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 with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 credentials and 5 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA, from 2014 to 2023. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

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.

Benjamin Keith is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Investments since 2020. Prior to joining Fidelity, he was employed by Pushpay and the Department of Veterans Affairs and also worked at Brigham Young University. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage multi-manager and fund-of-funds portfolios and delivers model portfolios to intermediary platforms.

Adrienne Martain Black is a financial advisor with J.P. Morgan Securities in Salt Lake City, UT, holding Series 63 and Series 66 licenses and eight years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2025, she worked at The Caprock Group, LLC and Wells Fargo in various capacities from 2016 to 2025. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

Kelsey Driggs is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. Prior to joining Fidelity, Driggs worked at CompHealth Locum Tenens and Independence University. Outside of finance, Driggs has experience in extended travel. Kelsey works within Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including multi-manager and fund-of-funds structures.

Eric Sargent is a financial advisor at Fidelity with Series 63 and Series 66 credentials and seven years of industry experience. Prior to joining Fidelity, he worked at Primary Residential Mortgage and Vertifi Software, LLC. Outside of his advisory role, he owns and operates a product reselling business in Midvale, Utah. 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 across mutual funds, ETFs, and ETPs.

Michael Mason is a financial advisor with OSAIC who holds the Series 63 and Series 66 designations and has 28 years of industry experience. He previously worked at Woodbury Financial Services, Inc. and Questar Asset Management, among other firms. Mason is also the owner of Summit Capital Services L.C., where he is involved in fixed and indexed universal life insurance sales as well as disability, health, and fixed annuities. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services, including financial planning, retirement plan consulting, and access to third-party money managers. The firm employs a variety of asset-allocation tools and supports both discretionary and non-discretionary management across multiple investment vehicles.

Debbie Fife is a financial advisor at Wells Fargo Advisors with 22 years of industry experience. She holds a Series 63 designation and has worked at Wells Fargo Advisors since 2012. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu tailored to clients who meet certain net-worth thresholds, utilizing Wells Fargo research and tools to develop recommendations delivered through meetings and written summaries.

Travis Breitling is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based analyses and planning without discretionary trading authority. The firm combines planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping these services separate.

Mark Muir is a CFP®-designated financial advisor with 33 years of industry experience, currently affiliated with LPL Financial since 2025. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 1992 to 2025. 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.

Kaden Fullmer is an Investment Solutions Representative III at Fidelity Investments. He has been with Fidelity in various roles since 2021, progressing through positions such as Investment Solutions Representative I and II, as well as roles focused on high net worth services. Kaden has experience in financial planning and client service, working to understand clients' lives and co-create plans to pursue their financial goals. His professional background also includes serving as a customer relationship advocate and providing insurance license help desk support. Outside of work, Kaden engages in family activities, hiking, movies, snowboarding, and traveling.

Patrick Gordon is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within various branches of JPMorgan Chase and J.P. Morgan Securities since 2010, primarily based in Salt Lake City, UT. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within the larger J.P. Morgan broker-dealer and banking organization and offers a range of asset-based advisory services delivered on a non-discretionary basis.

Brenner Sinquefield is a Series 66-licensed financial advisor at Merrill with nine years of industry experience. He has been with Merrill since 2017 and previously worked at Reynolds & Reynolds from 2015 to 2017. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.