, Workplace Planning Consultant from 2017 to 2019, Retirement Solutions from 2014 to 2017, and Investment Solutions from 2013 to 2014. Joshua's approach to client service focuses on building strong, trusting relationships by understanding his clients' unique goals and aspirations. He emphasizes listening and comprehending client needs to tailor financial strategies aligned with their long-term objectives. He holds a California Insurance License. Outside of his professional work, Joshua has interests in baseball, fishing, football, and golf.

Keaton Grunander currently serves as an Investment Solutions Representative III at Fidelity Investments. In this role, he focuses on providing guidance to clients on budgeting, investing, and wealth planning tailored to their individual needs and goals. Keaton has been with Fidelity Investments since 2021, progressing through roles including Customer Relationship Advocate, High Net Worth Service Associate, and Investment Solutions Representative levels I and II prior to his current position. He holds insurance licenses in Arkansas and California.

Matthew Barjenbruch is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2023. Outside of his advisory role, he teaches fitness classes as a coach at Vasa Fitness. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes proprietary research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios and serves in advisory roles for registered investment companies and fund-of-funds.

Jared Day is a financial advisor with J.P. Morgan Securities in Salt Lake City, UT, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. His work history includes roles at Wells Fargo Clearing and Wells Fargo Advisors, LLC, as well as positions at Williamson Ocean and Amazon. He currently serves as an advisor at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Christian Aune is a financial advisor with Fidelity in Salt Lake City, UT, holding a Series 66 designation and five years of industry experience. His work history includes multiple roles at Fidelity Investments and Discover Financial Services. Christian is affiliated with Strategic Advisers LLC, a Fidelity Investments company that 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it is noted for its registration as a commodity pool operator and advisory role to multiple registered investment companies.

Randy Pirami is a financial advisor at Fidelity with over 31 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Fidelity Brokerage Services, Inc. since 1993, joining Fidelity Investments in 2025. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs, while maintaining oversight through sub-advisers and governance protocols.

Blake Freeman is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding a Series 66 designation and 15 years of industry experience. He has worked at Wells Fargo Clearing since 2022 and spent six years with Morgan Stanley and its Private Bank division prior to that. Wells Fargo Advisors is a national securities firm that provides investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Eric Checketts is an Executive Planning Consultant at Fidelity Investments. In his current role, he partners with executives and their families to develop personalized financial plans aligned with their individual goals. He focuses on simplifying clients' financial lives and helping them create clear financial roadmaps to prioritize what matters most. Eric has extensive experience at Fidelity Investments, having served previously as a Benefits & Planning Consultant from 2023 to 2025, Director and Retirement Planner from 2014 to 2023, and Retirement Relationship Manager from 2012 to 2014. He holds a California Insurance License, supporting his work in financial and retirement planning. Outside of his professional responsibilities, Eric's interests include attending concerts, hiking, running, scuba diving, skiing, and theater.

Brandon Ross is a financial advisor at Morgan Stanley with 30 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2017 and previously held positions at Bank of America and Merrill Lynch. Outside of his advisory role, Ross owns and operates Impulse Investments, LLC, focusing on property management. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations.

Judson Jennings is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 2019, following a career in business management and entrepreneurship. Judson focuses on helping clients simplify the complexities of investments and finances to grow their wealth and protect their lifestyle. His areas of expertise include family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, special needs planning strategies, individual and corporate investment strategy, tax minimization, and retirement income. Judson holds a Bachelor's degree from the University of Utah and earned an MBA from Western Governors University. In 2022, he obtained the CERTIFIED FINANCIAL PLANNER(CFP) certification, which enhances his ability to perform financial analyses tailored to clients' unique circumstances. He also holds the Personal Investment Advisor (PIA) designation. Outside of his professional responsibilities, Judson enjoys spending time with his wife and four children. His personal interests include golfing, playing pickleball, BBQ grilling on his pellet grill, attending little league events, serving in his local church, camping, fishing, hunting, and watching movies. He is involved with The Church of Jesus Christ of Latter Day Saints and has participated in missionary work.