Chloe Battad is a financial advisor at Fidelity with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2020. Prior to her current role, she held positions at Blip Billboards, The Church of Jesus Christ of Latter Day Saints, and Aubergine and Company. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

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 at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity in 2024, he worked at Qualtrics for a total of ten years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs. The firm serves a diverse client base and maintains a formal advisory role to multiple registered investment companies.

Rory Peterson is a CFP® with 21 years of experience in the financial services industry. He is currently affiliated with LPL Financial and previously worked at Ameriprise Financial Services, LLC, Ameriprise Financial Services, Inc., and Equity Services, Inc. In addition to his advisory work, he owns and manages Rory Peterson & Company LLC. 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 financial planning and investment management services through a large network of advisors, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Gerald Gallup III is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity in various capacities since 2007, as well as at Charles Schwab from 2010 to 2015. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including offering model portfolios constructed through proprietary research and systematic methodologies. The firm serves a diverse client base and engages in advisory roles uncommon among large institutional peers, including fund-of-funds management and the use of algorithmic and AI-driven research techniques.

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.

William Anderson is a CFP® professional with 24 years of industry experience, currently affiliated with Raymond James Financial in Salt Lake City, UT. He previously worked at Edward Jones for 21 years before joining Raymond James and founding S.W. Anderson Financial, where he provides financial services to individuals and businesses. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

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.

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 credentials and 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 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, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

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 with Fidelity Investments in Salt Lake City, holding Series 66 and Series 63 credentials with two years of industry experience. His prior work includes roles 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 proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage diversified model portfolios.

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.