Kevin Deppe is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He previously worked at Prudential Equity Group, LLC from 1996 to 2003. Outside of his advisory role, he serves as a director and co-owner in several community homeowner associations and local business entities. 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 uses research and analytics to guide diversified investment strategies.

Jeffrey Doughty is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on understanding clients' financial priorities and implementing appropriate financial tools to help them achieve their short-, mid-, and long-term goals. He specializes in family wealth management strategies, managing new wealth, and retirement income planning. Jeffrey holds a Bachelor's Degree from Brigham Young University and has earned professional designations as an Accredited Asset Management Specialist (AAMS) and Chartered Retirement Planning Counselor (CRPC). He serves as a resource for clients in areas including investing, retirement planning, and preparing for unexpected financial needs, and provides access to additional Bank of America specialists for banking, credit, home financing, and small business solutions. Outside of his professional work, Jeffrey enjoys biking, running, skiing, swimming, tennis, and traveling.

Chandria Aughey is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 66 and Series 63 licenses and has worked at various Fidelity entities since 2015. Outside of her advisory role, she assists with office duties at Union Village/Red Shadows in Sandy, Utah. 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 combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios using systematic methodologies.

Weston Anthon is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with Fidelity in various capacities since 2012, including seven years at Fidelity Personal and Workplace Advisors. Weston is also affiliated with the University of Utah. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients using a systematic investment process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its formal advisory role to multiple registered investment companies, use of AI in research, and its regulated status as a commodity pool operator.

Jeff Innes is a financial advisor with Fidelity Investments based in Salt Lake City, UT. He holds Series 63 and Series 66 licenses and has 18 years of industry experience. His career includes 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 Charitable Gift Funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

Todd Cook is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 65 licenses and accumulating 40 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he has ownership interests in several investment-related entities, including holdings in oil and gas through Brightline Holdings, LLC. 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 employs a research-driven approach using diversification principles and modern portfolio theory, offering both brokerage and advisory solutions across a wide range of financial products.

Brian Winebrenner is a financial advisor at Morgan Stanley in Salt Lake City, UT, with 16 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at E*TRADE Capital Management and Fidelity Brokerage Services. Outside of his advisory role, he is involved with Wild Wasatch, an agriculture-related business in Sandy, Utah, where he serves as a partial owner and employee. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

David Rasmussen is a financial advisor at Fidelity with two years of industry experience. His prior roles include positions at Mountain America Credit Union and Bronxton, as well as work with educational institutions such as the University of Utah and Utah Valley University. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and delivers model portfolios to intermediary platforms.

Troy Nelson is a Planning Consultant at Fidelity Investments, a position he has held since 2015. Prior to this role, he was an Account Executive at Fidelity Investments from 2006 to 2015. His career in financial consulting began with American Express in 1997, followed by JP Morgan Chase from 1999 to 2006. Nelson holds insurance licenses in Arkansas and California. His professional focus is on wealth planning, working closely with clients and families to help them achieve their financial goals. He emphasizes the trusted reputation of Fidelity in the financial industry. Outside of his professional work, Nelson has interests in outdoor adventures and volunteering.

Robert O'Leary 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 entities since 1998. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

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®-certified financial advisor with LPL Financial in Salt Lake City, UT, bringing 20 years of industry experience. He previously worked at Zions Capital Advisors, Inc. from 2010 to 2015 and has held roles with National Bank of Arizona and LPL Financial since 2015. 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, and institutional platforms, supporting a broad spectrum of customized investment strategies.

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 licenses and 20 years of industry experience. He has been with Fidelity Investments and its affiliates since 2010, including seven years at Fidelity Personal and Workplace Advisors. 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’s investment approach integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, utilizing a wide range of mutual funds, ETFs, and ETPs to build model portfolios.