Olivia Barzee is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2021. Prior to her financial career, she was affiliated with Brigham Young University and worked at Andreas Italian Restaurant. 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 an ESG eligibility framework. The firm delivers its services on a non-discretionary basis, allowing clients to retain final decision-making authority.

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 with Ameriprise in Salt Lake City, UT, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at KeyBank and Chartway Federal Credit Union. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides customized retirement planning focused on dependable income sources and tax-aware withdrawal strategies.

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.

Kaden Collins is a Wealth Management Planning Consultant at Fidelity Investments, where he focuses on ensuring that clients' planning and service needs are met. He helps implement and maintain adherence to comprehensive financial plans, enabling clients to align their actions with their stated financial goals. Kaden has been with Fidelity Investments since 2020, holding roles including Fixed Income Specialist and Customer Relationship Advocate before his current position. Prior to joining Fidelity, he worked as a Client Service Manager at Medicus Wealth Planning from 2019 to 2020. Outside of his professional responsibilities, Kaden has interests in fitness and reading.

Daniel Mcginnis is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research and quantitative analysis to construct model portfolios that include mutual funds, ETFs, and ETPs. The firm is notable for its registration as a commodity pool operator, advisor roles to multiple registered investment companies, and use of algorithmic methods and AI in its investment process.

Todd Schmucker is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans 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 notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jacob Hann is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments in 2025, he held various roles in retail, education, and service industries. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Johnathan Tarancon is a financial advisor at Wells Fargo Advisors with eight years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing Services LLC since 2017. His prior work includes roles at Associate Staffing, Walmart, and Weber State University. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations.

Brenda Ledesma is a financial advisor at Fidelity with a Series 66 designation and no prior industry experience. Her work history includes roles at various companies such as Weave, AskNicely, and TaxDome, among others. 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 to develop model portfolios across mutual funds, ETFs, and ETPs.

Sean Creason is the National Director of Wealth Management at Fidelity Investments, a position he has held since 2023. In this role, he leads the PWM IMC team that partners with Wealth Management Advisors to assist clients in designing, implementing, and monitoring investment strategies aimed at achieving their long-term investment goals. Sean has extensive experience within Fidelity Investments, having served as a PWM Investment Management Consultant from 2013 to 2023, a Portfolio Specialist from 2010 to 2013, and a Client Management Representative from 2007 to 2010. His career reflects a consistent focus on wealth management and client investment strategies. Outside of his professional work, Sean enjoys camping, hiking, soccer, and traveling.

Braden Danise is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT. He holds Series 63 and Series 66 licenses and has one year of industry experience. Outside of his advisory role, he provides support for people with disabilities and their families through the Utah Division of Services for People with Disabilities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions, managing approximately $671 billion in assets.

Brett Beyer is a financial advisor with Fidelity, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Wayfair and Wells Fargo Bank. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, through a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, fund advisory services, and model portfolios, utilizing systematic methodologies and oversight controls.

Charles Larsen is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at Loop and OfficeMax, as well as positions in education and municipal services. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios for intermediary platforms.

Caleb Carr is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, he held roles at Amazon, Mountain West Renewable Energy, and other companies, with a varied work history including a position at Greater Eastside Junior Football. Fidelity’s affiliate, 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 to deliver model portfolios and customized investment solutions.