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.

Megan Maughan is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and nine years of industry experience. She has previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services, with additional experience at Randstad. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Austin Jensen is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 credentials and three years of industry experience. His prior work history includes roles at Advanced Space Systems and REI Drilling. 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 blends fundamental research with quantitative analysis and algorithmic portfolio construction, offering services including discretionary portfolio management and fund advisory.

Amie Thompson is a financial advisor at Raymond James & Associates with 32 years of industry experience. She holds Series 63 and Series 65 designations. Prior to joining Raymond James in 2026, she worked at Ameriprise Financial Services, LLC and Ameriprise Financial Services, Inc. for a total of 12 years. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and municipal entities, offering financial planning, investment consulting, and institutional advisory services.

Rehana Ahmed is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 24 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and First Security Van Kasper. Outside of her advisory role, she co-owns a rental property with her spouse. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, delivering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

John Orton is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a trustee for a family trust and holds a minority ownership interest in a private investment entity. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines research from both internal and third-party sources to support diversified investment strategies.

Michael Melton is a Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 1999, serving in various capacities including Investment Management Consultant, Team Manager, and Financial Service Specialist. His career spans more than 25 years in the financial industry. Michael's expertise includes addressing financial challenges such as inflation, economic uncertainty, and market volatility. He also has experience as an adjunct professor of economics, which informs his approach to creating flexible and resilient financial plans tailored to individual client needs. He holds insurance licenses in Arkansas and California. Outside of his professional work, Michael enjoys biking, camping, music, parenting, spending time with pets, and skiing.

Brock Larsen is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. He has been with Fidelity Investments since 2020 and has prior work experience at Darden - Olive Garden and the University of Utah. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, including discretionary and non-discretionary portfolio management and fund advisory. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad investable universe.

Alec Britte is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. from 2021 to 2024. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment funds. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and serves in advisory roles uncommon among large institutional peers.

Dallin Moulton is a financial advisor with Fidelity Investments based in Salt Lake City, UT, holding a Series 66 designation and two years of industry experience. Before joining Fidelity, he worked in various roles spanning the environmental sector and automotive industry. Outside of his financial career, Moulton teaches country swing dance. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a proprietary blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and manages model portfolios for intermediary platforms.

Timothy Cody is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2022, previously employed at Utah First Federal Credit Union, Lowe's, Career Employment Professionals, and Best Buy. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including portfolio management, fund advisory, and model portfolio delivery. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Ryan Gurney is a financial advisor at Fidelity with 30 years of industry experience. He holds Series 63 and Series 66 designations and has worked across multiple Fidelity divisions since 1995. His career includes roles at Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. 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 combines proprietary fundamental research with quantitative and algorithmic methods, including AI tools, to construct model portfolios from a broad investable universe.

Jacob Williams is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at Wells Fargo Bank, Driven Brands, Big 5 Sporting Goods, and the Church of Jesus Christ of Latter-Day Saints. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services grounded in modern portfolio theory and tailored to plan objectives and risk tolerances.

William Hiserman is a Series 66-licensed advisor at Fidelity with one year of industry experience. Prior to joining Fidelity Investments, he held various positions including roles at Alpine Country Club and Frye's Printing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and develops model portfolios for Fidelity Institutional Wealth Adviser.

Laurie Ann Thor is a financial advisor at Fidelity with 20 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2005. 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 systematic methodologies, delegation to sub-advisers, and application of AI in its investment processes.

Chase Metcalf is a financial advisor with Fidelity in Salt Lake City, UT, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Mills Wealth Management and truDigital Signage, as well as work with the Utah Jazz and Brigham Young University. He serves as treasurer for the board of Daybreak Aspen Academy, a public Waldorf school. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction with oversight of sub-advisers and rigorous governance procedures.

Daniel Hamilton is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Fidelity in various roles since 2012. Outside of his advisory work, he serves as a board member for the St Johns Child Development Center in Salt Lake City. Daniel is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients using a systematic investment process incorporating fundamental research, quantitative analysis, and algorithmic portfolio construction.

Nathan Andrews is a financial advisor at Fidelity with six years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2021, with prior roles at Wells Fargo Clearing Services LLC, RHI General Group, Arivs, and American International Group. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and advisory solutions.