Mckenna Ashby is a financial advisor at Fidelity with Series 63 and Series 66 designations and seven years of industry experience. Their work history includes roles at Fidelity Investments, Mountain America Credit Union, LPL Financial LLC, Ameriprise, and US Bank, as well as teaching positions at Utah Valley University and Weber State University. 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 to create diversified model portfolios from mutual funds, ETFs, and ETPs.

Johnathon Walton is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding Series 63 and Series 66 licenses and six years of industry experience. He has worked at Fidelity since 2019 and previously was employed at Recreational Equipment Inc. from 2015 to 2019. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, and it serves in advisory roles that include the use of AI-driven methodologies and proxy-voting governance for its funds.

Weston Morley is a financial advisor with LPL Financial in Salt Lake City, UT, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Zions Bank, Fidelity Investments, BancWest Investment Services, and Bank of the West. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers diverse advisory solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Kimberly Taggert is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding Series 63 and Series 66 licenses and eight years of industry experience. Prior to joining Fidelity, she worked at Antares Pharma and Abbvie Inc. She has also experienced brief periods of unemployment. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs within systematic methodologies and long-term asset allocation frameworks.

Saul De Avila is a financial advisor at Fidelity with five years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Fidelity in 2023, he worked at Wells Fargo Clearing and Wells Fargo Bank from 2014 to 2023. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs. The firm also serves in advisory roles to registered investment companies and uses AI-driven methods in its research processes.

Ingrid Hurley is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. She previously worked at Vail Resorts and The Gateway Company and operated Hurley Pilates and Fitness, LLC for 16 years. She also teaches Pilates independently in Salt Lake City. 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 to manage diversified portfolios and funds.

Briggin Bluemel is a financial advisor with LPL Financial in Salt Lake City, UT, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he has worked at Morgan Stanley, Zions Bancorporation, and Stifel. Outside of his advisory role, he officiates football games with the Sheridan Football Officials Association. 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.

Benjamin Keith is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Investments since 2020. Prior to joining Fidelity, he was employed by Pushpay and the Department of Veterans Affairs and also worked at Brigham Young University. Strategic Advisers LLC, a Fidelity Investments company, 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 multi-manager and fund-of-funds portfolios and delivers model portfolios to intermediary platforms.

Adrienne Martain Black is a financial advisor with J.P. Morgan Securities in Salt Lake City, UT, holding Series 63 and Series 66 licenses and having eight years of industry experience. Her career includes roles at Wells Fargo Clearing, The Caprock Group, LLC, and JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a manager solutions team.

Eric Sargent is a financial advisor at Fidelity with Series 63 and Series 66 credentials and seven years of industry experience. Prior to joining Fidelity, he worked at Primary Residential Mortgage and Vertifi Software, LLC. Outside of his advisory role, he owns and operates a product reselling business in Midvale, Utah. 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 across mutual funds, ETFs, and ETPs.

Michael Mason is a financial advisor at OSAIC with 28 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Woodbury Financial Services, Questar Asset Management, and Commonwealth Financial Network. He is also the owner of Summit Capital Services L.C., where he conducts fixed insurance and annuity sales. OSAIC serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, portfolio management, and retirement plan consulting. The firm’s investment process focuses on model-based asset allocation and portfolio optimization supported by various tools and third-party manager programs.

Debbie Fife is a financial advisor at Wells Fargo Advisors with 22 years of industry experience. She holds a Series 63 designation and has worked at Wells Fargo Advisors since 2012. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu tailored to clients who meet certain net-worth thresholds, utilizing Wells Fargo research and tools to develop recommendations delivered through meetings and written summaries.

Kaden Fullmer is an Investment Solutions Representative III at Fidelity Investments. He has been with Fidelity in various roles since 2021, progressing through positions such as Investment Solutions Representative I and II, as well as roles focused on high net worth services. Kaden has experience in financial planning and client service, working to understand clients' lives and co-create plans to pursue their financial goals. His professional background also includes serving as a customer relationship advocate and providing insurance license help desk support. Outside of work, Kaden engages in family activities, hiking, movies, snowboarding, and traveling.

Patrick Gordon is a financial advisor with J.P. Morgan Securities based in Salt Lake City, UT, holding Series 65 and Series 63 credentials and 15 years of industry experience. His career includes extended tenure at JPMorgan Chase Bank and J.P. Morgan Securities, where he has worked since 2010 in various capacities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative screening and qualitative research, incorporating an ESG eligibility framework and utilizing broader derivatives and commodities capabilities.

Brenner Sinquefield is a Series 66-licensed financial advisor at Merrill with nine years of industry experience. He has been with Merrill since 2017 and previously worked at Reynolds & Reynolds from 2015 to 2017. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Jordan McWilliams is an Investment Solutions Representative III at Fidelity Investments, a position held since 2026. Jordan began their career at Fidelity in 2020, progressing through roles including Investment Solutions Representative I and II, Annuity Service Representative, Stock Plan Associate, and Customer Relationship Advocate. Prior to Fidelity, Jordan worked as a Bank Teller at Zions Bank from 2019 to 2020. Jordan holds insurance licenses in Arkansas and California. Their professional focus is assisting individuals and families with financial planning by understanding clients' lives and collaborating to create plans aimed at achieving financial goals. Jordan strives to help clients feel confident and comfortable with their financial plans. Outside of their professional work, Jordan has personal interests in football, golf, and parenthood.

Stephen Martin is a CFP® professional with 20 years of industry experience, currently affiliated with LPL Financial in Salt Lake City, UT. His career includes roles at Cyprus Federal Credit Union since 2016, and prior experience at Cetera Wealth Services, LLC and The Strategic Financial Alliance, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, and institutional platforms, supporting its network of over 22,800 advisors and managing more than $819 billion in discretionary assets.

Benjamin Tahy is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Fidelity Brokerage Services since 2018, with prior experience at Morgan Stanley and Morgan Stanley Private Bank. 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 to develop model portfolios across mutual funds, ETFs, and ETPs. The firm also serves registered investment companies and maintains roles in fund advisory and proxy governance.

Brittner Smartt is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, Smartt held roles at Global Payments, Castle and Cooke Mortgage, and Lending Club. Outside of financial services, Smartt is involved in entrepreneurial ventures including a custom resin print and dice business and a partnership in a mocktail event company. Smartt works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a process combining fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and advisory services.

Carl Hill Jr. is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity divisions since 2007, including Brokerage Services, Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its role in managing model portfolios and serving as a registered commodity pool operator.