Jeffrey Willard is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following a year at WELLS FARGO Advisors. Outside of his advisory role, he works as a delivery driver for Amazon Flex. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. 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.

Richard Adams is a financial advisor at Fidelity with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 1997. 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 utilizes proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

John Andrew is a financial advisor at Wells Fargo Clearing in Salt Lake City, UT, holding a Series 66 designation with one year of industry experience. Prior to joining Wells Fargo, he worked at Vivint Smart Home and was affiliated with the Church of Jesus Christ. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services tailored to plan objectives and demographics. The firm’s process is IPS-driven and includes a broader set of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

Tracy Anderson is a financial advisor with Fidelity based in Salt Lake City, UT, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has worked across various Fidelity entities since 2013, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. 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 employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios composed of mutual funds, ETFs, and ETPs, with additional oversight of sub-advisers and conflict-of-interest controls.

Christopher Clark is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding a Series 66 designation and 12 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC from 2014 to 2016. Outside of his advisory role, he coaches basketball in North Salt Lake. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. 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.

Kingsley Sullivan is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been associated with various Fidelity entities since 2007. Outside of his advisory work, he participates as a panelist for Golf Digest’s Top 100 Golf Courses, playing and rating courses without compensation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm serves both retail and institutional investors and is notable for its use of systematic methodologies and its advisory role to multiple registered investment companies.

Michael Sampson is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has 20 years of industry experience. He has been associated with various Fidelity entities since 2005, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management along with fund advisory and model portfolio delivery. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction and maintains formal advisory roles with multiple registered investment companies.

Andrew Nygren is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with various Fidelity entities since 2004, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Based in Salt Lake City, UT, he currently serves at Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs, and it maintains oversight and governance protocols distinctive among large institutional peers.

Graydon Wood is an Investment Consultant currently working at Fidelity Investments since 2025. He has previously held positions as Assistant Vice President and Financial Advisor at Merrill Lynch Wealth Management from 2022 to 2025, and as a Financial Professional at Equitable from 2021 to 2022. Graydon holds a California Insurance License. Graydon's approach to financial advising emphasizes listening and understanding client values to build tailored plans and strategies. His experience spans various facets of investment consulting and financial advising, reflecting his commitment to helping clients achieve confidence and intentionality with their finances. Outside of his professional work, Graydon enjoys biking, camping, hiking, skiing, traveling, and volunteering.

Aubree Pendleton is a financial advisor at Wells Fargo Clearing with three years of industry experience. She holds a Series 63 designation and has worked previously at Baird, Morgan Stanley, E*Trade Securities, and Discover Financial Services. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Richard Clark is a Series 66-licensed financial advisor with Edward Jones, based in Kaysville, Utah. He has 13 years of industry experience and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jeremy Taylor is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked with various Fidelity entities since 1999. Outside of his advisory role, Taylor is the author of a book titled "The Red Sock Mindset" and is involved in a personal business renting recreational equipment. Fidelity’s subsidiary, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves multiple registered investment companies and develops model portfolios that leverage a systematic, long-term asset allocation approach.

Luke King is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity and its affiliated entities since 2014. 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 blend of proprietary fundamental research, quantitative analysis, and systematic methodologies to construct model portfolios using mutual funds, ETFs, and ETPs, and it is involved in commodity pool operations and fund advisory services.

Logan Pia is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. Prior to joining Fidelity, Pia worked at the University of Utah and Salt Lake Community College and was employed by United Parcel Service. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also has a notable role in managing fund advisory services and developing model portfolios utilizing systematic methodologies and long-term asset allocation benchmarks.

Robert Jarman is a financial advisor at Fidelity with Series 66 and Series 63 licenses and three years of industry experience. Prior to joining Fidelity, he was a partner in a food service catering business, J & E Urban Eats LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios.

Ammon Gibb is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior experience includes freelance work and positions at Total Client Connect and Advanced Reporting Solutions. Outside of finance, he has worked with Strap Tank Brewery. 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 research with quantitative analysis and algorithmic portfolio construction to manage a diverse range of portfolios.

Brandon Kidd is Vice President, Wealth Planner at Fidelity Investments. He works with self-directed investors to develop comprehensive wealth plans aimed at helping them achieve their long- and short-term financial goals. Since joining Fidelity in 2000, Brandon has held various roles including Active Trader Representative, VIP Specialist, Financial Consultant, and currently Vice President, Wealth Planner. He leverages his extensive trading experience along with his Certified Financial Planner (CFP4) credential to deepen client relationships and provide tailored financial guidance. Brandon holds insurance licenses in Arkansas and California. He continues to serve Fidelity's clients by applying his knowledge and expertise in wealth planning and trading.

Andrew Winters is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. His prior roles include working with Jeremy Porter and Mark Zuro, as well as participating in an LDS mission. He has been involved in a family business, Winters Bros Mowing, for several years. 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 a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage its offerings, including model portfolios and multi-manager fund structures.

Jake Slauson is a Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 2020, progressing through positions including Planning Consultant and Workplace Planning Consultant, and initially serving as a Customer Relationship Advocate. Prior to Fidelity, he worked as a Customer Service Representative at ProPay from 2018 to 2020. Jake holds insurance licenses in Arkansas and California. His professional focus centers on wealth planning, with a commitment to helping clients address their family's unique financial needs and goals. He emphasizes forming strong relationships with clients and their families as a key aspect of his work. Outside of his professional responsibilities, Jake's personal interests include fitness, football, golf, movies, parenthood, and pets.

Scott Hunter is a financial advisor at Raymond James & Associates with 20 years of industry experience. He holds the Series 66 designation and previously worked at Merrill and Morgan Stanley in various roles between 2006 and 2017. He is based in Salt Lake City, UT. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.