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.

Marcus Nelson is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses and one year of industry experience. His prior work includes roles at Wells Fargo Bank, CarMax, and Mountain America Expo Center among others. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and a range of brokerage and advisory solutions. The firm uses research and analytics from Wells Fargo Investment Institute and third-party sources to guide investment decisions within a diversified and modern portfolio theory framework.

Jacob Lignell is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2025. Prior to this, his background includes roles in property management, hospitality, and full-time service volunteering. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a variety of clients, including retail and institutional investors, using a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its advisory role to multiple registered investment companies and its use of systematic methodologies and AI in research.

Douglas Wunderli is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity in 2025, he worked at Noble Home Loans for 13 years. Fidelity Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Brandon Poole is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity in 2025, he held positions at Verizon Wireless and several other organizations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and systematic portfolio construction, and it acts as an advisor to multiple registered investment companies and fund-of-funds.

Tanner Denison is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes multiple roles at Altabank and experience in various positions at Utah State University and other organizations. Strategic Advisers LLC, a Fidelity Investments company, 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 is notable for its use of systematic methodologies, management of fund-of-funds structures, and incorporation of AI and algorithmic methods in its investment process.