Justin Bailey is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. He has worked within various Fidelity divisions since 1997, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and currently Fidelity Investments in Salt Lake City, UT. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary management as well as model portfolios built from mutual funds, ETFs, and ETPs.

David Close is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has worked within Fidelity-affiliated firms since 2013, including Fidelity Personal and Workplace Advisors. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and utilizes AI-driven research methods in its approach.

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, they worked at SoFi and Goldman Sachs and Co. They are based in Salt Lake City, UT. 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 through a network of investment adviser representatives. The firm offers a range of financial planning and portfolio management solutions, utilizing both proprietary and third-party strategies.

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 26 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Fidelity and its affiliated entities in various roles since 1998. 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. The firm manages a range of strategies including discretionary portfolio management and fund advisory, with a focus on systematic methodologies and long-term asset allocation.

Marcus Nelson is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 credentials and one year of industry experience. His prior work history includes roles at Wells Fargo Bank, CarMax, Mountain America Expo Center, BedRock Security, Home Depot, Smiths, and Walmart. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, retirement plan consulting, and brokerage solutions, managing approximately $671 billion in assets with over 14,000 financial advisors.

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 licenses and two years of industry experience. Prior to joining Fidelity in 2025, he worked for Noble Home Loans for 13 years. 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 uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios built from mutual funds, ETFs, and ETPs, and maintains a formal advisory role to multiple registered investment companies.

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.

Greg Hill is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked with various Fidelity entities since 2008, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its formal advisory roles with registered investment companies and use of AI-driven research methods.

Lori Smith is a financial advisor at Fidelity with 32 years of industry experience. She holds Series 63 and Series 66 licenses and has worked in various Fidelity divisions since 1993. Outside of her advisory role, she serves as a board member at large for The Wilshire Condominium Project in Salt Lake City. 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 employs a blend of fundamental research and quantitative analysis to construct model portfolios utilizing mutual funds, ETFs, and ETPs, and offers discretionary and non-discretionary advisory services along with fund management and consulting.

Trent White is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT. He holds a Series 63 designation and has one year of industry experience. His prior work includes roles at DiSys, AmTrust Financial Services, Amazon, and the University of Utah. 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. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a broader investment menu that includes insurance-related products and bank deposit sweep options.

Dustin Bruce is a Planning Consultant at Fidelity Investments, a role he has held since 2025. He works closely with individuals and families to create and implement financial plans. Prior to this, he served as a Financial Consultant at Fidelity Investments from 2024 to 2025, and as a Financial Advisor at Morgan Stanley from 2023 to 2024. He began his career as a Financial Consultant at E*TRADE, where he worked from 2018 to 2023. Dustin is a CERTIFIED FINANCIAL PLANNER™ and holds insurance licenses in Arkansas and California. Outside of his professional work, he enjoys spending time at the beach, playing board games, hiking, and parenthood.

Aaron Johnson is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has worked at Wells Fargo Clearing and JP Morgan Chase Bank and Securities between 2011 and the present. Outside of his financial advisory role, he owns and operates IM Entertainment, where he serves as a web designer. 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.