Todd Wakefield is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he pursues photography and film creation through his small business, Wakefield Photo and Film, and occasionally works as a food delivery driver with DoorDash. He 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Jacob Haynes is a Planning Consultant at Fidelity Investments, where he has been serving since 2025. Prior to this role, he worked as a Workplace Planning Consultant at Fidelity Investments from 2023 to 2025. His earlier experience includes positions as a Corporate Foreign Exchange Consultant at GPS Capital Markets from 2021 to 2023 and as an Account Manager at TrueNorth Wealth from 2020 to 2021. Jacob holds insurance licenses in Arkansas and California. His approach to financial planning centers on aligning strategies with clients' unique goals and circumstances, focusing on identifying opportunities and building plans that support their desired futures. Outside of his professional work, Jacob enjoys fitness activities such as golf, hiking, running, skiing, and traveling.

Jonathon Bult is a financial advisor with Robert W. Baird & Co. in Salt Lake City, UT, holding Series 66 and Series 63 credentials and 11 years of industry experience. He previously worked at LPL Financial, LLC and Zions Bank from 2016 to 2023, and at Fidelity from 2015 to 2016. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals—including high net worth clients—corporate and business clients, pension and profit-sharing plans, and charitable organizations. Baird offers a range of financial planning, portfolio management, and advisory services that include manager-traded and model-traded separately managed accounts, tax-management, and direct-indexing strategies.

Kyle Butterfield is the Vice President and Wealth Planner at Fidelity Investments, a position he has held since 2018. He has been with Fidelity Investments since 2008, progressing through various roles including Financial Consultant, Account Executive, and Retirement Relationship Manager, among others. His experience spans over a decade working with clients across a wide range of financial situations. Kyle partners with individuals and families to co-create financial plans aimed at aligning with the legacy they envision. He holds insurance licenses in Arkansas and California.

Derek Holbeck is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 66 licenses and 15 years of industry experience. His prior work includes tenure at Morgan Stanley and Wells Fargo Bank NA. Outside of his advisory role, he holds partial ownership in several rental property ventures. Wells Fargo Advisors is a large national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients, utilizing research and analytics to inform its investment approach.

Kami Palmer is a Financial Consultant at Fidelity Investments, a position she has held since 2026. She has been with Fidelity Investments since 1995, serving in various roles including Planning Consultant, Senior Relationship Manager, and High Net Worth Financial Representative. With 30 years of experience, Kami partners with clients and their families to build relationships based on trust. She focuses on assisting clients with retirement savings protection, investment strategy development, income creation in retirement, and tax-efficient investing to help them feel confident about their financial future. Outside of her professional role, Kami engages in cooking and baking, participates in family activities, enjoys reading and traveling, practices yoga, and volunteers.

Shaun Wilson is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 66 designation and has worked across several Fidelity entities since 2016, including Fidelity Brokerage Services, LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional investors, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services, including managing multi-manager and fund-of-funds structures.

Britney Barney is a financial advisor with Merrill in Salt Lake City, UT, holding a Series 66 designation and 10 years of industry experience. She has worked at Merrill since 2015 and is currently affiliated with Bank of America, N.A. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Jeffrey Warne is a financial advisor with Wells Fargo Clearing based in Salt Lake City, UT, holding Series 63 and Series 66 registrations and possessing 30 years of industry experience. His prior work includes roles at E*TRADE Capital Management LLC and Harrisdirect LLC. Wells Fargo Advisors serves individual, corporate, and institutional clients nationwide, offering investment advisory, financial planning, and retirement plan consulting services. The firm employs research-driven strategies based on diversification and modern portfolio theory while providing both brokerage and advisory solutions.

Michael Meyer is a financial advisor with UBS Financial Services in Salt Lake City, UT, holding Series 63 and Series 65 licenses and with 28 years of industry experience. He has been with UBS Financial Services since 2009. Meyer serves on the Board of Directors for the Intermountain Foundation McKay Dee Hospital, where he contributes to fundraising strategies supporting community health initiatives. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor investment plans to clients’ goals and risk tolerances.

Leann Mackay is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has worked at Wells Fargo Investments and Wells Fargo Clearing since 2002. Outside of her advisory role, she sells clothing items online through the platform Poshmark. 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 extensive research and analytics.

John Jensen is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked across several Fidelity entities since 2008. Outside of his advisory role, he owns and operates Tri Global Enterprises, a business focused on selling Japanese home decor and providing translation and order facilitation services. 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 across a broad investable universe. The firm also provides model portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.

Patrick Porter is a financial advisor at Ameriprise in Salt Lake City, UT, with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at RBC Capital Markets Corporation and Ameriprise Financial Advisors Inc. Outside of his advisory role, he serves on the Board of Directors and Finance Committee of the Catholic Foundation of Utah. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Sterling Puffer is a financial advisor with J.P. Morgan Securities in Salt Lake City, UT. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Telarus, Solunas Partners, and JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and performance reporting. The firm’s advisory process integrates quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Nathan Potts is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity, he worked at Randstad Professionals and has maintained a part-time role as an e-commerce clerk at a local grocery store. 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 across mutual funds, ETFs, and ETPs. The firm is noted for its use of algorithmic methods and AI in research and its advisory role to multiple registered investment companies.

Jeffrey Solomon is a financial advisor with Raymond James Financial in Salt Lake City, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at Edward Jones and operates Solomon Financial Advisors, Inc. He also serves as an agent for Allegis, recommending life and fixed indexed life insurance. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a broad client base, including individuals, high-net-worth clients, and institutional investors, with tailored planning and advisory services supported by advanced analytical tools.

Thomas Bolman is a financial advisor with Fidelity Investments in Salt Lake City, holding Series 63 and Series 66 designations and one year of industry experience. Prior to joining Fidelity, he has held various roles in education, mortgage, and service industries. 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 develop model portfolios across mutual funds, ETFs, and ETPs.

Darius Hamilton Dickerson is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at Wells Fargo Clearing Services, US Tech Solutions Inc., Best Buy, Menards, and Hyvee. 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 utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, with notable activities including registration as a commodity pool operator and use of AI in research.

Weston Hemphill is a financial advisor at Fidelity with nine years of industry experience. He holds the Series 66 and Series 63 designations. Prior to his current role, Hemphill was involved in several business ventures including Hemphill Records LLC and Furnishingneeds.com. He also serves as an HOA board member for his local community in Millcreek, Utah. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction across a range of investment products and strategies.

Tawnya Odekirk is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding a Series 66 designation and 14 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and has also been associated with Optioniq since 2013, along with a prior role at Cambria Capital, LLC. Odekirk serves as a power of attorney for her parents in investment-related matters. 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 through more than 14,000 advisors and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.