Kayla Payne is a financial advisor at Wells Fargo Clearing with nine years of industry experience. She holds Series 65 and Series 63 licenses and has worked with Wells Fargo entities since 2013. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, retirement plan consulting, and both brokerage and advisory solutions, managing approximately $671 billion in assets.

Bryson Welter is a financial advisor at Fidelity with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Unisys Corporation and the University of Utah. Outside of his advisory work, he is involved with Catch It Events, LLC, a marketing firm where he manages events on his days off. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios across various investment vehicles and serves as an advisor to multiple registered investment companies and fund-of-funds.

Brandon Asevedo 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 Brokerage Services LLC since 2019. Outside of his advisory role, he creates travel-related video content for The Voyager Outpost. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies and its advisory role to multiple registered investment companies and fund-of-funds.

Jeni Millar is a financial advisor with Raymond James Financial in Salt Lake City, UT, holding a Series 66 designation and five years of industry experience. Her work history includes roles at Voyager Wealth Advisors and Integrated Wealth Strategies, as well as ongoing service with Raymond James Financial Services Advisors since 2020. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth investors, pension plans, charitable organizations, and government entities. The firm also offers specialized SIMPLE IRA Employer Advisory services for small businesses and integrates municipal and public finance activity through its referral relationships.

Toby Taylor is a financial advisor with Morgan Stanley, holding a Series 66 designation and 18 years of industry experience. He has worked at Morgan Stanley since 2022 and previously held positions at E*TRADE Capital Management LLC and E*Trade Securities LLC starting in 2008. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Kyle West is a financial advisor with Fidelity in Salt Lake City, UT, holding a Series 66 designation. He began his advisory career in 2024 and has experience with several firms including Robinhood Stocks, MarketStar, and Chipr. Outside of finance, his background includes work in photography and pest control. 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 employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Jason Barnes is a financial advisor at Fidelity with 18 years of industry experience. He holds the Series 66 designation and has been affiliated with Fidelity Brokerage Services LLC since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, offering discretionary portfolio management, fund advisory, and model portfolios constructed through a combination of fundamental research and quantitative analysis.

Ashton Ledee is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 licenses. He has seven years of industry experience, including roles at Fidelity Brokerage Services and Grifols. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction, including the use of AI and long-term asset allocation benchmarks.

Garv Gianchetta is a financial advisor with J.P. Morgan Securities in Salt Lake City, UT, holding the Series 66 designation and seven years of industry experience. His career includes roles at JPMorgan Chase Bank, TD Ameritrade, Charles Schwab, and Morgan Stanley. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation process combined with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary services delivered by a select group of Wealth Advisors.

Joshua Clark is a financial advisor at Fidelity with 27 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with various Fidelity entities since 1998, including Strategic Advisors Inc. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction.

Joshua Suprise is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 licenses. He has three years of industry experience, including his current role at Fidelity Investments since 2021. Prior to this, he worked in various roles outside finance, including at Newtown Heating and Air and Iron Wheel Deliveries. Fidelity Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a methodology that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its use of systematic investment processes and its advisory roles with multiple registered investment companies.

Kevin McHenry is a Planning Consultant at Fidelity Investments. In this role, he works with clients to help them make informed investment decisions that align with their goals, time horizon, and risk tolerance. He focuses on understanding each client's financial situation and provides guidance tailored to their individual needs. Kevin has progressed through multiple roles at Fidelity Investments, beginning as a Workplace Planning Consultant I in 2021, advancing to Workplace Planning Consultant II in 2022, Workplace Planning Consultant III in 2023, and currently serving as a Planning Consultant since 2024. He holds insurance licenses in Arkansas and California. Outside of his professional work, Kevin enjoys outdoor activities including camping, fishing, hiking, and snowboarding.

Suann Potter is a financial advisor with Wells Fargo Advisors in Salt Lake City, UT, holding Series 66 and Series 63 designations and bringing 12 years of industry experience. She has been with Wells Fargo Clearing and related entities since 2014. Wells Fargo Advisors Financial Network serves individual, trust, and institutional clients, offering a broad range of investment and fee-based financial planning services tailored to clients who meet a net-worth threshold. The firm provides specialized planning areas, including business-owner transition and special-needs analysis, supported by proprietary research and planning tools.

Steven Earl is a financial advisor at Wells Fargo Advisors with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Wells Fargo in various capacities since 2009. Outside of his advisory work, he operates Steven Earl Photography, specializing in photographing high school sports. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers comprehensive financial planning and investment services with tailored recommendations supported by Wells Fargo research and planning tools.

Nicholas Roberts is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory work, he has a partial ownership interest in a strategic coalition LLC. 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 includes a broader set of financial products than many peers, such as insurance-related vehicles and bank deposit sweep options.

Kyle Glenn is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 designations and is based in Salt Lake City, Utah. Kyle has been with Fidelity since 2014. 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 proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage model portfolios across a range of mutual funds, ETFs, and ETPs.

Laurel Morgan is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has been with Fidelity Investments since 2010. Outside of her advisory role, she is a partner in H & S Family Investments, a real estate investment venture. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a systematic investment process that integrates proprietary research, quantitative analysis, and algorithmic portfolio construction.

Milad Habib is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds the Series 63 designation and has worked previously at Carta Securities, LLC, eShares Inc., HireTalent, and Fidelity Brokerage Services LLC. Habib is based in Salt Lake City, UT. 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, providing services tailored to plan objectives and acting as an ERISA fiduciary when giving investment advice.

Joseph Bell is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior roles include positions at GPS Capital Markets and Utah Valley University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from a broad investable universe. The firm also serves as an advisor to multiple registered investment companies and utilizes algorithmic methods and AI in its research processes.

Joshua Maddux is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. He has held various roles within Fidelity Investments since 2021, including Investment Solutions Representative III, Investment Solutions Representative II, Fixed Income Specialist, and High Net Worth advisor. Prior to joining Fidelity, Joshua worked as a Financial Advisor at Morgan Stanley from 2008 to 2011 and at HRBFA (Ameriprise) from 1994 to 2008, as well as a Drill Bit Sales Representative at Baker Hughes from 2012 to 2014. Joshua focuses on collaborating with individuals and families to understand their unique financial goals and develop tailored financial plans. His experience spans benefits planning, investment solutions, fixed income, and high net worth client services. Outside of his professional work, Joshua enjoys outdoor activities such as camping, hiking, motorcycles, visiting museums, outdoor adventures, and skiing.