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 at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he held roles in companies including PepsiCo and various retail and service positions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage 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. His prior work experience includes roles at Wells Fargo, Amazon, and FedEx. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a broad investable universe.

Aaron Massey is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at Wells Fargo in various capacities since 2002. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement consulting services, combining proprietary research with third-party analytics to support diversified portfolio management.

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 bringing 26 years of industry experience. She previously worked at Wells Fargo Investments, LLC for nine years before joining her current firm in 2016. Outside of her advisory role, she serves as an assistant scuba instructor. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm leverages extensive research and analytics to provide diversified investment solutions and also distributes financial products through affiliated banks and insurance entities.

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 at Wells Fargo Clearing with 16 years of industry experience. He holds the Series 63 and Series 65 credentials and has been with Wells Fargo Clearing since 2016, having previously worked at Wells Fargo Bank N.A. since 2008. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, retirement plan consulting, and brokerage solutions to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and emphasizes research-driven investment approaches and diversification.

Payton Wallin is a financial advisor at Fidelity with six years of industry experience and holds Series 63 and Series 66 licenses. Prior to joining Fidelity, he worked at NinthRoot and Mountain America Credit Union. He also has experience with the Church of Jesus Christ of Latter-day Saints. 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 across mutual funds, ETFs, and ETPs. The firm is noted for its use of systematic methodologies, oversight of sub-advisers, and advisory roles with registered investment companies and fund-of-funds.

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 five years of industry experience. He holds a Series 63 designation and has previously worked at US Tech Solutions and Modular Solutions Ltd. 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 from Wells Fargo Investment Institute.

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.

Kyra Montes is a financial advisor at Raymond James Financial with Series 63 and Series 65 credentials and one year of industry experience. Her prior work includes roles at D.A. Davidson & Co. and several other financial firms. Outside of advisory work, she assists with customer service and facility upkeep at a health and fitness contrast therapy center. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, and institutional clients. The firm emphasizes customized, non-discretionary planning using risk profiling and analytical tools, supporting implementation through advisory programs and other providers.