Pete Hayward is a Vice President and Financial Consultant with Fidelity Investments, a position he has held since 2025. Prior to this role, he served as a Financial Consultant at Fidelity from 2020 to 2025. His professional experience also includes tenure as a Financial Advisor at Vanguard from 2017 to 2020, and as an Agent with State Farm between 2011 and 2016. In his practice, Pete prioritizes understanding clients' goals, values, and desired life outcomes. He emphasizes personalized financial planning through collaboration and regular review to ensure alignment with clients' evolving needs. His approach focuses on helping clients move confidently towards financial freedom. Outside of his professional responsibilities, Pete has interests that include the beach, football, outdoor adventures, and parenthood.

Megan Gill is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2007. Fidelity's affiliate, 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. The firm also serves as an advisor to multiple registered investment companies and constructs model portfolios for Fidelity Institutional Wealth Adviser.

Truong Dang is a financial advisor at Fidelity with two years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Fidelity, his work history includes roles at the University of Utah and various service positions. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to both retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

J Mark Davis is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 66 credentials and has worked across multiple Fidelity entities since 1998. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, including the use of AI and long-term asset allocation benchmarks.

Brandon Baltzell is a financial advisor with LPL Financial in Salt Lake City, UT, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Royal Alliance Associates, Pennington & Company, and LaunchPoint Solutions. Baltzell also manages a non-variable insurance agency, Baltzell Financial LLC, through which he sells fixed annuities and health, life, and long-term care insurance. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a broad range of advisory programs and financial planning services, utilizing model portfolios and research to support diversified investment strategies.

David Brighton is a Financial Consultant at Fidelity Investments, where he currently partners with clients to grow and protect their wealth through comprehensive planning and guidance. He focuses on developing plans that clients feel confident and comfortable with, enabling them to concentrate on their highest priorities and goals. David has accumulated significant experience at Fidelity Investments, holding various roles since 2001, including Senior Portfolio Specialist, Portfolio Specialist, Technical Sales Coaching Specialist, Premium Relationship Associate, Vice President - Senior Financial Consultant, Financial Consultant, Retirement Planning Group member, and Retirement Specialist. Prior to his tenure at Fidelity, he worked as a Financial Planner at WMA Securities from 1998 to 2000. He holds insurance licenses in Arkansas and California. Outside of his professional work, David's personal interests include family activities, fishing, food, gardening, theater, and traveling.

Jacob Garcia is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT. He holds Series 63 and Series 65 licenses and has worked in the financial industry since 2015, including positions at America First Credit Union and Wells Fargo. Garcia joined Wells Fargo Clearing and Wells Fargo Bank in 2026. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and supports its offerings with research from the Wells Fargo Investment Institute and third-party sources.

Ryan Plott is a financial advisor at Fidelity with 27 years of industry experience. He has worked with Fidelity Brokerage Services, Inc. since 1998 and joined Fidelity Investments in 2025. He holds Series 63 and Series 66 credentials. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves multiple registered investment companies and constructs model portfolios for intermediary platforms, using systematic methodologies and long-term asset allocation benchmarks.

Richard Stout is a financial advisor at Wells Fargo Clearing with 39 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Fidelity Brokerage Services for 30 years before joining Wells Fargo in 2018. Outside of his advisory role, he is a part-owner of Express Mobile Wash, LLC, where he contributes to business planning and administrative tasks. 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 advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products than typical institutional advisors, such as insurance-related vehicles and bank deposit sweep options.

Andreas Harkort is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2018. Prior to joining Edward Jones, he spent 13 years at Goldman Sachs. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products through a nationwide network of over 23,700 financial advisors.

Andrew Shadel 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. His prior roles include positions at Alta Capital Management and Wells Fargo Bank. Outside of finance, he provides martial arts instruction to adults and youth as an independent contractor. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction. The firm provides discretionary management, fund advisory, and model portfolio delivery with oversight controls and utilizes systematic methodologies across mutual funds, ETFs, and ETPs.

Tanner Behrens is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding Series 63 and Series 66 licenses with six years of industry experience. His prior work includes roles at Fidelity Brokerage Services and positions outside finance at Posso Pizza Inc. and Vivint Smart Home. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Atwood Lewis is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Fidelity Investments in 2025, he held positions including library security at BYU and various roles outside finance. 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 across mutual funds, ETFs, and ETPs.

Kevin Deppe is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a director and board member for multiple homeowner associations and local entities in Centerville, Utah. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Ryan Poll is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has been affiliated with Raymond James Financial in various capacities since 2004 and is the owner of Legacy Financial Strategies. Outside of his advisory work, he serves as a Counselor to the Bishop in his local Church of Jesus Christ of Latter Day Saints unit. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools, and supports a broad client base including high-net-worth individuals, pension plans, corporations, and charitable organizations.

Jeffrey Doughty is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on understanding clients' financial priorities and implementing appropriate financial tools to help them achieve their short-, mid-, and long-term goals. He specializes in family wealth management strategies, managing new wealth, and retirement income planning. Jeffrey holds a Bachelor's Degree from Brigham Young University and has earned professional designations as an Accredited Asset Management Specialist (AAMS) and Chartered Retirement Planning Counselor (CRPC). He serves as a resource for clients in areas including investing, retirement planning, and preparing for unexpected financial needs, and provides access to additional Bank of America specialists for banking, credit, home financing, and small business solutions. Outside of his professional work, Jeffrey enjoys biking, running, skiing, swimming, tennis, and traveling.

Chandria Aughey is a financial advisor at Fidelity with Series 66 and Series 63 credentials and 10 years of industry experience. She has worked with several Fidelity entities since 2015, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Outside of her advisory role, she assists with office duties at Union Village/Red Shadows in Sandy, Utah. She is part of 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 to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Weston Anthon is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been associated with various divisions of Fidelity Investments since 2012 and has concurrent involvement with the University of Utah since 2008. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to diverse clients, including retail and institutional investors and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs, and it maintains formal advisory roles to multiple registered investment firms.

Jeff Innes is a financial advisor with Fidelity in Salt Lake City, holding Series 63 and Series 66 licenses and possessing 18 years of industry experience. He has worked at various Fidelity entities since 2013, including Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and constructs model portfolios for Fidelity Institutional Wealth Adviser.

Todd Cook is a financial advisor at Wells Fargo Clearing with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he has ownership interests in oil and gas through Brightline Holdings, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s approach is IPS-driven and based on modern portfolio theory, incorporating a broad range of investment vehicles including insurance-related products and bank deposit sweep options.