Jonathan Hill is a financial advisor at Fidelity with 24 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and has worked within multiple Fidelity entities since 2015. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it serves a range of clients through discretionary and non-discretionary advisory services.

Connor Clifford is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked at The Pipeline Group and has professional experience outside finance, including five years with G2G Protein Bar. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable gift funds. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and also serves as a registered commodity pool operator and advisor to multiple fund-of-funds.

Jace Waddoups is a financial advisor with Morgan Stanley in Salt Lake City, Utah, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Morgan Stanley since 2014. Outside of his advisory role, he manages a flower farm business in Farmington, Utah. Morgan Stanley Wealth Management serves both individual and institutional clients by providing tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and research.

Heather Record is a financial advisor at LPL Financial with four years of industry experience. She holds the Series 66 designation and has worked previously at CUSO Financial Services, America First Credit Union, and Comprehensive Financial Group. Outside of her advisory role, she has experience in retail through Seagull Book Store. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Kevin Cihlar is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding a Series 66 designation and five years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2020 and previously held positions at RHI General Group, Creative Financial Staffing, Indiana Mills and Manufacturing, and Indiana University-Bloomington. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Gregory Rudd is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing for a combined 15 years. Outside of his advisory role, he serves as a Utah Republican Party State Delegate for House District 19. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, retirement plan consulting, and brokerage solutions to individual, corporate, and institutional clients. The firm uses research and analytics to guide investment decisions and offers a range of financial products through affiliated bank and insurance entities.

Joseph Jackson is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has prior work experience at AECOM and Southern Utah University. Outside of his advisory role, he owns and manages a rental property through Blue Osprey LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, combining proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop systematic model portfolios.

Jon Webb is a financial advisor at Fidelity with 13 years of industry experience. He has held positions at Fidelity Investments since 2019 and previously worked at Edward Jones for three years. Webb holds Series 63 and Series 66 licenses and is based in Salt Lake City, UT. Fidelity’s Strategic Advisers LLC offers 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 discretionary and non-discretionary portfolios and serves multiple registered investment companies, employing systematic methodologies and advanced technologies such as AI in its investment processes.

Harrison Payne is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. He has worked at Wells Fargo Clearing since 2021 and previously was self-employed from 2017 to 2021. Payne also attended the University of Utah from 2012 to 2018. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates a broad range of investment products, including insurance-related vehicles and bank deposit sweep options.

Kimberly Ann Monk is a financial advisor at Wells Fargo Clearing with six years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Clearing since 2019, having also worked at Wells Fargo Bank, NA since 2009. 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 advice. The firm’s approach is IPS-driven and grounded in modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Christopher Jensen is a Wealth Management Planning Consultant at Fidelity Investments. In his current role, he partners with the Private Wealth Management team to deliver personalized service and maintain long-term client relationships. He focuses on collaborative communication to assist families in creating comprehensive wealth planning strategies aimed at growing, preserving, and transferring their wealth. Christopher has been with Fidelity Investments since 2011, progressing through roles including Financial Representative, Premium Services Representative, and Private Client Group Representative before becoming a Planning Consultant in 2021. His experience spans multiple facets of wealth management and client service within the firm. Outside of his professional responsibilities, Christopher enjoys board games, family activities, gardening, golf, and parenthood.

Olivia Barzee is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds the Series 66 designation and has worked at various roles within J.P. Morgan entities since 2020. Prior to her financial career, she was employed at Andreas Italian Restaurant for two years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Kyle Poulter is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank NA. Outside of his advisory role, Poulter serves as a committee member for the City of North Salt Lake Trails and Active Transportation and works as a part-time Lyft driver. 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 broader range of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Jake Arbon is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Clearing Services, Northwestern Mutual, Vivint, and Brigham Young University. In addition to his advisory role, he is involved with Zion Wealth Advisors, a business related to his LPL practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting, offering both discretionary and non-discretionary management supported by proprietary and third-party research.

Mary Friedheim is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 licenses and having three years of industry experience. Her prior work includes roles at Apartment Management Consultants and ICO Multifamily Property Management. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator and advises multiple registered investment companies, employing systematic methodologies and formal governance procedures.

Brett Reeves is a financial advisor at Fidelity with 22 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity Investments since 2011. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, its role in managing registered investment companies, and its integration of AI and algorithmic tools in its investment process.

Jeff Whyte is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked at multiple firms including Bank of America, Merrill, Wells Fargo Clearing Services, Morgan Stanley, and E*Trade Securities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with distinctive features such as its role as a commodity pool operator, advisory responsibilities to multiple registered investment companies, and use of AI in research.

Clinton Sampson is a financial advisor at Ameriprise in Salt Lake City, UT, holding Series 65 and Series 63 licenses with two years of industry experience. His prior roles include positions at KeyBank NA, Chartway Federal Credit Union, and the University of Utah. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement income planning advice through a written Recommendation Report and ongoing support.

Shay Reid is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, Reid worked at Cyprus Credit Union and held roles with The Church of Jesus Christ of Latter-Day Saints and Southern Virginia University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Parker Hendrickson is a financial advisor at Wells Fargo Clearing in Salt Lake City, UT, holding a Series 66 designation. He has been with Wells Fargo Clearing since 2020. Prior to this, his background includes roles in hospitality and education. 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. The firm’s approach is IPS-driven and incorporates a range of investment options, including insurance-related products and bank deposit sweep programs.