Benjamin Brunt is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior roles include positions at Danone, NA, and Salt Lake Community College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its work with registered investment companies, use of systematic methodologies, and integration of algorithmic and AI tools in its investment process.

Reagan Young is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds a Series 63 designation and has prior experience at Fidelity Investments and Mountain America Credit Union. 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 grounded in modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Natasha Eldredge is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 credentials and seven years of industry experience. Her prior roles include work at Urban Talent Management as an actor and fitness model, as well as multiple positions within the financial services sector. She has combined experience in investment advisory and client services across several firms. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, employing a systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of portfolios.

Jacob Lebaron is a financial advisor with LPL Financial in Salt Lake City, UT, holding a Series 66 designation and three years of industry experience. He has worked at several firms, including Zions Bancorporation and Guardian Life Insurance Company. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research supported by various subadvisors and advanced technologies.

Samantha Elwood is a financial advisor at Fidelity with over 21 years of industry experience. She holds Series 63 and Series 66 licenses and has been with various Fidelity entities since 1999. Her current roles include positions at Fidelity Investments and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm integrates proprietary research, quantitative analysis, and algorithmic methodologies in its investment process and maintains roles that include commodity pool operator registration and advisory services to multiple registered investment companies.

Chase Vaseleou is a financial advisor at Merrill with 19 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Park Avenue Securities, Guardian Life Insurance, Hornor Townsend & Kent, and Penn Mutual Life Insurance. Outside of finance, he contributes as a food critic covering Utah restaurants. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a diverse range of individual and institutional clients.

Jesus Lujan is a financial advisor at Fidelity with three years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at JPMorgan Chase Bank and J.P. Morgan Securities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, as well as registered investment companies, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios across mutual funds, ETFs, and ETPs and serves in a formal advisory capacity to multiple registered investment companies.

Arthur Figueiredo is a Planning Consultant at Fidelity Investments, a role he has held since 2025. He has progressed through various positions at Fidelity Investments, including Director, Retirement Planner (2024-2025), Retirement Planner (2023-2024), Investment Solutions Representative II (2022-2023), High Net Worth Associate (2022), and Customer Relationship Advocate (2021-2022). Arthur holds insurance licenses in Arkansas and California. He emphasizes understanding his clients personally to create effective financial plans, aiming to be a trusted advisor to them and their families as they grow. Outside of his professional work, Arthur enjoys movies, museums, pets, puzzles, soccer, and traveling.

Jodi Wheeler is a financial advisor at Robert W. Baird & Co. with 30 years of industry experience. She holds Series 63 and Series 66 designations and has been with Robert W. Baird & Co. since 2011. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management practice, serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The team provides consulting and portfolio services tailored to client goals and risk tolerances, utilizing a range of investment strategies and discretionary management options.

Bryan Rodriguez is a financial advisor at Fidelity with Series 65 and Series 63 credentials and three years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank, as well as experience outside of financial services at Uber - Raiser LLC and several small enterprises. Fidelity's Strategic Advisers LLC, where Bryan works, provides investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and is noted for its use of systematic methodologies and AI-driven research tools.

Karen Call is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding Series 63 and Series 66 registrations and two years of industry experience. Prior to joining Fidelity, she worked in massage therapy and related wellness businesses from 2019 to 2023. Fidelity’s Strategic Advisers LLC, a company within Fidelity Investments, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds structures.

Dorinda Russon is a Wealth Management Planning Consultant at Fidelity Investments, a position she has held since 2018. In this role, she collaborates with the Wealth Management team to provide service and support aimed at building strong client relationships and assisting clients in achieving their unique financial goals. Prior to her current role, Dorinda served as a Portfolio Advisory Services Relationship Manager at Fidelity Investments from 2015 to 2018, and before that, she worked at the Service Trading Help Desk from 2012 to 2015. Her experience within Fidelity Investments spans several years, focusing on client services and portfolio management support. Outside of her professional responsibilities, Dorinda has interests in art, camping, family activities, painting, and traveling.

Joseph Nelson is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. He has worked at Fidelity Investments since 2022 and previously held positions at Utah Community Federal Credit Union, Uber, Instacart, and Vivint SmartHome. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a universe of mutual funds, ETFs, and ETPs.

Mccarrey Bludworth is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at multiple Fidelity entities since 2008. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with distinctive roles in commodity pool operations and the use of AI-driven methodologies.

Danielle Bellon is a financial advisor at UBS Financial Services in Salt Lake City, UT, with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has been with UBS since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Frederick Smith is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has been with various Fidelity entities since 2012, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its role as a commodity pool operator, advisor to multiple registered investment companies, and its use of AI and algorithmic methods in portfolio management.

Taylor Parkin is a financial advisor with LPL Financial in Salt Lake City, holding a Series 66 designation and 16 years of industry experience. He worked at Royal Alliance Associates from 2014 to 2022 before joining LPL Financial. Outside of advisory work, Parkin is also a licensed agent selling life, health, disability, and long-term care insurance. 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 provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by internal and third-party research.

Bryant Bienz is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds Series 65 and Series 63 credentials and has worked at Wells Fargo Bank, nA since 2014. Bienz has also been affiliated with academic institutions including The University of Utah and Brigham Young University. 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 combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Nicolas D'amico is a financial advisor at Fidelity with Series 66 and Series 63 licenses and three years of industry experience. His work history includes positions at Fidelity Investments and BambooHR, among others. He is based in Salt Lake City, UT. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios constructed from mutual funds, ETFs, and ETPs and has distinct activities including commodity pool operations and advisory roles to multiple registered investment companies.

Scott Farnsworth is a financial advisor with LPL Financial in Salt Lake City, holding Series 63 and Series 66 designations and 27 years of industry experience. His career includes roles at Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Farnsworth is associated with Zions Bank through LPL’s trade name Zions Wealth Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management supported by research, model portfolios, and various technology-driven investment strategies.