Whitney Charles is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, Whitney operated a photography business for eight years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Adrian Badillo Bautista is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 designations and has prior work experience at Wells Fargo, Amazon, FedEx, and Tooele County School District. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its registration as a commodity pool operator, advisory role to multiple registered investment companies, and use of algorithmic methods and AI in its research.

Aaron Massey is a financial advisor with Wells Fargo Clearing in Provo, UT, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Beau Hunter is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. His prior work experience includes roles at Frito Lay, O.C. Tanner, and the Salt Lake County Sheriff's Office. He was also involved with Scrum Alliance Agile Dad in 2019. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios consisting of mutual funds, ETFs, and ETPs.

Jenifer Moore is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 65 credentials and 25 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2011 to 2016. Outside of her advisory role, she serves as an assistant scuba instructor with Neptune Divers. 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 follows an IPS-driven advisory process grounded in modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options, in its investment menus.

Franklin Rockwood is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at American National Insurance and NPS - National Product Sales. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including managing model portfolios through a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves multiple registered investment companies and employs systematic methodologies supported by AI in its investment approach.

Joseph Andelin is a financial advisor with Wells Fargo Clearing based in Salt Lake City, UT. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. His career includes roles at Wells Fargo Clearing since 2016, Wells Fargo Advisors LLC from 2011 to 2016, and Wells Fargo Bank N.A. since 2008. Outside of advising, he has partial ownership in a real estate-related business, DEE-WADE PROPERTIES LLC. 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 notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Payton Wallin is a financial advisor at Fidelity with six years of industry experience. He holds the Series 66 and Series 63 designations. His prior experience includes roles at NinthRoot and Mountain America Credit Union, as well as two years with the Church of Jesus Christ of Latter-day Saints. He works with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm’s investment approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios built from mutual funds, ETFs, and ETPs using systematic methodologies.

Phil Horenstein is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. In this role, he partners with clients to work toward financial peace through financial planning. Prior to this, he served as a Retirement Solutions Representative at Fidelity from 2016 to 2018 and briefly as an Investment Solutions Representative in 2016. Phil's previous experience includes roles as a Senior Analyst at Goldman Sachs & Co. from 2014 to 2016 and as an Associate at E*TRADE Financial from 2013 to 2014. Phil holds insurance licenses in Arkansas and California. Outside of his professional responsibilities, he engages in a variety of personal interests including family activities, fitness, football, hiking, military service, and reading.

John Dryden is a financial advisor with Fidelity in Salt Lake City, UT, holding a Series 66 designation and three years of industry experience. He has been with Fidelity Investments since 2021 and previously worked at HIPP LLC and MHospitality LLC. 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 employs a mix of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, model portfolios, and fund advisory services.

Thomas Bourgoin is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Fidelity, he worked in various roles including positions at Aspen Skiing Company and Icelandic Skis. His outside activities include assisting with planning and execution of ski demo events and supporting banquet setup operations at a ski resort. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients through a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering solutions such as discretionary portfolio management and multi-manager fund structures.

Kolton Chato is a financial advisor at Wells Fargo Clearing with four years of industry experience and holds the Series 63 designation. His work history includes roles at US Tech Solutions and Modular Solutions Ltd., as well as a period at Northern Arizona University. 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 incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Mauricio Campos is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2022. He supports individuals and families in identifying, implementing, and monitoring their financial plans to adapt to life's changes. Mauricio's approach centers on helping clients establish solid financial plans that provide peace of mind while working toward their goals. Mauricio has extensive experience within Fidelity Investments, having held roles including Portfolio Specialist from 2021 to 2022, Workplace Planning Consultant from 2019 to 2021, and High Net Worth Service Representative from 2017 to 2019. Prior to his tenure at Fidelity, he worked as a Personal Banker II at Wells Fargo Bank N.A. from 2015 to 2017. He holds insurance licenses in Arkansas and California. Outside of his professional career, Mauricio has personal interests in football, golf, and photography.

Jackson Beck is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has a diverse work background including roles at Watts Up EV Charging, Nordstrom, and involvement in a junior golf organization. Outside of his advisory role, he has experience in drywall contracting through Steffensen Drywall. Fidelity, through its Strategic Advisers LLC division, provides investment management and advisory services to a broad client base including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves in an advisory capacity to multiple registered investment companies.

Stephen Burton is the Director and Executive Services Officer at Fidelity Investments. In his role, he focuses on providing service and support to clients, particularly in discussions and planning related to Equity Compensation Awards earned through employment. He aims to help clients understand how to incorporate these awards into their overall financial plans and goals, working collaboratively with business partners to offer a comprehensive approach. Stephen has been with Fidelity Investments since 2010, holding positions including Executive Services Officer since 2022, Portfolio Specialist from 2013 to 2022, and Stock Plan Specialist from 2010 to 2013. Prior to joining Fidelity, he was a Licensed Personal Banker at Wells Fargo from 2007 to 2010. Outside of his professional responsibilities, Stephen enjoys activities such as camping, cars, family activities, fishing, kayaking, and parenthood.

Todd Davis is a financial advisor at Fidelity with two years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Village Capital Investment and several other firms. Outside of his advisory work, he is a self-published author. 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 across diversified investment vehicles.

Mark Jessup is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 2004 and rejoined Merrill Lynch as a Financial Advisor in 2015 after prior experience as a Client Associate with the firm. Before returning to Merrill Lynch, Mark spent four years at Goldman Sachs working as a Controller in the fixed income space of the Finance Division and as an Analyst in the equity department of the Operations Division. His roles at Goldman Sachs involved partnering with traders to manage firm risk and collaborating with asset managers, institutional clients, and hedge funds. These experiences have contributed to his long-term investment approach and client service capabilities. Mark holds a bachelor's degree in Finance with an emphasis in Investments from the University of Utah and maintains Series 7 and 66 FINRA registrations. He is a member of The Church of Jesus Christ of Latter-day Saints and participates in church leadership and organization. Outside of work, Mark enjoys cycling various disciplines and cooking with his wife, Adrienne, and their three children.

Michael Smith is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016, including a prior role at WELLS FARGO Advisors, LLC. 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 process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Janelle Thompson is a financial advisor at Fidelity with Series 66 and Series 63 credentials and three years of industry experience. She has worked at Fidelity Investments since 2022 and has prior experience in the healthcare and entertainment sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts and deliver model portfolios through systematic methodologies.

Ian Arave is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Fidelity, he worked in various roles including positions at Cross E Ranch and Park City Mountain Resort. Outside of his advisory role, he coaches the Utah Valley University men's club lacrosse team. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors. The firm employs a systematic investment approach combining fundamental research, quantitative analysis, and algorithmic portfolio construction across diversified portfolios.