John Andrew is a financial advisor at Wells Fargo Clearing in Salt Lake City, UT, holding a Series 66 designation with one year of industry experience. Prior to joining Wells Fargo, he worked at Vivint Smart Home and was affiliated with the Church of Jesus Christ. 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 tailored to plan objectives and demographics. The firm’s process is IPS-driven and includes a broader set of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

Tracy Anderson is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity in various capacities since 2013, including roles at Fidelity Personal and Workplace Advisors. Her prior experience includes positions at J.P. Morgan Institutional Investments Inc. and Edward Jones. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing portfolios through a systematic, multi-manager approach.

Christopher Clark is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding a Series 66 designation and 12 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC from 2014 to 2016. Outside of his advisory role, he coaches basketball in North Salt Lake. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. 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.

Kingsley Sullivan is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has worked at various Fidelity affiliates since 2007 and briefly at TD Ameritrade and Ameriprise Advisor Services earlier in his career. Outside of financial services, he is a panelist for Golf Digest’s Top 100 Golf Courses, where he plays and rates golf courses. Strategic Advisers LLC, a Fidelity Investments company, 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 manage model portfolios across multiple investment vehicles.

Michael Sampson is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He has worked at various divisions within Fidelity since 2005, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages multiple registered investment companies and fund-of-funds.

Andrew Nygren is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at various Fidelity entities since 2004, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC, where Andrew works, provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm combines fundamental research with quantitative and algorithmic portfolio construction, offering model portfolios and services that include oversight and use of AI-driven methodologies.

Graydon Wood is an Investment Consultant currently working at Fidelity Investments since 2025. He has previously held positions as Assistant Vice President and Financial Advisor at Merrill Lynch Wealth Management from 2022 to 2025, and as a Financial Professional at Equitable from 2021 to 2022. Graydon holds a California Insurance License. Graydon's approach to financial advising emphasizes listening and understanding client values to build tailored plans and strategies. His experience spans various facets of investment consulting and financial advising, reflecting his commitment to helping clients achieve confidence and intentionality with their finances. Outside of his professional work, Graydon enjoys biking, camping, hiking, skiing, traveling, and volunteering.

Aubree Pendleton is a financial advisor at Wells Fargo Clearing with three years of industry experience. She holds a Series 63 designation and has worked previously at Baird, Morgan Stanley, E*Trade Securities, and Discover Financial Services. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Jeremy Taylor is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 1999. Outside of his advisory role, he is the author of a book titled *The Red Sock Mindset* and co-manages a personal recreational equipment rental business with his wife. He is affiliated with 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 proprietary fundamental research and quantitative analysis, using systematic methodologies and algorithmic portfolio construction for its model portfolios.

Charles Christensen is a financial advisor at LPL Financial in South Salt Lake, UT, holding a Series 66 designation with seven years of industry experience. His work history includes roles at America First Credit Union, Empower Financial Services, and Alaska USA Federal Credit Union, among others. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Luke King is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 22 years of industry experience. His career includes multiple roles at Fidelity and its affiliated firms since 2006, as well as a one-year period at TD Ameritrade. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction using proprietary research, quantitative analysis, and algorithmic methods. The firm serves a broad client base and maintains a formal advisory role to several registered investment companies and fund-of-funds.

Logan Pia is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. Prior to joining Fidelity, Pia worked at the University of Utah and Salt Lake Community College and was employed by United Parcel Service. Fidelity’s Strategic Advisers LLC provides 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 also has a notable role in managing fund advisory services and developing model portfolios utilizing systematic methodologies and long-term asset allocation benchmarks.

Robert Jarman is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. He has been with Fidelity Investments since 2022. Outside of advising, he was a partner in a food service catering business, J & E Urban Eats LLC, which he no longer operates. Fidelity’s Strategic Advisers division provides investment management and advisory services to retail and institutional clients, using a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Ammon Gibb is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior experience includes freelance work and positions at Total Client Connect and Advanced Reporting Solutions. Outside of finance, he has worked with Strap Tank Brewery. 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 combines proprietary research with quantitative analysis and algorithmic portfolio construction to manage a diverse range of portfolios.

Brandon Kidd is Vice President, Wealth Planner at Fidelity Investments. He works with self-directed investors to develop comprehensive wealth plans aimed at helping them achieve their long- and short-term financial goals. Since joining Fidelity in 2000, Brandon has held various roles including Active Trader Representative, VIP Specialist, Financial Consultant, and currently Vice President, Wealth Planner. He leverages his extensive trading experience along with his Certified Financial Planner (CFP4) credential to deepen client relationships and provide tailored financial guidance. Brandon holds insurance licenses in Arkansas and California. He continues to serve Fidelity's clients by applying his knowledge and expertise in wealth planning and trading.

Andrew Winters is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 designations and one year of industry experience. His background includes roles at Fidelity Investments and prior experience with Jeremy Porter, Mark Zuro, and an LDS mission. He also has entrepreneurial experience with Winters Bros Mowing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, leveraging a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios across mutual funds, ETFs, and ETPs.

Coree Sullivan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, 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.

David Noble is a financial advisor with Primerica Advisors in Salt Lake City, UT, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has worked with PFS Investments, Inc. since 2011 and has been affiliated with Primerica Financial Services since 2001. Outside of advising, he has been involved in sales of home security and automation products as well as loan products through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which serves individual and high-net-worth clients using model-delivery strategies and selectively available separately managed accounts within a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, providing a tiered percentage-based fee model and maintaining oversight of its investment offerings.

Jake Slauson is a Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 2020, progressing through positions including Planning Consultant and Workplace Planning Consultant, and initially serving as a Customer Relationship Advocate. Prior to Fidelity, he worked as a Customer Service Representative at ProPay from 2018 to 2020. Jake holds insurance licenses in Arkansas and California. His professional focus centers on wealth planning, with a commitment to helping clients address their family's unique financial needs and goals. He emphasizes forming strong relationships with clients and their families as a key aspect of his work. Outside of his professional responsibilities, Jake's personal interests include fitness, football, golf, movies, parenthood, and pets.

Scott Hunter is a financial advisor at Raymond James & Associates with 20 years of industry experience. He holds the Series 66 designation and previously worked at Merrill and Morgan Stanley in various roles between 2006 and 2017. He is based in Salt Lake City, UT. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.