Nicholas Reese is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and is based in Salt Lake City, UT. His prior work includes roles at Horizon Federal Credit Union and Mercedes Benz of Farmington. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various fund types.

Charles Parry is a financial advisor at Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 65 licenses with 37 years of industry experience. He previously worked at Merrill for 10 years before joining Wells Fargo Clearing in 2019. 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 grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm’s offerings include a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Christopher Lucky is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT. He holds the Series 66 designation and has eight years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2017, following brief roles at Associate Staffing and America First Credit Union. 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, utilizing research and analytics to guide investment decisions.

Christopher Dayhuff is a Financial Consultant at Fidelity Investments, where he currently provides financial planning services. He has held various roles within Fidelity since 2006, including Planning Consultant, Benefits and Planning Consultant, Interim Client Services Leader, and Senior Fixed Income Specialist. Prior to joining Fidelity, he worked as a Financial Consultant at Morgan Stanley from 2014 to 2015. Throughout his career, Christopher has developed expertise in financial planning, retirement solutions, fixed income, and client services. He holds insurance licenses in Arkansas and California. Outside of his professional work, Christopher enjoys biking and skiing.

Dustin Farish is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, he worked at Goldman Sachs from 2015 to 2019 and E*Trade Securities in 2021. Outside of his advisory role, he is involved in an e-commerce venture called Far Off Books. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm distinguishes itself through its advisory roles to registered investment companies and use of systematic methodologies supported by AI and quantitative tools.

Laura Maynes is a financial advisor at Merrill with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Advisors LLC and E*Trade Securities LLC. Maynes is based in Salt Lake City, UT. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Nicholas Hope is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Brokerage Services LLC since 2015. Outside of his advisory work, he occasionally assists with self-publishing books on Amazon alongside his spouse. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors. The firm utilizes a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios composed of mutual funds, ETFs, and ETPs.

Garrett Barner is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities since 2019. Prior to that, he held positions at Matter Family Office and Principia College. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its investment recommendations and operates within the broader J.P. Morgan banking and broker-dealer organization.

Dylon Bradshaw is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He partners with clients and their families to establish relationships centered on financial planning and collaborates with them to develop financial plans tailored to their goals and needs. Dylon has been with Fidelity Investments since 2019, progressing through various positions including Customer Relationship Advocate, Investment Solutions Representative, Workplace Planning Consultant, and Planning Consultant before his current role. He holds insurance licenses in Arkansas and California.

Carter Cannon is a Financial Consultant currently working at Fidelity Investments since 2022. He has been in the financial industry since 2012, with a range of roles including Director Retirement Planner, Retirement Relationship Manager, and Retirement Solutions Representative at Fidelity Investments, as well as a Financial Consultant at E*TRADE Financial. Carter specializes in retirement planning, income and wealth planning, and has experience working with high net worth clients. He holds insurance licenses in Arkansas and California. He emphasizes building strong client relationships based on trust, respect, regular communication, and competency. Outside of his professional work, Carter enjoys activities such as beach outings, football, golf, and surfing.

Max Gledhill is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at various firms, including Central Bank and Veritas Funding. Outside of finance, he spent time working with Backyard Greens and served at Utah Valley University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a process that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm supports both retail and institutional investors and is noted for its use of systematic methodologies, regulatory registrations, and advisory roles to multiple registered investment companies.

Brittany Olsen is a financial advisor at Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 65 licenses with one year of industry experience. Her prior roles include positions at Strategic Planning Group and Fidelity Investments, as well as experience in education at Granite School District 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 with over 14,000 financial advisors and provides both brokerage and advisory solutions.

Michael Nielsen is a CFP® professional with 28 years of experience in the financial services industry. He is currently with OSAIC and has held roles at Nielsen Financial Services, Inc. and Sagepoint Financial, Inc. Outside of his advisory work, he serves as president of Nielsen Financial Services, managing its financial operations. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and nonprofit organizations. The firm offers comprehensive brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and automated portfolio management across a variety of investment products.

Matthew Bean is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. He has been with Fidelity since 2012, holding various roles including Managed Account Trading Specialist, Managed Account Help Desk, and Managed Account Support Specialist before assuming his current position in 2021. With over 14 years in the financial services industry, Matthew focuses on helping clients fully utilize their employer benefits and integrate those benefits into comprehensive financial plans. Prior to joining Fidelity, he worked as a Personal Banker at Wells Fargo in 2011. Details regarding his education, credentials, personal interests, or community involvement have not been provided.

John Van Wagenen serves as Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2007. He began his career with Fidelity in 2000 and has held multiple positions within the company, including Client Management Representative, Fixed Income Specialist, Investment Representative, and various service and specialist roles in annuities and recordkeeping. Throughout his tenure at Fidelity, John has focused on providing customized wealth plans that address challenges such as inflation, market volatility, and life's changes. He aims to be a trusted partner for his clients as they navigate their financial journeys, combining client goals and priorities with his professional guidance and experience. Outside of his professional responsibilities, John enjoys activities including biking, hiking, kayaking, photography, skiing, and theater.

Sharie Orozco is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo-affiliated firms since 2011. Outside of her advisory role, she consults and sells products for Zurvita/Zeal Wellness on a part-time basis. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. 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 data.

Matthew Davis is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding Series 63 and Series 66 credentials and four years of industry experience. His work history includes roles at Fidelity, Overstock.com, OrangeTheory, and Wagstaff Crane Service. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a systematic investment process combining fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs.

Kathy Spencer is a financial advisor at Fidelity with 40 years of industry experience. She holds Series 63 and Series 66 designations. Her prior roles include positions at Morgan Stanley and Molina Healthcare. 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 also serves as an adviser to multiple registered investment companies and constructs portfolios for Fidelity Institutional Wealth Adviser.

Nabil Castro is a Planning Consultant at Fidelity Investments, a role he has held since 2024. In his capacity as a financial advisor, he assists individuals and families in managing their financial futures by providing personalized service and developing forward-thinking strategies. Nabil's professional approach is grounded in integrity, and he supports clients through various life stages, including wealth building, retirement planning, and navigating financial transitions. He holds insurance licenses for the states of Arkansas and California. Outside of his professional work, Nabil has interests in beach activities, cooking and baking, exploring food, movies, music, and caring for pets.

Max Daybell is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 licenses and has prior work history at Conservice, Turf-It, and The Church of Jesus Christ of Latter Day Saints. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolios.