Jeffrey Simmons is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he coaches high school football at Woods Cross High School. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Caleb Knudsen is an Investment Solutions Representative III at Fidelity Investments, a role he has held since 2026. In this position, he partners with clients to co-create and implement comprehensive financial plans that serve as a foundation for pursuing their long-term goals. Caleb began his career at Fidelity Investments as a Customer Relationship Advocate in 2023. He advanced through roles including Investment Solutions Representative I from 2024 to 2026, and Investment Solutions Representative II in 2026 before assuming his current position. Throughout his tenure, he has developed experience in investment solutions and client relationship management. Further details regarding Caleb's education, credentials, personal interests, or community involvement were not provided.

Rebekah Kemp is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT. She holds a Series 63 designation and has three years of industry experience. Prior to her current role, she spent eight years at Max Muscle Davis County. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

David Hood is a financial advisor at Fidelity with five years of industry experience. He has held roles at Fidelity Investments since 2020 and previously worked at Aztec Financial, Century 21 Everest, and Elastic Grid. He holds the Series 66 designation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Danielle Mulliner is a Wealth Management Planning Consultant at Fidelity Investments, a position she has held since 2021. Prior to this role, she worked as a PI OPs Brokerage Representative at Fidelity Investments from 2019 to 2021. In her current role, Danielle focuses on building relationships with clients and assisting them with their future financial needs. Danielle's professional experience centers on wealth management and brokerage operations, providing her with a comprehensive understanding of investment planning and client service. She values earning clients' trust and developing long-term partnerships to support their financial goals. Outside of her professional activities, Danielle enjoys golf, hiking, outdoor adventures, spending time with her pets, and reading.

Bryan Gregory is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior work includes positions at Mountain America Credit Union and various roles in real estate and security services. He also worked at Brigham Young University and participated in service with 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 combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery, with distinctive features such as registration as a commodity pool operator and the use of AI in research.

Austin Parkinson is a Financial Consultant at Fidelity Investments, where he has been employed since 2021 in various roles including Investment Solutions Representative, Workplace Planning Consultant, Planning Consultant, Financial Consultant I, and currently as a Financial Consultant. He works closely with clients to understand their individual financial situations and priorities, emphasizing a collaborative approach to developing personalized financial plans. Austin holds insurance licenses in Arkansas and California, supporting his work in providing comprehensive financial advice. He focuses on helping clients feel confident in their financial decisions by fostering open communication and understanding before discussing potential strategies. Outside of his professional role, Austin enjoys boating, family activities, golf, skiing, and traveling.

Krista Wells is a financial advisor at Fidelity with four years of industry experience. She holds Series 63 and Series 66 licenses. Prior to her current role, she worked at Live Wells Massage and also spent time as a homemaker. Outside of her advising role, she is a partner in her husband’s visual effects business, ChrisWellsFX LLC. Fidelity’s Strategic Advisers LLC division provides investment management and advisory services to a broad range of clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across multiple asset classes and fund structures.

Connor Cottle is a financial advisor at Fidelity with Series 63 and Series 66 credentials and six years of industry experience. His prior work includes roles at Inwest Title Services and Tsunami Restaurant and Sushi Bar. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolios. The firm combines proprietary fundamental research with quantitative and algorithmic methods, and serves in advisory roles to multiple registered investment companies and fund‑of‑funds.

Kyle Graham is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Grit Marketing, Firetrol, New Tech Global, and the LDS Church. Kyle is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

Alexandra Wilson is a financial advisor at Fidelity with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked across multiple Fidelity subsidiaries since 2011. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with a notable focus on model portfolios and oversight of sub-advisers.

Austin Whiting is a financial advisor with Fidelity in Salt Lake City, UT, holding a Series 66 designation and six years of industry experience. His prior work includes roles at LendingClub Corporation, CRK Concrete, Purdue University Global, 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, including Charitable Gift Funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, managing portfolios with oversight of affiliated and unaffiliated sub-advisers and employing AI-driven methodologies.

Laura Callahan is a financial advisor with Merrill in Salt Lake City, UT, holding Series 63, 65, and 66 licenses and bringing 19 years of industry experience. Her career includes positions at Merrill, Wells Fargo Clearing, and Bank of America N.A., with a history extending back to Quick & Reilly. She serves as a board member for ShelterKids, a nonprofit organization supporting at-risk youth in the Salt Lake City area. 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, offering model-based and discretionary strategies for a range of individual and institutional investors.

Christian Wandtke is a financial advisor at Wells Fargo Clearing with two years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments, US Bank, and Utah Tech University. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is investment policy statement-driven and grounded in modern portfolio theory, with a wider range of financial product options including insurance-related vehicles and bank deposit sweep programs.

Suzanne Eyre is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2011. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Chris Ulrich is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 licenses and with 15 years of industry experience. He has been associated with Fidelity Investments and its related entities since 2010. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm serves a broad range of investors and manages model portfolios built from mutual funds, ETFs, and ETPs while employing oversight and governance measures uncommon among large institutional peers.

David Shumway is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 credentials and seven years of industry experience. His work history includes multiple roles at Fidelity Investments since 2019 and prior employment with Elite Custom Exteriors 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, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe and supports its solutions with regulatory oversight and use of AI in research.

Brittney Hasleton is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. Her career includes roles at Fidelity Investments, Security Service Federal Credit Union, and Ulta. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and fund advisory services.

Joshua Stout is a financial advisor with Raymond James & Associates in Farmington, UT, holding Series 63 and Series 65 credentials and 14 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Outside of his advisory role, he serves as a trustee for a trust benefiting nieces. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutional clients, and municipal entities. The firm offers non-discretionary financial planning and investment consulting, utilizing a range of portfolio management styles supported by extensive research and model manager options.

Zakkary Fuchs is a financial advisor with Wells Fargo Clearing, holding a Series 66 credential and four years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of his advisory work, he has been affiliated with Utah Valley University since 2018. 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, utilizing research and analytics grounded in diversification principles and modern portfolio theory.