Jamie Bytendorp is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding Series 66 and Series 63 designations and having two years of industry experience. Prior to joining Fidelity, Jamie worked at ByteNBooks and held roles in mortgage and hospitality sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using an investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its formal advisory role to multiple registered investment companies, use of systematic methodologies and AI in research, and established proxy-voting and governance procedures.

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 at Wells Fargo Clearing with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo firms since 2011. Outside of his advisory role, he co-owns a sheep ranch in Soldier Summit, Utah, and serves on the local district board of trustees overseeing water delivery. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-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 among its investment offerings.

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® professional with 20 years of industry experience, currently serving at LPL Financial in Salt Lake City, UT. He has worked with LPL Financial and Mountain America Credit Union since 2011. Green’s credentials include the Series 66 designation, and he is involved with Mountain American Insurance Services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

Matthew Iroku is a financial advisor with Wells Fargo Advisors, holding Series 66 and Series 63 licenses and four years of industry experience. He has worked within Wells Fargo's affiliated entities since 2021. 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 that offers investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning options, including specialized services, and advisors use Wells Fargo research and tools to develop tailored recommendations for clients.

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 Mc Mahon is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He previously worked at Goldman Sachs & Co. for 12 years before joining J.P. Morgan in 2018. Outside of his advisory role, he is involved in an e-commerce business manufacturing and selling bags, assisting with setup and logistics. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors.

Mckenna Ashby is a financial advisor at Fidelity with six years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Mountain America Credit Union, LPL Financial LLC, Ameriprise, and US Bank. Ashby has also been involved in academic roles at Utah Valley University and Weber State University. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios composed of mutual funds, ETFs, and ETPs through systematic methodologies.

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 Series 66 licensed financial advisor with six years of industry experience. He is currently affiliated with LPL Financial and has previous experience at Zions Bank, Fidelity Investments, BancWest Investment Services, and Bank of the West. He is involved with Zions Wealth Advisors, a business related to his LPL advisory activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services incorporating both discretionary and non-discretionary management strategies.

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 and previously worked at Wells Fargo Clearing and Wells Fargo Bank. 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 combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and serves in advisory roles for multiple registered investment companies.

Bradley Baldwin is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Fidelity, he held various roles including multiple positions at the University of Utah and a brief tenure at Beans and Brews. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its registration as a commodity pool operator and advisory roles to registered investment companies.

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. His prior roles include positions at Morgan Stanley, Stifel, and Zions Bancorporation. Outside of his advisory work, he serves as a football official with the Sheridan Football Officials Association. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning services, and retirement plan consulting, offering both discretionary and non-discretionary management supported by in-house and third-party research.

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 eight years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2025, she worked at The Caprock Group, LLC and Wells Fargo in various capacities from 2016 to 2025. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

Kelsey Driggs is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. Prior to joining Fidelity, Driggs worked at CompHealth Locum Tenens and Independence University. Outside of finance, Driggs has experience in extended travel. Kelsey works within Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including multi-manager and fund-of-funds structures.

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.