Kalvin Stinger is a financial advisor at Fidelity with two years of industry experience. He holds the Series 63 and Series 66 securities licenses. Outside of his advisory role, he has worked as an independent contractor for Doordash on a limited basis. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a variety of clients, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios using mutual funds, ETFs, and ETPs.

Brian Wells is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and possessing 14 years of industry experience. He has been with Fidelity since 2012, including roles at Fidelity Personal and Workplace Advisors from 2018 to 2025. 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. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolios, and engages in activities such as commodity pool operation and advisory roles for multiple registered investment companies.

Shane Johnson is a financial advisor with Fidelity Investments and holds Series 63 and Series 66 designations. He has 20 years of industry experience, including roles at Strategic Advisors Inc. and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and provides oversight for sub-advisers while incorporating AI and systematic methodologies in its process.

Melissa Sipherd is a Series 66-licensed financial advisor with six years of industry experience, currently with LPL Financial. Her prior experience includes roles at Raymond James Financial Services and Merrill. She also operates Utah Wealth Strategies, an investment-related business. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, with advice provided by a large network of investment adviser representatives using a range of investment strategies.

David Shipley is a CFP® professional with 23 years of experience in the financial services industry. He is currently affiliated with LPL Financial and Zions Bank in Salt Lake City, UT, and has held prior roles at J.P. Morgan Securities, Chase Investment Services, Woodbury Financial Services, and Northwestern Mutual Investment Management. Shipley also serves as a Provo City Council member and works as an adjunct professor teaching online finance courses. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions, supported by a large network of investment adviser representatives and a broad suite of technology and operational tools.

Kyden Lee is a financial advisor at J.P. Morgan Securities in Salt Lake City, UT, holding a Series 66 designation with one year of industry experience. Prior to joining J.P. Morgan, Lee worked at Evercore Inc. and Portfolio Advisors LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines systematic quantitative screens and qualitative research to support model asset allocations.

David Norton is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with various Fidelity entities since 2007. In addition to his advisory roles, he has been affiliated with the University of Utah since 2003. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory role to multiple registered investment companies, use of systematic methodologies including AI, and participation in fund governance and proxy voting.

Hunter Smith is a Financial Consultant I at Fidelity Investments. In this role, he partners with clients to support their financial decision-making, focusing on strategies that align with their individual goals and values. He emphasizes ongoing collaboration and personalized guidance to help clients manage financial opportunities and challenges while maintaining their long-term vision. Hunter began his career at Fidelity Investments as a Workplace Planning Consultant in 2022, advancing to Planning Consultant in 2024 before assuming his current role in 2026. He holds insurance licenses in Arkansas and California, enabling him to offer a range of financial planning services. Outside of his professional work, Hunter enjoys baseball, golf, movies, museums, and parenthood.

Isaiah Tauati is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding Series 63 and Series 66 credentials and six years of industry experience. His prior roles include positions at Brigham Young University and NorthStar Home Security. 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 employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Diana Nguyen is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds a Series 66 designation and has worked with JPMorgan Chase Bank, N.A. since 2021. Her prior roles include positions at the University of Utah, Crewe Capital, and Granite Credit Union. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a manager solutions team and incorporates ESG eligibility frameworks where applicable.

Connor Ivins is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Fyzical Therapy and Balance, Provo City, and the Missionary Training Center. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios constructed from mutual funds, ETFs, and ETPs.

Steven Fenton is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 65 credentials and 25 years of industry experience. He previously worked at Prudential Equity Group, LLC from 2001 to 2003. Outside of his advisory role, he is involved in managing several non-investment-related businesses and serves on the board of trustees for the Pineview Overlook Homeowners Association. 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 research and analytics to evaluate investment options and offers a broad range of brokerage and advisory solutions.

Jonathan Wardenburg is a financial advisor with Equitable Advisors in Salt Lake City, UT. He holds Series 65 and Series 66 licenses and has 12 years of industry experience. Prior to joining Equitable Advisors in 2023, he worked at several firms including Crump Life Insurance Services, Farmers Insurance Company, and Allstate Insurance Company. Outside of his advisory role, he is an owner and partner of JS Drinks LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers a range of advisory models implemented through third-party asset managers and LPL-sponsored programs, with services covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Addison Dishman is a CFP®-designated financial advisor with three years of industry experience. He is currently with LPL Financial and has prior experience at Raymond James Financial Services and Cornerstone Research. Outside of his advisory roles, Dishman has been involved with Utah Wealth Strategies. 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.

Earl Kerns is a financial advisor with Primerica Advisors in Bountiful, UT, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been associated with PFS Investments, Inc. since 2007 and with Primerica Financial Services since 1984. Outside of his advisory role, he has worked as a forester with the USDA Forest Service. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure, delegating trading responsibilities to BNY Mellon Advisors.

Sevak Tsaturyan is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity Investments in 2025, he worked for the U.S. Department of State for twelve years. Outside of his advisory role, he is a non-operating partner in Toye Coffee, an international business, and serves as a board member for a homeowners association in California. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a blend of proprietary fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and it also serves as an advisor to multiple registered investment companies and fund-of-funds.

Mark Ward is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior roles include positions at Retirement Planners of America, Prestige Wealthwide, LLC, and Financial Engines Advisors L.L.C. Outside of his advisory work, Ward maintains a real estate license and acts as an independent real estate agent. 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 utilizes research and analytics to support diversified investment strategies within its brokerage and advisory solutions.

Garrett Clements is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 designations and seven years of industry experience. He has been with Wells Fargo Clearing since 2019 and also has a career history at Wells Fargo Bank, NA dating back to 2016. Outside of his advisory role, Garrett is involved as a ward clerk with the Church of Jesus Christ of Latter Day Saints and owns businesses focused on life coaching and 3D printing services. 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 with over 14,000 advisors and offers a variety of brokerage and advisory solutions combined with research and analytics from Wells Fargo Investment Institute.

Trevor Yocom is a financial advisor at Fidelity with 31 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various Fidelity entities since 1994. 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 combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Simon Pope is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior roles include positions at Evoke at Entrada, Woodward Park City, and several insurance and healthcare-related firms. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors, utilizing a combination of proprietary fundamental research, quantitative analysis, and systematic portfolio construction methods.