Daniel Milligan is a financial advisor at Fidelity with 18 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and is based in Salt Lake City, UT. Milligan has been affiliated with Fidelity Brokerage Services since 2008 and joined Fidelity Investments in 2025. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management, with distinct activities such as commodity pool operation and use of AI in investment research.

Russell Madsen is a financial advisor with LPL Financial, holding a Series 65 designation and six years of industry experience. His prior roles include positions at Adams Wealth Management, Hornor Townsend & Kent LLC, and Penn Mutual Life Insurance Company. Madsen also serves in the Army National Guard, a role he has held since 2003. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from LPL Research and third-party subadvisors.

David Jensen is a CFP® with 23 years of industry experience and has been with Edward Jones since 2009. He holds Series 63 and 65 licenses and is based in Midvale, UT. Outside of his advisory role, he is involved as a landlord in rental property management. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Scott Hall is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior work includes roles at BYU Dining Services and BYU Testing Center. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios across various investment vehicles.

John Davila is a financial advisor with Fidelity in Salt Lake City, UT. He holds a Series 66 designation and has one year of industry experience. Prior to joining Fidelity in 2025, he worked at KeyBank National Association for seven years and held roles at Express Fashion Operations. Outside of his advisory work, he serves as Treasurer and board member of the Bonneville Tower Condominium Association. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios consisting of mutual funds, ETFs, and ETPs.

Thomas Quitasol is a financial advisor at Fidelity with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity in various capacities since 2015. Outside of his advisory role, he is a partner in an LLC focused on property management. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, using a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Jonathan Holmes is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2023, following a decade at JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investable strategies.

Ryan Fowler is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and over 26 years of industry experience. He has worked with various Fidelity entities since 2013, including Fidelity Personal and Workplace Advisors and Fidelity Investments. Outside of his advisory role, he is involved in a Turo car-sharing sole proprietorship managed by his spouse. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm supports a range of strategies, including discretionary and non-discretionary management, fund advisory, and model portfolio delivery.

William Loertscher is a financial advisor with Fidelity, holding a Series 66 designation and 18 years of industry experience. His work history includes roles at E*TRADE Securities LLC, Axa Advisors, and Fidelity Brokerage Services LLC. 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 a registered commodity pool operator and advises multiple registered investment companies.

Joseph Fetters is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63, 65, and 66 licenses and bringing 36 years of industry experience. He has worked with Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where he has been since 2016. Wells Fargo Clearing provides retirement plan consulting services 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Julia Lester is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with LPL Financial (formerly Linsco/Private Ledger Corp.) since 1996. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by in-house and third-party research and technology.

John Bonnemort is a Financial Consultant at Fidelity Investments, a position he has held since 2021. He is a Certified Financial Planner (CFP®) who works collaboratively with clients to develop strategies aimed at enhancing their financial outcomes. His approach to financial planning encompasses a comprehensive management of personal financial situations, integrating elements such as tax-efficient investing, estate and legacy planning, insurance, and risk management. John's professional experience spans several roles in the financial services industry, including positions as a Registered Representative and Insurance Agent with State Farm from 2020 to 2021, a Financial Planner at First Capital Advisors from 2019 to 2020, a Financial Planner at Lincoln Financial Advisors from 2016 to 2019, and a Financial Advisor at Edward Jones from 2013 to 2016. He holds insurance licenses in Arkansas and California. Outside of his professional work, John engages in family activities and enjoys fishing, fitness, hiking, and traveling.

Blaine Durrant is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at E*TRADE Securities and E*TRADE Capital Management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a wide range of advisory programs, including tailored financial planning using structured discovery conversations and advanced modeling tools.

Trevor Wessman is a financial advisor with Fidelity in Salt Lake City, UT, holding a Series 66 designation and four years of industry experience. Prior to joining Fidelity, he worked at Inca, BambooHR, American Buildings Company, and Nucor Buildings Group. Outside of his advisory role, he operates as an Independent Business Owner selling products through Amway Corporation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its formal advisory roles to multiple registered investment companies and for integrating AI and systematic methodologies in its investment process.

Katja Akiyama is a financial advisor at Fidelity with three years of industry experience. She holds a Series 66 designation and has worked at firms including LPL Financial, Ameriprise Financial, and Cyprus Credit Union. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios composed of mutual funds, ETFs, and ETPs.

Carilynn Lape is a financial advisor at Fidelity with seven years of industry experience. She holds Series 66 and Series 63 licenses. Her prior work includes roles at Zions Bancorporation, Summit Global Investments, and the United States Postal Service. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to a broad client base including retail and institutional investors, employing a mix of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver its model portfolios.

Michael Sutherland is a financial advisor at LPL Financial with 37 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with LPL Financial since 2003. Outside of his advisory role, he is a commissioned notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of financial planning and advisory programs, utilizing model portfolios, third-party subadvisors, and advanced technologies to provide both discretionary and non-discretionary management.

Deborah Rowell is a Series 66-licensed financial advisor with Wells Fargo Clearing in Provo, UT, bringing 23 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously was with Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment solutions. The firm’s advisory approach 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.

Brandon Meredith is a financial advisor with Fidelity in Salt Lake City, holding Series 66 and Series 63 licenses and four years of industry experience. He previously worked at Wells Fargo Bank for 15 years. Meredith serves on the executive board of the Davis County Chamber of Commerce and is a board member of the Boys and Girls Club of Utah County. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Samuel Thomas is a CFP® professional with 21 years of industry experience, currently serving at Charles Schwab since 2023. His prior roles include positions at Morgan Stanley and E*TRADE. Outside of his advisory work, he is part owner and part manager of a dog walking and boarding business that involves his family. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory models with access to discretionary separately managed accounts and offers multi-asset investment guidance supported by centralized operations.