Derek Slauson is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2018, previously serving as a Financial Consultant from 2020 to 2022 and as a Workplace Planning Consultant from 2018 to 2020. Prior to joining Fidelity, Derek worked as a Financial Representative at Northwestern Mutual from 2016 to 2017. Derek's approach to financial consulting involves understanding clients' personal and financial situations, identifying their goals, and collaborating to develop strategies to pursue those goals. He holds insurance licenses in Arkansas and California. Outside of his professional work, Derek has interests in cooking and baking, fitness, football, golf, parenthood, and traveling.

Jarell Giron is a Financial Consultant at Fidelity Investments, a position he has held since 2023. Prior to this role, he worked as a Portfolio Specialist at Fidelity Investments from 2012 to 2023. He holds insurance licenses in Arkansas and California. Jarell focuses on helping clients gain confidence to fulfill their retirement goals and dreams. He emphasizes honesty and prioritizes building trusting relationships by getting to know his clients individually and providing personalized guidance tailored to their needs.

Merrick Wright is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 designations and having 12 years of industry experience. He has worked at various Fidelity entities since 2014 and is also associated with the University of Utah. Outside of advisory work, he serves as a landlord for a single-family home rental. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction with an investable universe of mutual funds, ETFs, and ETPs.

Alexander Butler is a financial advisor at UBS Financial Services in Salt Lake City, UT, holding a Series 65 designation with five years of industry experience. He previously worked at Narus Financial Partners and has experience in business roles outside of finance including positions at 3Sixty Scenery and Xtreme Cases Company. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings such as fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, providing research-driven investment strategies and a broad range of capital markets services.

Anthony Kiser is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Edward Jones and AeroTek. 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 an investment menu that notably includes insurance-related vehicles and bank deposit sweep options.

McKay Money is a Planning Consultant at Fidelity Investments, where he collaborates with the wealth management team to provide timely and tailored advice to clients and their families. He has been with Fidelity Investments since 2021, progressing through roles including Customer Relationship Advocate, Central Relationship Manager, and Relationship Manager prior to his current position. McKay holds insurance licenses in Arkansas and California. Outside of his professional work, he has personal interests that include camping, fitness, music, parenthood, scuba diving, and traveling.

Carl Nielsen is an advisor at Fidelity with a Series 66 designation and has been with the firm since 2025. He previously worked at The Peach City for five years and has experience in various community and educational roles. He also serves as an independent contractor providing maintenance and handyman services for a local restaurant. Fidelity’s Strategic Advisers LLC delivers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

John Hall is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding a Series 66 designation and bringing 24 years of industry experience. He has worked with Wells Fargo Bank since 1993 and has been involved with the Salt County Arts Council since 2001. 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 supported by research from Wells Fargo Investment Institute.

Benjamin Bigcraft is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, he held positions at the University of Utah and Unifi Salt Lake City. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and offers a formal advisory role to multiple registered investment companies and fund-of-funds.

Mohamed Gonzalez is a financial advisor at Fidelity with one year of industry experience and holds a Series 66 designation. Prior to joining Fidelity, he worked in various roles across multiple industries including telecommunications and logistics. Outside of his advisory role, he works weekends teaching snowboarding to children at a ski resort in Utah. Fidelity Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and portfolio management. The firm combines proprietary fundamental research with quantitative and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs.

Jason Hill is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. His prior work history includes diverse roles across various sectors, including logistics, education, fitness, and hospitality. Outside of advising, he works as a valet trash and recycling technician. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and deliver model portfolios.

Nathan Smart is a CFP® professional with 28 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent five years at Prudential Equity Group, LLC. Nathan is based in Salt Lake City, UT. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions.

Jamie Bytendorp is a financial advisor at Fidelity with two years of industry experience. He holds Series 66 and Series 63 credentials and previously worked in various roles including at ByteNBooks and Apple Spice. Fidelity, through its affiliate Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction.

Douglas Howard is a financial advisor with Merrill in Salt Lake City, UT, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Merrill and Bank of America since 2015. Outside of his advisory role, he has interests in several partnerships and LLCs involved in real estate development and management, including a limited partnership engaged in condo development in Kauai. Merrill, in conjunction with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through model-based and discretionary strategies. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with a range of investment and custody support solutions.

Darin Dewsnup is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Wells Fargo since 2002, including nine years at Wells Fargo Investments and the past 10 years at Wells Fargo Clearing. Outside of his advisory role, Dewsnup serves on the board of trustees for the Soldier Summit Local District, overseeing water delivery for the community. 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 employs over 14,000 advisors and manages approximately $671 billion in assets, offering a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Trevor McCleery is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and previously worked at Mithra Industries Inc and several other companies across different sectors. Outside of advising, he owns and manages McCleery Properties LLC, a low-maintenance rental property management business. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment entities. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management solutions.

Austin Green is a CFP®-designated financial advisor with 20 years of industry experience. He has been with LPL Financial since 2011 and has prior experience at Wells Fargo Investments. Green is also involved with Mountain America Credit Union and Mountain American Insurance 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 portfolios, third-party asset management, and institutional platforms.

Matthew Iroku is a financial advisor at Wells Fargo Advisors with four years of industry experience. He holds Series 66 and Series 63 licenses and has held positions at Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. Outside of his advisory role, he works as a Lyft driver in San Francisco. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services tailored to clients who meet certain net-worth thresholds, utilizing Wells Fargo research and tools to develop customized recommendations.

Andrew Rakowski is a Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2011, progressing through roles including Investment Solutions Representative, Retirement Solutions Representative, Workplace Planning Consultant, and currently serving as Vice President, Financial Consultant since 2018. With 18 years of industry experience, Andrew partners with high net worth clients to develop comprehensive financial plans tailored to their personal goals and circumstances. His expertise encompasses financial planning and investment solutions, leveraging his extensive background to navigate uncertain economic environments. Andrew holds insurance licenses in Arkansas and California. Outside of his professional work, he engages in family activities, fitness, football, parenthood, reading, and volunteering.

Ryan McMahon is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Goldman Sachs for 12 years. Outside of his advisory role, he is involved as an owner and partner in an e-commerce business focused on bag manufacturing and sales. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary advice on asset allocation, manager selection, and performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.