Danielle Bellon is a financial advisor at UBS Financial Services in Salt Lake City, UT, with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has been with UBS since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Frederick Smith is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked within various Fidelity entities since 2012, including Fidelity Brokerage Services LLC 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios and fund advisory products.

Taylor Parkin is a financial advisor with LPL Financial based in Salt Lake City, UT. He holds the Series 66 designation and has 16 years of industry experience. His prior roles include positions at Royal Alliance Associates, OSAIC, and Chase Investment Services Corp. Parkin is also a licensed agent selling life, health, disability, and long-term care insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational and research tools.

Bryant Bienz is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 65 and Series 63 licenses and eight years of industry experience. He has worked with Wells Fargo Clearing since 2018 and also has experience at Wells Fargo Bank and in academic roles at the University of Utah and Brigham Young University. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a broad range of investment advisory services, financial planning, and retirement plan consulting. The firm utilizes research and analytics from its Wells Fargo Investment Institute and third parties to support investment decisions and offers both brokerage and advisory solutions across a large platform of financial advisors.

Nicolas D'amico is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at BambooHR and Oakley Off-Road, along with experience at Utah State University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management. The firm also conducts advisory work for registered investment companies and uses AI-driven research methods.

Scott Farnsworth is a financial advisor with LPL Financial based in Salt Lake City, UT. He holds Series 63 and Series 66 designations and has 28 years of industry experience, including extensive tenure at Fidelity Investments before joining LPL and Zions Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.

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 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked in various roles within Fidelity since 2007. 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 fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios built from mutual funds, ETFs, and ETPs.

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 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked within various Fidelity divisions since 1998. 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 proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Brandon Baltzell is a financial advisor with LPL Financial in Salt Lake City, UT. He holds a Series 66 designation and has four years of industry experience, including prior roles at Royal Alliance Associates, Pennington & Company, and LaunchPoint Solutions. Baltzell is also involved in non-variable insurance sales through Baltzell Financial LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by extensive technological and operational resources.

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.

Jacob Hogge is a financial advisor with Fidelity Investments in Salt Lake City, UT. He holds Series 66 and Series 63 licenses and has less than one year of industry experience. His background includes various roles during his time at Brigham Young University and other short-term positions prior to joining Fidelity. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, supported by algorithmic methodologies and long-term asset allocation benchmarks.

Tanner Behrens is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and seven years of industry experience. His background includes roles at Fidelity Brokerage Services and prior positions outside finance at Posso Pizza Inc./Dominos Pizza and Vivint Smart Home. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, utilizing systematic methodologies and long-term asset allocation strategies.

Atwood Lewis is a financial advisor with Fidelity, holding Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Fidelity Investments, Lewis worked in security and customer service roles and served a church mission. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory roles to registered investment companies, and incorporation of AI in its investment processes.