Brandon Bennion is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 66 and Series 63 licenses and is based in Salt Lake City, UT. Bennion has worked at Fidelity Investments since 2011. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction.

Brett Kidder is a Planning Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2022, progressing through various roles including Investment Solutions Representative I and II, Investment Solutions III, and Customer Relationship Advocate. Brett holds insurance licenses in Arkansas and California. His work focuses on collaborating with clients to develop financial plans tailored to their individual needs and goals. Outside of his professional role, Brett has interests in baseball, camping, cooking and baking, fishing, family activities, and parenthood.

Jeffrey Edwards is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked with various divisions of Fidelity since 2007, including Fidelity Personal and Workplace Advisors and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company where he operates, provides investment management and advisory services to retail and institutional clients, as well as charitable funds and registered investment companies. The firm’s investment process combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering portfolio management and advisory services that incorporate model portfolios and systematic methodologies.

Tell White is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, he held roles at Frito-Lay, Utah Valley University, and Wal-Mart. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to diverse clients, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its commodity pool operator registration, advisory roles to multiple registered investment companies, and the use of advanced technologies such as AI and long-term asset allocation strategies.

Tami Tingey is a financial advisor with LPL Financial based in Salt Lake City, UT, holding Series 65 and Series 63 credentials and has 12 years of industry experience. She has been affiliated with Zions Bank since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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.

Katherine King is a financial advisor at Raymond James Financial with 12 years of industry experience. She holds a Series 66 designation and previously worked at Western Governors University, Zions Bank, and LPL Financial. Outside of her advisory role, she serves as a Registered Associate and Practice Manager for ApexFlow Wealth Management, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized services including municipal advising and SIMPLE IRA Employer Advisory programs.

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.