Dustin Farish is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, he worked at Goldman Sachs from 2015 to 2019 and E*Trade Securities in 2021. Outside of his advisory role, he is involved in an e-commerce venture called Far Off Books. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm distinguishes itself through its advisory roles to registered investment companies and use of systematic methodologies supported by AI and quantitative tools.

Laura Maynes is a financial advisor with Merrill in Salt Lake City, UT, holding Series 63 and Series 65 credentials and 27 years of industry experience. Her prior firms include E*Trade Securities LLC, Wells Fargo Clearing, and Prudential Equity Group, LLC. She has worked at Merrill since 2018. Merrill, together 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nicholas Hope is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Brokerage Services LLC since 2015. Outside of his advisory work, he occasionally assists with self-publishing books on Amazon alongside his spouse. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors. The firm utilizes a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios composed of mutual funds, ETFs, and ETPs.

Garrett Barner is a financial advisor at J.P. Morgan Securities in Salt Lake City, UT, with seven years of industry experience. He holds the Series 63 and Series 65 designations and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2019. Prior to this, he worked at Matter Family Office and Principia College. 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’s advisory program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a mix of quantitative and qualitative research.

Dylon Bradshaw is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He partners with clients and their families to establish relationships centered on financial planning and collaborates with them to develop financial plans tailored to their goals and needs. Dylon has been with Fidelity Investments since 2019, progressing through various positions including Customer Relationship Advocate, Investment Solutions Representative, Workplace Planning Consultant, and Planning Consultant before his current role. He holds insurance licenses in Arkansas and California.

Carter Cannon is a Financial Consultant currently working at Fidelity Investments since 2022. He has been in the financial industry since 2012, with a range of roles including Director Retirement Planner, Retirement Relationship Manager, and Retirement Solutions Representative at Fidelity Investments, as well as a Financial Consultant at E*TRADE Financial. Carter specializes in retirement planning, income and wealth planning, and has experience working with high net worth clients. He holds insurance licenses in Arkansas and California. He emphasizes building strong client relationships based on trust, respect, regular communication, and competency. Outside of his professional work, Carter enjoys activities such as beach outings, football, golf, and surfing.

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.

Michael Nielsen is a CFP® with 28 years of industry experience, currently serving at Osaic Wealth since 2023. He previously worked at Nielsen Financial Services, Inc. and Sagepoint Financial, Inc. for extensive periods. Outside of advisory roles, he manages a real estate LLC and provides managerial support for Nielsen Financial Services, where he is a company owner. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers both brokerage and advisory services with a focus on model-based asset allocation, portfolio optimization, and a broad range of investment programs delivered through an extensive network of affiliated entities.

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 21 years of industry experience. She has worked with Wells Fargo Investments and Wells Fargo Clearing since 2008. Outside her advisory role, she consults and sells wellness products through Zurvita/Zeal Wellness. Wells Fargo Advisors serves individual, corporate, and institutional clients nationwide, providing investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and employs over 14,000 advisors, offering both brokerage and advisory solutions.

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.

Joshua Nicholson is a financial advisor with Fidelity in Salt Lake City, UT, holding the Series 66 designation. He joined Fidelity in 2026 and has prior experience at Canyon View Credit Union and GuidetoInsure. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolio delivery. The firm integrates fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Kathy Spencer is a financial advisor at Fidelity with 41 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Morgan Stanley and Molina Healthcare, among other firms. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, through a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary management, fund advisory, and model portfolios, with formal advisory responsibilities to multiple registered investment companies.

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 credentials and bringing 48 years of industry experience. He has been with LPL Financial, including its predecessor LINSCO/PRIVATE LEDGER CORP., since 1991. Outside of advisory work, James is involved in real estate rental activities in Centerville, UT. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and technology tools to support its network of over 22,800 advisors.

Kent Huntley is a financial advisor at Cetera with 16 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Fidelity Brokerage Services, Linqto, and Allstate Insurance, among others. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors and provides access to multiple program structures, third-party managers, and customized investment strategies.