Mia Sanone is a Series 66 licensed financial advisor at Fidelity with less than one year of industry experience. She has held several short-term positions prior to joining Fidelity, including roles with Gavin Rawle and Diane Etherington. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, through a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and uses systematic methodologies in managing model portfolios.

Cameron Adams is a Wealth Management Planning Consultant at Fidelity Investments. In this role, Cameron partners with dedicated Wealth Management teams to address client service and planning needs, acting as a liaison with Fidelity's business partners to provide centralized financial guidance. Cameron has been with Fidelity Investments since 2011, progressing through various roles including Core Service Representative, Managed Account Service Representative, Managed Account Service Help Desk, Managed Account Support Specialist, and Planning Consultant before becoming a Regional Planning Consultant. This extensive experience within Fidelity has provided Cameron with in-depth knowledge of financial planning and client service operations.

Tyler Bishop is a financial advisor with Merrill in Salt Lake City, UT, holding Series 66 and Series 63 designations and five years of industry experience. Prior to joining Merrill and Bank of America in 2025, he worked at Fidelity Brokerage Services LLC for five years and was involved in a non-financial business, Jensen's Guaranteed Pest Control, from 2015 to 2020. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brandon Watson is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing Services LLC since 2017. Outside of his advisory role, he maintains ownership of a rental property in Cleveland, Ohio. 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 roughly $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Skyler Payne is a financial advisor at J.P. Morgan Securities with five years of industry experience and holds a Series 66 designation. His prior work includes roles at JPMorgan Chase Bank, Bank of America, Merrill, and several other firms. He serves as an adjunct professor at Utah Valley University and is a board member of the UVU Gift Planning Advisory Board. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm offers non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, with a focus on due diligence and both quantitative and qualitative research.

Aaron Kamiya is a financial advisor with Fidelity Investments based in Salt Lake City, UT. He holds Series 63 and Series 66 credentials and has four years of industry experience. Prior to joining Fidelity in 2022, his work history includes roles at various companies across different industries. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios including mutual funds, ETFs, and ETPs.

Gary Rosenthal is a financial advisor with Raymond James Financial Services Advisors, Inc. in Salt Lake City, UT, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Charles Schwab, Morgan Stanley, and Fidelity. Outside of his advisory role, he serves as an insurance agent providing life insurance consultations. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm provides tailored, non-discretionary advice using analytical tools and supports a wide advisor network while also engaging in municipal and public-finance work and offering specialized advisory programs.

Rachel Hammond is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 designations and having 10 years of industry experience. She has worked with various Fidelity entities since 2015, including Fidelity Brokerage Services, 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 an IRS-qualified Charitable Gift Fund. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Caleb Goodman is a Series 66–licensed financial advisor with Fidelity, based in Salt Lake City, UT, and has four years of industry experience. Prior to joining Fidelity, he worked at Clearlink for seven years. Outside of his advisory work, he performs as a drummer in a local band. 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 to create model portfolios. The firm also serves multiple registered investment companies and employs systematic methodologies and AI tools in its investment process.

Melissa Hirschi is a Certified Financial Planner (CFP®) with 19 years of experience in the financial services industry. She is currently with Morgan Stanley, having joined in 2023 after working at Wells Fargo Clearing and Wells Fargo Investments. Outside of her advisory role, she serves as a bookkeeper for a retail and online business and as treasurer for a local elementary school PTA. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies.

Kaleb Thomas is a financial advisor at Fidelity with six years of industry experience. He holds the Series 66 designation and has worked at firms including Equitable Advisors and Veterans First Mortgage. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a systematic approach that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages model portfolios using mutual funds, ETFs, and ETPs, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Shauna Labeau is a financial advisor at Fidelity with six years of industry experience. She holds the Series 66 credential and has worked at Fidelity Brokerage Services LLC since 2019. Outside of her advisory role, she donates plasma with Grifols Plasma Donation in Utah. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs.

Jonathan Potter is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Painewebber starting in 1999. Outside of his advisory role, he is a 50% owner of Sugarland LLC, an investment-related business. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics.

Moses Ibe 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 GuidetoInsure and multiple positions at Brigham Young University Idaho. 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 and provides both brokerage and advisory solutions.

Nellie Butler is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT. She holds Series 63 and Series 65 credentials and has been in the financial industry for one year. Prior to joining Wells Fargo Clearing, she worked at Wells Fargo Bank, N.A. and spent several years at Ross Stores. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers a broad range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Heather Brussow currently serves as a Market Leader for Utah and Nevada at Fidelity Investments. In this role, she focuses on fostering a high-performance work culture by empowering associates to maximize their talents and assisting clients with long-term financial planning. Her experience at Fidelity Investments includes positions such as Head of Strategy, Planning & Enablement from 2022 to 2024, Workplace Planning and Advice Functional Leader from 2021 to 2022, and Head of Distribution Communications and Deployment from 2014 to 2021. This trajectory highlights her extensive expertise in strategy, planning, workplace advice, and communications within the financial sector.

Nicholas Reese is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and is based in Salt Lake City, UT. His prior work includes roles at Horizon Federal Credit Union and Mercedes Benz of Farmington. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various fund types.

Charles Parry is a financial advisor at Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 65 licenses with 37 years of industry experience. He previously worked at Merrill for 10 years before joining Wells Fargo Clearing in 2019. 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 grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm’s offerings include a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Christopher Lucky is a financial advisor with Wells Fargo Clearing Services LLC in Salt Lake City, UT, holding a Series 66 designation and nine years of industry experience. He has been with Wells Fargo since 2017, with prior experience at Associate Staffing and America First Credit Union. 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 a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Christopher Dayhuff is a Financial Consultant at Fidelity Investments, where he currently provides financial planning services. He has held various roles within Fidelity since 2006, including Planning Consultant, Benefits and Planning Consultant, Interim Client Services Leader, and Senior Fixed Income Specialist. Prior to joining Fidelity, he worked as a Financial Consultant at Morgan Stanley from 2014 to 2015. Throughout his career, Christopher has developed expertise in financial planning, retirement solutions, fixed income, and client services. He holds insurance licenses in Arkansas and California. Outside of his professional work, Christopher enjoys biking and skiing.