Jason Hill is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. His prior work history includes diverse roles across various sectors, including logistics, education, fitness, and hospitality. Outside of advising, he works as a valet trash and recycling technician. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and deliver model portfolios.

Nathan Smart is a CFP® professional with 28 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent five years at Prudential Equity Group, LLC. Nathan is based in Salt Lake City, UT. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions.

Jamie Bytendorp is a financial advisor at Fidelity with two years of industry experience. He holds Series 66 and Series 63 credentials and previously worked in various roles including at ByteNBooks and Apple Spice. Fidelity, through its affiliate Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction.

Douglas Howard is a financial advisor with Merrill in Salt Lake City, UT, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Merrill and Bank of America since 2015. Outside of his advisory role, he has interests in several partnerships and LLCs involved in real estate development and management, including a limited partnership engaged in condo development in Kauai. Merrill, in conjunction with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through model-based and discretionary strategies. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with a range of investment and custody support solutions.

Darin Dewsnup is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Wells Fargo since 2002, including nine years at Wells Fargo Investments and the past 10 years at Wells Fargo Clearing. Outside of his advisory role, Dewsnup serves on the board of trustees for the Soldier Summit Local District, overseeing water delivery for the community. 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 advisors and manages approximately $671 billion in assets, offering a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Trevor McCleery is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and previously worked at Mithra Industries Inc and several other companies across different sectors. Outside of advising, he owns and manages McCleery Properties LLC, a low-maintenance rental property management business. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment entities. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management solutions.

Austin Green is a CFP®-designated financial advisor with 20 years of industry experience. He has been with LPL Financial since 2011 and has prior experience at Wells Fargo Investments. Green is also involved with Mountain America Credit Union and Mountain American Insurance Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Matthew Iroku is a financial advisor at Wells Fargo Advisors with four years of industry experience. He holds Series 66 and Series 63 licenses and has held positions at Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. Outside of his advisory role, he works as a Lyft driver in San Francisco. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services tailored to clients who meet certain net-worth thresholds, utilizing Wells Fargo research and tools to develop customized recommendations.

Jeremy Leavitt is a CFP®-certified financial advisor with nine years of industry experience, currently with Ameriprise since 2020. He has prior experience at LPL Financial and Mountain America Federal Credit Union. In addition to his advisory role, he serves as an adjunct professor teaching financial planning courses at the University of Utah. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm’s retirement income service includes a written Recommendation Report supported by investment research and algorithmic tools, with implementation managed in collaboration with clients and their advisors.

Andrew Rakowski is a Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2011, progressing through roles including Investment Solutions Representative, Retirement Solutions Representative, Workplace Planning Consultant, and currently serving as Vice President, Financial Consultant since 2018. With 18 years of industry experience, Andrew partners with high net worth clients to develop comprehensive financial plans tailored to their personal goals and circumstances. His expertise encompasses financial planning and investment solutions, leveraging his extensive background to navigate uncertain economic environments. Andrew holds insurance licenses in Arkansas and California. Outside of his professional work, he engages in family activities, fitness, football, parenthood, reading, and volunteering.

Ryan McMahon is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Goldman Sachs for 12 years. Outside of his advisory role, he is involved as an owner and partner in an e-commerce business focused on bag manufacturing and sales. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary advice on asset allocation, manager selection, and performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Mckenna Ashby is a financial advisor at Fidelity with Series 63 and Series 66 designations and seven years of industry experience. Their work history includes roles at Fidelity Investments, Mountain America Credit Union, LPL Financial LLC, Ameriprise, and US Bank, as well as teaching positions at Utah Valley University and Weber State University. 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 to create diversified model portfolios from mutual funds, ETFs, and ETPs.

Johnathon Walton is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding Series 63 and Series 66 licenses and six years of industry experience. He has worked at Fidelity since 2019 and previously was employed at Recreational Equipment Inc. from 2015 to 2019. 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 utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, and it serves in advisory roles that include the use of AI-driven methodologies and proxy-voting governance for its funds.

Weston Morley is a financial advisor with LPL Financial in Salt Lake City, UT, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Zions Bank, Fidelity Investments, BancWest Investment Services, and Bank of the West. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers diverse advisory solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Adam Pignatti is a financial advisor with Equitable Advisors, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Advocates Inc. and Stifel Independent Advisors, LLC. Outside of finance, he works as an independent contractor delivering food for DoorDash. Equitable Advisors serves individual and institutional clients, providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party investment models and offers a range of mutual funds, ETFs, separately managed accounts, and select alternative investments.

Kimberly Taggert is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding Series 63 and Series 66 licenses and eight years of industry experience. Prior to joining Fidelity, she worked at Antares Pharma and Abbvie Inc. She has also experienced brief periods of unemployment. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs within systematic methodologies and long-term asset allocation frameworks.

Saul De Avila is a financial advisor at Fidelity with five years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Fidelity in 2023, he worked at Wells Fargo Clearing and Wells Fargo Bank from 2014 to 2023. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs. The firm also serves in advisory roles to registered investment companies and uses AI-driven methods in its research processes.

Bradley Baldwin is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His work history includes multiple roles at Fidelity Investments and several years affiliated with the University of Utah. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a variety of portfolios and funds, including those employing AI-driven methodologies, and serves as an advisor to multiple registered investment companies.

Ingrid Hurley is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. She previously worked at Vail Resorts and The Gateway Company and operated Hurley Pilates and Fitness, LLC for 16 years. She also teaches Pilates independently in Salt Lake City. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and funds.

Briggin Bluemel is a financial advisor with LPL Financial in Salt Lake City, UT, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he has worked at Morgan Stanley, Zions Bancorporation, and Stifel. Outside of his advisory role, he officiates football games with the Sheridan Football Officials Association. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.