Sharie Orozco is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo-affiliated firms since 2011. Outside of her advisory role, she consults and sells products for Zurvita/Zeal Wellness on a part-time basis. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Matthew Davis is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding Series 63 and Series 66 credentials and four years of industry experience. His work history includes roles at Fidelity, Overstock.com, OrangeTheory, and Wagstaff Crane Service. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that 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 and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs.

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 six years of industry experience. He holds Series 63 and Series 66 licenses and has prior work history at Conservice, Turf-It, and The Church of Jesus Christ of Latter Day Saints. 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 utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolios.

Molly O'Brien is a financial advisor at Morgan Stanley in Salt Lake City, holding a Series 66 license with three years of industry experience. Her work history includes positions outside finance, such as roles at Cafe Molise and Fiddlers Elbow. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs. The firm offers tailored financial planning supported by structured tools and modeling techniques, managing approximately $2.74 trillion in client assets.

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.

Russell Watkins is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Investments since 2020, following roles at Solo LLC, Total Solar Solutions, Vivint Smarthome, and Scatterbrain Tees. Outside of his advisory work, Watkins owns and operates Ethereal Apparel, a screenprinting clothing business. 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 manage discretionary and non-discretionary portfolios, fund advisory, and model portfolios.

Louie Smith is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior work history includes roles at SET Collections and Garnish Events. Fidelity's Strategic Advisers LLC 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and oversees multiple registered investment companies and fund‑of‑funds.

Richard Green is a financial advisor at Fidelity with Series 66 credentials. He has been with Fidelity Investments since 2025 and previously worked for 30 years at Doug Smith Autoplex. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, and is notable for its use of AI and formal advisory roles with multiple registered funds.

Casey Parkin is a financial advisor at Fidelity with Series 66 and Series 63 credentials and five years of industry experience. He has worked at Fidelity Investments since 2020 and previously spent eight years at JetBlue. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its role as a commodity pool operator, advisory work for registered investment companies, and use of AI-driven methodologies in portfolio management.

Ken Ho is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT. He holds Series 63 and Series 66 credentials and has nine years of industry experience, including time at Wells Fargo Advisors. 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.