Zachary Wilson is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Lespri LLC and All Seasons Resorts, as well as experience in education at Salt Lake Community College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of AI and systematic methodologies in managing model portfolios and its advisory role to multiple registered investment companies.

Kristina Fehr is a CFP® professional at Fidelity with six years of industry experience. She has held roles at Fidelity Investments since 2020 and also serves as a board member for the Uinta Roller Derby, a co-ed sport team in Salt Lake City. Outside of finance, her background includes positions in hospitality and education. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including fund-of-funds and model portfolios.

Sheri Allen is a financial advisor at Fidelity with a Series 66 designation and five years of industry experience. Her prior experience includes roles at Zyia Active, iHeartMedia, FedEx, and two decades as a consultant for The Pampered Chef. She continues to maintain a part-time consulting role with The Pampered Chef, focusing on occasional orders for repeat customers. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm employs a systematic investment approach that combines proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Christopher Ruehman is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior roles include positions at Bank of America NA, Goldenwest Credit Union, Northwestern Mutual, and a year at Tonyburgers. He also attended the University of Utah from 2016 to 2020. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Craig Hoen is a Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2011, progressing through various roles including Regional Center Planning Consultant, Workplace Planning Consultant at several levels, Investment Solutions Representative, and other positions focused on financial and college planning. Craig's approach to financial consulting involves understanding his clients' personal and financial situations, identifying their goals, and collaborating to develop strategies to help pursue those goals. His career experience spans multiple facets of financial services, emphasizing planning and client relationship management. He holds insurance licenses in Arkansas and California. Outside of work, Craig engages in family activities, football, social events with friends, music, reading, and table tennis.

Kathryn Williamson is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Her prior work includes roles at Vivint Inc. and Southern Utah University. She 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios across mutual funds, ETFs, and ETPs.

Wael Shreiba is a financial advisor at Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 65 designations with eight years of industry experience. His prior roles include multiple positions at Wells Fargo Bank NA and PNC Wealth Management. 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 offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and applies diversification principles and modern portfolio theory in its investment evaluations.

Mitchell Collett is a financial advisor with LPL Financial based in West Jordan, Utah. He holds a Series 66 designation and has four years of industry experience. His prior roles include positions at Mountain America Credit Union and Leavitt Insurance Group of Vernal. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customizable strategies.

Philippe Burnah is a Series 66-licensed advisor at Wells Fargo Clearing with 22 years of industry experience. His career includes multiple roles at Wells Fargo and Morgan Stanley dating back to 2004. Wells Fargo Advisors is a large national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm integrates research-driven portfolio management and offers a variety of brokerage and advisory solutions.

Tennyson Fauver is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 designation and has worked at several firms, including Key Investment Services LLC and Key Bank. Outside of finance, he has experience working in the fitness industry with Vasa Fitness. 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 process combines quantitative and qualitative research to deliver asset allocation advice, investment manager searches, and customized performance reporting.

Joel Cromar is a CFP® professional with 24 years of industry experience, currently affiliated with LPL Financial in Salt Lake City, UT. He has been with LPL since 2021 and has prior experience with Waddell & Reed, Inc. from 2002 to 2021. Cromar is also involved with his own firm, Cromar & Woo Financial Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions with a range of financial planning, model portfolio programs, and institutional platforms.

Jacel Recto is a financial advisor at Robert W. Baird & Co. with a Series 66 designation and currently has one year of industry experience. Prior to joining Baird, Jacel worked for 12 years at In-N-Out Burger. The DDK Group is a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individual, corporate, pension, and charitable clients. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and brokerage services, supported by ongoing manager selection, internal research, and advanced tools such as artificial intelligence.

Max Delance is a financial advisor at Fidelity with a Series 66 credential and five years of industry experience. He has worked at Fidelity Brokerage Services LLC since 2020 and previously spent six years at The Hartford Insurance Company. 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 combines proprietary fundamental research with quantitative and algorithmic portfolio construction, managing model portfolios composed of mutual funds, ETFs, and ETPs.

Kennedy Poole is a Series 66-licensed financial advisor at Fidelity with one year of industry experience. Prior to joining Fidelity, he worked at Goldenwest Credit Union and held various roles in retail and education sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a proprietary process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios and deliver systematic investment solutions.

Tyler Johnson is a financial advisor with Edward Jones in Salt Lake City, UT, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has been with Edward Jones for his entire career, starting in 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.

Adam Elder is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on helping individuals and families pursue their financial goals through comprehensive strategies that address investing, retirement planning, and unexpected savings. Adam's client focus areas include college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, sports and entertainment, individual and corporate investment strategy, tax minimization, and retirement income. Adam holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He attended Utah Valley University without degree completion and earned a High School Diploma from Skyview High School. Adam is originally from Mesa, Arizona, and has professional experience from Newport Beach, California, before settling in South Jordan, Utah. Family and community play an important role in Adam's life. He is a member of The Church of Jesus Christ of Latter-day Saints and enjoys spending time with his family, which includes five children. His personal interests include baseball, basketball, boating, cooking, football, golfing, pickleball, surfing, and traveling.

Michael Pace is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to his current role, he has been with Wells Fargo Bank, NA since 2005. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Dwight Bogenrief Jr. is a financial advisor with LPL Financial who holds Series 63 and Series 66 licenses and has 22 years of industry experience. He has worked at Mountain America Credit Union and LPL Financial since 2009. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, retirement advice, and institutional platforms, supported by extensive technology and operational resources.

Ty Perry is a financial advisor with Fidelity in Salt Lake City, holding a Series 66 designation and three years of industry experience. His prior work includes roles at firms such as Fidelity Investments and a part-time independent contractor position with Aubrey and Associates Realty. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm serves retail and institutional investors, offering discretionary and non-discretionary advisory services along with fund consulting and management.

Harrison Smith is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. His previous roles include positions at Zions Bank, Zions Direct, and Wells Fargo Clearing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology tools and a large network of advisors.