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 at Wells Fargo Clearing with one year of industry experience. He holds a Series 63 designation and has held roles at Wells Fargo Clearing Services, DiSys, and Logical Delivery LLC. He has also been involved with the University of Utah in various capacities since 2016. 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 approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

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 Series 66-registered advisor with Fidelity in Salt Lake City, UT, bringing three years of industry experience. Prior to joining Fidelity, he worked in roles at Ring US Wireless and AT&T. 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 systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and it is noted for its registered commodity pool operator status and advisory role to multiple registered investment companies.

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.

Christopher Williams is a CFP® with 26 years of experience in the financial services industry. He is currently with Raymond James Financial Services Advisors, Inc., where he has worked since 2020. Prior to that, he spent nine years at Wells Fargo Advisors Financial Network LLC. Outside of his advisory role, Williams is president of Simpatico, a support company, and holds leadership positions in several other financial advisory businesses. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools and supports both advisory programs and institutional consulting across a large network.

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 two years of industry experience and a Series 66 designation. Prior to joining Fidelity, he worked in various roles including a five-year tenure at Home Depot as a part-time hardware associate. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients through a process combining proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages diversified portfolios using mutual funds, ETFs, and ETPs, and offers services including discretionary portfolio management and fund advisory.

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.

Michelle Bennett is a financial advisor at Merrill with 19 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley Smith Barney and Citigroup Global Markets. Outside of her advisory role, she co-owns a construction business with her husband and assists with bookkeeping as needed. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Michael Johnson is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services since 2018. Outside of his advisory role, he co-creates social media content for a page called Tangled Up in the Magic alongside his wife. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary portfolio management, fund advisory, and model portfolio delivery with oversight controls and systematic methodologies.

Brittney Crump is a financial advisor at Fidelity with one year of industry experience. She holds a Series 66 designation. Her prior work includes roles at Bullfit, EOS Fitness, CrossFit O.U.R., USA Metro, and Better Health Cryotherapy. 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 to manage model portfolios across a range of mutual funds, ETFs, and ETPs.

Getzemani Pantoja Clixteco is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial and affiliated Zions entities in 2024, Clixteco worked at SoFi from 2019 to 2024 and Goldman Sachs from 2014 to 2019. 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 financial planning and advisory programs, including model portfolios and retirement plan consulting, and supports diversified investment strategies with research from LPL Research and third-party providers.

Shawn Murray is a financial advisor at Fidelity with a Series 66 credential and has been in the industry since 2024. Prior to joining Fidelity, he held roles at several organizations, including KIFUS Contracting and Copper Hills Youth Center. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and advise a range of investment products and model portfolios.

Jarrod Hall is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has been associated with various Fidelity entities since 1998. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and it maintains distinctive roles such as registration with the CFTC and advisory positions to multiple registered investment companies.