Max Gledhill is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at various firms, including Central Bank and Veritas Funding. Outside of finance, he spent time working with Backyard Greens and served at Utah Valley University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a process that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm supports both retail and institutional investors and is noted for its use of systematic methodologies, regulatory registrations, and advisory roles to multiple registered investment companies.

Brittany Olsen is a financial advisor at Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 65 licenses with one year of industry experience. Her prior roles include positions at Strategic Planning Group and Fidelity Investments, as well as experience in education at Granite School District and the University of Utah. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with over 14,000 financial advisors and provides both brokerage and advisory solutions.

Michael Nielsen is a CFP® professional with 28 years of experience in the financial services industry. He is currently with OSAIC and has held roles at Nielsen Financial Services, Inc. and Sagepoint Financial, Inc. Outside of his advisory work, he serves as president of Nielsen Financial Services, managing its financial operations. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and nonprofit organizations. The firm offers comprehensive brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and automated portfolio management across a variety of investment products.

Matthew Bean is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. He has been with Fidelity since 2012, holding various roles including Managed Account Trading Specialist, Managed Account Help Desk, and Managed Account Support Specialist before assuming his current position in 2021. With over 14 years in the financial services industry, Matthew focuses on helping clients fully utilize their employer benefits and integrate those benefits into comprehensive financial plans. Prior to joining Fidelity, he worked as a Personal Banker at Wells Fargo in 2011. Details regarding his education, credentials, personal interests, or community involvement have not been provided.

John Van Wagenen serves as Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2007. He began his career with Fidelity in 2000 and has held multiple positions within the company, including Client Management Representative, Fixed Income Specialist, Investment Representative, and various service and specialist roles in annuities and recordkeeping. Throughout his tenure at Fidelity, John has focused on providing customized wealth plans that address challenges such as inflation, market volatility, and life's changes. He aims to be a trusted partner for his clients as they navigate their financial journeys, combining client goals and priorities with his professional guidance and experience. Outside of his professional responsibilities, John enjoys activities including biking, hiking, kayaking, photography, skiing, and theater.

Sharie Orozco is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding a Series 66 designation and 20 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Outside of her advisory role, she consults for and sells products with Zurvita/Zeal Wellness. 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 a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Matthew Davis is a financial advisor with Fidelity in Salt Lake City, UT. He holds Series 63 and Series 66 credentials and has three years of industry experience. His prior work includes roles at Overstock.com and Wagstaff Crane Service. Matthew is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Kathy Spencer is a financial advisor at Fidelity with 40 years of industry experience. She holds Series 63 and Series 66 designations. Her prior roles include positions at Morgan Stanley and Molina Healthcare. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction using proprietary research, quantitative analysis, and algorithmic methods. The firm also serves as an adviser to multiple registered investment companies and constructs portfolios for Fidelity Institutional Wealth Adviser.

Nabil Castro is a Planning Consultant at Fidelity Investments, a role he has held since 2024. In his capacity as a financial advisor, he assists individuals and families in managing their financial futures by providing personalized service and developing forward-thinking strategies. Nabil's professional approach is grounded in integrity, and he supports clients through various life stages, including wealth building, retirement planning, and navigating financial transitions. He holds insurance licenses for the states of Arkansas and California. Outside of his professional work, Nabil has interests in beach activities, cooking and baking, exploring food, movies, music, and caring for pets.

Max Daybell is a financial advisor at Fidelity with 5 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work experience includes positions at Conservice, Turf-It, and The Church of Jesus Christ of Latter Day Saints. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is noted for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and use of AI and systematic methodologies in portfolio management.

Molly O'Brien is a financial advisor at Morgan Stanley with three years of industry experience. She holds a Series 66 designation and has previously worked at several firms including Cafe Molise and Fiddlers Elbow, as well as held roles at the University of Utah and the Humane Society of Utah. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and market simulations.

David Dudley is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank since 2015. Outside of finance, he operates a voiceover business, performing auditions for commercials, movie promos, and narrations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process incorporating the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations.

James Todd Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 48 years of industry experience. He has been with LPL Financial and its predecessor entities since 1991. Outside of advisory work, he is involved in real estate rental activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm provides a range of financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management along with research and model portfolios.

Kent Huntley is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 16 years of industry experience. His career includes roles at Fidelity Brokerage Services, Allstate Insurance, and Linqto, Inc. He currently operates out of Kaysville, UT. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management, financial planning, and consulting services across multiple program structures and custodial relationships.

Glenn Clark is a financial advisor at Fidelity with three years of industry experience. He holds the Series 66 designation and has previously worked at Veterans First Mortgage and Ken Garff Automotive Group. Clark is based in Salt Lake City, UT. 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 manages a range of portfolios including multi-manager and fund-of-funds, and employs systematic methodologies supported by proprietary models and oversight controls.

Brandon Akau is a financial advisor at Fidelity with six years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Fidelity Investments since 2020. Prior to that, he held positions at GoHealth, E*Trade Securities LLC, and was involved with Freeplay App and Shop Stevie. Fidelity's Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, with a formal advisory role to multiple registered investment companies and a focus on systematic methodologies and long-term asset allocation.

Greyson Kalisa is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 66 licenses and four years of industry experience. He has worked with various Wells Fargo entities since 2018 and has also held roles outside the financial sector at companies such as 1800Contacts and Stubhub. 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 based on diversification and modern portfolio theory and offers a broad range of brokerage and advisory solutions.

Bryce Burningham is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with Fidelity Brokerage Services LLC since 2004. Burningham is currently based in Salt Lake City, UT. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base that includes retail and institutional investors as well as registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios composed of mutual funds, ETFs, and ETPs.

Bradley Miller is a financial advisor with Ameriprise in Salt Lake City, UT, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He previously worked at Wells Fargo Advisors for seven years before joining Ameriprise in 2020. Miller is the founder and president of BTM Holdings, an S Corporation established in 2013 to manage his independent practice while at Wells Fargo Advisors, though the entity is now inactive. Ameriprise offers a retirement-income planning service focused on clients nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Jeff Newbould currently serves as the Regional Director of Wealth Management at Fidelity Investments, a position he has held since 2017. In this role, he leads, manages, and coaches a team of Planning Consultants and Senior Relationship Managers within the Private Wealth Management division. His responsibilities focus on overseeing the performance and development of these professionals to support client wealth management needs. Prior to his current role, Jeff has been engaged in managing teams and contributing to wealth management strategies at Fidelity Investments. Specific details about his educational background and other credentials have not been provided.