Jon Green is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Fidelity Investments since 2012 in various roles. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs, with oversight controls and advisory roles uncommon among large institutional peers.

Spencer Young is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and nine years of industry experience. He previously worked at Edward Jones from 2016 to 2022. Outside of his advisory role, he serves as a volunteer voting member of the Summit County Board of Adjustment in Utah. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendations and ongoing annual advice focused on dependable income and tax-aware withdrawal strategies.

Tasi Duncan is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Fidelity, Duncan held roles at the University of Utah and Utah System of Higher Education and has worked in e-commerce, operating an online retail business through Amazon. Fidelity, through its affiliate 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 to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery to intermediary platforms.

Jordan Peterson is the Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2019. He has been with Fidelity Investments since 2006, progressing through various positions including Financial Consultant, Investments Representative, Relationship Manager, Premium Service Representative, Retirements Representative, and Financial Representative. Throughout his career at Fidelity Investments, Jordan has developed expertise in financial consulting, focusing on supporting clients and their families to pursue financial freedom. He aims to build strong relationships based on trust and integrity, working collaboratively with clients to address their financial situations and identify strategies to improve their overall financial plans.

Bryant Saunders is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Wells Fargo, he held roles at DiSys and Dakota Petroleum Services LLC and has experience outside finance including positions as a game programmer and involvement with Belive It or Not Clean. 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.

Robert Ingles is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds Series 66 and Series 63 designations and has been with Wells Fargo in various capacities since 2016. Located in Salt Lake City, UT, Ingles is part of a large national firm serving a broad client base. Wells Fargo Advisors provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Dax Rackham is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. He has worked at Fidelity Investments since 2022 and has prior roles in logistics and environmental services. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base, including charitable funds and registered investment companies, and is noted for its use of systematic methodologies and oversight in managing model portfolios.

Jason Beal is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 credentials and six years of industry experience. His background includes roles at Fidelity Brokerage Services and staffing positions with Goldman Sachs and other firms. He has also worked at the Embassy of the Republic of Malta and The White House. 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 utilizes research and analytics from Wells Fargo Investment Institute and third-party sources, offering both brokerage and advisory solutions across a broad range of financial products.

Robert Harrington is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. He has been with LPL Financial since 2006 and previously worked at VOYA Financial Advisors, Inc. from 2004 to 2006. Outside of advising, Harrington owns Skyline Electronics, a business that sells electronic equipment to manufacturers. 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, and institutional platforms, supported by a large network of investment adviser representatives.

Kerstin Marquardson is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 66 licenses and previously worked six years at Intermountain Healthcare. 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. The firm is notable for its advisory roles with multiple registered investment companies and use of systematic methodologies including AI in portfolio management.

Nicole Klekas is a Series 66-licensed financial advisor with Raymond James Financial, based in Holladay, UT, and has 16 years of industry experience. She previously worked for Morgan Stanley for 10 years and is currently associated with Cottonwood Capital Management. Outside of her advisory role, she serves as an office manager at Cottonwood Capital Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary consulting and supports institutional consulting and portfolio management across a large network of advisors.

Madison Stenquist is a financial advisor at Wells Fargo Clearing in Salt Lake City, UT, with one year of industry experience. He holds Series 65 and Series 63 designations and has been with Wells Fargo in various capacities since 2020. 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 employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions supported by extensive research and analytics.

Devin Olsen is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2016. He has been with Fidelity since 2008, progressing through various positions including Financial Consultant, Portfolio Specialist, Self-Directed Brokerage Representative, and Financial Representative. His professional experience encompasses a broad range of financial services and client advisory roles. Devin holds insurance licenses in Arkansas and California, which support his work in providing comprehensive financial guidance. He and his team focus on understanding each client's unique situation and goals, utilizing Fidelity's resources to offer clear and ongoing advice tailored to individual needs. Outside of his professional responsibilities, Devin's interests include attending concerts, fitness activities, gardening, motorcycles, traveling, and yoga.

Kellen Robbins is a financial advisor at Robert Baird & Co. based in Salt Lake City, UT, with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley and Fidelity Brokerage Services LLC. Prior to his financial services career, he was employed at eBay Inc. for seven years. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Kyle Melling is a financial advisor at Wells Fargo Clearing in Salt Lake City, UT, holding a Series 66 designation with 10 years of industry experience. He has been with Wells Fargo Clearing since 2016 and also has a long-standing involvement with Budget Blinds of Southern Utah since 2002. Melling co-owns Melling Management LLC, a property management business, with his spouse. Wells Fargo Advisors is a national securities firm that serves individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Braxton Percival is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Fidelity, Percival worked in various roles including at Utah Valley University and Broderick and Henderson Construction LLC. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Steve Morrell is a Financial Consultant at Fidelity Investments, a role he has held since 2022. He supports clients and their families by acting as an advocate to ensure their priorities are addressed and works with them to create personalized financial strategies aimed at achieving their financial goals. Steve has extensive experience within Fidelity Investments, having served in multiple capacities including Planning Consultant, Workplace Planning Consultant III, Investment Solutions Representative, and Financial Representative - Full Trader since 2015. His expertise encompasses financial planning and investment solutions. He holds insurance licenses in Arkansas and California. Steve is committed to meeting with clients to review their financial situations, identify appropriate strategies, and improve overall financial plans.

Sheryl Stoneking is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding a Series 63 designation and nine years of industry experience. She has been with Wells Fargo Clearing Services since 2016. Outside of her advisory role, she works as a cashier at Taco Bell. 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 approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Craig Corbett is a financial advisor with Primerica Advisors based in Salt Lake City, UT. He holds Series 63 and Series 65 licenses and has 28 years of experience with Primerica, serving since 1997. Outside of advising, he has been involved in sales of home security and automation products and previously served as a team manager for a local soccer club. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable entities. The firm delivers advisory services through a large network of advisors and employs model-based investment strategies supported by third-party asset managers and custodial firms.

Lindsey Clissold is a financial advisor at Fidelity with six years of industry experience. She holds the Series 66 designation and has worked at Fidelity Brokerage Services LLC since 2019 and at Fidelity Investments since 2025. Prior to that, she spent six years at Select Portfolio Servicing, Inc. Fidelity’s Strategic Advisers LLC, where Lindsey is based, 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, and is notable for its use of systematic methodologies, AI-driven research, and advisory roles for multiple investment companies.