Ben Barlow is a financial advisor at Fidelity with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked across multiple Fidelity entities, including Strategic Advisers, Fidelity Brokerage Services, Inc., and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages a variety of advisory roles, including oversight of sub-advisers and fund governance.

Lauren Davis is a financial advisor with Fidelity Investments based in Salt Lake City, UT. She holds a Series 66 designation and has two years of industry experience. Prior to joining Fidelity, she held roles at Chartway Federal Credit Union and Northwestern Mutual. Outside of finance, she previously operated a piano studio. 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. The firm is notable for its advisory role to multiple registered investment companies and use of systematic methodologies in portfolio management.

Allison Osgood is a Series 66 licensed financial advisor with nine years of industry experience. She is currently affiliated with LPL Financial in Salt Lake City, UT, and has previously worked at U.S. Bancorp Investments, Securities America, and Smedley Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology and a large network of investment adviser representatives.

Jonathan Bacon is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and bringing 37 years of industry experience. He previously worked at Zions Direct for 32 years before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction and serves as an advisor to multiple registered investment companies while delivering model portfolios through Fidelity Institutional Wealth Adviser.

Kent Thai is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held roles at Yuteai LLC, Nordstrom, Target, Zara, Domino's, and the University of Utah. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Justin Adams is a financial advisor with Wells Fargo Clearing based in Salt Lake City, UT, holding a Series 66 designation and 20 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has been associated with Wells Fargo Bank since 2005. 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 and analytics from Wells Fargo Investment Institute and third-party databases.

Daren Jepson is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2014. He has been with Fidelity since 2005, progressing through roles including Financial Representative, Investments Representative, Fixed Income Specialist, and various consultant positions before his current role. Throughout his career, Daren has developed extensive experience in financial consulting, focusing on crafting and executing personalized strategies that align with clients' financial goals. He holds insurance licenses in Arkansas and California. Outside of his professional work, Daren enjoys football, hiking, horseback riding, skiing, and tennis.

Keith Young is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2013, progressing through roles including Financial Consultant, Portfolio Specialist, Fixed Income Specialist, Retirement Planner, and High Net Worth Service Representative. With over a decade of experience in the financial industry, Keith works with individuals and families to develop and monitor holistic financial plans tailored to their preferences and goals. He holds insurance licenses in Arkansas and California. Outside of his professional work, Keith enjoys hiking, reading, running, sailing, skiing, and snowboarding.

Gordon Vetas is a financial advisor at Ameriprise with two years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Ameriprise, he worked at Fidelity Investments for two years and has experience in small business operations including custom framing and gallery management. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement planning with a focus on dependable income sources and tax-aware withdrawal strategies.

Sonia Thorne is a Wealth Management Planning Consultant at Fidelity Investments, where she has been serving since 2017. In this role, she is part of a team dedicated to delivering personalized wealth management services, focusing on creating comprehensive strategies to help clients grow, preserve, and transfer their wealth across generations. Sonia has extensive experience in the financial services industry, having held various positions at Fidelity Investments since 1993, including Central Relationship Manager, Fixed Income Specialist, Self Directed Brokerage Representative, and Financial Representative. She holds a California Insurance License. Outside of her professional career, Sonia's interests include family activities, reading, traveling, and volunteering.

Randy Berger is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 65 and Series 63 licenses and having nine years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank, N.A. since 2012. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and emphasizes research-driven portfolio management and a broad range of financial products.

Wesley Kelsey is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding a Series 66 designation and nine years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2017 and previously worked at Associate Staffing, 1-800-Contacts, and World Financial Group. 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 both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

Yusif Seyidov is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 66 and Series 63 designations and four years of industry experience. His prior roles include positions at Fidelity Brokerage Services LLC and Randstad, alongside several years affiliated with Wells Fargo. 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 employs more than 14,000 financial advisors, offering both brokerage and advisory solutions supported by in-depth research and analytics.

Jonathan Resabala is a financial advisor at Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 66 designations with five years of industry experience. His prior firms include Morgan Stanley, Bank of America N.A., Merrill, and Fidelity Investments. 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 both brokerage and advisory solutions.

Trevor Evans is a financial advisor at Fidelity with 13 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with various Fidelity divisions since 2012, including Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios across a range of mutual funds, ETFs, and ETPs.

Scott Grossarth is a financial advisor at Fidelity with 30 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various Fidelity entities since 1995, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. 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. The firm is noted for its use of systematic methodologies, formal advisory roles to registered investment companies, and integration of AI in its research processes.

Bradley Rayburn is a CFP® with 32 years of experience in the financial industry. He currently works at Fidelity and has held roles there and at Fidelity Brokerage Services LLC since 2001, with a two-year tenure at Wells Fargo Investments. He 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. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage multi-manager and fund-of-funds structures and model portfolios.

Marvin Ellis is a ChFC® credentialed financial advisor with Raymond James Financial in Bountiful, Utah, bringing 22 years of industry experience. He has held roles at multiple firms including NuVista Wealth, Strategic Risk Alternatives, and Wasatch Wealth. Ellis also serves as a broker for Allegis Advisor Group and Insurance Exchange of Utah, focusing on term life and group health insurance. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, institutional, and nonprofit clients. The firm employs non-discretionary planning tailored to client goals using risk profiling and analytical tools, and supports its extensive advisor network with advisory programs and institutional consulting.

Connor Butler is a Financial Consultant at Fidelity Investments, where he works directly with families to co-create financial plans tailored to their goals and assist them in navigating major life events. He focuses on ensuring clients understand how their financial plans function and addresses any questions or concerns they may have throughout the process. Connor has held multiple roles at Fidelity Investments since 2019, progressing through positions such as College Planning Specialist, Workplace Planning Consultant, Investment Management Consultant, and Planning Consultant before assuming his current role in 2024. His experience encompasses client management, investment guidance, and financial planning. He holds insurance licenses in Arkansas and California.

Zachary Pille is a financial advisor with Raymond James Financial Services Advisors, Inc. in Salt Lake City, UT, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. His prior roles include positions at State Street Global Advisors and Morgan Stanley Smith Barney. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning supported by analytical tools and maintains unique services such as municipal advisory affiliation and specialized SIMPLE IRA consulting programs.