Brian Winebrenner is a financial advisor at Morgan Stanley in Salt Lake City, UT, with 16 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at E*TRADE Capital Management and Fidelity Brokerage Services. Outside of his advisory role, he is involved with Wild Wasatch, an agriculture-related business in Sandy, Utah, where he serves as a partial owner and employee. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

David Rasmussen is a financial advisor at Fidelity with two years of industry experience. His prior roles include positions at Mountain America Credit Union and Bronxton, as well as work with educational institutions such as the University of Utah and Utah Valley University. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and delivers model portfolios to intermediary platforms.

Troy Nelson is a Planning Consultant at Fidelity Investments, a position he has held since 2015. Prior to this role, he was an Account Executive at Fidelity Investments from 2006 to 2015. His career in financial consulting began with American Express in 1997, followed by JP Morgan Chase from 1999 to 2006. Nelson holds insurance licenses in Arkansas and California. His professional focus is on wealth planning, working closely with clients and families to help them achieve their financial goals. He emphasizes the trusted reputation of Fidelity in the financial industry. Outside of his professional work, Nelson has interests in outdoor adventures and volunteering.

Robert O'Leary is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked in various roles within Fidelity, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary portfolio management, fund advisory, and model portfolios while employing oversight controls and AI-driven research methods.

Nathan Prawitt is a financial advisor at Fidelity with two years of industry experience. Prior to joining Fidelity in 2023, he worked at CarMax Auto Superstores, Inc. for thirteen years and at Chick-Fil-A for one year. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI tools in research, and its advisory role to multiple registered investment companies.

Nathan Farnsworth is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds a Series 63 designation and previously worked at Morgan Stanley Smith Barney LLC, E*Trade Securities LLC, World Financial Group, and the Utah State Developmental Center. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Brooke Gray is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo, Gray worked at Intermountain Healthcare and Joyce University, among other organizations. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Nathan Bingham is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2014. He works with individuals and families to build financial plans that align personal goals with potential investment strategies. Nathan's approach involves a detailed planning process designed to help clients navigate the complexities of financial planning. He has been with Fidelity Investments since 2005, progressing through roles including Financial Representative, Relationship Manager, Investments Representative, and Account Executive before his current role. Nathan holds a California Insurance License. Outside of his professional work, Nathan has personal interests in baseball, cars, fitness, football, motorcycles, and snowboarding.

Timothy Vanausdal is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding a Series 63 designation and one year of industry experience. His background includes roles at Wells Fargo Clearing Services, DiSys, Logical Delivery LLC, and the University of Utah. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Jonathan Poure is a CFP® professional with 19 years of industry experience, currently affiliated with LPL Financial in Salt Lake City, UT. He has been with LPL Financial and National Bank of Arizona since 2015. Outside of his advisory role, he serves as a manager and business development officer at Zions Trust and Zions Capital Advisors. 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 offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, supporting both discretionary and non-discretionary management with access to research and model portfolios from multiple sources.

Ryan Fellows is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior work includes roles at Ring US Wireless and AT&T. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to multiple registered investment companies and use of systematic methodologies in portfolio management.

James Wiley is a financial advisor with Fisher Investments, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Fisher Investments since 2011. Fisher Investments serves a global client base including institutional and high-net-worth private clients, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment approach combining quantitative and qualitative research, with risk management techniques such as derivatives and tax-loss harvesting.

Dallin Wilcox is a financial advisor at Raymond James Financial Services with six years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2019. Outside of his advisory work, Wilcox serves as a bishopric member for The Church of Jesus Christ of Latter-day Saints, where he helps manage church budgets and supports local youth activities. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, pension plans, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to guide clients in implementing investment recommendations.

Nathan Royall is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 designations and 19 years of industry experience. He has been with Fidelity Investments and its affiliated firms since 2010. Strategic Advisers LLC, a Fidelity company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various platforms.

Justin Bailey is a financial advisor at Fidelity with Series 63 and Series 66 credentials and 28 years of industry experience. He has worked in various roles within Fidelity since 1997, including at Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies and a Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

David Close is a financial advisor with Fidelity Investments based in Salt Lake City, UT. He holds Series 63 and Series 66 credentials and has 12 years of industry experience. David has been with Fidelity since 2013, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs, and maintains formal advisory roles with multiple registered investment companies.

Bradley Zollinger is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and previously worked in various roles at companies including Home Depot, where he continues to work part-time as a hardware associate. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Chris Hutchinson is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2011. He has accumulated extensive experience in financial advising and management through roles at several prominent firms, including Merrill Lynch, UBS Financial Services, TD Ameritrade, Smith Barney, and Goldman Sachs. His career began at Fidelity Investments in 1993, where he served as a Team Manager and Financial Representative. Throughout his career, Chris has focused on financial planning and consulting, with a commitment to understanding each client's unique financial situation. He holds insurance licenses in Arkansas and California, which support his ability to provide comprehensive financial advice. His professional journey reflects a consistent dedication to helping clients pursue their financial goals.

Alexis Schroeder is a financial advisor with Merrill in Salt Lake City, UT, holding a Series 66 designation and two years of industry experience. Prior to Merrill, Schroeder worked at Bank of America and has also been employed at Kay Jewelers since 2019, where responsibilities include inventory auditing and quality checks. Merrill, together 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 individuals, high-net-worth clients, and institutional investors.

Michael Johnson is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Fidelity Investments and Fidelity Brokerage Services since 2018. Outside of his advisory work, he assists his wife as a content creator for their social media account, Tangled Up in the Magic. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research with quantitative and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, model portfolios, and fund advisory, with a focus on systematic methodologies and formal governance procedures.