Christopher Martinson is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at the Utah Higher Education Assistance Authority, Western Governors University, and the State of Utah. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage multi-manager and fund-of-funds structures.

Juan Willis is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding a Series 63 designation and four years of industry experience. His prior work includes roles at US Tech Solutions, Quality Flower and Plants, and X-Tra Custom Components. 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 financial advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

Cully Hendricks is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments, he held positions at several companies including BambooHR and Smile Direct Club. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a wide range of clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage funds for both retail and institutional investors.

Brady Cowley is a Planning Consultant at Fidelity Investments. In this role, he provides guidance on budgeting, investing, and wealth planning tailored to meet the unique needs and aspirations of his clients, aiming to help them achieve financial security and prosperity. Prior to becoming a Planning Consultant in 2025, Brady held several positions within Fidelity Investments, including Investment Solutions Representative I through III from 2023 to 2025, and roles focused on high net worth clients from 2022 to 2023. He also has experience as a Customer Relationship Advocate at Fidelity Investments from 2021 to 2022. Brady holds insurance licenses in Arkansas and California. Outside of his professional work, Brady engages in activities such as football, social events with friends, hiking, music, and scuba diving.

Jason Gray is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked across multiple Fidelity affiliates since 2007. 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 employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its role advising registered investment companies and delivering model portfolios to intermediary platforms.

Kelly Johnston is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 66 designations. She serves on the board of Utah Women's Athletics, a nonprofit sports organization in Salt Lake City. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction in developing model portfolios.

Garek Johnson is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has been with Fidelity since 2012. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm utilizes a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, with a focus on systematic methodologies and long-term asset allocation.

Cayden Smith is a Financial Advisor with Merrill Lynch Wealth Management, serving clients as a Merrill Financial Solutions Advisor. He focuses on understanding clients' financial priorities to help develop strategies that address short-, mid-, and long-term goals. Cayden collaborates closely with clients to provide guidance in areas such as investing, retirement planning, and saving for unexpected events. Additionally, he connects clients with specialists in banking, credit, home financing, and small business solutions offered by Bank of America. He brings expertise in managing complex financial demands, including home purchasing, college savings, elder care, and healthcare preparation. Cayden works one-on-one with clients to define their financial goals and tailor portfolio strategies accordingly. As clients' situations evolve, he offers ongoing advice and adjusts strategies to align with changing needs. Cayden holds a Bachelor's Degree from the University of Utah and the Personal Investment Advisor (PIA) designation.

Braun Bullock is a Financial Consultant at Fidelity Investments. He has been with Fidelity since 2015, progressing through roles including Financial Representative, High Net Worth Financial Representative, Investments Solutions Representative, Investment Consultant, and Planning Consultant before his current position. He holds certifications as a Certified Financial Planner™ and possesses insurance licenses in Arkansas and California. Braun focuses on understanding each client's unique financial situation to develop tailored investment plans. Outside of his professional work, Braun's personal interests include fitness, movies, music, parenthood, and theater.

Nicholas Lacoille is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked at PepsiCo and held various roles in retail and service industries. 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.

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.